Purkiss Capital Advisors LLC

CIK 0002053150 • 6 13F filings • May 7, 2025 – Jul 30, 2026

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Filer information

Filed by: Purkiss Capital Advisors LLC, Compliance
Address: 62 BARRY AVE, RIDGEFIELD, CT, 06877
Phone: 2034315862
AUM: $213.3M

AUM over time

$262.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $213.3M163 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$934K	0.4%Prev: 0.5%	4,089 SH	Decreased-7 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$597K	0.3%Prev: 0.3%	2,226 SH	Increased-69 SH
ADOBE INC	COM	$333K	0.2%Prev: 0.2%	951 SH	Decreased-286 SH
ADVANCED MICRO DEVICES INC	COM	$828K	0.4%Prev: 0.1%	3,868 SH	Increased+2,402 SH
AEROVIRONMENT INC	COM	$559K	0.3%Prev: 0.2%	2,313 SH	Increased+1,045 SH
ALLSTATE CORP	COM	$283K	0.1%Prev: 0.1%	1,359 SH	Decreased
ALPHABET INC	CAP STK CL A	$5.5M	2.6%Prev: 2.3%	17,606 SH	Increased-1,807 SH
ALPHABET INC	CAP STK CL C	$3.8M	1.8%Prev: 1.5%	12,187 SH	Increased-611 SH
ALTRIA GROUP INC	COM	$871K	0.4%Prev: 0.5%	15,097 SH	Decreased-117 SH
AMAZON COM INC	COM	$4.1M	1.9%Prev: 2.0%	17,948 SH	Decreased-1,015 SH
AMERICAN ELEC PWR CO INC	COM	$992K	0.5%Prev: 0.5%	8,603 SH	Decreased-490 SH
AMGEN INC	COM	$245K	0.1%Prev: 0.1%	748 SH	Increased
ANALOG DEVICES INC	COM	$319K	0.1%Prev: 0.1%	1,176 SH	Increased+3 SH
APPLE INC	COM	$13.1M	6.1%Prev: 6.0%	48,104 SH	Increased-1,028 SH
ARES CAPITAL CORP	COM	$285K	0.1%Prev: 0.1%	14,093 SH	Increased+1,093 SH
ASML HOLDING N V	N Y REGISTRY SHS	$298K	0.1%Prev: 0.2%	278 SH	Decreased-212 SH
AUTOMATIC DATA PROCESSING IN	COM	$956K	0.4%Prev: 0.5%	3,716 SH	Decreased-45 SH
BANK AMERICA CORP	COM	$1.6M	0.7%Prev: 0.8%	28,530 SH	Decreased-2,117 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$27.8M	13.0%Prev: 13.7%	55,253 SH	Decreased-1,791 SH
BLACKSTONE INC	COM	$457K	0.2%Prev: 0.3%	2,966 SH	Decreased-544 SH
BP PLC	SPONSORED ADR	$342K	0.2%Prev: 0.2%	9,856 SH	Increased+30 SH
BRISTOL-MYERS SQUIBB CO	COM	$2.0M	0.9%Prev: 0.8%	36,627 SH	Increased
BRISTOL-MYERS SQUIBB CO	RIGHT 12/30/2030	$2K	0.0%Prev: 0.0%	26,450 SH	Increased
BRITISH AMERN TOB PLC	SPONSORED ADR	$434K	0.2%Prev: 0.2%	7,672 SH	Increased-60 SH
BROADCOM INC	COM	$5.7M	2.7%Prev: 2.9%	16,340 SH	Decreased-2,072 SH
BWX TECHNOLOGIES INC	COM	$342K	0.2%Prev: 0.2%	1,978 SH	Decreased+100 SH
CATERPILLAR INC	COM	$1.1M	0.5%Prev: 0.5%	1,905 SH	Increased-240 SH
CENCORA INC	COM	$373K	0.2%Prev: 0.2%	1,105 SH	Increased-66 SH
CHEVRON CORP NEW	COM	$1.7M	0.8%Prev: 0.7%	11,206 SH	Increased+1,785 SH
CHUBB LIMITED	COM	$490K	0.2%Prev: 0.2%	1,571 SH	Increased+1 SH
