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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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