Purkiss Capital Advisors LLC
Sector Allocation
- Technology26.7%$70.2M
- Financials25.8%$67.7M
- Other18.7%$49.2M
- Industrials6.8%$17.8M
- Healthcare5.1%$13.3M
- Energy3.9%$10.3M
- Consumer Staples3.9%$10.1M
- Consumer Discretionary3.3%$8.6M
- Materials2.2%$5.8M
- Real Estate2.1%$5.6M
AUM History
13fpro.ai/research/fund/purkiss-capital-advisors-llc-2053150
Conviction and streaks
Diversifying · top 10 = 38.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
BRK.B
$27.6MAAPL
$14.5MIAU
$13.8MMSFT
$8.6MAVGO
$8.4MNVDA
$6.6MGOOGL
$6.2MPANW
$6.1M- VANGUARD$5.1M
JPM
$4.7MGOOG
$4.5MAMZN
$4.4MQQQ
$4.4MJNJ
$3.5MIVZ
$3.5MCRWV
$3.1MCOST
$3.0MMA
$2.9M- J$2.9M
- SELECT$2.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/purkiss-capital-advisors-llc-2053150
Purkiss Capital Advisors LLC 13F holdings — Q2 2026
$262.7M portfolio (+15.5% QoQ) · 189 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
$27.6M
10.5% of stocks
-0.7%This quarter—Since filed7+ qtrsHeld$14.5M
5.5% of stocks
+3%This quarter+3.1%Since filed7+ qtrsHeld$13.8M
5.2% of stocks
-3%This quarter-2.4%Since filed7+ qtrsHeld$8.6M
3.3% of stocks
-0.7%This quarter+18.1%Since filed7+ qtrsHeld$8.4M
3.2% of stocks
+35%This quarter-15.1%Since filed7+ qtrsHeld$6.6M
2.5% of stocks
+0.7%This quarter+10.8%Since filed7+ qtrsHeld$6.2M
2.4% of stocks
-2%This quarter-5.8%Since filed7+ qtrsHeld$6.1M
2.3% of stocks
+22%This quarter+19.9%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 5 qtrs in a row- 9
VANGUARD INDEX FDS - S&P 500 ETF SHS
$5.1M
1.9% of stocks
+19%This quarter—Since filed—HeldAIQuality—Est. buy— $4.7M
1.8% of stocks
+5%This quarter-4.8%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Purkiss Capital Advisors LLC (Q2 2026)
189 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $4.5M | 1.7% | 13K | +1% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AMAZON COM INC | Consumer Discretionary | $4.4M | 1.7% | 19K | -0.3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $4.4M | 1.7% | 5,919 | +9% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JOHNSON & JOHNSON | Healthcare | $3.5M | 1.3% | 14K | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Invesco Ltd. | Financials | $3.5M | 1.3% | 16K | +16% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CoreWeave, Inc. | Technology | $3.1M | 1.2% | 31K | -18% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.0M | 1.1% | 3,161 | +91% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Mastercard Inc | Financials | $2.9M | 1.1% | 5,717 | +3% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETFetf/fund | — | $2.9M | 1.1% | 43K | +8% | — | — | 13F |
| 20 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $2.9M | 1.1% | 15K | +18% | — | — | 13F |
| 21 | VISA INC. | Financials | $2.7M | 1.0% | 7,958 | +0.3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - CORE MSCI INTLetf/fund | — | $2.6M | 1.0% | 30K | -2% | — | — | 13F |
| 23 | SPDR GOLD TRUSTetf/fund | Financials | $2.6M | 1.0% | 6,988 | -5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | SPDR SERIES TRUST - ST STR SP DIVetf/fund | — | $2.5M | 0.9% | 16K | -0.5% | — | — | 13F |
