Institutional Manager · CIK 0002053150
Purkiss Capital Advisors LLC
RIDGEFIELD, CT · File #028-24774
Latest AUM
$213.3M
Positions
165
Top-10 Concentration
56.6%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 55,253 | $27.8M | 16.92% |
| 2 | ISHARES GOLD TR | IAU | 177,693 | $14.4M | 8.78% |
| 3 | APPLE INC | AAPL | 48,104 | $13.1M | 7.97% |
| 4 | MICROSOFT CORP | MSFT | 17,905 | $8.7M | 5.27% |
| 5 | NVIDIA CORPORATION | NVDA | 30,389 | $5.7M | 3.45% |
| 6 | BROADCOM INC | AVGO | 16,340 | $5.7M | 3.44% |
| 7 | ALPHABET INC | GOOG | 17,606 | $5.5M | 3.36% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 13,259 | $4.3M | 2.60% |
| 9 | AMAZON COM INC | AMZN | 17,948 | $4.1M | 2.52% |
| 10 | ALPHABET INC | GOOG | 12,187 | $3.8M | 2.33% |
| 11 | VANGUARD INDEX FDS | 922908363 | 5,567 | $3.5M | 2.13% |
| 12 | INVESCO QQQ TR | IVZ | 5,127 | $3.1M | 1.92% |
| 13 | SPDR GOLD TR | GLD | 7,282 | $2.9M | 1.76% |
| 14 | MASTERCARD INCORPORATED | MA | 4,997 | $2.9M | 1.74% |
| 15 | JOHNSON & JOHNSON | JNJ | 13,518 | $2.8M | 1.70% |
| 16 | VISA INC | V | 7,964 | $2.8M | 1.70% |
| 17 | ISHARES TR | 46434V456 | 59,527 | $2.7M | 1.65% |
| 18 | THERMO FISHER SCIENTIFIC INC | TMO | 4,154 | $2.4M | 1.47% |
| 19 | PALO ALTO NETWORKS INC | PANW | 12,853 | $2.4M | 1.44% |
| 20 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 35,434 | $2.4M | 1.43% |