Purkiss Capital Advisors LLC

Purkiss Capital Advisors LLC reported 189 holdings worth US$263M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 30, 2026

Purkiss Capital Advisors LLC reported 189 holdings worth US$263M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Alphabet Inc (google) Class C. Filed Jul 30, 2026 (Form 13F).

Holdings
189
Value as reported
US$263M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.55,145US$27.6M10.5%
Apple Inc50,053US$14.5M5.5%
Alphabet Inc (google) Class C29,758US$10.6M4.0%
Microsoft Corp.23,091US$8.61M3.3%
Broadcom Inc.22,283US$8.42M3.2%
Nvidia Corporation32,736US$6.55M2.5%
Palo Alto Networks, Inc.17,889US$6.1M2.3%
Jp Morgan Chase & Co.14,489US$4.74M1.8%
Amazon.com, Inc.18,530US$4.42M1.7%
Johnson & Johnson13,798US$3.5M1.3%
Coreweave, Inc.30,786US$3.06M1.2%
Costco Wholesale Corporation3,161US$2.96M1.1%
Mastercard Incorporated5,717US$2.94M1.1%
Visa Inc.7,958US$2.73M1.0%
Thermo Fisher Scientific Inc4,961US$2.49M0.95%
Caterpillar, Inc.2,258US$2.4M0.92%
Chevron Corporation14,224US$2.36M0.90%
Steel Dynamics, Inc.10,247US$2.35M0.90%
Walmart Inc.20,521US$2.32M0.88%
Welltower Inc.10,208US$2.32M0.88%
Ge Vernova Inc.1,862US$2.19M0.83%
Lamar Advertising Company13,703US$2.14M0.81%
Bristol-myers Squibb Company36,627US$2.11M0.80%
Bank Of America Corporation34,866US$1.99M0.76%
Taiwan Semiconductor Manufacturing Co., Ltd.4,117US$1.97M0.75%
Rtx Corporation10,044US$1.91M0.73%
Nextera Energy, Inc.19,516US$1.71M0.65%
American Electric Power Company, Inc.11,479US$1.57M0.60%
Valero Energy Corporation5,084US$1.32M0.50%
Palantir Technologies Inc.11,341US$1.32M0.50%
Phillips 667,242US$1.22M0.47%
Pnc Financial Services Group, Inc. (the)4,945US$1.22M0.46%
Bwx Technologies, Inc.6,135US$1.19M0.45%
Cummins Inc.1,625US$1.16M0.44%
Home Depot, Inc. (the)3,249US$1.15M0.44%
Meta Platforms, Inc.2,028US$1.14M0.43%
Eli Lilly And Company939US$1.13M0.43%
Abbvie Inc.4,355US$1.1M0.42%
Procter & Gamble Company (the)7,208US$1.06M0.40%
Tesla, Inc.2,490US$1.05M0.40%
Altria Group, Inc.14,392US$1.04M0.39%
Aerovironment, Inc.6,199US$1.02M0.39%
Philip Morris International Inc5,602US$1.01M0.39%
Parker-hannifin Corporation1,028US$1.01M0.38%
Qualcomm Incorporated5,015US$927K0.35%
Simon Property Group, Inc.4,054US$907K0.35%
Eni S.p.a.19,217US$901K0.34%
United Parcel Service, Inc.8,359US$899K0.34%
Ge Aerospace2,260US$845K0.32%
Oneok, Inc.9,610US$835K0.32%
Coinbase Global, Inc.5,685US$831K0.32%
West Pharmaceutical Services, Inc.2,269US$815K0.31%
Bp Plc21,805US$806K0.31%
Automatic Data Processing, Inc.3,590US$804K0.31%
Lockheed Martin Corporation1,407US$717K0.27%
Exxon Mobil Corporation5,236US$716K0.27%
Starbucks Corporation6,936US$709K0.27%
Hsbc Holdings Plc6,507US$619K0.24%
Mcdonald's Corporation2,161US$584K0.22%
Huntington Ingalls Industries, Inc.2,054US$575K0.22%
Morgan Stanley2,583US$540K0.21%
Cameco Corporation5,167US$526K0.20%
Rio Tinto Plc5,518US$524K0.20%
Analog Devices, Inc.1,278US$507K0.19%
Asml Holding Nv249US$495K0.19%
Merck & Company, Inc.3,751US$482K0.18%
Enterprise Products Partners L.p.12,849US$472K0.18%
Howmet Aerospace Inc.1,664US$447K0.17%
Intel Corporation3,199US$447K0.17%
T. Rowe Price Group, Inc.3,611US$410K0.16%
Netflix, Inc.5,748US$410K0.16%
British American Tobacco P.l.c.6,602US$408K0.16%
Quanta Services, Inc.565US$407K0.15%
Applied Materials, Inc.557US$403K0.15%
Kla Corporation1,294US$390K0.15%
Curtiss-wright Corporation504US$382K0.15%
Coca-cola Company (the)4,557US$370K0.14%
Energy Transfer Lp19,304US$369K0.14%
International Business Machines Corporation1,309US$368K0.14%
Lowe's Companies, Inc.1,604US$354K0.13%
The Travelers Companies, Inc.1,060US$350K0.13%
Tjx Companies, Inc. (the)2,295US$348K0.13%
Blackstone Inc.2,930US$345K0.13%
The Cigna Group1,248US$344K0.13%
Pepsico, Inc.2,504US$339K0.13%
Colgate-palmolive Company3,683US$338K0.13%
Deere & Company530US$336K0.13%
Kimberly-clark Corporation2,975US$327K0.12%
Amgen Inc.898US$325K0.12%
Goldman Sachs Group, Inc. (the)310US$314K0.12%
Corning Incorporated1,208US$309K0.12%
Stryker Corporation969US$305K0.12%
Allstate Corporation (the)1,259US$300K0.11%
Shell Plc3,832US$297K0.11%
Fiserv, Inc.6,030US$296K0.11%
Arrow Electronics, Inc.1,333US$284K0.11%
Enbridge Inc.5,123US$278K0.11%
Cencora, Inc.976US$276K0.11%
Unitedhealth Group Incorporated653US$271K0.10%
Crowdstrike Holdings, Inc.355US$271K0.10%

Every holding of Purkiss Capital Advisors LLC

Source

View original at SEC

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