Purkiss Capital Advisors LLC Top Holdings and 13F Report (2025) About Purkiss Capital Advisors LLCInvestment ActivityPurkiss Capital Advisors LLC has $179.87 million in total holdings as of June 30, 2025.Purkiss Capital Advisors LLC owns shares of 153 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 26.20% of the portfolio was purchased this quarter.About 1.40% of the portfolio was sold this quarter.This quarter, Purkiss Capital Advisors LLC has purchased 109 new stocks and bought additional shares in 75 stocks.Purkiss Capital Advisors LLC sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $27,920,381iShares Gold Trust $16,713,727Apple $9,612,653Microsoft $8,736,228Broadcom $4,998,022 Largest New Holdings this Quarter 858119100 - Steel Dynamics $955,879 Holding874039100 - Taiwan Semiconductor Manufacturing $769,579 Holding00724F101 - Adobe $568,223 Holding464287705 - iShares S&P Mid-Cap 400 Value ETF $417,642 Holding97717W851 - WisdomTree Japan Hedged Equity Fund $412,811 Holding Largest Purchases this Quarter Broadcom 11,871 shares (about $3.27M)NVIDIA 15,354 shares (about $2.43M)Microsoft 3,994 shares (about $1.99M)Palo Alto Networks 6,704 shares (about $1.37M)Mastercard 2,433 shares (about $1.37M) Largest Sales this Quarter iShares MSCI Emerging Markets ex China ETF 7,122 shares (about $449.67K)Fidelity MSCI Information Technology Index ETF 1,096 shares (about $216.15K)Exxon Mobil 1,044 shares (about $112.54K)iShares Global Industrials ETF 568 shares (about $93.94K)Financial Select Sector SPDR Fund 1,714 shares (about $89.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPurkiss Capital Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$27,920,381$136,500 ▲0.5%57,47715.5%FinanceIAUiShares Gold Trust$16,713,727$957,226 ▲6.1%268,0209.3%FinanceAAPLApple$9,612,653$303,858 ▲3.3%46,8525.3%Computer and TechnologyMSFTMicrosoft$8,736,228$1,986,705 ▲29.4%17,5634.9%Computer and TechnologyAVGOBroadcom$4,998,022$3,272,199 ▲189.6%18,1322.8%Computer and TechnologyNVDANVIDIA$4,290,132$2,425,819 ▲130.1%27,1542.4%Computer and TechnologyAMZNAmazon.com$3,947,078$1,142,154 ▲40.7%17,9912.2%Retail/WholesaleJPMJPMorgan Chase & Co.$3,792,319$549,380 ▲16.9%13,0812.1%FinanceGOOGLAlphabet$3,353,613$1,068,292 ▲46.7%19,0301.9%Computer and TechnologyVVisa$2,778,071$986,031 ▲55.0%7,8241.5%Business ServicesVOOVanguard S&P 500 ETF$2,643,612$119,854 ▲4.7%4,6541.5%ETFGOOGAlphabet$2,332,870$163,909 ▲7.6%13,1511.3%Computer and TechnologyMAMastercard$2,309,501$1,367,157 ▲145.1%4,1101.3%Business ServicesGLDSPDR Gold Shares$2,213,153$199,367 ▲9.9%7,2601.2%FinanceJNJJohnson & Johnson$2,182,594$93,175 ▲4.5%14,2891.2%MedicalGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$2,090,3330.0%52,1151.2%ETFQQQInvesco QQQ$1,967,104$750,214 ▲61.7%3,5661.1%FinanceJ P MORGAN EXCHANGE TRADED F$1,911,054$333,299 ▲21.1%30,5381.1%HEDGED EQUITY LAPANWPalo Alto Networks$1,884,325$1,371,906 ▲267.7%9,2081.0%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,800,204$170,842 ▲10.5%9,9051.0%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,741,939$563,546 ▲47.8%40,3041.0%ETFBMYBristol Myers Squibb$1,695,464$54,715 ▼-3.1%36,6270.9%MedicalFTECFidelity MSCI Information Technology Index ETF$1,661,953$216,151 ▼-11.5%8,4270.9%ETFMETAMeta Platforms$1,633,671$1,041,622 ▲175.9%2,2130.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,625,045$1,228,361 ▲309.7%2,6300.9%FinanceCOSTCostco Wholesale$1,586,226$313,879 ▲24.7%1,6020.9%Retail/WholesaleTMOThermo Fisher Scientific$1,400,855$480,872 ▲52.3%3,4550.8%MedicalRTXRTX$1,352,217$486,272 ▲56.2%9,2600.8%AerospacePGProcter & Gamble$1,308,919$179,706 ▲15.9%8,2160.7%Consumer StaplesVTVVanguard Value ETF$1,230,641$7,423 ▼-0.6%6,9630.7%ETFFIFiserv$1,226,6970.0%7,1150.7%Business ServicesXLKTechnology Select Sector SPDR Fund$1,180,889$155,240 ▲15.1%4,6630.7%ETFHDHome Depot$1,151,037$492,463 ▲74.8%3,1390.6%Retail/WholesaleBACBank of America$1,140,565$176,032 ▲18.3%24,1030.6%FinanceNEENextEra Energy$1,089,471$615,752 ▲130.0%15,6940.6%UtilitiesWMTWalmart$1,081,582$753,323 ▲229.5%11,0610.6%Retail/WholesaleWELLWelltower$1,070,030$616,497 ▲135.9%6,9600.6%FinanceCVXChevron$1,066,061$387,047 ▲57.0%7,4450.6%EnergyLAMRLamar Advertising$1,020,472$724,852 ▲245.2%8,4090.6%FinanceHONHoneywell International$991,377$515,367 ▲108.3%4,2570.6%Multi-Sector ConglomeratesSTLDSteel Dynamics$955,879$955,879 ▲New Holding7,4670.5%Basic MaterialsOKEONEOK$884,304$387,500 ▲78.0%10,8330.5%EnergyLINDE PLC$870,291$176,873 ▲25.5%1,8550.5%SHSAEPAmerican Electric Power$859,155$402,184 ▲88.0%8,2800.5%UtilitiesADPAutomatic Data Processing$857,718$221,446 ▲34.8%2,7810.