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Purkiss Capital Advisors LLC

Portfolio Manager
Purkiss Capital Advisors LLC
Performance
-5.41% (2026 Q1)
AUM (13F)
$227.44M
# of Holdings
168
Performance Rank
Allocation (Top 20)
53.24%

Purkiss Capital Advisors LLC Holdings Map

Top 50 Purkiss Capital Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
11.7%55.6K$26.6M
+0.54%(+298)
2025-Q1: 57.2K shares2025-Q2: 57.5K shares2025-Q3: 57.0K shares2025-Q4: 55.3K shares2026-Q1: 55.6K shares
$457.68(+6.08%)
2026-03-31
IAU
ISHARES GOLD TR
7.25%187.0K$16.5M
+5.24%(+9.30K)
2025-Q1: 252.7K shares2025-Q2: 268.0K shares2025-Q3: 165.6K shares2025-Q4: 177.7K shares2026-Q1: 187.0K shares
$53.67(+64.31%)
2026-03-31
AAPL
APPLE INC
5.42%48.6K$12.3M
+1.02%(+489)
2025-Q1: 45.4K shares2025-Q2: 46.9K shares2025-Q3: 49.1K shares2025-Q4: 48.1K shares2026-Q1: 48.6K shares
$232.19(+28.72%)
2026-03-31
MSFT
MICROSOFT CORP
3.78%23.2K$8.6M
+29.82%(+5.34K)
2025-Q1: 13.6K shares2025-Q2: 17.6K shares2025-Q3: 17.9K shares2025-Q4: 17.9K shares2026-Q1: 23.2K shares
$428.41(-5.42%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.49%32.5K$5.7M
+7.01%(+2.13K)
2025-Q1: 11.8K shares2025-Q2: 27.2K shares2025-Q3: 31.8K shares2025-Q4: 30.4K shares2026-Q1: 32.5K shares
$140.04(+61.26%)
2026-03-31
AVGO
BROADCOM INC
2.25%16.5K$5.1M
+1.10%(+180)
2025-Q1: 6.3K shares2025-Q2: 18.1K shares2025-Q3: 18.4K shares2025-Q4: 16.3K shares2026-Q1: 16.5K shares
$218.05(+91.15%)
2026-03-31
GOOGL
ALPHABET INC
2.24%17.7K$5.1M
+0.43%(+75)
2025-Q1: 13.0K shares2025-Q2: 19.0K shares2025-Q3: 19.4K shares2025-Q4: 17.6K shares2026-Q1: 17.7K shares
$174.90(+130.20%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.78%13.8K$4.1M
+3.96%(+525)
2025-Q1: 11.2K shares2025-Q2: 13.1K shares2025-Q3: 13.1K shares2025-Q4: 13.3K shares2026-Q1: 13.8K shares
$238.19(+26.06%)
2026-03-31
AMZN
AMAZON COM INC
1.7%18.6K$3.9M
+3.53%(+634)
2025-Q1: 12.8K shares2025-Q2: 18.0K shares2025-Q3: 19.0K shares2025-Q4: 17.9K shares2026-Q1: 18.6K shares
$205.49(+31.45%)
2026-03-31
VOO
VANGUARD INDEX FDS
1.62%6.2K$3.7M
+11.01%(+613)
2025-Q1: 4.4K shares2025-Q2: 4.7K shares2025-Q3: 4.9K shares2025-Q4: 5.6K shares2026-Q1: 6.2K shares
$552.60(+23.49%)
2026-03-31

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