Purkiss Capital Advisors LLC Top Holdings and 13F Report (2026) About Purkiss Capital Advisors LLCInvestment ActivityPurkiss Capital Advisors LLC has $227.44 million in total holdings as of March 31, 2026.Purkiss Capital Advisors LLC owns shares of 168 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 11.16% of the portfolio was purchased this quarter.About 3.61% of the portfolio was sold this quarter.This quarter, Purkiss Capital Advisors LLC has purchased 165 new stocks and bought additional shares in 94 stocks.Purkiss Capital Advisors LLC sold shares of 37 stocks and completely divested from 10 stocks this quarter.Largest Holdings Berkshire Hathaway $26,620,108iShares Gold Trust $16,485,527Apple $12,332,378Microsoft $8,604,257NVIDIA $5,671,393 Largest New Holdings this Quarter 46435G326 - iShares Core MSCI International Developed Markets ETF $2,511,947 Holding78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $431,258 Holding464288158 - iShares Short-Term National Muni Bond ETF $389,458 Holding26875P101 - EOG Resources $259,163 Holding464288414 - iShares National Muni Bond ETF $247,223 Holding Largest Purchases this Quarter iShares Core MSCI International Developed Markets ETF 30,058 shares (about $2.51M)COREWEAVE INC 27,300 shares (about $2.11M)Microsoft 5,339 shares (about $1.98M)iShares MSCI USA Quality Factor ETF 8,647 shares (about $1.66M)PALANTIR TECHNOLOGIES INC 8,942 shares (about $1.31M) Largest Sales this Quarter Fidelity MSCI Information Technology Index ETF 2,418 shares (about $503.03K)Vanguard Value ETF 1,310 shares (about $257.02K)Fidelity MSCI Consumer Discretionary Index ETF 2,568 shares (about $239.52K)Vanguard FTSE Europe ETF 2,424 shares (about $199.80K)Utilities Select Sector SPDR Fund 4,292 shares (about $196.96K) 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$26,620,108$142,802 ▲0.5%55,55111.7%FinanceIAUiShares Gold Trust$16,485,527$820,150 ▲5.2%186,9967.2%FinanceAAPLApple$12,332,378$124,103 ▲1.0%48,5935.4%Computer and TechnologyMSFTMicrosoft$8,604,257$1,976,343 ▲29.8%23,2443.8%Computer and TechnologyNVDANVIDIA$5,671,393$371,477 ▲7.0%32,5192.5%Computer and TechnologyAVGOBroadcom$5,113,051$55,711 ▲1.1%16,5202.2%Computer and TechnologyGOOGLAlphabet$5,084,402$21,567 ▲0.4%17,6812.2%Computer and TechnologyJPMJPMorgan Chase & Co.$4,054,574$154,429 ▲4.0%13,7841.8%FinanceAMZNAmazon.com$3,870,104$132,044 ▲3.5%18,5821.7%Retail/WholesaleVOOVanguard S&P 500 ETF$3,692,859$366,298 ▲11.0%6,1801.6%ETFGOOGAlphabet$3,567,875$72,000 ▲2.1%12,4381.6%Computer and TechnologyJNJJohnson & Johnson$3,293,725$10,511 ▼-0.3%13,4751.4%MedicalGLDSPDR Gold Shares$3,176,524$43,031 ▲1.4%7,3821.4%FinanceQQQInvesco QQQ$3,140,384$181,231 ▲6.1%5,4411.4%FinanceCVXChevron$2,899,250$580,760 ▲25.0%14,0131.3%EnergyCOREWEAVE