Purkiss Capital Advisors LLC
RIA/Wealth
Purkiss Capital Advisors LLC is a RIA/Wealth led by Richard Allen Purkiss, reporting $633.0M in AUM as of Q3 2025 with BRK.B as the largest holding (14% allocation).
Managing PartnerRichard Allen Purkiss
- Portfolio Value
- $209.0M
- Positions
- 166
- Top Holding
- BRK.B at 13.72%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Purkiss Capital Advisors LLC's portfolio (43.4% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $28.7M | 13.72% | -$217.7K Sold | 0.00% 57.0K shares | |
Consumer Electronics Technology | $12.5M | 5.99% | +$580.6K Bought | 0.00% 49.1K shares | |
Unknown Unknown | $12.1M | 5.77% | -$7.5M Sold | — 165.6K shares | |
Software - Infrastructure Technology | $9.3M | 4.44% | +$180.3K Bought | 0.00% 17.9K shares | |
Semiconductors Technology | $6.1M | 2.91% | +$92.4K Bought | 0.00% 18.4K shares | |
Semiconductors Technology | $5.9M | 2.84% | +$862.0K Bought | 0.00% 31.8K shares | |
Internet Content & Information Communication Services | $4.7M | 2.26% | +$93.1K Bought | 0.00% 19.4K shares | |
Specialty Retail Consumer Cyclical | $4.2M | 1.99% | +$213.4K Bought | 0.00% 19.0K shares | |
Banks - Diversified Financial Services | $4.1M | 1.98% | +$18.3K Bought | 0.00% 13.1K shares | |
ETF ETF | $3.1M | 1.50% | +$998.9K Bought | — 5.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Purkiss Capital Advisors LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Purkiss Capital Advisors LLC
GthenA