| 25 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $2.5M | 0.9% | 4,961 | +7% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CAT | CATERPILLAR INC | Industrials | $2.4M | 0.9% | 2,258 | +19% | |||
| 27 | $CVX | CHEVRON CORP | Energy | $2.4M | 0.9% | 14K | +2% | |||
| 28 | $STLD | STEEL DYNAMICS INC | Materials | $2.4M | 0.9% | 10K | +8% | |||
| 29 | $WMT | Walmart Inc. | Consumer Staples | $2.3M | 0.9% | 21K | +2% | |||
| 30 | $WELL | WELLTOWER INC. | Real Estate | $2.3M | 0.9% | 10K | +14% | |||
| 31 | — | FLEXSHARES TR - MORNSTAR UPSTR | — | $2.3M | 0.9% | 47K | -3% | |||
| 32 | — | ISHARES TR - MSCI USA QLT FCT | — | $2.2M | 0.8% | 10K | +3% | |||
| 33 | $GEV | GE Vernova Inc. | Industrials | $2.2M | 0.8% | 1,862 | +3% | |||
| 34 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $2.1M | 0.8% | 14K | +16% | |||
| 35 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $2.1M | 0.8% | 37K | — | |||
| 36 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.0M | 0.8% | 35K | +4% | |||
| 37 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.0M | 0.8% | 4,117 | -0.7% | |||
| 38 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.9M | 0.7% | 5,232 | -0.2% | |||
| 39 | $RTX | RTX Corp | Industrials | $1.9M | 0.7% | 10K | -4% | |||
| 40 | $NEE | NEXTERA ENERGY INC | Utilities | $1.7M | 0.7% | 20K | +12% | |||
| 41 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.7M | 0.6% | 2,267 | -12% | |||
| 42 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $1.7M | 0.6% | 5,874 | +2% | |||
| 43 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.6M | 0.6% | 11K | +4% | |||
| 44 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.3M | 0.5% | 5,084 | -10% | |||
| 45 | $PLTR | Palantir Technologies Inc. | Technology | $1.3M | 0.5% | 11K | +13% | |||
| 46 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $1.3M | 0.5% | 8,289 | +41% | |||
| 47 | — | VANGUARD INDEX FDS - VALUE ETF | — | $1.3M | 0.5% | 5,916 | +8% | |||
| 48 | $PSX | Phillips 66 | Energy | $1.2M | 0.5% | 7,242 | -13% | |||
| 49 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.2M | 0.5% | 4,945 | -4% | |||
| 50 | $BWXT | BWX Technologies, Inc. | Industrials | $1.2M | 0.5% | 6,135 | +201% | |||
| 51 | — | ISHARES INC - MSCI EMRG CHN | — | $1.2M | 0.5% | 12K | -2% | |||
| 52 | $CMI | CUMMINS INC | Industrials | $1.2M | 0.4% | 1,625 | +70% | |||
| 53 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.4% | 3,249 | +17% | |||
| 54 | $META | Meta Platforms, Inc. | Technology | $1.1M | 0.4% | 2,028 | -0.5% | |||
| 55 | $LLY | ELI LILLY & Co | Healthcare | $1.1M | 0.4% | 939 | +7% | |||
| 56 | $ABBV | AbbVie Inc. | Healthcare | $1.1M | 0.4% | 4,355 | +6% | |||
| 57 | $LIN | LINDE PLC | Materials | $1.1M | 0.4% | 2,062 | +2% | |||
| 58 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.4% | 7,208 | -1% | |||
| 59 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.0M | 0.4% | 2,490 | +5% | |||
| 60 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $1.0M | 0.4% | 12K | +71% | |||
| 61 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.0M | 0.4% | 14K | -10% | |||
| 62 | $AVAV | AeroVironment Inc | Industrials | $1.0M | 0.4% | 6,199 | +1% | |||
| 63 | $PM | Philip Morris International Inc. | Consumer Staples | $1.0M | 0.4% | 5,602 | -8% | |||
