Purkiss Capital Advisors LLC Portfolio Holdings

Purkiss Capital Advisors LLC

  • $180 Billion
  • Q2 2025

Purkiss Capital Advisors LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $180 Billion distributed in 153 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 $27.9B, Ishares Gold Trust with a value of $16.7B, Apple Inc. with a value of $9.61B, Microsoft Corp with a value of $8.74B, and Broadcom Inc. with a value of $5B.

Examining the 13F form we can see an increase of $47.4B in the current position value, from $132B to 180B.

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 $180 Billion
ETFs: $46.6 Billion
Financial Services: $40.8 Billion
Technology: $34.9 Billion
Healthcare: $9.82 Billion
Industrials: $9.02 Billion
Communication Services: $8.6 Billion
Consumer Cyclical: $8.07 Billion
Consumer Defensive: $7.78 Billion
Other: $10.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$27.9 Billion 15.52% of portfolio
57,477
Q2 2025 Added 0.49%
$53.5B
$16.7 Billion 9.29% of portfolio
268,020
Q2 2025 Added 6.08%
$3.69T
$9.61 Billion 5.34% of portfolio
46,852
Q2 2025 Added 3.26%
$3.95T
$8.74 Billion 4.86% of portfolio
17,563
Q2 2025 Added 29.43%
$127B
$5 Billion 2.78% of portfolio
18,132
Q2 2025 Added 189.6%
$456B
$4.29 Billion 2.39% of portfolio
27,154
Q2 2025 Added 130.12%
$2.26T
$3.95 Billion 2.19% of portfolio
17,991
Q2 2025 Added 40.72%
$859B
$3.79 Billion 2.11% of portfolio
13,081
Q2 2025 Added 16.94%
$1.21T
$3.35 Billion 1.86% of portfolio
19,030
Q2 2025 Added 46.75%
$551B
$2.78 Billion 1.54% of portfolio
7,824
Q2 2025 Added 55.02%
$0
$2.64 Billion 1.47% of portfolio
4,654
Q2 2025 Added 4.75%
$1.24T
$2.33 Billion 1.3% of portfolio
13,151
Q2 2025 Added 7.56%
$548B
$2.31 Billion 1.28% of portfolio
4,110
Q2 2025 Added 145.08%
$106B
$2.21 Billion 1.23% of portfolio
7,260
Q2 2025 Added 9.9%
$452B
$2.18 Billion 1.21% of portfolio
14,289
Q2 2025 Added 4.46%
$0
$2.09 Billion 1.16% of portfolio
52,115
Q4 2024 New
J P Morgan Exchange Traded F
-
$1.91 Billion 1.06% of portfolio
-
Q2 2025 Added 21.12%
$52.5B
$1.88 Billion 1.05% of portfolio
9,208
Q2 2025 Added 267.73%
$0
$1.8 Billion 1.0% of portfolio
9,905
Q2 2025 Added 10.49%
$0
$1.74 Billion 0.97% of portfolio
40,304
Q2 2025 Added 47.82%
$99B
$1.7 Billion 0.94% of portfolio
36,627
Q2 2025 Reduced 3.13%
$0
$1.66 Billion 0.92% of portfolio
8,427
Q2 2025 Reduced 11.51%
$1.78T
$1.63 Billion 0.91% of portfolio
2,213
Q2 2025 Added 175.94%
$0
$1.63 Billion 0.9% of portfolio
2,630
Q2 2025 Added 309.66%
$439B
$1.59 Billion 0.88% of portfolio
1,602
Q2 2025 Added 24.67%
$187B
$1.4 Billion 0.78% of portfolio
3,455
Q2 2025 Added 52.27%
$229B
$1.35 Billion 0.75% of portfolio
9,260
Q2 2025 Added 56.16%
$368B
$1.31 Billion 0.73% of portfolio
8,216
Q2 2025 Added 15.91%
$0
$1.23 Billion 0.68% of portfolio
6,963
Q2 2025 Reduced 0.6%
$79.5B
$1.23 Billion 0.68% of portfolio
7,115
Q4 2024 New
$0
$1.18 Billion 0.66% of portfolio
4,663
Q2 2025 Added 15.14%
$405B
$1.15 Billion 0.64% of portfolio
3,139
Q2 2025 Added 74.78%
$381B
$1.14 Billion 0.63% of portfolio
24,103
Q2 2025 Added 18.25%
$141B
$1.09 Billion 0.61% of portfolio
15,694
Q2 2025 Added 129.98%
$281B
$1.08 Billion 0.6% of portfolio
11,061
Q2 2025 Added 229.49%
$302B
$1.07 Billion 0.59% of portfolio
7,445
Q2 2025 Added 57.0%
$76.4B
$1.07 Billion 0.59% of portfolio
6,960
Q2 2025 Added 135.93%
$10.2B
$1.02 Billion 0.57% of portfolio
8,409
Q2 2025 Added 245.2%
$146B
$991 Million 0.55% of portfolio
4,257
Q2 2025 Added 108.27%
$17.2B
$956 Million 0.53% of portfolio
7,467
Q2 2025 New
$33.1B
$884 Million 0.49% of portfolio
10,833
Q2 2025 Added 78.0%
Linde PLC
-
$870 Million 0.48% of portfolio
-
Q2 2025 Added 25.51%
$124B
$858 Million 0.48% of portfolio
2,781
Q2 2025 Added 34.8%
$57.5B
$859 Million 0.48% of portfolio
8,280
Q2 2025 Added 88.01%
$0
$847 Million 0.47% of portfolio
9,480
Q2 2025 Added 1.9%
$118B
$824 Million 0.46% of portfolio
14,056
Q2 2025 Added 239.03%
$173B
$823 Million 0.46% of portfolio
5,165
Q2 2025 Added 82.51%
$608B
$808 Million 0.45% of portfolio
1,037
Q2 2025 Added 80.35%
$0
$791 Million 0.44% of portfolio
5,935
Q2 2025 Added 31.74%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $180 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 48 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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