Purkiss Capital Advisors LLC

CIK 0002053150 · RIDGEFIELD, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

Purkiss Capital Advisors LLC reported 189 positions worth $262.7M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: BRK-B (10.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$262.7M
2026 Q2
Positions
189
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.6%
Est. Net Flow (Q)
2026 Q2
10 / 189 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$27.6M10.51%55,145
2AAPLAPPLE INCSH$14.5M5.51%50,053
3IAUISHARES GOLD TRSH$13.8M5.24%182,194
4MSFTMICROSOFT CORPSH$8.6M3.28%23,091
5AVGOBROADCOM INCSH$8.4M3.21%22,283
6NVDANVIDIA CORPORATIONSH$6.6M2.49%32,736
7GOOGLALPHABET INCSH$6.2M2.35%17,295
8PANWPALO ALTO NETWORKS INCSH$6.1M2.32%17,889
9VOOVANGUARD INDEX FDSSH$5.1M1.93%7,368
10JPMJPMORGAN CHASE & COSH$4.7M1.81%14,489

The free plan shows the top 10 positions. The remaining 179 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Purkiss Capital Advisors LLC hold as of Q2 2026?

Purkiss Capital Advisors LLC reported 189 positions worth $262.7M in its Q2 2026 13F filing. Largest positions: BRK-B (10.5%), AAPL (5.5%), IAU (5.2%), MSFT (3.3%) and AVGO (3.2%).

What did Purkiss Capital Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Purkiss Capital Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.