CISCO SYS INC	COM	$213K	0.1%	2,766 SH	New
COCA COLA CO	COM	$319K	0.1%Prev: 0.1%	4,556 SH	Increased+3 SH
COLGATE PALMOLIVE CO	COM	$291K	0.1%Prev: 0.2%	3,681 SH	Decreased-298 SH
COREWEAVE INC	COM CL A	$723K	0.3%	10,100 SH	New
COSTCO WHSL CORP NEW	COM	$1.4M	0.6%Prev: 0.8%	1,587 SH	Decreased-112 SH
CUMMINS INC	COM	$313K	0.1%Prev: 0.1%	612 SH	Increased-2 SH
CURTISS WRIGHT CORP	COM	$277K	0.1%Prev: 0.1%	503 SH	Increased
DANAHER CORPORATION	COM	$296K	0.1%Prev: 0.1%	1,293 SH	Increased-34 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$282K	0.1%Prev: 0.1%	6,046 SH	Increased+10 SH
DIVERSIFIED ENERGY CO	COMMON STOCK	$213K	0.1%	14,720 SH	New
ECOLAB INC	COM	$202K	0.1%Prev: 0.1%	768 SH	Decreased
ELI LILLY & CO	COM	$916K	0.4%Prev: 0.3%	853 SH	Increased-49 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$313K	0.1%Prev: 0.2%	18,989 SH	Decreased+176 SH
ENI S P A	SPONSORED ADR	$696K	0.3%	18,340 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$327K	0.2%Prev: 0.2%	10,192 SH	Increased+62 SH
EXXON MOBIL CORP	COM	$672K	0.3%Prev: 0.3%	5,582 SH	Decreased-462 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$626K	0.3%Prev: 0.4%	6,124 SH	Decreased-1,610 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$292K	0.1%Prev: 0.2%	3,753 SH	Decreased-470 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$349K	0.2%Prev: 0.2%	4,233 SH	Increased+217 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.8M	0.9%Prev: 0.9%	8,173 SH	Decreased-621 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$204K	0.1%Prev: 0.1%	3,698 SH	Decreased-187 SH
FISERV INC	COM	$478K	0.2%Prev: 0.4%	7,115 SH	Decreased
FLEXSHARES TR	MORNSTAR UPSTR	$2.2M	1.0%Prev: 1.1%	48,480 SH	Decreased-3,410 SH
FORTINET INC	COM	$253K	0.1%Prev: 0.1%	3,190 SH	Decreased
GE AEROSPACE	COM NEW	$676K	0.3%Prev: 0.3%	2,196 SH	Increased+90 SH
GE VERNOVA INC	COM	$1.2M	0.6%	1,810 SH	New
GENERAL MLS INC	COM	$226K	0.1%Prev: 0.1%	4,853 SH	Decreased
GILEAD SCIENCES INC	COM	$251K	0.1%Prev: 0.1%	2,042 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$226K	0.1%Prev: 0.1%	257 SH	Increased+1 SH
HARTFORD INSURANCE GROUP INC	COM	$276K	0.1%Prev: 0.1%	2,000 SH	Increased
HOME DEPOT INC	COM	$1.1M	0.5%Prev: 0.6%	3,102 SH	Decreased-169 SH
HONEYWELL INTL INC	COM	$929K	0.4%Prev: 0.5%	4,760 SH	Decreased-216 SH
HOWMET AEROSPACE INC	COM	$328K	0.2%Prev: 0.1%	1,601 SH	Increased+6 SH
HSBC HLDGS PLC	SPON ADR NEW	$497K	0.2%Prev: 0.2%	6,317 SH	Increased+614 SH
HUNTINGTON INGALLS INDS INC	COM	$212K	0.1%	623 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$499K	0.2%	1,683 SH	New
