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Home > Institutional Investor > Purkiss Capital Advisors Llc > Profile

Instuitional Investor - Purkiss Capital Advisors Llc

Fund Profile
Filing Period:
Fund Name: Purkiss Capital Advisors Llc
Portfolio Value $132,463,348
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 57,196 $30,461,203 23%
2.
Ishares Trust
 IAU 252,670 $14,897,423 11.25%
3.
Apple Inc.
 AAPL 45,371 $10,078,169 7.61%
4.
Microsoft Corp
 MSFT 13,569 $5,093,635 3.85%
5.
Jpmorgan Chase & Co
 JPM 11,186 $2,743,838 2.07%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)