Purkiss Capital Advisors LLC
•CIK: 2053150•Filing: Q4 2025
**Purkiss Capital Advisors LLC** manages $213M across a diversified portfolio of 165 positions. The fund exhibits significant conviction in established mega-cap names, with its largest holding at BRK/B accounting for $27.8M. Key allocations include substantial positions in IAU* ($14.4M), AAPL ($13.1M), and MSFT ($8.7M). This structure suggests a core focus on blue-chip stability combined with targeted exposure to technology leaders.
Total AUM
$213.3M
QoQ Performance
+2.1%
Positions
134
Top 10 Concentration
43.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
IAU*
AAPL
BRK/B13.0%
IAU*6.8%
AAPL6.1%
MSFT4.1%
NVDA2.7%
AVGO2.7%
GOOGL2.6%
JPM2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other40.7%
Technology22.3%
Financial18.7%
Healthcare5.0%
Consumer5.0%
Industrial2.7%
ETF2.7%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW11 new positions
↑54 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024