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PURKISS CAPITAL ADVISORS LLC
PURKISS CAPITAL ADVISORS LLC
Latest 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 230 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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189 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BRK-B BERKSHIRE HATHAWAY INC DEL | 10.51% | $454.64 | $495.77 | +9.05% | Trimmed -0.73% |
 AAPL APPLE INC | 5.51% | $244.91 | $309.35 | +26.31% | Added +3.00% |
 MSFT MICROSOFT CORP | 3.28% | $422.45 | $483.24 | +14.39% | Trimmed -0.66% |
 AVGO BROADCOM INC | 3.20% | $291.93 | $368.45 | +26.21% | Added +34.88% |
 NVDA NVIDIA CORPORATION | 2.49% | $155.03 | $214.76 | +38.53% | Added +0.67% |
 GOOGL ALPHABET INC | 2.35% | $186.71 | $344.82 | +84.68% | Trimmed -2.18% |
 PANW PALO ALTO NETWORKS INC | 2.32% | $220.52 | $358.04 | +62.36% | Added +21.54% |
 VOO VANGUARD INDEX FDS | 1.93% | $578.21 | $703.77 | +21.72% | Added +19.22% |
 JPM JPMORGAN CHASE & CO | 1.81% | $254.41 | $351.64 | +38.22% | Added +5.11% |
 GOOG ALPHABET INC | 1.70% | $193.26 | $341.75 | +76.83% | Added +1.35% |
Showing 1-10 of 189