Purkiss Capital Advisors LLC Portfolio Holdings

Purkiss Capital Advisors LLC

  • $209 Billion
  • Q3 2025

Purkiss Capital Advisors LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $209 Billion distributed in 167 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 $28.7B, Apple Inc. with a value of $12.5B, Ishares Gold Trust with a value of $12.1B, Microsoft Corp with a value of $9.28B, and Broadcom Inc. with a value of $6.07B.

Examining the 13F form we can see an increase of $29.1B in the current position value, from $180B to 209B.

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 $209 Billion
ETFs: $54.3 Billion
Financial Services: $44.7 Billion
Technology: $42.6 Billion
Healthcare: $11.6 Billion
Communication Services: $10.7 Billion
Industrials: $10.5 Billion
Consumer Cyclical: $8.73 Billion
Consumer Defensive: $8.31 Billion
Other: $13.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$28.7 Billion 13.72% of portfolio
57,044
Q3 2025 Reduced 0.75%
$4.35T
$12.5 Billion 5.99% of portfolio
49,132
Q3 2025 Added 4.87%
$63.9B
$12.1 Billion 5.77% of portfolio
165,608
Q3 2025 Reduced 38.21%
$3.86T
$9.28 Billion 4.44% of portfolio
17,911
Q3 2025 Added 1.98%
$150B
$6.07 Billion 2.91% of portfolio
18,412
Q3 2025 Added 1.54%
$505B
$5.93 Billion 2.84% of portfolio
31,774
Q3 2025 Added 17.01%
$1.68T
$4.72 Billion 2.26% of portfolio
19,413
Q3 2025 Added 2.01%
$2.49T
$4.16 Billion 1.99% of portfolio
18,963
Q3 2025 Added 5.4%
$913B
$4.14 Billion 1.98% of portfolio
13,139
Q3 2025 Added 0.44%
$0
$3.14 Billion 1.5% of portfolio
5,230
Q3 2025 Added 46.66%
$1.72T
$3.12 Billion 1.49% of portfolio
12,798
Q3 2025 Reduced 2.68%
$0
$3.01 Billion 1.44% of portfolio
4,922
Q3 2025 Added 5.76%
$526B
$2.82 Billion 1.35% of portfolio
4,955
Q3 2025 Added 20.56%
$557B
$2.72 Billion 1.3% of portfolio
7,956
Q3 2025 Added 1.69%
$127B
$2.58 Billion 1.23% of portfolio
7,260
Q2 2025 Added 9.9%
$65.9B
$2.57 Billion 1.23% of portfolio
12,598
Q3 2025 Added 36.82%
$0
$2.33 Billion 1.11% of portfolio
16,630
Q3 2025 Added 220.73%
$0
$2.28 Billion 1.09% of portfolio
12,036
Q3 2025 Added 21.51%
$0
$2.27 Billion 1.09% of portfolio
51,890
Q3 2025 Reduced 0.43%
$222B
$2.17 Billion 1.04% of portfolio
4,478
Q3 2025 Added 29.61%
J P Morgan Exchange Traded F
-
$2.14 Billion 1.02% of portfolio
-
Q3 2025 Added 7.76%
$1.46T
$1.95 Billion 0.93% of portfolio
2,661
Q3 2025 Added 20.24%
$0
$1.95 Billion 0.93% of portfolio
8,794
Q3 2025 Added 4.36%
$0
$1.89 Billion 0.9% of portfolio
6,702
Q3 2025 Added 43.73%
$0
$1.79 Billion 0.86% of portfolio
40,533
Q3 2025 Added 0.57%
$0
$1.78 Billion 0.85% of portfolio
2,677
Q3 2025 Added 1.79%
$0
$1.71 Billion 0.82% of portfolio
5,224
Q3 2025 Added 316.59%
$98B
$1.65 Billion 0.79% of portfolio
36,627
Q2 2025 Reduced 3.13%
$429B
$1.58 Billion 0.76% of portfolio
30,647
Q3 2025 Added 27.15%
$262B
$1.6 Billion 0.76% of portfolio
9,540
Q3 2025 Added 3.02%
$403B
$1.57 Billion 0.75% of portfolio
1,699
Q3 2025 Added 6.05%
$309B
$1.46 Billion 0.7% of portfolio
9,421
Q3 2025 Added 26.54%
$275B
$1.34 Billion 0.64% of portfolio
13,008
Q3 2025 Added 17.6%
$160B
$1.32 Billion 0.63% of portfolio
17,477
Q3 2025 Added 11.36%
$389B
$1.33 Billion 0.63% of portfolio
3,271
Q3 2025 Added 4.21%
$10.3B
$1.31 Billion 0.62% of portfolio
10,667
Q3 2025 Added 26.85%
$0
$1.3 Billion 0.62% of portfolio
6,972
Q3 2025 Added 0.13%
$83.9B
$1.28 Billion 0.61% of portfolio
7,187
Q3 2025 Added 3.26%
$356B
$1.26 Billion 0.6% of portfolio
8,183
Q3 2025 Reduced 0.4%
$17.2B
$1.18 Billion 0.57% of portfolio
8,473
Q3 2025 Added 13.47%
$108B
$1.1 Billion 0.53% of portfolio
3,761
Q3 2025 Added 35.24%
$1.56T
$1.08 Billion 0.52% of portfolio
3,864
Q3 2025 Added 13.71%
$0
$1.06 Billion 0.51% of portfolio
19,672
Q3 2025 Added 77.21%
$135B
$1.05 Billion 0.5% of portfolio
4,976
Q3 2025 Added 16.89%
$1.44T
$1.04 Billion 0.5% of portfolio
2,335
Q3 2025 Reduced 6.04%
$61.8B
$1.02 Billion 0.49% of portfolio
9,093
Q3 2025 Added 9.82%
$305B
$1.02 Billion 0.49% of portfolio
2,145
Q3 2025 Added 14.95%
$73.8B
$997 Million 0.48% of portfolio
4,960
Q3 2025 Added 27.11%
$101B
$1.01 Billion 0.48% of portfolio
15,214
Q3 2025 Added 8.24%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $209 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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