🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 769.60 -1.1% NASDAQ 100: 728.95 -2.0% Dow Jones: 534.08 -0.5%

Purkiss Capital Advisors - Q4 2025 13F Filings

PU

Purkiss Capital Advisors LLC

CIK: 0002053150
Address: Connecticut Ridgefield 62 Barry Ave
$213.33 M
Portfolio Value
165
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. GUNR Flexshares Morningstar Global Upstream Natural Resources Index Fund
+$2.22 M
2. GEV Ge Vernova
+$1.18 M
3. IAU Ishares Gold Trust
+$980,939.46
4. IQLT Ishares Msci Intl Quality Factor Etf
+$863,277.25
5. XLK Technology Select Sector Spdr Fund
+$831,699.58
6. CRWV Coreweave
+$723,261

Top Sells

Q4 2025
1. BRK.B Berkshire Hathaway
−$900,248.5
2. AVGO Broadcom
−$717,134.67
3. XLF Financial Select Sector Spdr Fund
−$569,092.26
4. GOOGL Alphabet
−$565,605.27
5. META Meta Platforms
−$491,736.94

Asset Allocation

Stocks/ETFs
+2.96%
$212.86 M 99.78%
Options
$0 0.00%
Debt
$0 0.00%
Other
-79.38%
$468,574 0.22%

Sector Allocation (Stocks)

Purkiss Capital Advisors Q4 2025 Filing Summary

Purkiss Capital Advisors LLC filed its 13F report for Q4 2025 on February 04, 2026. The portfolio totaled 213.33 M reflecting a +2.07% change from the prior quarter, spanning 165 assets. The top 10 holdings comprised 43.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 12 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Purkiss Capital Advisors’s Q4 2025 Filing

Purkiss Capital Advisors submitted their Form 13F-HR for the Q4 2025 period on 02/04/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Purkiss Capital Advisors reported a managed portfolio value of 213.33 M, consisting of 165 individual positions.

This page displays the raw filing documents. To see which stocks Purkiss Capital Advisors bought or sold during Q4 2025, please visit Purkiss Capital Advisors's Portfolio Analysis page.