INTUIT	COM	$313K	0.1%Prev: 0.2%	472 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$273K	0.1%Prev: 0.1%	6,000 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.3M	1.1%Prev: 1.1%	12,187 SH	Increased+151 SH
INVESCO QQQ TR	UNIT SER 1	$3.1M	1.5%Prev: 1.5%	5,127 SH	Increased-103 SH
ISHARES GOLD TR	ISHARES NEW	$14.4M	6.8%Prev: 5.8%	177,693 SH	Increased+12,085 SH
ISHARES INC	MSCI EMRG CHN	$627K	0.3%Prev: 0.3%	8,629 SH	Increased-251 SH
ISHARES TR	CORE S&P500 ETF	$426K	0.2%Prev: 0.2%	622 SH	Increased+80 SH
ISHARES TR	GLOB HLTHCRE ETF	$569K	0.3%Prev: 0.3%	5,838 SH	Increased-170 SH
ISHARES TR	MSCI EAFE ETF	$881K	0.4%Prev: 0.4%	9,172 SH	Increased
ISHARES TR	MSCI EURO FL ETF	$226K	0.1%	6,092 SH	New
ISHARES TR	MSCI INTL QUALTY	$2.7M	1.3%Prev: 0.9%	59,527 SH	Increased+18,994 SH
ISHARES TR	MSCI USA QLT FCT	$246K	0.1%Prev: 0.1%	1,236 SH	Increased+2 SH
ISHARES TR	RUS 1000 ETF	$274K	0.1%Prev: 0.1%	733 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$411K	0.2%Prev: 0.2%	1,668 SH	Decreased-170 SH
ISHARES TR	S&P MC 400VL ETF	$567K	0.3%Prev: 0.3%	4,306 SH	Decreased-80 SH
ISHARES TR	SELECT DIVID ETF	$546K	0.3%Prev: 0.3%	3,871 SH	Decreased-468 SH
ISHARES TR	US AER DEF ETF	$504K	0.2%Prev: 0.2%	2,349 SH	Increased+5 SH
ISHARES TR	US HLTHCR PR ETF	$331K	0.2%Prev: 0.3%	6,900 SH	Decreased-4,353 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$2.4M	1.1%Prev: 1.0%	35,434 SH	Increased+2,526 SH
JOHNSON & JOHNSON	COM	$2.8M	1.3%Prev: 1.2%	13,518 SH	Increased-193 SH
JPMORGAN CHASE & CO.	COM	$4.3M	2.0%Prev: 2.0%	13,259 SH	Increased+120 SH
KIMBERLY-CLARK CORP	COM	$256K	0.1%Prev: 0.3%	2,536 SH	Decreased-2,058 SH
LAMAR ADVERTISING CO NEW	CL A	$1.4M	0.6%Prev: 0.6%	10,700 SH	Increased+33 SH
LINDE PLC	SHS	$859K	0.4%Prev: 0.5%	2,015 SH	Decreased-24 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$208K	0.1%Prev: 0.1%	39,260 SH	Increased
LOCKHEED MARTIN CORP	COM	$594K	0.3%Prev: 0.3%	1,227 SH	Decreased+2 SH
LOWES COS INC	COM	$276K	0.1%Prev: 0.2%	1,145 SH	Decreased-498 SH
MASTERCARD INCORPORATED	CL A	$2.9M	1.3%Prev: 1.3%	4,997 SH	Increased+42 SH
MCDONALDS CORP	COM	$668K	0.3%Prev: 0.4%	2,187 SH	Decreased-299 SH
MERCK & CO INC	COM	$356K	0.2%Prev: 0.1%	3,380 SH	Increased-327 SH
META PLATFORMS INC	CL A	$1.3M	0.6%Prev: 0.9%	1,916 SH	Decreased-745 SH
MICROSOFT CORP	COM	$8.7M	4.1%Prev: 4.4%	17,905 SH	Decreased-6 SH
MORGAN STANLEY	COM NEW	$374K	0.2%Prev: 0.2%	2,105 SH	Increased+15 SH
NETFLIX INC	COM	$516K	0.2%Prev: 0.3%	5,500 SH	Decreased+4,934 SH
NEXTERA ENERGY INC	COM	$1.3M	0.6%Prev: 0.6%	16,039 SH	Decreased-1,438 SH
NVIDIA CORPORATION	COM	$5.7M	2.7%Prev: 2.8%	30,389 SH	Decreased-1,385 SH
