Painted Porch Advisors LLC - Q12026 Holdings

Painted Porch Advisors LLC holds 67 stocks with a total portfolio value of $ 209.53M as of Q12026. In Q12026, Painted Porch Advisors LLC added 7 new positions, increased stakes in 13 stocks, reduced 33 holdings, and fully exited 11 positions. The largest holding is Ishares Tr (IJR), representing 19.12% of the total portfolio.