Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Purkiss Capital Advisors LLC (CIK 2053150) reported $227.4M across 167 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($26.6M, 11.70%), IAU ($16.5M, 7.25%), AAPL ($12.3M, 5.42%), MSFT ($8.6M, 3.78%), NVDA ($5.7M, 2.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.6M | 11.70% | 55,551 | Added |
| 2 | IAU | ISHARES GOLD TR | $16.5M | 7.25% | 186,996 | Added |
| 3 | AAPL | APPLE INC | $12.3M | 5.42% | 48,593 | Added |
| 4 | MSFT | MICROSOFT CORP | $8.6M | 3.78% | 23,244 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $5.7M | 2.49% | 32,519 | Added |
| 6 | AVGO | BROADCOM INC | $5.1M | 2.25% | 16,520 | Added |
| 7 | GOOGL | ALPHABET INC | $5.1M | 2.24% | 17,681 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $4.1M | 1.78% | 13,784 | Added |
| 9 | AMZN | AMAZON COM INC | $3.9M | 1.70% | 18,582 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $3.7M | 1.62% | 6,180 | Added |
| 11 | GOOG | ALPHABET INC | $3.6M | 1.57% | 12,438 | Added |
| 12 | JNJ | JOHNSON & JOHNSON | $3.3M | 1.45% | 13,475 | Trimmed |
| 13 | GLD | SPDR GOLD TR | $3.2M | 1.40% | 7,382 | Added |
| 14 | QQQ | INVESCO QQQ TR | $3.1M | 1.38% | 5,441 | Added |
| 15 | CRWV | COREWEAVE INC | $2.9M | 1.27% | 37,400 | Added |
| 16 | CVX | CHEVRON CORPORATION | $2.9M | 1.27% | 14,013 | Added |
| 17 | MA | MASTERCARD INCORPORATED | $2.8M | 1.22% | 5,558 | Added |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $2.7M | 1.18% | 14,008 | Added |
| 19 | GUNR | FLEXSHARES TR | $2.6M | 1.16% | 47,980 | Trimmed |
| 20 | HELO | J P MORGAN EXCHANGE TRADED F | $2.5M | 1.11% | 39,384 | Added |
| 21 | IDEV | ISHARES TR | $2.5M | 1.10% | 30,058 | New |
| 22 | WMT | WALMART INC | $2.5M | 1.09% | 20,035 | Added |
| 23 | SDY | SPDR SERIES TRUST | $2.4M | 1.06% | 16,529 | Added |
| 24 | V | VISA INC | $2.4M | 1.05% | 7,934 | Trimmed |
| 25 | PANW | PALO ALTO NETWORKS INC | $2.4M | 1.04% | 14,719 | Added |
Source: SEC Form 13F filings · as of 2026-03-31