Painted Porch Advisors LLC
Top Portfolio Positions
44 positions ·
$56,986,528 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
53,837 | $13,663,292 | 23.98% | |
| V |
Visa Inc.
Financial Services
|
19,704 | $5,955,336 | 10.45% | |
| CVX |
Chevron Corp
Energy
|
14,050 | $2,906,945 | 5.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
11,714 | $2,863,370 | 5.02% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
20,741 | $2,577,691 | 4.52% | |
| ARES |
Ares Management Corp
Financial Services
|
20,306 | $2,215,384 | 3.89% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
14,201 | $2,051,192 | 3.60% | |
| MSFT |
Microsoft Corp
Technology
|
5,389 | $1,994,846 | 3.50% | |
| EMR |
Emerson Electric Co
Industrials
|
12,999 | $1,703,128 | 2.99% | |
| AMGN |
Amgen Inc
Healthcare
|
4,732 | $1,664,954 | 2.92% |
Portfolio Trend
Holdings in HGTY
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,258 | 18,638 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $250,494 | 18,638 | Shares | Sole | 2026-03-19 | |
| 2025-09-30 | $224,401 | 18,638 | Shares | Sole | 2025-12-09 | |
| 2025-06-30 | $188,430 | 18,638 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $168,487 | 18,638 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $179,856 | 18,638 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $189,548 | 18,638 | Shares | Sole | 2025-07-14 | |
| 2024-06-30 | $86,746 | 8,341 | Shares | Sole | 2025-07-14 | |
| No 13F history on record for this holder in this stock. | ||||||