Purkiss Capital Advisors LLC holds a diversified book of 189 stocks worth $262.7M as of Q2 2026 (disclosed Jul 30, 2026, a ~45-day 13F lag). This quarter they opened Coinbase Global Inc -Class A and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 11% of the equity book. Cloning the disclosed picks since 2025 would be +30% (+19.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2053150/holdings"
Use Arkolith to show Purkiss Capital Advisors LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.5 points over this window.
Growth of $10,000 cloning Purkiss Capital Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $27.6M | 55.1K | 10.5% | ▼−0.7% Reduced · −406 sh | |
| 2 | Apple Inc COM | $14.5M | 50.1K | 5.5% | ▲+3.0% Added · +1K sh | |
| 3 | Ishares Gold TR ISHARES NEW | $13.8M | 182.2K | 5.2% | ▼−2.6% Reduced · −5K sh | |
| 4 | Microsoft Corp COM | $8.6M | 23.1K | 3.3% | ▼−0.7% Reduced · −153 sh | |
| 5 | Broadcom Inc COM | $8.4M | 22.3K | 3.2% | ▲+35% Added · +6K sh | |
| 6 | Nvidia Corporation COM | $6.6M | 32.7K | 2.5% | ▲+0.7% Added · +217 sh | |
| 7 | Alphabet Inc CAP STK CL A | $6.2M | 17.3K | 2.4% | ▼−2.2% Reduced · −386 sh | |
| 8 | Palo Alto Networks Inc COM | $6.1M | 17.9K | 2.3% | ▲+22% Added · +3K sh | |
| 9 | Vanguard Index FDS S&P 500 ETF SHS | $5.1M | 7.4K | 1.9% | ▲+19% Added · +1K sh | |
| 10 | JPMorgan Chase & Co COM | $4.7M | 14.5K | 1.8% | ▲+5.1% Added · +705 sh | |
| 11 | Alphabet Inc CAP STK CL C | $4.5M | 12.6K | 1.7% | ▲+1.4% Added · +168 sh | |
| 12 | Amazon Com Inc COM | $4.4M | 18.5K | 1.7% | ▼−0.3% Reduced · −52 sh | |
| 13 | Invesco QQQ TR UNIT SER 1 | $4.4M | 5.9K | 1.7% | ▲+8.8% Added · +478 sh | |
| 14 | Johnson & Johnson COM | $3.5M | 13.8K | 1.3% | ▲+2.4% Added · +323 sh | |
| 15 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.5M | 16.2K | 1.3% | ▲+16% Added · +2K sh | |
| 16 | Coreweave Inc COM CL A | $3.1M | 30.8K | 1.2% | ▼−18% Reduced · −7K sh | |
| 17 | Costco Wholesale Corporation COM | $3.0M | 3.2K | 1.1% | ▲+91% Added · +2K sh | |
| 18 | Mastercard Incorporated CL A | $2.9M | 5.7K | 1.1% | ▲+2.9% Added · +159 sh | |
| 19 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $2.9M | 42.6K | 1.1% | ▲+8.3% Added · +3K sh | |
| 20 | Select Sector SPDR TR ST STR TECHN ETF | $2.9M | 15.1K | 1.1% | ▲+18% Added · +2K sh | |
| 21 | Visa Inc COM CL A | $2.7M | 8.0K | 1.0% | ▲+0.3% Added · +24 sh | |
| 22 | Ishares TR CORE MSCI INTL | $2.6M | 29.5K | 1.0% | ▼−1.7% Reduced · −514 sh | |
| 23 | SPDR Gold TR GOLD SHS | $2.6M | 7.0K | 1.0% | ▼−5.3% Reduced · −394 sh | |
| 24 | SPDR Series Trust ST STR SP DIV | $2.5M | 16.4K | 1.0% | ▼−0.5% Reduced · −82 sh | |
| 25 | Thermo Fisher Scientific Inc COM | $2.5M | 5.0K | 0.9% | ▲+7.4% Added · +341 sh | |
| 26 | Caterpillar Inc COM | $2.4M | 2.3K | 0.9% | ▲+19% Added · +353 sh | |
| 27 | Chevron Corporation COM | $2.4M | 14.2K | 0.9% | ▲+1.5% Added · +211 sh | |
| 28 | Steel Dynamics Inc COM | $2.4M | 10.2K | 0.9% | ▲+8.1% Added · +771 sh | |
| 29 | Walmart Inc COM | $2.3M | 20.5K | 0.9% | ▲+2.4% Added · +486 sh | |
| 30 | Welltower Inc COM | $2.3M | 10.2K | 0.9% | ▲+14% Added · +1K sh | |
| 31 | Flexshares TR MORNSTAR UPSTR | $2.3M | 46.7K | 0.9% | ▼−2.7% Reduced · −1K sh | |
| 32 | Ishares TR MSCI USA QLT FCT | $2.2M | 10.2K | 0.9% | ▲+3.2% Added · +314 sh | |
| 33 | Ge Vernova Inc COM | $2.2M | 1.9K | 0.8% | ▲+2.8% Added · +51 sh | |
| 34 | Lamar Advertising Co CL A | $2.1M | 13.7K | 0.8% | ▲+16% Added · +2K sh | |
| 35 | Bristol-Myers Squibb Co COM | $2.1M | 36.6K | 0.8% | —Held | |
| 36 | Bank Of Amer Corp COM | $2.0M | 34.9K | 0.8% | ▲+4.0% Added · +1K sh | |
| 37 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.0M | 4.1K | 0.7% | ▼−0.7% Reduced · −28 sh | |
| 38 | Vanguard Index FDS TOTAL STK MKT | $1.9M | 5.2K | 0.7% | ▼−0.2% Reduced · −10 sh | |
| 39 | RTX Corporation COM | $1.9M | 10.0K | 0.7% | ▼−4.3% Reduced · −446 sh | |
| 40 | NextEra Energy Inc COM | $1.7M | 19.5K | 0.7% | ▲+12% Added · +2K sh | |
| 41 | State STR SPDR S&P 500 ETF T TR UNIT | $1.7M | 2.3K | 0.6% | ▼−12% Reduced · −316 sh | |
| 42 | Fidelity Covington Trust MSCI INFO TECH I | $1.7M | 5.9K | 0.6% | ▲+2.1% Added · +119 sh | |
| 43 | American Elec PWR Co Inc COM | $1.6M | 11.5K | 0.6% | ▲+3.5% Added · +391 sh | |
| 44 | Valero Energy Corp COM | $1.3M | 5.1K | 0.5% | ▼−10% Reduced · −583 sh | |
| 45 | Palantir Technologies Inc CL A | $1.3M | 11.3K | 0.5% | ▲+13% Added · +1K sh | |
| 46 | Vanguard Whitehall FDS HIGH DIV YLD | $1.3M | 8.3K | 0.5% | ▲+41% Added · +2K sh | |
| 47 | Vanguard Index FDS VALUE ETF | $1.3M | 5.9K | 0.5% | ▲+8.2% Added · +448 sh | |
| 48 | Phillips 66 COM | $1.2M | 7.2K | 0.5% | ▼−13% Reduced · −1K sh | |
| 49 | PNC Finl Svcs Group Inc COM | $1.2M | 4.9K | 0.5% | ▼−4.0% Reduced · −209 sh | |
| 50 | BWX Technologies Inc COM | $1.2M | 6.1K | 0.5% | ▲+201% Added · +4K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 189 | $262.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 168 | $227.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 165 | $213.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 167 | $209.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 153 | $179.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 109 | $132.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 100 | $115.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.