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 Market Cap. of $50 Millions to $300 Millions

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

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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