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PURKISS CAPITAL ADVISORS LLC 13F portfolio summary

PURKISS CAPITAL ADVISORS LLC of PURKISS CAPITAL ADVISORS LLC has 189 current stock holdings with a reported portfolio value of $262.7M. The portfolio 1 year return is +20.74%. Top holdings include BRK-B (10.51%), AAPL (5.51%), MSFT (3.28%), AVGO (3.20%), NVDA (2.49%).

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PURKISS CAPITAL ADVISORS LLC 13F Portfolio

PURKISS CAPITAL ADVISORS LLC
Latest SEC 13F filing: 2026-06-30

PURKISS CAPITAL ADVISORS LLC runs PURKISS CAPITAL ADVISORS LLC and currently holds 189 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $262.66M. Their top holdings are BRK-B, AAPL, MSFT, AVGO, NVDA. The top five represent 25.0% of reported portfolio weight. PURKISS CAPITAL ADVISORS LLC ranks #846 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PURKISS CAPITAL ADVISORS LLC initiated 3 new positions. They added to 60 existing positions. They trimmed 34 positions. Their current best-performing preview position is AMD with returns of +185.58%.

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Top 5 Holdings
BRK-B10.5%
AAPL5.5%
MSFT3.3%
AVGO3.2%
NVDA2.5%
Top 5: 25.0%
Portfolio Returns
1 Year
+20.74%
#647/1000
3 Year
+27.22%
#856/1000
5 Year
+27.22%
#851/1000

Portfolio Value

$262.66M

Alpha Score

24.1

#846 of 1000

Holdings

189

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PURKISS CAPITAL ADVISORS LLC Current 13F Holdings

Reported holdings from PURKISS CAPITAL ADVISORS LLC's latest SEC 13F filing, ranked by portfolio weight.

189 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
BRK-B
BERKSHIRE HATHAWAY INC DEL
10.51%$454.64$515.44+13.37%
Trimmed
-0.73%
AAPL
APPLE INC
5.51%$244.91$336.68+37.47%
Added
+3.00%
MSFT
MICROSOFT CORP
3.28%$422.45$535.07+26.66%
Trimmed
-0.66%
AVGO
BROADCOM INC
3.20%$291.93$361.54+23.84%
Added
+34.88%
NVDA
NVIDIA CORPORATION
2.49%$155.03$229.28+47.89%
Added
+0.67%
GOOGL
ALPHABET INC
2.35%$186.71$351.66+88.35%
Trimmed
-2.18%
PANW
PALO ALTO NETWORKS INC
2.32%$220.52$418.78+89.91%
Added
+21.54%
VOO
VANGUARD INDEX FDS
1.93%$578.21$715.51+23.75%
Added
+19.22%
JPM
JPMORGAN CHASE & CO
1.81%$254.41$333.01+30.90%
Added
+5.11%
GOOG
ALPHABET INC
1.70%$193.26$347.86+80.00%
Added
+1.35%

Showing 1-10 of 189