Purkiss Capital Advisors LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Purkiss Capital Advisors LLC 13F Holdings
CIK 0002053150 · RIDGEFIELD, CT
As of Sep 30, 2025, Purkiss Capital Advisors LLC reported
167 positions worth $209.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 57,044 | $28.7M | 13.72% |
| APPLE INC | AAPL | Technology | 49,132 |
|
2.5M5.99% |
| ISHARES GOLD TRUST | IAU | — | 165,608 |
2.1M | 5.77% |
| MICROSOFT CORP | MSFT | Technology | 17,911 | $9.3M | 4.44% |
| BROADCOM INC | AVGO | Technology | 18,412 | $6.1M | 2.91% |
| NVIDIA CORP | NVDA | Technology | 31,774 | $5.9M | 2.84% |
| ALPHABET INC | GOOGL | Equity | 19,413 | $4.7M | 2.26% |
| AMAZON.COM INC | AMZN | Equity | 18,963 | $4.2M | 1.99% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 13,139 | $4.1M | 1.98% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,230 | $3.1M | 1.50% |
| ALPHABET INC | GOOG | Equity | 12,798 | $3.1M | 1.49% |
| VANGUARD 500 INDEX FUND | VOO | — | 4,922 | $3.0M | 1.44% |
| MASTERCARD INC | MA | Financial Services | 4,955 | $2.8M | 1.35% |
| VISA INC-CLASS A SHARES | V | Financial Services | 7,956 | $2.7M | 1.30% |
| SPDR GOLD TRUST | GQ9 | — | 7,260 | $2.6M | 1.23% |
| PALO ALTO NETWORKS INC | PANW | Technology | 12,598 | $2.6M | 1.23% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 13,711 | $2.5M | 1.22% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 16,630 | $2.3M | 1.11% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 12,036 | $2.3M | 1.09% |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | GUNR | — | 51,890 | $2.3M | 1.09% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 4,478 | $2.2M | 1.04% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 32,908 | $2.1M | 1.02% |
| META PLATFORMS INC | META | Communication Services | 2,661 | $2.0M | 0.93% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | FTEC | — | 8,794 | $2.0M | 0.93% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 6,702 |
.9M | 0.90% |