Purkiss Capital Advisors LLC Portfolio Holdings

Purkiss Capital Advisors LLC

  • $116 Billion
  • Q4 2024

Purkiss Capital Advisors LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 100 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 $25.6B, Ishares Gold Trust with a value of $12.5B, Apple Inc. with a value of $8.85B, Microsoft Corp with a value of $5.35B, and Alphabet Inc. with a value of $2.45B.

Examining the 13F form we can see an increase of $116B in the current position value.

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 $116 Billion
ETFs: $31.5 Billion
Financial Services: $31.4 Billion
Technology: $21 Billion
Healthcare: $8.3 Billion
Consumer Cyclical: $5.96 Billion
Communication Services: $5.39 Billion
Industrials: $3.58 Billion
Consumer Defensive: $3.33 Billion
Other: $3.44 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$616B
$25.6 Billion 22.08% of portfolio
56,418
Q4 2024 New
$3.74T
$8.85 Billion 7.64% of portfolio
35,334
Q4 2024 New
$3.08T
$5.35 Billion 4.62% of portfolio
12,690
Q4 2024 New
$1.23T
$2.45 Billion 2.12% of portfolio
12,967
Q4 2024 New
$1.18T
$2.3 Billion 1.99% of portfolio
12,075
Q4 2024 New
$127B
$2.13 Billion 1.84% of portfolio
37,726
Q4 2024 New
$793B
$2.11 Billion 1.83% of portfolio
8,822
Q4 2024 New
$2.41T
$1.94 Billion 1.67% of portfolio
8,837
Q4 2024 New
$404B
$1.84 Billion 1.59% of portfolio
12,715
Q4 2024 New
$311B
$1.67 Billion 1.44% of portfolio
12,450
Q4 2024 New
$79.5B
$1.46 Billion 1.26% of portfolio
7,115
Q4 2024 New
$94B
$1.44 Billion 1.25% of portfolio
6,229
Q4 2024 New
$228B
$1.12 Billion 0.97% of portfolio
2,155
Q4 2024 New
$571B
$1.1 Billion 0.95% of portfolio
3,488
Q4 2024 New
$1.19T
$1.04 Billion 0.9% of portfolio
2,567
Q4 2024 New
$401B
$1.03 Billion 0.89% of portfolio
6,136
Q4 2024 New
$212B
$910 Million 0.79% of portfolio
3,139
Q4 2024 New
$24.8B
$825 Million 0.71% of portfolio
2,519
Q4 2024 New
$540B
$714 Million 0.62% of portfolio
1,357
Q4 2024 New
$127B
$705 Million 0.61% of portfolio
7,721
Q4 2024 New
$424B
$698 Million 0.6% of portfolio
1,795
Q4 2024 New
$190B
$665 Million 0.57% of portfolio
5,748
Q4 2024 New
$458B
$657 Million 0.57% of portfolio
6,110
Q4 2024 New
$128B
$604 Million 0.52% of portfolio
2,063
Q4 2024 New
$43.8B
$594 Million 0.51% of portfolio
5,919
Q4 2024 New
$339B
$582 Million 0.5% of portfolio
3,278
Q4 2024 New
$378B
$538 Million 0.46% of portfolio
12,231
Q4 2024 New
$462B
$509 Million 0.44% of portfolio
555
Q4 2024 New
$299B
$469 Million 0.41% of portfolio
3,241
Q4 2024 New
$124B
$467 Million 0.4% of portfolio
2,706
Q4 2024 New
$55.9B
$456 Million 0.39% of portfolio
2,504
Q4 2024 New
$800B
$452 Million 0.39% of portfolio
586
Q4 2024 New
$1.58T
$408 Million 0.35% of portfolio
696
Q4 2024 New
$136B
$379 Million 0.33% of portfolio
5,283
Q4 2024 New
$118B
$382 Million 0.33% of portfolio
786
Q4 2024 New
$151B
$375 Million 0.32% of portfolio
1,042
Q4 2024 New
$72.3B
$361 Million 0.31% of portfolio
3,975
Q4 2024 New
$505B
$356 Million 0.31% of portfolio
703
Q4 2024 New
$80.4B
$343 Million 0.3% of portfolio
1,777
Q4 2024 New
$51.1B
$326 Million 0.28% of portfolio
3,539
Q4 2024 New
$35.3B
$309 Million 0.27% of portfolio
4,853
Q4 2024 New
$278B
$302 Million 0.26% of portfolio
3,346
Q4 2024 New
$160B
$301 Million 0.26% of portfolio
1,221
Q4 2024 New
$65.9B
$306 Million 0.26% of portfolio
2,429
Q4 2024 New
$201B
$305 Million 0.26% of portfolio
2,007
Q4 2024 New
$197B
$303 Million 0.26% of portfolio
1,971
Q4 2024 New
$251B
$285 Million 0.25% of portfolio
811
Q4 2024 New
$52.2B
$281 Million 0.24% of portfolio
1,459
Q4 2024 New
$166B
$277 Million 0.24% of portfolio
441
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $116 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 100 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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