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Purkiss Capital Advisors LLC
Purkiss Capital Advisors LLC is a Connecticut-based, independent investment adviser that manages approximately $633 million (as of May 2025). The firm primarily serves high net worth individuals as well as other individual clients. Based in Ridgefield, Purkiss Capital has a team of about 8 employees and specializes in providing investment advice and portfolio management services.
Investment Strategy
Purkiss Capital Advisors LLC focuses on discretionary portfolio management, primarily for high net worth individuals. The firm’s strategy centers on personalized investment solutions utilizing a blend of traditional and alternative investment vehicles, tailored to clients’ long-term financial objectives and risk profiles. Assets are managed through active allocation strategies with attention to risk mitigation, diversification, and capital preservation.
Latest 13F Filing Activity
Purkiss Capital Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 151 equity positions with a total 13F market value of $180M. The fund increased holdings in Broadcom Inc., Microsoft Corp., Nvidia Corporation among other positions. Purkiss Capital Advisors LLC reduced exposure to Berkshire Hathaway Inc. Del, Bristol-myers Squibb Co., Apple Inc. among others.
Top Holdings
Equity Positions (151)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 15.52% | $27.9M | 57,477 | $454.51 | $485.77 | -$2.5M | |
I IAU | ISHARES GOLD TR | 9.29% | $16.7M | 268,020 | $50.28 | $62.36 | +$1.8M |
A AAPL | APPLE INC | 5.34% | $9.6M | 46,852 | $242.93 | $205.17 | -$465.5K |
M MSFT | MICROSOFT CORP | 4.86% | $8.7M | 17,563 | $436.45 | $497.41 | +$3.6M |
A AVGO | BROADCOM INC | 2.78% | $5.0M | 18,132 | $260.41 | $275.65 | +$3.9M |
Industry Allocation
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