13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002053150
Total reported value
$262.7M
$262.7M
100 檔
20.8%
At the close of Q4 2024, Purkiss Capital Advisors LLC disclosed equity holdings valued at approximately $262.7M, spread across 100 reported holdings.
During Q4 2024, Purkiss Capital Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 22.08% | -1.19% | — | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 10.76% | -2.01% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.64% | +0.09% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.62% | -0.50% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.12% | +0.11% | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +0.31% | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.99% | +0.13% | — | |
| 8 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.84% | -0.18% | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | +0.03% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.02% | — | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.64% | -0.28% | — | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.59% | -0.12% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | — | — | |
| 14 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.40% | +0.11% | — | |
| 15 | FISV | Fiserv Inc | Stock-Other | 1.26% | -0.06% | — | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.25% | +0.13% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.25% | +0.95% | — | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.19% | -0.01% | — | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.17% | -0.42% | — | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.04% | +0.02% | — | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.03% | +0.04% | — | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.97% | -0.05% | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | -0.01% | — | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | +0.01% | — | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.06% | — | |
| 26 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.86% | — | — | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.79% | -0.09% | — | |
| 28 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.71% | +0.03% | — | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.69% | +0.35% | — | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.63% | -0.11% | — | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.10% | — | |
| 32 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.61% | -0.01% | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | -0.03% | — | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | +0.04% | — | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.57% | -0.16% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.12% | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.28% | — | |
| 38 | LIN | Linde plc | Stock-Materials | 0.53% | -0.03% | — | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.53% | — | — | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.52% | -0.03% | — | |
| 41 | OKE | Oneok Inc | Stock-Energy | 0.51% | -0.07% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.03% | — | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.04% | — | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | +0.40% | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.37% | — | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.40% | -0.02% | — | |
| 47 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.40% | — | — | |
| 48 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.39% | +1.28% | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.08% | — | |
| 50 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.37% | +0.01% | — |
According to official SEC Form 13F filings, Purkiss Capital Advisors LLC reported a total U.S. public equity portfolio value of $262.7M across 100 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, IAU, AAPL) accounted for 20.8% of total reported equity market value during Q4 2024.
During Q4 2024, Purkiss Capital Advisors LLC's top holdings by market value included BRK-B (22.1%)、IAU (10.8%)、AAPL (7.6%). The largest single position, BRK-B, represented 22.1% of total portfolio value.
In Q4 2024, Purkiss Capital Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.