Institutional Fund
Purkiss Capital Advisors LLC
Ridgefield, CTCIK 20531505 filings on record
Portfolio Value
$227.44M
Q1 2026
Holdings
168
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+6.6%
from $213.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del11.7%
- Ishares Gold Tr7.2%
- Apple Inc5.4%
- Microsoft Corp3.8%
- Nvidia Corporation2.5%
- Broadcom Inc2.2%
- Other67.1%
Portfolio Holdings
168 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 55.6K | $26.62M | 11.7% | +298 | Added |
| 2 | Ishares Gold Tr | 187.0K | $16.49M | 7.2% | +9.3K | Added |
| 3 | Apple Inc | 48.6K | $12.33M | 5.4% | +489 | Added |
| 4 | Microsoft Corp | 23.2K | $8.60M | 3.8% | +5.3K | Added |
| 5 | Nvidia Corporation | 32.5K | $5.67M | 2.5% | +2.1K | Added |
| 6 | Broadcom Inc | 16.5K | $5.11M | 2.2% | +180 | Added |
| 7 | Alphabet Inc | 17.7K | $5.08M | 2.2% | +75 | Added |
| 8 | Jpmorgan Chase & Co. | 13.8K | $4.05M | 1.8% | +525 | Added |
| 9 | Amazon Com Inc | 18.6K | $3.87M | 1.7% | +634 | Added |
| 10 | Vanguard Index Fds | 6.2K | $3.69M | 1.6% | +613 | Added |
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