Painted Porch Advisors LLC
CIK
2024585
Location
SANTA BARBARA, CA
Portfolio Value
Micro
$17,561,934
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,813
/ 8,586
▲ 4
Top Industry
Insurance - Diversified
40.8%
3Y Alpha vs SPY
-10.1%
Period ended 3 months ago
Filed May 15, 2026 · 33d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+27.1%
SPY
+55.8%
Annualised alpha
-10.1%
Max drawdown
−12.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
45 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
40.1%
+2.4 pts
Top 5
66.8%
+2.0 pts
Top 10
77.9%
+2.6 pts
HHI
1,915
Moderately concentrated+171
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 50.7% | $48,250,157 |
| Technology | 18.5% | $17,561,934 |
| Healthcare | 8.3% | $7,914,078 |
| Consumer Defensive | 6.5% | $6,178,858 |
| Energy | 4.3% | $4,068,147 |
| Industrials | 3.5% | $3,291,213 |
| Consumer Cyclical | 2.2% | $2,105,518 |
| Communication Services | 1.8% | $1,747,627 |
| Unclassified | 1.8% | $1,690,761 |
| Basic Materials | 1.6% | $1,561,738 |
| Real Estate | 0.8% | $730,148 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARES | Ares Management Corp | +5,671 | 20,306 | $2,215,384 | |
| BRK-B | Berkshire Hathaway Inc | +2,587 | 79,536 | $38,113,651 | |
| BSTZ | BlackRock Science & Technology Term Trust | +264 | 12,293 | $272,289 | |
| XOM | Exxon Mobil Corp | +163 | 3,151 | $534,598 | |
| SPY | Spdr S&P 500 ETF Trust | +126 | 1,401 | $911,126 | |
| WMT | Walmart Inc. | +10 | 20,741 | $2,577,691 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −2,116 | 2,046 | $588,347 | |
| AAPL | Apple Inc. | −1,859 | 53,837 | $13,663,292 | |
| V | Visa Inc. | −1,467 | 19,704 | $5,955,336 | |
| JNJ | Johnson & Johnson | −753 | 11,714 | $2,863,370 | |
| CSCO | Cisco Systems, Inc. | −552 | 3,409 | $264,504 | |
| MA | Mastercard Inc | −551 | 545 | $272,314 | |
| COP | Conocophillips | −492 | 4,747 | $626,604 | |
| CVX | Chevron Corp | −426 | 14,050 | $2,906,945 | |
| EMR | Emerson Electric Co | −420 | 12,999 | $1,703,128 | |
| NFLX | Netflix Inc | −310 | 4,500 | $432,675 | |
| NVDA | Nvidia Corp | −304 | 1,888 | $329,267 | |
| AMZN | Amazon Com Inc | −241 | 3,882 | $808,504 | |
| ADBE | Adobe Inc. | −229 | 2,367 | $575,370 | |
| MSFT | Microsoft Corp | −218 | 5,389 | $1,994,846 | |
| KO | Coca Cola Co | −200 | 20,381 | $1,549,975 | |
| PG | PROCTER & GAMBLE Co | −185 | 14,201 | $2,051,192 | |
| META | Meta Platforms, Inc. | −112 | 1,270 | $726,605 | |
| ABBV | AbbVie Inc. | −92 | 1,664 | $361,903 | |
| DE | Deere & Co | −84 | 1,043 | $587,521 | |
| BDX | Becton Dickinson & Co | −70 | 7,450 | $1,171,363 | |
| YUM | Yum Brands Inc | −50 | 8,342 | $1,297,014 | |
| UNP | Union Pacific Corp | −50 | 4,124 | $1,000,564 | |
| AMGN | Amgen Inc | −25 | 4,732 | $1,664,954 | |
| WELL | Welltower Inc. | −7 | 2,189 | $432,787 | |
| GLDM | World Gold Trust | −7 | 3,121 | $289,285 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PEP | Pepsico Inc | 8,947 | $1,284,073 | |
| AVGO | Broadcom Inc. | 1,665 | $576,256 | |
| RMD | Resmed Inc | 1,255 | $302,291 | |
| APH | Amphenol Corp /De/ | 1,827 | $246,900 | |
| NVO | Novo Nordisk A S | 4,312 | $219,394 | |
| TSLA | Tesla, Inc. | 481 | $216,315 | |
| ABT | Abbott Laboratories | 1,678 | $210,236 | |
| ZG | Zillow Group, Inc. | 2,959 | $201,892 | |
| No positions match the current search. | ||||
7 positions ·
$17,561,934 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 53,837 | $13,663,292 | 77.80% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,389 | $1,994,846 | 11.36% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 2,367 | $575,370 | 3.28% | |
| XYZ |
Block, Inc.
Technology
|
Held | 6,225 | $374,620 | 2.13% | |
| ZBRA |
Zebra Technologies Corp
Technology
|
Held | 1,722 | $360,035 | 2.05% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,888 | $329,267 | 1.87% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 3,409 | $264,504 | 1.51% |