Purkiss Capital Advisors LLC
Top Portfolio Positions
122 positions ·
$186,253,144 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
55,551 | $26,620,039 | 14.29% | |
| IAU |
Ishares Gold Trust
|
186,996 | $16,485,567 | 8.85% | |
| AAPL |
Apple Inc.
Technology
|
48,593 | $12,332,417 | 6.62% | |
| MSFT |
Microsoft Corp
Technology
|
23,244 | $8,604,231 | 4.62% | |
| NVDA |
Nvidia Corp
Technology
|
32,519 | $5,671,313 | 3.04% | |
| AVGO |
Broadcom Inc.
Technology
|
16,520 | $5,113,105 | 2.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,681 | $5,084,348 | 2.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,784 | $4,054,701 | 2.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,582 | $3,870,073 | 2.08% | |
| JNJ |
Johnson & Johnson
Healthcare
|
13,475 | $3,293,829 | 1.77% |
Portfolio Trend
6 quarters · across all stocks
Holdings in PRTA
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,835 | 25,086 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $239,571 | 25,086 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $247,767 | 25,386 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $151,167 | 24,904 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $267,658 | 21,629 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $148,596 | 10,729 | Shares | Sole | 2025-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||