| 64 | $PH | Parker-Hannifin Corp | Industrials | $1.0M | 0.4% | 1,028 | -0.5% | |||
| 65 | $TT | Trane Technologies plc | Technology | $954K | 0.4% | 1,942 | -11% | |||
| 66 | — | ISHARES TR - MSCI EAFE ETF | — | $953K | 0.4% | 9,172 | — | |||
| 67 | $QCOM | QUALCOMM INC/DE | Technology | $927K | 0.3% | 5,015 | +3% | |||
| 68 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $907K | 0.3% | 4,054 | +5% | |||
| 69 | $E | ENI SPA | Energy | $901K | 0.3% | 19K | +2% | |||
| 70 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $899K | 0.3% | 8,359 | +6% | |||
| 71 | $TEL | TE Connectivity plc | Technology | $847K | 0.3% | 4,200 | +10% | |||
| 72 | $GE | GENERAL ELECTRIC CO | Industrials | $845K | 0.3% | 2,260 | +0.4% | |||
| 73 | $OKE | ONEOK INC /NEW/ | Energy | $835K | 0.3% | 9,610 | -2% | |||
| 74 | $COIN | Coinbase Global, Inc. | Financials | $831K | 0.3% | 5,685 | New | |||
| 75 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $815K | 0.3% | 2,269 | -10% | |||
| 76 | $BP | BP PLC | Energy | $806K | 0.3% | 22K | -8% | |||
| 77 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $804K | 0.3% | 3,590 | -5% | |||
| 78 | $CB | Chubb Ltd | Financials | $771K | 0.3% | 2,262 | +4% | |||
| 79 | $LMT | LOCKHEED MARTIN CORP | Industrials | $717K | 0.3% | 1,407 | -27% | |||
| 80 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $716K | 0.3% | 5,236 | -0.4% | |||
| 81 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $709K | 0.3% | 6,936 | -3% | |||
| 82 | — | ISHARES TR - S&P MC 400VL ETF | — | $703K | 0.3% | 4,760 | +22% | |||
| 83 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $693K | 0.3% | 8,600 | +300% | |||
| 84 | — | VANGUARD WORLD FD - INF TECH ETF | — | $631K | 0.2% | 5,280 | +700% | |||
| 85 | $HSBC | HSBC HOLDINGS PLC | Financials | $619K | 0.2% | 6,507 | -10% | |||
| 86 | — | FIDELITY COVINGTON TRUST - MSCI INDL INDX | — | $601K | 0.2% | 6,034 | +26% | |||
| 87 | — | ISHARES TR - RUSSELL 2000 ETF | — | $598K | 0.2% | 1,991 | +27% | |||
| 88 | $MCD | MCDONALDS CORP | Consumer Discretionary | $584K | 0.2% | 2,161 | -3% | |||
| 89 | — | ISHARES TR - SELECT DIVID ETF | — | $576K | 0.2% | 3,683 | +4% | |||
| 90 | $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | Industrials | $575K | 0.2% | 2,054 | +257% | |||
| 91 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $568K | 0.2% | 2,444 | -55% | |||
| 92 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $551K | 0.2% | 4,628 | +22% | |||
| 93 | — | RBB FUND TRUST - FIRST EAGLE GBL | — | $544K | 0.2% | 11K | New | |||
| 94 | $HONA | Honeywell Aerospace Inc. | Industrials | $540K | 0.2% | 2,444 | New | |||
| 95 | $MS | MORGAN STANLEY | Financials | $540K | 0.2% | 2,583 | +3% | |||
| 96 | — | VANECK ETF TRUST - REAL ASSETS ETF | — | $540K | 0.2% | 14K | +134% | |||
| 97 | $CCJ | CAMECO CORP | Materials | $526K | 0.2% | 5,167 | New | |||
| 98 | $RIO | RIO TINTO PLC | Materials | $524K | 0.2% | 5,518 | +0.7% | |||
| 99 | $ADI | ANALOG DEVICES INC | Technology | $507K | 0.2% | 1,278 | +8% | |||
| 100 | $ASML | ASML HOLDING NV | Technology | $495K | 0.2% | 249 | -6% | |||
| 101 | $MRK | Merck & Co., Inc. | Healthcare | $482K | 0.2% | 3,751 | +11% | |||
