Porter White Investment Advisors, Inc.
All 13F Filings
- Location
- Birmingham, AL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 243,852
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 36 | 243,852 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q3 2025 | 10/22/2025 | 35 | 232,912 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q2 2025 | 7/17/2025 | 37 | 214,757 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q3 2024 | 7/7/2025 | 33 | 199,589 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q2 2024 | 7/7/2025 | 32 | 186,553 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q1 2024 | 7/15/2025 | 31 | 188,135 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q4 2023 | 7/15/2025 | 29 | 160,514 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q3 2023 | 7/15/2025 | 26 | 130,949 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q2 2023 | 7/15/2025 | 25 | 126,373 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q1 2023 | 7/15/2025 | 21 | 116,576 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q4 2022 | 7/15/2025 | 20 | 112,923 | 13F-HR | Porter White Investment Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 226 K | 92.7% | 10.36 K | 0 | 10.36 K |
| ETFs | 17.89 K | 7.3% | 584 | 0 | 584 |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
243,852
Holdings
36
QoQ value change ($000)
10,940
(4.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.