ONEOK INC NEW	COM	$720K	0.3%Prev: 0.4%	9,795 SH	Decreased-2,494 SH
ORACLE CORP	COM	$312K	0.1%Prev: 0.2%	1,601 SH	Decreased+131 SH
PALANTIR TECHNOLOGIES INC	CL A	$202K	0.1%	1,137 SH	New
PALO ALTO NETWORKS INC	COM	$2.4M	1.1%Prev: 1.2%	12,853 SH	Decreased+255 SH
PARKER-HANNIFIN CORP	COM	$800K	0.4%Prev: 0.4%	910 SH	Increased-103 SH
PEPSICO INC	COM	$404K	0.2%Prev: 0.2%	2,813 SH	Decreased-288 SH
PHILIP MORRIS INTL INC	COM	$819K	0.4%Prev: 0.4%	5,105 SH	Decreased-132 SH
PHILLIPS 66	COM	$649K	0.3%Prev: 0.3%	5,032 SH	Decreased-40 SH
PNC FINL SVCS GROUP INC	COM	$997K	0.5%Prev: 0.5%	4,778 SH	Increased-182 SH
PRICE T ROWE GROUP INC	COM	$286K	0.1%Prev: 0.1%	2,796 SH	Decreased-93 SH
PROCTER AND GAMBLE CO	COM	$1.1M	0.5%Prev: 0.6%	7,937 SH	Decreased-246 SH
PROTHENA CORP PLC	SHS	$240K	0.1%Prev: 0.1%	25,086 SH	Decreased-300 SH
QUALCOMM INC	COM	$802K	0.4%Prev: 0.4%	4,686 SH	Decreased-546 SH
QUANTA SVCS INC	COM	$238K	0.1%Prev: 0.1%	565 SH	Increased
RIO TINTO PLC	SPONSORED ADR	$444K	0.2%Prev: 0.2%	5,548 SH	Increased+312 SH
RTX CORPORATION	COM	$1.8M	0.8%Prev: 0.8%	9,564 SH	Increased+24 SH
S&P GLOBAL INC	COM	$269K	0.1%Prev: 0.2%	515 SH	Decreased-405 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$253K	0.1%Prev: 0.1%	9,411 SH	Increased+1 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$357K	0.2%	3,032 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$633K	0.3%	6,874 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$508K	0.2%	9,281 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$310K	0.1%	2,001 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$304K	0.1%	1,961 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.8M	0.8%	12,479 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$390K	0.2%	9,124 SH	New
SHELL PLC	SPON ADS	$254K	0.1%Prev: 0.1%	3,457 SH	Increased+1 SH
SIMON PPTY GROUP INC NEW	COM	$641K	0.3%Prev: 0.3%	3,465 SH	Decreased+6 SH
SPDR GOLD TR	GOLD SHS	$2.9M	1.4%Prev: 1.2%	7,282 SH	Increased+22 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.8M	0.9%Prev: 0.9%	2,682 SH	Increased+5 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$211K	0.1%Prev: 0.1%	350 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$2.5M	1.2%	18,839 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$240K	0.1%	5,250 SH	New
STARBUCKS CORP	COM	$602K	0.3%Prev: 0.3%	7,146 SH	Decreased-175 SH
STEEL DYNAMICS INC	COM	$1.4M	0.7%Prev: 0.6%	8,471 SH	Increased-2 SH
STRYKER CORPORATION	COM	$340K	0.2%Prev: 0.2%	967 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.2M	0.6%Prev: 0.5%	3,943 SH	Increased+79 SH
TE CONNECTIVITY PLC	ORD SHS	$817K	0.4%Prev: 0.4%	3,593 SH	Increased-42 SH