| 102 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $472K | 0.2% | 13K | +25% | |||
| 103 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $469K | 0.2% | 8,750 | -5% | |||
| 104 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $465K | 0.2% | 5,550 | — | |||
| 105 | — | ISHARES TR - US AER DEF ETF | — | $457K | 0.2% | 1,884 | -23% | |||
| 106 | — | ISHARES TR - CORE S&P500 ETF | — | $453K | 0.2% | 605 | +9% | |||
| 107 | $HWM | Howmet Aerospace Inc. | Materials | $447K | 0.2% | 1,664 | +0.2% | |||
| 108 | $INTC | INTEL CORP | Technology | $447K | 0.2% | 3,199 | New | |||
| 109 | $WT | WisdomTree, Inc. | Financials | $431K | 0.2% | 2,487 | -12% | |||
| 110 | $IVZ | Invesco Ltd. | Financials | $427K | 0.2% | 6,622 | — | |||
| 111 | $TROW | PRICE T ROWE GROUP INC | Financials | $410K | 0.2% | 3,611 | +0.2% | |||
| 112 | $NFLX | NETFLIX INC | Communication Services | $410K | 0.2% | 5,748 | +5% | |||
| 113 | — | FIDELITY COVINGTON TRUST - MSCI CONSM DIS | — | $410K | 0.2% | 3,985 | +12% | |||
| 114 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $408K | 0.2% | 6,602 | -14% | |||
| 115 | $PWR | QUANTA SERVICES, INC. | Industrials | $407K | 0.1% | 565 | — | |||
| 116 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $403K | 0.1% | 557 | New | |||
| 117 | — | ISHARES TR - US HLTHCR PR ETF | — | $398K | 0.1% | 7,196 | -11% | |||
| 118 | $KLAC | KLA CORP | Technology | $390K | 0.1% | 1,294 | New | |||
| 119 | $CW | CURTISS WRIGHT CORP | Industrials | $382K | 0.1% | 504 | +0.2% | |||
| 120 | $KO | COCA COLA CO | Consumer Staples | $370K | 0.1% | 4,557 | +0.0% | |||
| 121 | $ET | Energy Transfer LP | Energy | $369K | 0.1% | 19K | +0.8% | |||
| 122 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $368K | 0.1% | 1,309 | +2% | |||
| 123 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $354K | 0.1% | 1,604 | +54% | |||
| 124 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $350K | 0.1% | 1,060 | New | |||
| 125 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $348K | 0.1% | 2,295 | +3% | |||
| 126 | $BX | Blackstone Inc. | Financials | $345K | 0.1% | 2,930 | — | |||
| 127 | $CI | Cigna Group | Healthcare | $344K | 0.1% | 1,248 | -5% | |||
| 128 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $343K | 0.1% | 1,854 | -6% | |||
| 129 | $PEP | PEPSICO INC | Consumer Staples | $339K | 0.1% | 2,504 | -16% | |||
| 130 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $338K | 0.1% | 3,683 | +0.0% | |||
| 131 | $DE | DEERE & CO | Industrials | $336K | 0.1% | 530 | +33% | |||
| 132 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $334K | 0.1% | 6,065 | +0.1% | |||
| 133 | $KMB | KIMBERLY CLARK CORP | Materials | $327K | 0.1% | 2,975 | — | |||
| 134 | $AMGN | AMGEN INC | Healthcare | $325K | 0.1% | 898 | -4% | |||
| 135 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | — | $321K | 0.1% | 4,189 | +7% | |||
| 136 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $318K | 0.1% | 2,005 | +7% | |||
| 137 | $GS | GOLDMAN SACHS GROUP INC | Financials | $314K | 0.1% | 310 | +17% | |||
| 138 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | — | $312K | 0.1% | 2,695 | New | |||
| 139 | $GLW | CORNING INC /NY | Materials | $309K | 0.1% | 1,208 | New | |||
