PURKISS CAPITAL ADVISORS LLC 13F Portfolio
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%.
Portfolio Value
$262.66M
Alpha Score
24.1
#846 of 1000
Holdings
189
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
| Holding | Weight | Avg Buy | Current | Return | Quarter 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