Purkiss Capital Advisors LLC Top Holdings and 13F Report (2026) About Purkiss Capital Advisors LLCInvestment ActivityPurkiss Capital Advisors LLC has $267.76 million in total holdings as of September 30, 2026.Purkiss Capital Advisors LLC owns shares of 177 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 4.05% of the portfolio was purchased this quarter.About 4.68% of the portfolio was sold this quarter.This quarter, Purkiss Capital Advisors LLC has purchased 189 new stocks and bought additional shares in 64 stocks.Purkiss Capital Advisors LLC sold shares of 61 stocks and completely divested from 19 stocks this quarter.Largest Holdings Berkshire Hathaway $27,251,381Apple $16,487,943iShares Gold Trust $14,326,153Microsoft $11,732,763Palo Alto Networks $8,895,374 Largest New Holdings this Quarter 30609A109 - ONEOK INC NEW $821,244 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $820,572 HoldingG1151C101 - Accenture $294,183 Holding77926X320 - ROUNDHILL ETF TRUST $289,728 Holding78409V104 - S&P Global $280,488 Holding Largest Purchases this Quarter Advanced Micro Devices 6,401 shares (about $3.92M)Palo Alto Networks 4,500 shares (about $1.79M)ONEOK INC NEW 9,631 shares (about $821.24K)EXXONMOBIL HOLDINGS CORP 5,042 shares (about $820.57K)Vanguard S&P 500 ETF 809 shares (about $566.96K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 2,941 shares (about $361.98K)Berkshire Hathaway 418 shares (about $208.14K)Apple 543 shares (about $180.83K)Technology Select Sector SPDR Fund 827 shares (about $161.89K)Invesco QQQ 197 shares (about $145.72K) 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$27,251,381$208,144 ▼-0.8%54,72710.2%FinanceAAPLApple$16,487,943$180,831 ▼-1.1%49,5106.2%TechnologyIAUiShares Gold Trust$14,326,153$96,766 ▲0.7%183,4335.4%ETFMSFTMicrosoft$11,732,763$110,788 ▼-0.9%22,8754.4%TechnologyPANWPalo Alto Networks$8,895,374$1,787,895 ▲25.2%22,3893.3%TechnologyAVGOBroadcom$7,832,634$7,024 ▲0.1%22,3032.9%TechnologyNVDANVIDIA$7,487,702$11,419 ▲0.2%32,7862.8%TechnologyGOOGLAlphabet$5,949,125$1,720 ▼0.0%17,2902.2%Communication ServicesVOOVanguard S&P 500 ETF$5,730,582$566,961 ▲11.0%8,1772.1%ETFJPMJPMorgan Chase & Co.$4,770,054$23,490 ▼-0.5%14,4181.8%FinanceAMZNAmazon.com$4,568,700$48,086 ▼-1.0%18,3371.7%Consumer DiscretionaryGOOGAlphabet$4,274,926$20,444 ▼-0.5%12,5461.6%Communication ServicesQQQInvesco QQQ$4,232,640$145,724 ▼-3.3%5,7221.6%ETFAMDAdvanced Micro Devices$4,163,027$3,915,876 ▲1,584.4%6,8051.6%TechnologyRSPInvesco S&P 500 Equal Weight ETF$3,738,349$362,373 ▲10.7%17,9711.4%ETFJNJJohnson & Johnson$3,597,360$55,597 ▼-1.5%13,5881.3%HealthcareTMOThermo Fisher Scientific$3,281,997$66,828 ▼-2.0%4,8621.2%HealthcareMAMastercard$3,153,766$1,103 ▲0.0%5,7191.2%FinanceJ P MORGAN EXCHANGE TRADED F$3,103,433$154,456 ▲5.2%44,8671.2%HEDG EQU LAD ETFCVXChevron$2,870,391$34,307 ▼-1.2%14,0561.1%EnergyVVisa$2,869,366$9,702 ▲0.3%7,9851.1%FinanceXLKTechnology Select Sector SPDR Fund$2,796,566$161,890 ▼-5.5%14,2861.0%ETFCOSTCostco Wholesale$2,780,890$96,489 ▼-3.4%3,0551.0%Consumer StaplesGLDSPDR Gold Shares$2,646,185$15,234 ▼-0.6%6,9481.0%ETFIDEViShares Core MSCI International Developed Markets ETF$2,635,544$8,053 ▼-0.3%29,4541.0%ETFGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$2,443,972$18,986 ▼-0.8%46,3400.9%ETFSDYSPDR S&P Dividend ETF$2,415,837$6,738 ▲0.3%16,4930.9%ETFWELLWelltower$2,352,582$2,302 ▲0.1%10,2180.9%Real EstateWALMART INC$2,331,506$199,003 ▲9.3%22,4360.9%COMSTLDSteel Dynamics$2,271,679$886 ▲0.0%10,2510.8%MaterialsBMYBristol Myers Squibb$2,226,245$59,280 ▼-2.6%35,6770.8%HealthcareQUALiShares MSCI USA Quality Factor ETF$2,222,627$43,559 ▼-1.9%10,0010.8%ETFPALANTIR TECHNOLOGIES INC$2,027,809$93,525 ▼-4.4%10,8410.8%CL ALAMRLamar Advertising$1,979,618$4,900 ▲0.2%13,7370.7%Real EstateVLOValero Energy$1,972,307$1,551 ▲0.1%5,0880.7%EnergyVTIVanguard Total Stock Market ETF$1,954,996$2,994 ▼-0.2%5,2240.7%ETFTSMTaiwan Semiconductor Manufacturing$1,876,238$1,825 ▼-0.1%4,1130.7%TechnologyBACBank of America$1,863,659$34,073 ▼-1.8%34,2400.7%FinanceRTXRTX$1,850,687$13,923 ▼-0.7%9,9690.7%IndustrialsPSXPhillips 66$1,832,285$16,594 ▼-0.9%7,1770.7%EnergyCATCaterpillar$1,786,328$44,597 ▼-2.4%2,2030.7%IndustrialsGE VERNOVA INC$1,776,524$6,654 ▲0.4%1,8690.7%COMFTECFidelity MSCI Information Technology Index ETF$1,764,874$2,400 ▲0.1%5,8820.7%ETFSPYSPDR S&P 500 ETF Trust$1,716,666$12,202 ▼-0.7%2,2510.6%ETFNEENextEra Energy$1,481,976$3,863 ▲0.3%19,5670.6%UtilitiesAEPAmerican Electric Power$1,358,819$3,085 ▼-0.2%11,4530.5%UtilitiesMETAMeta Platforms$1,338,173$132,729 ▼-9.0%1,8450.5%Communication ServicesVYMVanguard High Dividend Yield ETF$1,288,284$1,862 ▲0.1%8,3010.5%ETFVTVVanguard Value ETF$1,218,043$60,286 ▼-4.7%5,6370.5%ETFABBVAbbVie$1,141,531$2,354 ▲0.2%4,3640.4%HealthcarePNCThe PNC Financial Services Group$1,102,095$3,111 ▲0.3%4,9590.4%FinancePGProcter & Gamble$1,090,802$43,586 ▲4.2%7,5080.4%Consumer StaplesLLYEli Lilly and Company$1,086,5920.0%9390.4%HealthcareEMXCiShares MSCI Emerging Markets ex China ETF$1,065,011$80,552 ▼-7.0%10,7490.4%ETFEENI$1,043,4830.0%19,2170.4%EnergyPMPhilip Morris International$1,029,559$39,503 ▼-3.7%5,3950.4%Consumer StaplesVGKVanguard FTSE Europe ETF$983,850$35,934 ▼-3.5%11,3350.4%ETFPHParker-Hannifin$982,759$955 ▲0.1%1,0290.4%IndustrialsBPBP$954,670$4,531 ▼-0.5%21,7020.4%EnergyEFAiShares MSCI EAFE ETF$952,8650.0%9,1720.4%ETFMOAltria Group$945,147$24,041 ▼-2.5%14,0350.4%Consumer StaplesADPAutomatic Data Processing$927,797$1,290 ▲0.1%3,5950.3%IndustrialsHDHome Depot$918,217$5,974 ▼-0.6%3,2280.3%Consumer DiscretionaryQCOMQualcomm$912,150$10,859 ▼-1.2%4,9560.3%TechnologyLINDE PLC$909,367$69,294 ▼-7.1%1,9160.3%SHSTSLATesla$883,4770.0%2,4900.3%Consumer DiscretionaryTTTrane Technologies$878,980$1,356 ▲0.2%1,9450.3%IndustrialsWSTWest Pharmaceutical Services$841,2540.0%2,2690.3%HealthcareBWXTBWX Technologies$840,851$411 ▲0.0%6,1380.3%IndustrialsCMICummins$839,847$517 ▲0.1%1,6260.3%IndustrialsTE CONNECTIVITY PLC$839,720$46,862 ▼-5.3%3,9780.3%ORD SHSONEOK INC NEW$821,244$821,244 ▲New Holding9,6310.3%COMEXXONMOBIL HOLDINGS CORP$820,572$820,572 ▲New Holding5,0420.3%COM SHSSPGSimon Property Group$815,160$1,205 ▲0.1%4,0600.3%Real EstateUPSUnited Parcel Service$761,723$19,342 ▼-2.5%8,1520.3%IndustrialsRAAXVanEck Real Assets ETF$748,605$206,917 ▲38.2%18,7950.3%ETFLMTLockheed Martin$717,674$1,019 ▲0.1%1,4090.3%IndustrialsCBChubb$717,406$18,212 ▼-2.5%2,2060.3%FinanceGEGE Aerospace$701,170$4,685 ▼-0.7%2,2450.3%IndustrialsVOVanguard Mid-Cap ETF$692,998$18,586 ▲2.8%8,8370.3%ETFVGTVanguard Information Technology ETF$663,5380.0%5,2800.2%ETFRBB FUND TRUST$650,462$92,851 ▲16.7%12,9600.2%FIRST EAGLE GBLSBUXStarbucks$647,948$3,758 ▼-0.6%6,8960.2%Consumer DiscretionaryIJJiShares S&P Mid-Cap 400 Value ETF$647,049$8,400 ▼-1.3%4,6990.2%ETFHSBCHSBC$611,096$35,158 ▼-5.4%6,1530.2%FinanceHIIHuntington Ingalls Industries$549,035$534 ▲0.1%2,0560.2%IndustrialsMRKMerck & Co., Inc.$546,366$1,308 ▲0.2%3,7600.2%HealthcareFIDUFidelity MSCI Industrials Index ETF$534,893$443 ▲0.1%6,0390.2%ETFDVYiShares Select Dividend ETF$532,673$27,371 ▼-4.9%3,5030.2%ETFRIORio Tinto$524,353$4,709 ▲0.9%5,5680.2%MaterialsHONEYWELL INTL INC$516,062$422 ▲0.1%2,4460.2%COMADIAnalog Devices$510,075$3,173 ▲0.6%1,2860.2%TechnologyMCDMcDonald's$499,517$462 ▲0.1%2,1630.2%Consumer DiscretionaryMSMorgan Stanley$487,728$1,881 ▲0.4%2,5930.2%FinanceIWMiShares Russell 2000 ETF$478,827$74,478 ▼-13.5%1,7230.2%ETFXLFFinancial Select Sector SPDR Fund$470,773$3,524 ▲0.8%8,8160.2%ETFVEUVanguard FTSE All-World ex-US ETF$460,4840.0%5,5500.2%ETFEPDEnterprise Products Partners$459,535$1,994 ▲0.4%12,9050.2%EnergyASMLASML$451,0500.0%2490.2%TechnologyDXJWisdomTree Japan Hedged Equity Fund$448,9840.0%2,4870.2%ETFShowing largest 100 holdings. 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