Purkiss Capital Advisors LLC Portfolio Holdings

Purkiss Capital Advisors LLC

  • $132 Billion
  • Q1 2025

Purkiss Capital Advisors LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $30.5B, Ishares Gold Trust with a value of $14.9B, Apple Inc. with a value of $10.1B, Microsoft Corp with a value of $5.09B, and Jpmorgan Chase & CO with a value of $2.74B.

Examining the 13F form we can see an increase of $16.6B in the current position value, from $116B to 132B.

Purkiss Capital Advisors LLC is based out at Ridgefield, CT

Below you can find more details about Purkiss Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $132 Billion
Financial Services: $38.1 Billion
ETFs: $36.5 Billion
Technology: $21.1 Billion
Healthcare: $9.16 Billion
Consumer Cyclical: $5.68 Billion
Consumer Defensive: $4.95 Billion
Communication Services: $4.87 Billion
Industrials: $4.56 Billion
Other: $5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$633B
$30.5 Billion 23.0% of portfolio
57,196
Q1 2025 Added 1.38%
$53.2B
$14.9 Billion 11.25% of portfolio
252,670
Q1 2025 Added 0.42%
$3.22T
$10.1 Billion 7.61% of portfolio
45,371
Q1 2025 Added 28.41%
$3.65T
$5.09 Billion 3.85% of portfolio
13,569
Q1 2025 Added 6.93%
$825B
$2.74 Billion 2.07% of portfolio
11,186
Q1 2025 Added 26.8%
$2.17T
$2.43 Billion 1.84% of portfolio
12,785
Q1 2025 Added 44.68%
$100B
$2.31 Billion 1.74% of portfolio
37,809
Q1 2025 Added 0.22%
$0
$2.28 Billion 1.72% of portfolio
4,443
Q1 2025 Added 4.1%
$398B
$2.27 Billion 1.71% of portfolio
13,679
Q1 2025 Added 7.58%
$0
$2.02 Billion 1.53% of portfolio
52,115
Q4 2024 New
$1.02T
$2.01 Billion 1.51% of portfolio
12,968
Q1 2025 Added 0.01%
$1.02T
$1.91 Billion 1.44% of portfolio
12,227
Q1 2025 Added 1.26%
$106B
$1.9 Billion 1.44% of portfolio
6,606
Q1 2025 Added 17.84%
$575B
$1.77 Billion 1.34% of portfolio
5,047
Q1 2025 Added 44.7%
$79.5B
$1.57 Billion 1.19% of portfolio
7,115
Q4 2024 New
$0
$1.55 Billion 1.17% of portfolio
8,965
Q1 2025 Added 8.09%
J P Morgan Exchange Traded F
-
$1.5 Billion 1.14% of portfolio
-
Q1 2025 Added 13.56%
$369B
$1.28 Billion 0.97% of portfolio
11,800
Q1 2025 Reduced 5.22%
$443B
$1.22 Billion 0.92% of portfolio
1,285
Q1 2025 Added 131.53%
$0
$1.21 Billion 0.91% of portfolio
7,005
Q1 2025 Reduced 1.13%
$380B
$1.21 Billion 0.91% of portfolio
7,088
Q1 2025 Added 15.51%
$158B
$1.13 Billion 0.85% of portfolio
2,269
Q1 2025 Added 5.29%
$0
$1.08 Billion 0.82% of portfolio
27,265
Q1 2025 Added 343.48%
$107B
$1.05 Billion 0.79% of portfolio
6,261
Q1 2025 Added 0.51%
$0
$1.03 Billion 0.78% of portfolio
2,206
Q1 2025 Added 78.05%
$532B
$919 Million 0.69% of portfolio
1,677
Q1 2025 Added 23.58%
$0
$882 Million 0.67% of portfolio
16,003
Q1 2025 Reduced 25.83%
$73.4B
$864 Million 0.65% of portfolio
7,858
Q4 2024 New
$374B
$851 Million 0.64% of portfolio
20,383
Q1 2025 Added 66.65%
$214B
$839 Million 0.63% of portfolio
2,685
Q1 2025 Reduced 14.46%
$0
$836 Million 0.63% of portfolio
4,050
Q1 2025 Added 17.39%
$452B
$833 Million 0.63% of portfolio
7,005
Q1 2025 Added 14.65%
$281B
$793 Million 0.6% of portfolio
4,742
Q1 2025 Added 46.31%
$209B
$785 Million 0.59% of portfolio
5,930
Q1 2025 Added 3.17%
$0
$760 Million 0.57% of portfolio
9,303
Q4 2024 New
$0
$747 Million 0.56% of portfolio
5,508
Q1 2025 Reduced 0.99%
$105B
$738 Million 0.56% of portfolio
7,521
Q1 2025 Reduced 2.59%
Linde PLC
-
$688 Million 0.52% of portfolio
-
Q4 2024 New
$328B
$687 Million 0.52% of portfolio
3,279
Q1 2025 Added 0.03%
$369B
$658 Million 0.5% of portfolio
1,796
Q1 2025 Added 0.06%
$1.08T
$645 Million 0.49% of portfolio
2,490
Q1 2025 Reduced 3.0%
$0
$638 Million 0.48% of portfolio
12,815
Q1 2025 Added 128.11%
$129B
$630 Million 0.48% of portfolio
2,063
Q4 2024 New
$36B
$604 Million 0.46% of portfolio
6,086
Q1 2025 Added 2.82%
$0
$593 Million 0.45% of portfolio
7,022
Q1 2025 Added 58.83%
$0
$581 Million 0.44% of portfolio
4,505
Q1 2025 Added 90.89%
$16.5B
$564 Million 0.43% of portfolio
2,519
Q4 2024 New
$197B
$566 Million 0.43% of portfolio
1,716
Q1 2025 Added 140.34%
$140B
$484 Million 0.37% of portfolio
6,824
Q1 2025 Added 29.17%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $132 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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