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$847,405$15,822 ▲1.9%9,4800.5%FinanceMOAltria Group$824,093$581,016 ▲239.0%14,0560.5%Consumer StaplesQCOMQUALCOMM$822,625$371,893 ▲82.5%5,1650.5%Computer and TechnologyLLYEli Lilly and Company$808,079$360,012 ▲80.3%1,0370.4%MedicalUPSUnited Parcel Service$793,1870.0%7,8580.4%TransportationVYMVanguard High Dividend Yield ETF$791,154$190,623 ▲31.7%5,9350.4%ETFTSLATesla$789,385$1,588 ▼-0.2%2,4850.4%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$769,579$769,579 ▲New Holding3,3980.4%Computer and TechnologyMCDMcDonald's$767,588$16,947 ▼-2.2%2,6270.4%Retail/WholesalePNCThe PNC Financial Services Group$727,500$257,478 ▲54.8%3,9020.4%FinancePMPhilip Morris International$726,048$275,957 ▲61.3%3,9860.4%Consumer StaplesCATCaterpillar$724,300$58,223 ▲8.7%1,8660.4%IndustrialsNFLXNetflix$709,739$396,383 ▲126.5%5300.4%Consumer DiscretionarySDYSPDR S&P Dividend ETF$703,762$43,841 ▼-5.9%5,1850.4%ETFSBUXStarbucks$682,277$6,872 ▼-1.0%7,4460.4%Retail/WholesalePHParker-Hannifin$670,950$390,980 ▲139.7%9610.4%IndustrialsXOMExxon Mobil$642,601$112,544 ▼-14.9%5,9610.4%EnergyABBVAbbVie$639,436$30,812 ▲5.1%3,4450.4%MedicalLMTLockheed Martin$604,064$237,642 ▲64.9%1,3040.3%AerospaceFDISFidelity MSCI Consumer Discretionary Index ETF$599,904$60,677 ▼-9.2%6,3770.3%ETFXLFFinancial Select Sector SPDR Fund$581,334$89,758 ▼-13.4%11,1010.3%ETFADBEAdobe$568,223$568,223 ▲New Holding1,4690.3%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$560,726$449,667 ▼-44.5%8,8810.3%ManufacturingACNAccenture$557,747$295,911 ▲113.0%1,8660.3%Computer and TechnologyWSTWest Pharmaceutical Services$551,1570.0%2,5190.3%MedicalTE CONNECTIVITY PLC$545,288$229,382 ▲72.6%3,2330.3%ORD SHSIXJiShares Global Healthcare ETF$516,110$60,435 ▲13.3%5,9950.3%ETFSPGSimon Property Group$515,463$296,319 ▲135.2%3,2060.3%FinanceGEGE Aerospace$511,302$199,269 ▲63.9%1,9860.3%AerospacePSXPhillips 66$506,820$237,423 ▲88.1%4,2480.3%EnergyKMBKimberly-Clark$445,627$102,351 ▲29.8%3,4570.2%Consumer StaplesDVYiShares Select Dividend ETF$435,291$220,434 ▲102.6%3,2780.2%ETFBXBlackstone$431,837$27,074 ▲6.7%2,8870.2%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$417,642$417,642 ▲New Holding3,3800.2%ETFDXJWisdomTree Japan Hedged Equity Fund$412,811$412,811 ▲New Holding3,6130.2%FinanceCICigna Group$411,929$411,929 ▲New Holding1,2460.2%MedicalVLOValero Energy$400,693$400,693 ▲New Holding2,9810.2%EnergyCBChubb$394,369$394,369 ▲New Holding1,3610.2%FinanceSYKStryker$382,574$29,672 ▼-7.2%9670.2%MedicalVTIVanguard Total Stock Market ETF$381,131$6,383 ▼-1.6%1,2540.2%ETFEPDEnterprise Products Partners$375,691$47,074 ▲14.3%12,1150.2%EnergyVGKVanguard FTSE Europe ETF$370,206$370,206 ▲New Holding4,7770.2%ETFMRKMerck & Co., Inc.$366,190$153,885 ▲72.5%4,6260.2%MedicalLOWLowe's Companies$364,133$364,133 ▲New Holding1,6410.2%Retail/WholesaleCLColgate-Palmolive$361,582$91 ▲0.0%3,9780.2%Consumer StaplesINTUIntuit$355,221$7,876 ▲2.3%4510.2%Computer and TechnologyEXIiShares Global Industrials ETF$351,929$93,936 ▼-21.1%2,1280.2%ETFXLPConsumer Staples Select Sector SPDR Fund$342,992$342,992 ▲New Holding4,2360.2%ETFIVViShares Core S&P 500 ETF$341,860$13,650 ▼-3.8%5510.2%ETFXLCCommunication Services Select Sector SPDR Fund$337,416$17,039 ▲5.3%3,1090.2%ETFKOCocaCola$336,781$71 ▲0.0%4,7600.2%Consumer StaplesCMCSAComcast$335,421$335,421 ▲New Holding9,3980.2%Consumer DiscretionaryCORCencora$328,017$328,017 ▲New Holding1,0940.2%MedicalPEPPepsiCo$323,463$323,463 ▲New Holding2,4500.2%Consumer StaplesASMLASML$322,192$322,192 ▲New Holding4020.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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