Purkiss Capital Advisors LLC — 13F holdings

Purkiss Capital Advisors LLC reported 189 holdings worth $263M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $27.6M (10.5%)
2. AAPL APPLE INC — $14.5M (5.5%)
3. IAU ISHARES GOLD TR — $13.8M (5.2%)
4. MSFT MICROSOFT CORP — $8.61M (3.3%)
5. AVGO BROADCOM INC — $8.42M (3.2%)
6. NVDA NVIDIA CORPORATION — $6.55M (2.5%)
7. GOOGL ALPHABET INC — $6.18M (2.4%)
8. PANW PALO ALTO NETWORKS INC — $6.10M (2.3%)
9. VOO VANGUARD INDEX FDS — $5.06M (1.9%)
10. JPM JPMorgan Chase & Co. — $4.74M (1.8%)