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Purkiss Capital Advisors

Latest statistics and disclosures from Purkiss Capital Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002053150

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Positions held by Purkiss Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Purkiss Capital Advisors

Purkiss Capital Advisors holds 100 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	22.1	$26M	56k	453.28	View chart
Ishares Gold Tr Ishares New (IAU)	10.8	$13M	252k	49.51	View chart
Apple (AAPL)	7.6	$8.8M	35k	250.42	View chart
Microsoft Corporation (MSFT)	4.6	$5.3M	13k	421.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$2.5M	13k	189.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$2.3M	4.3k	538.81	View chart
Alphabet Cap Stk Cl C (GOOG)	2.0	$2.3M	12k	190.44	View chart
Bristol Myers Squibb (BMY)	1.8	$2.1M	38k	56.56	View chart
JPMorgan Chase & Co. (JPM)	1.8	$2.1M	8.8k	239.71	View chart
Amazon (AMZN)	1.7	$1.9M	8.8k	219.40	View chart
Flexshares Tr Mornstar Upstr (GUNR)	1.6	$1.9M	52k	36.36	View chart
Johnson & Johnson (JNJ)	1.6	$1.8M	13k	144.62	View chart
NVIDIA Corporation (NVDA)	1.4	$1.7M	13k	134.29	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.4	$1.6M	8.8k	184.88	View chart
Fiserv (FI)	1.3	$1.5M	7.1k	205.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$1.5M	8.3k	175.22	View chart
Broadcom (AVGO)	1.2	$1.4M	6.2k	231.85	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.2	$1.4M	22k	62.04	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$1.4M	5.6k	242.14	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$1.2M	7.1k	169.30	View chart
Ishares Msci Emrg Chn (EMXC)	1.0	$1.2M	22k	55.45	View chart
Thermo Fisher Scientific (TMO)	1.0	$1.1M	2.2k	520.18	View chart
Visa Com Cl A (V)	1.0	$1.1M	3.5k	316.02	View chart
Tesla Motors (TSLA)	0.9	$1.0M	2.6k	403.84	View chart
Procter & Gamble Company (PG)	0.9	$1.0M	6.1k	167.65	View chart
United Parcel Service CL B (UPS)	0.9	$991k	7.9k	126.10	View chart
McDonald's Corporation (MCD)	0.8	$910k	3.1k	289.84	View chart
West Pharmaceutical Services (WST)	0.7	$825k	2.5k	327.56	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$802k	3.5k	232.54	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.6	$735k	5.6k	132.10	View chart
Mastercard Incorporated Cl A (MA)	0.6	$714k	1.4k	526.41	View chart
Starbucks Corporation (SBUX)	0.6	$705k	7.7k	91.25	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$703k	9.3k	75.61	View chart
Home Depot (HD)	0.6	$698k	1.8k	388.92	View chart
Raytheon Technologies Corp (RTX)	0.6	$665k	5.7k	115.73	View chart
Exxon Mobil Corporation (XOM)	0.6	$657k	6.1k	107.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$633k	1.2k	511.04	View chart
Linde SHS (LIN)	0.5	$619k	1.5k	418.67	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.5	$615k	14k	44.92	View chart
Automatic Data Processing (ADP)	0.5	$604k	2.1k	292.73	View chart
Oneok (OKE)	0.5	$594k	5.9k	100.40	View chart
Abbvie (ABBV)	0.5	$582k	3.3k	177.68	View chart
Bank of America Corporation (BAC)	0.5	$538k	12k	43.95	View chart
Costco Wholesale Corporation (COST)	0.4	$509k	555.00	916.50	View chart
Chevron Corporation (CVX)	0.4	$470k	3.2k	144.86	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$467k	2.7k	172.42	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.4	$461k	5.4k	85.97	View chart
Palo Alto Networks (PANW)	0.4	$456k	2.5k	181.96	View chart
