Porter White Investment Advisors, Inc.

Comprehensive SEC 13F Analysis: Porter White Investment Advisors, Inc.

1. Portfolio Overview

Porter White Investment Advisors manages a concentrated portfolio totaling approximately $243.85 million across 36 holdings. The firm reported a robust portfolio growth of +16.1% (increasing from $210.10M in the prior quarter), driven by a combination of market appreciation and active capital deployment.

The portfolio exhibits a distinct "core-satellite" structure heavily weighted towa...