Purkiss Capital Advisors LLC Portfolio Holdings

Purkiss Capital Advisors LLC

  • $209 Billion
  • Q3 2025

Purkiss Capital Advisors LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $209 Billion distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $28.7B, Apple Inc. with a value of $12.5B, Ishares Gold Trust with a value of $12.1B, Microsoft Corp with a value of $9.28B, and Broadcom Inc. with a value of $6.07B.

Examining the 13F form we can see an increase of $29.1B in the current position value, from $180B to 209B.

Purkiss Capital Advisors LLC is based out at Ridgefield, CT

Below you can find more details about Purkiss Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $209 Billion
ETFs: $54.3 Billion
Financial Services: $44.7 Billion
Technology: $42.6 Billion
Healthcare: $11.6 Billion
Communication Services: $10.7 Billion
Industrials: $10.5 Billion
Consumer Cyclical: $8.73 Billion
Consumer Defensive: $8.31 Billion
Other: $13.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$28.7 Billion 13.72% of portfolio
57,044
Q3 2025 Reduced 0.75%
$4.3T
$12.5 Billion 5.99% of portfolio
49,132
Q3 2025 Added 4.87%
$3.78T
$9.28 Billion 4.44% of portfolio
17,911
Q3 2025 Added 1.98%
$139B
$6.07 Billion 2.91% of portfolio
18,412
Q3 2025 Added 1.54%
$465B
$5.93 Billion 2.84% of portfolio
31,774
Q3 2025 Added 17.01%
$1.65T
$4.72 Billion 2.26% of portfolio
19,413
Q3 2025 Added 2.01%
$2.39T
$4.16 Billion 1.99% of portfolio
18,963
Q3 2025 Added 5.4%
$881B
$4.14 Billion 1.98% of portfolio
13,139
Q3 2025 Added 0.44%
$1.74T
$3.12 Billion 1.49% of portfolio
12,798
Q3 2025 Reduced 2.68%
$512B
$2.82 Billion 1.35% of portfolio
4,955
Q3 2025 Added 20.56%
$533B
$2.72 Billion 1.3% of portfolio
7,956
Q3 2025 Added 1.69%
$61.4B
$2.57 Billion 1.23% of portfolio
12,598
Q3 2025 Added 36.82%
$522B
$2.54 Billion 1.22% of portfolio
13,711
Q3 2025 Reduced 4.05%
$222B
$2.17 Billion 1.04% of portfolio
4,478
Q3 2025 Added 29.61%
$1.37T
$1.95 Billion 0.93% of portfolio
2,661
Q3 2025 Added 20.24%
$99.5B
$1.65 Billion 0.79% of portfolio
36,627
Q2 2025 Reduced 3.13%
$258B
$1.6 Billion 0.76% of portfolio
9,540
Q3 2025 Added 3.02%
$404B
$1.57 Billion 0.75% of portfolio
1,699
Q3 2025 Added 6.05%
$303B
$1.46 Billion 0.7% of portfolio
9,421
Q3 2025 Added 26.54%
$279B
$1.34 Billion 0.64% of portfolio
13,008
Q3 2025 Added 17.6%
$168B
$1.32 Billion 0.63% of portfolio
17,477
Q3 2025 Added 11.36%
$367B
$1.33 Billion 0.63% of portfolio
3,271
Q3 2025 Added 4.21%
$11.3B
$1.31 Billion 0.62% of portfolio
10,667
Q3 2025 Added 26.85%
$89.8B
$1.28 Billion 0.61% of portfolio
7,187
Q3 2025 Added 3.26%
$346B
$1.26 Billion 0.6% of portfolio
8,183
Q3 2025 Reduced 0.4%
$17.2B
$1.18 Billion 0.57% of portfolio
8,473
Q3 2025 Added 13.47%
$104B
$1.1 Billion 0.53% of portfolio
3,761
Q3 2025 Added 35.24%
$1.46T
$1.08 Billion 0.52% of portfolio
3,864
Q3 2025 Added 13.71%
$132B
$1.05 Billion 0.5% of portfolio
4,976
Q3 2025 Added 16.89%
$1.29T
$1.04 Billion 0.5% of portfolio
2,335
Q3 2025 Reduced 6.04%
$62.3B
$1.02 Billion 0.49% of portfolio
9,093
Q3 2025 Added 9.82%
$291B
$1.02 Billion 0.49% of portfolio
2,145
Q3 2025 Added 14.95%
$74.3B
$997 Million 0.48% of portfolio
4,960
Q3 2025 Added 27.11%
$104B
$1.01 Billion 0.48% of portfolio
15,214
Q3 2025 Added 8.24%
$414B
$948 Million 0.45% of portfolio
4,096
Q3 2025 Added 18.9%
$79.5B
$917 Million 0.44% of portfolio
7,115
Q4 2024 New
$31.5B
$897 Million 0.43% of portfolio
12,289
Q3 2025 Added 13.44%
$187B
$870 Million 0.42% of portfolio
5,232
Q3 2025 Added 1.3%
$237B
$849 Million 0.41% of portfolio
5,237
Q3 2025 Added 31.38%
$107B
$768 Million 0.37% of portfolio
1,013
Q3 2025 Added 5.41%
$224B
$756 Million 0.36% of portfolio
2,486
Q3 2025 Reduced 5.37%
$490B
$681 Million 0.33% of portfolio
6,044
Q3 2025 Added 1.39%
$68.5B
$690 Million 0.33% of portfolio
5,072
Q3 2025 Added 19.4%
$971B
$688 Million 0.33% of portfolio
902
Q3 2025 Reduced 13.02%
$49.1B
$679 Million 0.32% of portfolio
566
Q3 2025 Added 6.79%
$19.3B
$661 Million 0.32% of portfolio
2,519
Q4 2024 New
$96.9B
$679 Million 0.32% of portfolio
1,610
Q3 2025 Added 134.01%
$68.7B
$656 Million 0.31% of portfolio
7,858
Q4 2024 New
$70.1B
$656 Million 0.31% of portfolio
3,851
Q3 2025 Added 29.18%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $209 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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