INC$2,897,378$2,114,931 ▲270.3%37,4001.3%COM CL AMAMastercard$2,777,242$280,323 ▲11.2%5,5581.2%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$2,688,419$349,487 ▲14.9%14,0081.2%ETFGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$2,646,577$27,580 ▼-1.0%47,9801.2%ETFJ P MORGAN EXCHANGE TRADED F$2,517,032$252,445 ▲11.1%39,3841.1%HEDGED EQUITY LAIDEViShares Core MSCI International Developed Markets ETF$2,511,947$2,511,947 ▲New Holding30,0581.1%ETFWALMART INC$2,490,002$861,154 ▲52.9%20,0351.1%COMSDYSPDR S&P Dividend ETF$2,412,237$6,421 ▲0.3%16,5291.1%ETFVVisa$2,397,874$9,067 ▼-0.4%7,9341.1%Business ServicesPANWPalo Alto Networks$2,359,750$299,157 ▲14.5%14,7191.0%Computer and TechnologyTMOThermo Fisher Scientific$2,270,883$229,054 ▲11.2%4,6201.0%MedicalBMYBristol Myers Squibb$2,221,4280.0%36,6271.0%MedicalRTXRTX$2,023,514$178,625 ▲9.7%10,4900.9%AerospaceQUALiShares MSCI USA Quality Factor ETF$1,895,608$1,658,537 ▲699.6%9,8830.8%ETFWELLWelltower$1,768,204$315,560 ▲21.7%8,9430.8%FinanceXLKTechnology Select Sector SPDR Fund$1,707,598$49,172 ▲3.0%12,8490.8%ETFSTLDSteel Dynamics$1,705,674$180,899 ▲11.9%9,4760.7%Basic MaterialsVTIVanguard Total Stock Market ETF$1,681,657$5,774 ▲0.3%5,2420.7%ETFSPYSPDR S&P 500 ETF Trust$1,679,508$64,371 ▼-3.7%2,5830.7%FinanceCOSTCostco Wholesale$1,652,332$70,757 ▲4.5%1,6580.7%Retail/WholesaleBACBank of America$1,633,670$242,825 ▲17.5%33,5110.7%FinanceNEENextEra Energy$1,618,828$129,105 ▲8.7%17,4290.7%UtilitiesGE VERNOVA INC$1,580,385$873 ▲0.1%1,8110.7%COMPSXPhillips 66$1,512,571$595,883 ▲65.0%8,3030.7%EnergyLAMRLamar Advertising$1,499,139$143,885 ▲10.6%11,8360.7%FinancePALANTIR TECHNOLOGIES INC$1,474,356$1,308,036 ▲786.5%10,0790.6%CL AAEPAmerican Electric Power$1,453,477$325,748 ▲28.9%11,0880.6%UtilitiesTSMTaiwan Semiconductor Manufacturing$1,400,764$68,264 ▲5.1%4,1450.6%Computer and TechnologyVLOValero Energy$1,400,088$705,850 ▲101.7%5,6670.6%EnergyCATCaterpillar$1,349,5700.0%1,9050.6%IndustrialsHONHoneywell International$1,216,075$140,142 ▲13.0%5,3800.5%Multi-Sector ConglomeratesFTECFidelity MSCI Information Technology Index ETF$1,197,255$503,034 ▼-29.6%5,7550.5%ETFLMTLockheed Martin$1,169,152$427,399 ▲57.6%1,9340.5%AerospaceMETAMeta Platforms$1,166,425$70,363 ▲6.4%2,0390.5%Computer and TechnologyAVAVAeroVironment$1,118,919$695,549 ▲164.3%6,1130.5%AerospaceBPBP$1,110,769$647,529 ▲139.8%23,6330.5%EnergyVTVVanguard Value ETF$1,072,822$257,022 ▼-19.3%5,4680.5%ETFPNCThe PNC Financial Services Group$1,072,508$78,243 ▲7.9%5,1540.5%FinanceEENI$1,068,174$29,947 ▲2.9%18,8690.5%EnergyPGProcter & Gamble$1,056,859$89,552 ▼-7.8%7,3170.5%Consumer StaplesMOAltria Group$1,056,784$60,514 ▲6.1%16,0140.5%Consumer StaplesPMPhilip Morris International$1,008,421$164,350 ▲19.5%6,0990.4%Consumer