| 140 | $SYK | STRYKER CORP | Healthcare | $305K | 0.1% | 969 | +0.2% | |||
| 141 | $ALL | ALLSTATE CORP | Financials | $300K | 0.1% | 1,259 | — | |||
| 142 | $SHEL | Shell plc | Energy | $297K | 0.1% | 3,832 | +8% | |||
| 143 | $FISV | FISERV INC | Financials | $296K | 0.1% | 6,030 | -11% | |||
| 144 | $SPGI | S&P Global Inc. | Financials | $290K | 0.1% | 711 | +38% | |||
| 145 | $TTE | TotalEnergies SE | Energy | $286K | 0.1% | 3,674 | +6% | |||
| 146 | $ARW | ARROW ELECTRONICS, INC. | Technology | $284K | 0.1% | 1,333 | -13% | |||
| 147 | — | ISHARES TR - MSCI EURO FL ETF | — | $282K | 0.1% | 7,231 | -7% | |||
| 148 | $ENB | ENBRIDGE INC | Energy | $278K | 0.1% | 5,123 | +19% | |||
| 149 | $COR | Cencora, Inc. | Consumer Staples | $276K | 0.1% | 976 | +7% | |||
| 150 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $271K | 0.1% | 653 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 29 new, 89 added to, 54 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (29)
$COINCoinbase Global, Inc.$831K
first bought this quarter
- RBB FUND TRUST - FIRST EAGLE GBL$544K
first bought this quarter
$HONAHoneywell Aerospace Inc.$540K
first bought this quarter
$CCJCAMECO CORP$526K
first bought this quarter
$INTCINTEL CORP$447K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$403K
first bought this quarter
+23 more in the Excel export
Added to (89)
now $8.4M · held 7+ qtrs, 2 adds in a row
now $3.0M · held 7+ qtrs, 2 adds in a row
now $6.1M · held 7+ qtrs, 5 adds in a row
- VANGUARD INDEX FDS - S&P 500 ETF SHS+19%
now $5.1M
$BWXTBWX Technologies, Inc.+201%
now $1.2M · held 5 qtrs, 5 adds in a row
- VANGUARD WORLD FD - INF TECH ETF+700%
now $631K
+83 more in the Excel export
Trimmed (54)
$AMDADVANCED MICRO DEVICES INC-90%
now $235K · held 4 qtrs
$HONHONEYWELL INTERNATIONAL INC-55%
now $568K · held 7+ qtrs
now $3.1M · held 3 qtrs
now $13.8M · held 7+ qtrs
$LMTLOCKHEED MARTIN CORP-27%
now $717K · held 7+ qtrs
$SPYSPDR S&P 500 ETF TRUST-12%
now $1.7M · held 7+ qtrs, 2 trims in a row
+48 more in the Excel export
Holdings by quarter
Every 13F Purkiss Capital Advisors LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Purkiss Capital Advisors?
Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Purkiss Capital Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+2.0%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 17% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Purkiss Capital Advisors LLC disclosed 189 positions worth $262.7M in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 10.5% of the equity portfolio, followed by $AAPL and $IAU. During the quarter the fund opened 29 new positions and exited 8 — including a new stake in $COIN. The portfolio is most concentrated in Technology (26.7% of disclosed assets). All figures are sourced directly from Purkiss Capital Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2053150.
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AI-Powered Hedge Fund Analysis: Purkiss Capital Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Purkiss Capital Advisors LLC (SEC CIK: 2053150), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Purkiss Capital Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.