Purkiss Capital Advisors LLC holds a diversified book of 189 stocks worth $262.7M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-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.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Purkiss Capital Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $876.0B |
| Morgan Stanley | 80 / 80 | $645.6B |
| JPMorgan Chase & Co | 80 / 80 | $596.8B |
| Bank Of America Corp | 80 / 80 | $441.0B |
| Bank of New York Mellon Corp | 80 / 80 | $222.2B |
| Royal Bank Of Canada | 80 / 80 | $176.5B |
| UBS Group AG | 80 / 80 | $171.6B |
| Wells Fargo & Company | 80 / 80 | $170.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Purkiss Capital Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.