Managed by Porter White Investment Advisors, Inc. • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $95.8M | 2.42M | 0.00% | — |
| 2 | ? N/A — | $94.8M | 2.44M | 0.00% | — |
| 3 | ? N/A — | $94M | 2.44M | 0.00% | — |
| 4 | ? N/A — | $93.2M | 2.10M | 0.00% | — |
| 5 | ? N/A — | $87.6M | 2.45M | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 |
? N/A — |
| $86.2M |
| 2.51M |
| 0.00% |
| — |
| 7 | ? N/A — | $85.9M | 2.48M | 0.00% | — |
| 8 | ? N/A — | $83.7M | 2.54M | 0.00% | — |
| 9 | ? N/A — | $81M | 2.51M | 0.00% | — |
| 10 | ? N/A — | $81M | 2.53M | 0.00% | — |
| 11 | ? N/A — | $69.7M | 2.38M | 0.00% | — |
| 12 | ? N/A — | $58.4M | 2.15M | 0.00% | — |
| 13 | ? N/A — | $57.9M | 2.21M | 0.00% | — |
| 14 | ? N/A — | $54.6M | 2.14M | 0.00% | — |
| 15 | ? N/A — | $52.3M | 2.15M | 0.00% | — |
| 16 | ? N/A — | $48.8M | 886.8K | 0.00% | — |
| 17 | ? N/A — | $47.4M | 977.9K | 0.00% | — |
| 18 | ? N/A — | $45.4M | 973.6K | 0.00% | — |
| 19 | ? N/A — | $43.1M | 964.9K | 0.00% | — |
| 20 | ? N/A — | $40.3M | 967.8K | 0.00% | — |