TESLA INC	COM	$989K	0.5%Prev: 0.5%	2,200 SH	Decreased-135 SH
THE CIGNA GROUP	COM	$401K	0.2%Prev: 0.2%	1,458 SH	Decreased-210 SH
THERMO FISHER SCIENTIFIC INC	COM	$2.4M	1.1%Prev: 1.0%	4,154 SH	Increased-324 SH
TJX COS INC NEW	COM	$341K	0.2%Prev: 0.2%	2,220 SH	Increased+6 SH
TOTALENERGIES SE	ACT	$226K	0.1%	3,458 SH	New
TRANE TECHNOLOGIES PLC	SHS	$626K	0.3%Prev: 0.3%	1,610 SH	Decreased
TRANSDIGM GROUP INC	COM	$372K	0.2%Prev: 0.2%	280 SH	Increased
UNITED PARCEL SERVICE INC	CL B	$779K	0.4%Prev: 0.3%	7,858 SH	Increased
VALERO ENERGY CORP	COM	$457K	0.2%Prev: 0.3%	2,810 SH	Decreased-1,041 SH
VANGUARD INDEX FDS	MID CAP ETF	$643K	0.3%Prev: 0.3%	2,215 SH	Increased+65 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.5M	1.6%Prev: 1.4%	5,567 SH	Increased+645 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	0.8%Prev: 0.8%	5,224 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$1.3M	0.6%Prev: 0.6%	6,778 SH	Decreased-194 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$408K	0.2%Prev: 0.2%	5,550 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$778K	0.4%Prev: 0.3%	9,304 SH	Increased+724 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$230K	0.1%Prev: 0.1%	1,628 SH	Decreased-65 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$245K	0.1%Prev: 0.1%	3,923 SH	Increased+418 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$839K	0.4%Prev: 0.4%	5,845 SH	Increased+13 SH
VANGUARD WORLD FD	INF TECH ETF	$497K	0.2%Prev: 0.2%	660 SH	Increased
VISA INC	COM CL A	$2.8M	1.3%Prev: 1.3%	7,964 SH	Increased+8 SH
WALMART INC	COM	$1.5M	0.7%Prev: 0.6%	13,106 SH	Increased+98 SH
WELLTOWER INC	COM	$1.4M	0.6%Prev: 0.6%	7,347 SH	Increased+160 SH
WEST PHARMACEUTICAL SVSC INC	COM	$693K	0.3%Prev: 0.3%	2,519 SH	Increased
WISDOMTREE TR	JAPN HEDGE EQT	$510K	0.2%Prev: 0.2%	3,536 SH	Increased+3 SH

Sold (vs prior filing)

ABBOTT LABS — $244K
BLACKROCK INC — $263K
CROWDSTRIKE HLDGS INC — $216K
DIVERSIFIED ENERGY COMPANY P — $219K
GRAYSCALE BITCOIN TRUST ETF — $237K
IDEXX LABS INC — $206K
ISHARES TR — $217K
ISHARES TR — $367K
MONOLITHIC PWR SYS INC — $202K
SELECT SECTOR SPDR TR — $369K
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $306K
SELECT SECTOR SPDR TR — $295K
SELECT SECTOR SPDR TR — $364K
SELECT SECTOR SPDR TR — $282K
SELECT SECTOR SPDR TR — $390K
SELECT SECTOR SPDR TR — $1.9M
SPDR SERIES TRUST — $230K
SPDR SERIES TRUST — $2.3M
T-MOBILE US INC — $220K
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0002053150-26-000001	$213.3M	View
Oct 31, 2025	Q3 2025	13F-HR	0002053150-25-000007	$209.0M	View
Jul 30, 2026	Q2 2026