Purkiss Capital Advisors LLC
169 holdingsFiling period: 2026-03-31Current AUM: $251.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 55.6K | $26.6M | $26.6M | 10.60% | +298 | 2026-03-31 |
| 2 | IAU | ISHARES GOLD TR | 187.0K | $16.5M | $14.2M | 5.67% | +9.3K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 48.6K | $12.3M | $15.0M | 5.98% | +489 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 23.2K | $8.6M | $10.8M | 4.30% | +5.3K | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 32.5K | $5.7M | $6.5M | 2.60% | +2.1K | 2026-03-31 |
| 6 | AVGO | BROADCOM INC | 16.5K | $5.1M | $6.4M | 2.56% | +180 | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 17.7K | $5.1M | $6.3M | 2.51% | +75 | 2026-03-31 |
| 8 | JPM | JPMORGAN CHASE & CO | 13.8K | $4.1M | $4.8M | 1.93% | +525 | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 18.6K | $3.9M | $5.0M | 2.01% | +634 | 2026-03-31 |
| 10 | VOO | VANGUARD INDEX FDS | 6.2K | $3.7M | $4.2M | 1.69% | +613 | 2026-03-31 |
| 11 | GOOG | ALPHABET INC | 12.4K | $3.6M | $4.4M | 1.77% | +251 | 2026-03-31 |
| 12 | JNJ | JOHNSON & JOHNSON | 13.5K | $3.3M | $3.5M | 1.38% | -43 | 2026-03-31 |
| 13 | GLD | SPDR GOLD TR | 7.4K | $3.2M | $2.7M | 1.09% | +100 | 2026-03-31 |
| 14 | QQQ | INVESCO QQQ TR | 5.4K | $3.1M | $3.7M | 1.49% | +314 | 2026-03-31 |
| 15 | CVX | CHEVRON CORPORATION | 14.0K | $2.9M | $2.8M | 1.10% | +2.8K | 2026-03-31 |
| 16 | CRWV | COREWEAVE INC | 37.4K | $2.9M | $2.7M | 1.07% | +27.3K | 2026-03-31 |
| 17 | MA | MASTERCARD INCORPORATED | 5.6K | $2.8M | $3.2M | 1.27% | +561 | 2026-03-31 |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | 14.0K | $2.7M | $3.0M | 1.20% | +1.8K | 2026-03-31 |
| 19 | GUNR | FLEXSHARES TR | 48.0K | $2.6M | $2.5M | 1.00% | -500 | 2026-03-31 |
| 20 | HELO | J P MORGAN EXCHANGE TRADED F | 39.4K | $2.5M | $2.7M | 1.07% | +4.0K | 2026-03-31 |
| 21 | IDEV | ISHARES TR | 30.1K | $2.5M | $2.7M | 1.08% | -- | 2026-03-31 |
| 22 | WMT | WALMART INC | 20.0K | $2.5M | $2.2M | 0.89% | +6.9K | 2026-03-31 |
| 23 | SDY | SPDR SERIES TRUST | 16.5K | $2.4M | $2.6M | 1.02% | +44 | 2026-03-31 |
| 24 | V | VISA INC | 7.9K | $2.4M | $2.9M | 1.16% | -30 | 2026-03-31 |
| 25 | PANW | PALO ALTO NETWORKS INC | 14.7K | $2.4M | $4.9M | 1.94% | +1.9K | 2026-03-31 |
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