Purkiss Capital Advisors LLC

CIK: 0002053150SEC EDGAR →

Portfolio Value

$213.3M

Holdings

165

As of

Q4 2025

New Positions

165

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
BRK/B

BERKSHIRE HATHAWAY INC DEL

55,253$27.8M
13.02%
2
IAU*

ISHARES GOLD TR

177,693$14.4M
6.76%
3
AAPL

APPLE INC

48,104$13.1M
6.13%
4
MSFT

MICROSOFT CORP

17,905$8.7M
4.06%
5
NVDA

NVIDIA CORPORATION

30,389$5.7M
2.66%
6
AVGO

BROADCOM INC

16,340$5.7M
2.65%
7
GOOGL

ALPHABET INC

17,606$5.5M
2.58%
8
JPM

JPMORGAN CHASE & CO.

13,259$4.3M
2.00%
9
AMZN

AMAZON COM INC

17,948$4.1M
1.94%
10
GOOG

ALPHABET INC

12,187$3.8M
1.79%

Quarterly Changes

Top Buys

BRK/BNEW
$27.8M
IAU*NEW
$14.4M
AAPLNEW
$13.1M
MSFTNEW
$8.7M
NVDANEW
$5.7M

Top Sells

No sells this quarter

New Positions (165)

BRK/B
$27.8M · 55K shares
IAU*
$14.4M · 178K shares
AAPL
$13.1M · 48K shares
MSFT
$8.7M · 18K shares
NVDA
$5.7M · 30K shares
AVGO
$5.7M · 16K shares
GOOGL
$5.5M · 18K shares
JPM
$4.3M · 13K shares
AMZN
$4.1M · 18K shares
GOOG
$3.8M · 12K shares
VOO
$3.5M · 6K shares
NDQ
$3.1M · 5K shares
GQ9
$2.9M · 7K shares
MA
$2.9M · 5K shares
JNJ
$2.8M · 14K shares
V
$2.8M · 8K shares
IQLT
$2.7M · 60K shares
TMO
$2.4M · 4K shares
PANW
$2.4M · 13K shares
HELO
$2.4M · 35K shares
RSP
$2.3M · 12K shares
SDY
$2.3M · 16K shares
GUNR
$2.2M · 48K shares
BMY
$2.0M · 37K shares
FTEC
$1.8M · 8K shares
SPY
$1.8M · 3K shares
XLK
$1.8M · 12K shares
RTX
$1.8M · 10K shares
VTI
$1.8M · 5K shares
CVX
$1.7M · 11K shares
BAC
$1.6M · 29K shares
WMT
$1.5M · 13K shares
STLD
$1.4M · 8K shares
COST
$1.4M · 2K shares
WELL
$1.4M · 7K shares
LAMR
$1.4M · 11K shares
VTV
$1.3M · 7K shares
NEE
$1.3M · 16K shares
META
$1.3M · 2K shares
TSM
$1.2M · 4K shares
GEV
$1.2M · 2K shares
PG
$1.1M · 8K shares
CAT
$1.1M · 2K shares
HD
$1.1M · 3K shares
CELG-R
$1.0M · 26K shares
PNC
$997K · 5K shares
AEP
$992K · 9K shares
TSLA
$989K · 2K shares
ADP
$955K · 4K shares
ABBV
$934K · 4K shares
HON
$928K · 5K shares
LLY
$916K · 853 shares
EFA
$880K · 9K shares
MO
$870K · 15K shares
LIN
$859K · 2K shares
VYM
$838K · 6K shares
AMD
$828K · 4K shares
4I1
$818K · 5K shares
TEL
$817K · 4K shares
QCOM
$801K · 5K shares
PH
$800K · 910 shares
UPS
$779K · 8K shares
VGK
$777K · 9K shares
CRWV
$723K · 10K shares
OKE
$719K · 10K shares
E
$695K · 18K shares
WST
$693K · 3K shares
GE
$676K · 2K shares
XOM
$671K · 6K shares
MCD
$668K · 2K shares
PSX
$649K · 5K shares
VO
$642K · 2K shares
SPG
