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 Market Cap. of $10 Billions to $200 Billions
