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

CompanyClassValueShares% of portfolio
Warren E. Buffettโ€”$27.77M55,25313.0%
iShares Gold Trโ€”$14.42M177,6936.8%
Apple Inc.โ€”$13.08M48,1046.1%
Microsoft Corpโ€”$8.66M17,9054.1%
NVIDIA Corpโ€”$5.67M30,3892.7%
Broadcom Inc.โ€”$5.66M16,3402.7%
Alphabet Inc.โ€”$5.51M17,6062.6%
JPMorgan Chase & Coโ€”$4.27M13,2592.0%
Amazon.com Incโ€”$4.14M17,9481.9%
Alphabet Inc.โ€”$3.82M12,1871.8%
Vanguard Index Fdsโ€”$3.49M5,5671.6%
Invesco Qqq Trโ€”$3.15M5,1271.5%
SPDR Gold Trโ€”$2.89M7,2821.4%
Mastercard Incโ€”$2.85M4,9971.3%
Johnson & Johnsonโ€”$2.80M13,5181.3%
Visa Incโ€”$2.79M7,9641.3%
iShares Trโ€”$2.71M59,5271.3%
Thermo Fisher Scientific Inc.โ€”$2.41M4,1541.1%
Palo Alto Networks Incโ€”$2.37M12,8531.1%
J P Morgan Exchange Traded Fโ€”$2.35M35,4341.1%
Invesco Exchange Traded Fd Tโ€”$2.33M12,1871.1%
SPDR Series Trustโ€”$2.29M16,4851.1%
Flexshares Trโ€”$2.22M48,4801.0%
Bristol Myers Squibb Coโ€”$1.98M36,6270.9%
Fidelity Covington Trustโ€”$1.84M8,1730.9%

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.