Eli Lilly & Co. (LLY)	0.4	$452k	586.00	771.38	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.4	$431k	4.4k	97.46	View chart
Meta Platforms Cl A (META)	0.4	$408k	696.00	585.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$388k	661.00	586.51	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.3	$385k	2.7k	141.23	View chart
Lockheed Martin Corporation (LMT)	0.3	$382k	786.00	486.18	View chart
Nextera Energy (NEE)	0.3	$379k	5.3k	71.70	View chart
Stryker Corporation (SYK)	0.3	$375k	1.0k	360.05	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$366k	860.00	425.56	View chart
Colgate-Palmolive Company (CL)	0.3	$361k	4.0k	90.92	View chart
Ishares Msci Eurzone Etf (EZU)	0.3	$361k	7.6k	47.20	View chart
UnitedHealth (UNH)	0.3	$356k	703.00	506.16	View chart
PNC Financial Services (PNC)	0.3	$343k	1.8k	192.86	View chart
American Electric Power Company (AEP)	0.3	$326k	3.5k	92.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$310k	526.00	589.20	View chart
General Mills (GIS)	0.3	$310k	4.9k	63.77	View chart
Welltower Inc Com reit (WELL)	0.3	$306k	2.4k	126.04	View chart
Pepsi (PEP)	0.3	$305k	2.0k	152.03	View chart
Qualcomm (QCOM)	0.3	$303k	2.0k	153.62	View chart
Wal-Mart Stores (WMT)	0.3	$302k	3.3k	90.35	View chart
Lowe's Companies (LOW)	0.3	$301k	1.2k	246.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$301k	2.4k	127.59	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.3	$296k	4.2k	70.59	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$285k	811.00	351.79	View chart
Allstate Corporation (ALL)	0.2	$281k	1.5k	192.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$280k	967.00	289.81	View chart
Intuit (INTU)	0.2	$277k	441.00	628.50	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$272k	5.6k	48.33	View chart
Kimberly-Clark Corporation (KMB)	0.2	$268k	2.0k	131.06	View chart
TJX Companies (TJX)	0.2	$268k	2.2k	120.81	View chart
salesforce (CRM)	0.2	$262k	783.00	334.33	View chart
Caterpillar (CAT)	0.2	$259k	714.00	362.82	View chart
Honeywell International (HON)	0.2	$252k	1.1k	225.86	View chart
Philip Morris International (PM)	0.2	$243k	2.0k	120.34	View chart
Enterprise Products Partners (EPD)	0.2	$239k	7.6k	31.36	View chart
Oracle Corporation (ORCL)	0.2	$239k	1.4k	166.64	View chart
Merck & Co (MRK)	0.2	$238k	2.4k	99.47	View chart
Phillips 66 (PSX)	0.2	$233k	2.0k	113.95	View chart
Simon Property (SPG)	0.2	$232k	1.3k	172.21	View chart
Danaher Corporation (DHR)	0.2	$230k	1.0k	229.55	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$228k	6.1k	37.12	View chart
Metropcs Communications (TMUS)	0.2	$226k	1.0k	220.73	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$219k	3.0k	74.02	View chart
Hartford Financial Services (HIG)	0.2	$219k	2.0k	109.40	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$218k	2.5k	85.66	View chart
Union Pacific Corporation (UNP)	0.2	$214k	939.00	228.04	View chart
Carrier Global Corporation (CARR)	0.2	$212k	3.1k	68.26	View chart
Analog Devices (ADI)	0.2	$205k	964.00	212.47	View chart
Adobe Systems Incorporated (ADBE)	0.2	$205k	460.00	444.68	View chart
Prothena Corp SHS (PRTA)	0.1	$149k	11k	13.85	View chart
Tile Shop Hldgs (TTSH)	0.1	$103k	15k	6.93	View chart
Bristol-myers Squibb Right 12/30/2030 (CELG.R)	0.0	$1.3k	27k	0.05	View chart

Past Filings by Purkiss Capital Advisors

SEC 13F filings are viewable for Purkiss Capital Advisors going back to 2024

Purkiss Capital Advisors 2024 Q4 filed Feb. 5, 2025

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