StaplesLINDE PLC$999,692$496 ▲0.0%2,0160.4%SHSEMXCiShares MSCI Emerging Markets ex China ETF$925,199$246,442 ▲36.3%11,7620.4%ManufacturingPHParker-Hannifin$924,363$110,065 ▲13.5%1,0330.4%IndustrialsHDHome Depot$911,627$108,527 ▼-10.6%2,7720.4%Retail/WholesaleTTTrane Technologies$909,638$238,764 ▲35.6%2,1830.4%ConstructionXOMExxonMobil$891,897$55,139 ▼-5.8%5,2570.4%EnergyEFAiShares MSCI EAFE ETF$890,8630.0%9,1720.4%FinanceABBVAbbVie$890,579$1,305 ▲0.1%4,0950.4%MedicalOKEONEOK$887,400$1,989 ▲0.2%9,8170.4%EnergyTSLATesla$877,702$59,852 ▲7.3%2,3610.4%Auto/Tires/TrucksVYMVanguard High Dividend Yield ETF$868,228$2,518 ▲0.3%5,8620.4%ETFLLYEli Lilly and Company$803,683$19,310 ▲2.5%8740.4%MedicalAMDAdvanced Micro Devices$798,785$12,001 ▲1.5%3,9270.4%Computer and TechnologyTE CONNECTIVITY PLC$798,487$47,449 ▲6.3%3,8200.4%ORD SHSUPSUnited Parcel Service$776,415$3,345 ▲0.4%7,8920.3%TransportationADPAutomatic Data Processing$768,226$13,207 ▲1.7%3,7810.3%Computer and TechnologySPGSimon Property Group$719,131$72,753 ▲11.3%3,8550.3%FinanceCBChubb$708,379$196,247 ▲38.3%2,1730.3%FinanceMCDMcDonald's$695,782$16,159 ▲2.4%2,2390.3%Retail/WholesaleSBUXStarbucks$640,2100.0%7,1460.3%Retail/WholesaleGEGE Aerospace$638,925$15,888 ▲2.6%2,2520.3%AerospaceWSTWest Pharmaceutical Services$631,3620.0%2,5190.3%MedicalQCOMQualcomm$626,636$23,180 ▲3.8%4,8660.3%Computer and TechnologyVOVanguard Mid-Cap ETF$617,437$18,667 ▼-2.9%2,1500.3%ETFHSBCHSBC$596,152$75,065 ▲14.4%7,2270.3%FinanceVGKVanguard FTSE Europe ETF$567,091$199,801 ▼-26.1%6,8800.2%ETFDVYiShares Select Dividend ETF$537,103$49,062 ▼-8.4%3,5470.2%ETFITAiShares U.S. Aerospace & Defense ETF$535,958$22,095 ▲4.3%2,4500.2%ETFNFLXNetflix$525,941$2,885 ▼-0.5%5,4700.2%Consumer DiscretionaryIJJiShares S&P Mid-Cap 400 Value ETF$518,169$52,334 ▼-9.2%3,9110.2%ETFCMICummins$514,226$185,035 ▲56.2%9560.2%Auto/Tires/TrucksRIORio Tinto$511,239$6,344 ▼-1.2%5,4800.2%Basic MaterialsPEPPepsiCo$462,376$25,619 ▲5.9%2,9780.2%Consumer StaplesVGTVanguard Information Technology ETF$460,4950.0%6600.2%ETFXLFFinancial Select Sector SPDR Fund$455,032$3,160 ▼-0.7%9,2170.2%ETFBTIBritish American Tobacco$449,542$936 ▲0.2%7,6880.2%Consumer StaplesDXJWisdomTree Japan Hedged Equity Fund$445,899$114,805 ▼-20.5%2,8120.2%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$431,258$431,258 ▲New Holding4,7060.2%ETFVEUVanguard FTSE All-World ex-US ETF$416,8050.0%5,5500.2%ETFBWXTBWX Technologies$416,182$11,657 ▲2.9%2,0350.2%AerospaceFIDUFidelity MSCI Industrials Index ETF$413,402$47,154 ▲12.9%4,7780.2%ETFMSMorgan Stanley$412,575$66,157 ▲19.1%2,5070.2%FinanceMRKMerck & Co., Inc.$407,580$962 ▲0.2%3,3880.2%MedicalShowing 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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