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13F holdings · Q2 2026

Purkiss Capital Advisors

Ridgefield, CT · files as Purkiss Capital Advisors LLC
Holdings as of Jun 30, 2026Filed Jul 30, 2026Next filing due Nov 16, 2026CIK 2053150

Purkiss Capital Advisors reported 189 stocks worth $263M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are BRK.B (10.5%), AAPL (5.5%) and IAU (5.2%). Compared with Q1 2026, the fund opened new positions in COIN, HON and FEGE, added to AAPL, AVGO and NVDA, trimmed BRK.B, IAU and MSFT and sold out of BIL, ACN and SUB.

Reported value$263M+15.5% vs last quarter
Stocks held18931 new · 10 sold out
Top 5 weight27.7%spread out
Turnover14%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 7 qtrsHeld
1
BRK.B
Berkshire Hathaway Inc Del
$27.6M10.5%55K−406 (−1%)7 of 7
2
AAPL
Apple Inc
$14.5M5.5%50K+1,460 (+3%)7 of 7
3
IAU
Ishares Gold TR
$13.8M5.2%182K−4,802 (−3%)7 of 7
4
MSFT
Microsoft Corp
$8.6M3.3%23K−153 (−1%)7 of 7
5
AVGO
Broadcom Inc
$8.4M3.2%22K+5,763 (+35%)7 of 7
6
NVDA
Nvidia Corporation
$6.6M2.5%33K+217 (+1%)7 of 7
7
GOOGL
Alphabet Inc
$6.2M2.4%17K−386 (−2%)7 of 7
8
PANW
Palo Alto Networks Inc
$6.1M2.3%18K+3,170 (+22%)7 of 7
9
VOO
Vanguard S&P 500 ETF
$5.1M1.9%7,368+1,188 (+19%)7 of 7
10
JPM
Jpmorgan Chase & Co.
$4.7M1.8%14K+705 (+5%)7 of 7
🔒 179 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
HONEYWELL INTL INC
$1.2M5,380
BIL
ST Stert Spdr Blmbg 1 3
$431K4,706
ACN
Accenture PLC Ireland
$405K2,040
SUB
Ishares Short Term Ntnl
$389K3,657
MUB
Ishares TR
$247K2,329

🔒 Free account: see all 10.

Reported value

last 7 quarters
$116MQ4 '24
$132MQ1 '25
$180MQ2 '25
$209MQ3 '25
$213MQ4 '25
$227MQ1 '26
$263MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 30, 202613F-HRQ2 2026SEC filing ↗

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Purkiss Capital Advisors 13F FAQ

What does Purkiss Capital Advisors own?

Purkiss Capital Advisors reported 189 stocks worth $263M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are BRK.B (10.5%), AAPL (5.5%) and IAU (5.2%). The table above lists every position in the filing (the top 10 without an account).

What did Purkiss Capital Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 31 new positions, 86 added to, 53 trimmed and 10 sold out. New positions include COIN, HON and FEGE. It sold all of BIL, ACN and SUB.

When will Purkiss Capital Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Purkiss Capital Advisors's portfolio worth?

The Q2 2026 filing reports $263M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.