Filer Name: PURKISS CAPITAL ADVISORS LLC
CIK: 2053150
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 100
Portfolio Value: $0.12B

Purkiss Capital Advisors Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/B US BERKSHIRE HATHAWAY INC-CL B 56,418 $26M 22.08% - -
IAU US ISHARES GOLD TRUST 251,625 $12M 10.76% - -
AAPL US APPLE INC 35,334 $9M 7.64% - -
MSFT US MICROSOFT CORP 12,690 $5M 4.62% - -
GOOGL US ALPHABET INC-CL A 12,967 $2M 2.12% - -
VOO US VANGUARD S&P 500 ETF 4,268 $2M 1.99% - -
GOOG US ALPHABET INC-CL C 12,075 $2M 1.99% - -
BMY US BRISTOL-MYERS SQUIBB CO 37,726 $2M 1.84% - -
JPM US JPMORGAN CHASE & CO 8,822 $2M 1.83% - -
AMZN US AMAZON.COM INC 8,837 $2M 1.67% - -
GUNR US FLEXSHARES GLOBAL UPSTREAM N 52,115 $2M 1.64% - -
JNJ US JOHNSON & JOHNSON 12,715 $2M 1.59% - -
NVDA US NVIDIA CORP 12,450 $2M 1.44% - -
FTEC US FIDELITY MSCI INFO TECH ETF 8,754 $2M 1.40% - -
FI US FISERV INC 7,115 $1M 1.26% - -
AVGO US BROADCOM INC 6,229 $1M 1.25% - -
RSP US INVESCO S&P 500 EQUAL WEIGHT 8,294 $1M 1.25% - -
HELO US JPMORGAN HEDGED EQUITY ETF 22,202 $1M 1.19% - -
GLD US SPDR GOLD SHARES 5,606 $1M 1.17% - -
VTV US VANGUARD VALUE ETF 7,085 $1M 1.04% - -
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