Porter White Investment Advisors, Inc.
Porter White Investment Advisors, Inc. reported 40 positions worth $259.7M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: DFAC (35.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $93.2M | 35.88% | 2,100,973 | — | — | |
| ▸ 2 | DFUV | SH | $48.8M | 18.78% | 886,806 | — | — | |
| ▸ 3 | AVUV | SH | $15.6M | 6.00% | 124,935 | — | — | |
| ▸ 4 | DFAX | SH | $11.0M | 4.22% | 297,632 | — | — | |
| ▸ 5 | AVDV | SH | $10.1M | 3.89% | 97,956 | — | — | |
| ▸ 6 | DFNM | SH | $8.5M | 3.29% | 176,591 | — | — | |
| ▸ 7 | DFIC | SH | $6.0M | 2.33% | 162,353 | — | — | |
| ▸ 8 | DFAT | SH | $5.7M | 2.20% | 81,639 | — | — | |
| ▸ 9 | VPU | SH | $5.5M | 2.13% | 28,323 | — | — | |
| ▸ 10 | DFCF | SH | $5.4M | 2.07% | 127,527 | — | — |
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Frequently Asked Questions
What stocks does Porter White Investment Advisors, Inc. hold as of Q2 2026?
Porter White Investment Advisors, Inc. reported 40 positions worth $259.7M in its Q2 2026 13F filing. Largest positions: DFAC (35.9%), DFUV (18.8%), AVUV (6.0%), DFAX (4.2%) and AVDV (3.9%).
What did Porter White Investment Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Porter White Investment Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.