Institutions / Purkiss Capital Advisors LLC
Purkiss Capital Advisors LLC
CIK 2053150 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$213.33M
Positions
165
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 165 โ
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $27.77M | 13.0% |
| iShares Gold Tr | $14.42M | 6.8% |
| Apple Inc. | $13.08M | 6.1% |
| Microsoft Corp | $8.66M | 4.1% |
| NVIDIA Corp | $5.67M | 2.7% |
| Broadcom Inc. | $5.66M | 2.7% |
| Alphabet Inc. | $5.51M | 2.6% |
| JPMorgan Chase & Co | $4.27M | 2.0% |
| Amazon.com Inc | $4.14M | 1.9% |
| Alphabet Inc. | $3.82M | 1.8% |
| Vanguard Index Fds | $3.49M | 1.6% |
| Invesco Qqq Tr | $3.15M | 1.5% |
| SPDR Gold Tr | $2.89M | 1.4% |
| Mastercard Inc | $2.85M | 1.3% |
| Johnson & Johnson | $2.80M | 1.3% |
| Visa Inc | $2.79M | 1.3% |
| iShares Tr | $2.71M | 1.3% |
| Thermo Fisher Scientific Inc. | $2.41M | 1.1% |
| Palo Alto Networks Inc | $2.37M | 1.1% |
| J P Morgan Exchange Traded F | $2.35M | 1.1% |
| Invesco Exchange Traded Fd T | $2.33M | 1.1% |
| SPDR Series Trust | $2.29M | 1.1% |
| Flexshares Tr | $2.22M | 1.0% |
| Bristol Myers Squibb Co | $1.98M | 0.9% |
| Fidelity Covington Trust | $1.84M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.