$641K · 3K shares
EMXC
$627K · 9K shares
TT
$626K · 2K shares
FDIS
$625K · 6K shares
SBUX
$601K · 7K shares
ACN
$597K · 2K shares
LMT
$593K · 1K shares
IXJ
$568K · 6K shares
IJJ
$566K · 4K shares
JPX
$559K · 2K shares
AQLT
$546K · 4K shares
NFLX
$515K · 6K shares
DXJ
$509K · 4K shares
XLF
$508K · 9K shares
ITA*
$504K · 2K shares
IBM
$498K · 2K shares
VGT
$497K · 660 shares
HBC2
$496K · 6K shares
CB
$490K · 2K shares
FISV
$477K · 7K shares
BX
$457K · 3K shares
VLO
$457K · 3K shares
RIO
$444K · 6K shares
BMTA
$434K · 8K shares
IVV
$426K · 622 shares
IWM
$410K · 2K shares
VEU
$408K · 6K shares
PEP
$403K · 3K shares
CI
$401K · 1K shares
XLU
$389K · 9K shares
ABG
$373K · 1K shares
DWD
$373K · 2K shares
T7D
$372K · 280 shares
XLC
$356K · 3K shares
MRK
$355K · 3K shares
FIDU
$349K · 4K shares
XLFI
$348K · 4K shares
BP
$342K · 10K shares
TJX
$341K · 2K shares
BWXT
$341K · 2K shares
SYK
$339K · 967 shares
ADBE
$332K · 951 shares
AQLT
$330K · 7K shares
HWM
$328K · 2K shares
EPD
$326K · 10K shares
KO
$318K · 5K shares
ADI
$318K · 1K shares
ET
$313K · 19K shares
INTU
$312K · 472 shares
ORCL
$312K · 2K shares
CMI
$312K · 612 shares
XLV
$309K · 2K shares
XLI
$304K · 2K shares
ASML
$297K · 278 shares
DHR
$295K · 1K shares
FNCL
$291K · 4K shares
CL
$290K · 4K shares
TROW
$286K · 3K shares
ARCC
$285K · 14K shares
XLY
$284K · 2K shares
ALS
$282K · 1K shares
DFUV
$281K · 6K shares
CW
$277K · 503 shares
LOW
$276K · 1K shares
HIG
$275K · 2K shares
IWB
$273K · 733 shares
RSPT
$273K · 6K shares
SPGI
$269K · 515 shares
KMB
$255K · 3K shares
SHEL
$254K · 3K shares
FTNT
$253K · 3K shares
SCHX
$253K · 9K shares
SPYG
$251K · 2K shares
GILD
$250K · 2K shares
VEA
$245K · 4K shares
QUAL
$245K · 1K shares
AMGN
$244K · 748 shares
CEF/U
$240K · 5K shares
PRTA
$239K · 25K shares
PWR
$238K · 565 shares
VT
$229K · 2K shares
GS
$226K · 257 shares
TTE
$226K · 3K shares
EUFN
$225K · 6K shares
GIS
$225K · 5K shares
CSCO
$213K · 3K shares
DEC
$213K · 15K shares
MDY
$211K · 350 shares
HII
$211K · 623 shares
LYG
$208K · 39K shares
FUTY
$204K · 4K shares
PLTR
$202K · 1K shares
ECL
$201K · 768 shares

Sector Breakdown

Sector# HoldingsValue%
Unknown17$54.5M25.5%
Financial Services56$52.1M24.3%
Technology21$43.6M20.4%
Healthcare13$11.8M5.5%
Communication Services4$11.1M5.2%
Industrials15$9.9M4.6%
Consumer Cyclical8$8.5M3.9%
Energy12$6.6M3.1%
Consumer Defensive9$6.3M3.0%
Utilities3$3.5M1.6%
Real Estate3$3.4M1.6%
Basic Materials4$2.9M1.4%