StockDriftsStockDriftsTop 50 Purkiss Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10.51% | 55.1K | $27.6M | -0.73%(-406) | $457.68(+14.35%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.51% | 50.1K | $14.5M | +3.00%(+1.46K) | $233.23(+31.49%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 5.24% | 182.2K | $13.8M | -2.57%(-4.80K) | $53.67(+54.15%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.28% | 23.1K | $8.6M | -0.66%(-153) | $428.41(+17.35%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.2% | 22.3K | $8.4M | +34.88%(+5.76K) | $248.44(+69.20%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.49% | 32.7K | $6.6M | +0.67%(+217) | $140.32(+57.11%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.35% | 17.3K | $6.2M | -2.18%(-386) | $174.90(+100.95%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.32% | 17.9K | $6.1M | +21.54%(+3.17K) | $198.72(+90.71%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.93% | 7.4K | $5.1M | +19.22%(+1.19K) | $565.71(+25.69%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.81% | 14.5K | $4.7M | +5.11%(+705) | $241.46(+49.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.19% |
Purkiss Capital Advisors LLC reports $262.66M in US-listed equity holdings across 189 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (10.5%), AAPL (5.5%) and IAU (5.2%). The top 20 holdings account for 51.94% of reported assets. Its disclosed equity book has returned +23.73% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Purkiss Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053150). View Purkiss Capital Advisors LLC’s 13F filings on SEC