Painted Porch Advisors LLC

**Painted Porch Advisors LLC** manages $262M across a diversified portfolio of 468 positions. The fund exhibits significant overweighting in international and broad market equity exposure, notably holding EFA at $55.9M and IJR at $40.7M. Core allocations include substantial positions in BRK/B ($39.4M) and SPLV ($22.9M), underpinning a value-oriented, multi-asset approach. Top holdings further reveal concentrated exposure to mega-cap technology and financial sectors, including AAPL ($13.7M) and V ($7.5M).

📌 Top Holdings