Holdings of Purkiss Capital Advisors LLC
156 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 41.3 % of the equity sleeve
Sector breakdown
- Financials 18.8 %
- Technology 18.1 %
- Industrials 5.8 %
- Health care 5.3 %
- Communication 4.8 %
- Consumer staples 4.1 %
- Funds 3.7 %
- Consumer discretionary 3.7 %
- Energy 3.4 %
- Utilities 1.4 %
- Real estate 1.1 %
- Materials 1.1 %
- Unattributed 28.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 97.8 %
- GB 0.9 %
- TW 0.6 %
- IT 0.5 %
- NL 0.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 149 | 216.9M $ | 97.79 % |
| 2 | GB | 4 | 2.1M $ | 0.94 % |
| 3 | TW | 1 | 1.4M $ | 0.63 % |
| 4 | IT | 1 | 1.1M $ | 0.48 % |
| 5 | NL | 1 | 349.2K $ | 0.16 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Fiserv Inc | 6,805 | 379.7K $ | |
| 102 | Analog Devices Inc | 1,179 | 375K $ | |
| 103 | SPDR Series Trust | 3,779 | 370K $ | |
| 104 | Energy Transfer LP | 19,150 | 369.6K $ | |
| 105 | iShares Core S&P 500 ETF | 557 | 363.8K $ | |
| 106 | TJX Cos Inc/The | 2,220 | 354.5K $ | |
| 107 | Cigna Group/The | 1,312 | 350K $ | |
| 108 | ASML Holding NV | 264 | 349.2K $ | |
| 109 | Coca-Cola Co/The | 4,556 | 346.5K $ | |
| 110 | Curtiss-Wright Corp | 503 | 342.7K $ | |
| 111 | iShares Trust | 8,093 | 338.7K $ | |
| 112 | Blackstone Inc | 2,930 | 336.9K $ | |
| 113 | FIDELITY COVINGTON TRUST | 3,556 | 331.7K $ | |
| 114 | Shell PLC | 3,539 | 329.1K $ | |
| 115 | Amgen Inc | 933 | 328.2K $ | |
| 116 | T Rowe Price Group Inc | 3,604 | 324.9K $ | |
| 117 | Stryker Corp | 967 | 317.7K $ | |
| 118 | Select Sector Spdr Trust | 1,962 | 317.3K $ | |
| 119 | Colgate-Palmolive Co | 3,682 | 313.8K $ | |
| 120 | International Business Machines Corp. | 1,283 | 311K $ | |
| 121 | Quanta Services Inc | 565 | 310.2K $ | |
| 122 | DFA Dimensional US Marketwide Value ETF | 6,056 | 293.5K $ | |
| 123 | Gilead Sciences Inc | 2,092 | 291.5K $ | |
| 124 | Cencora Inc | 915 | 287.5K $ | |
| 125 | Kimberly-Clark Corp | 2,975 | 287K $ | |
| 126 | FIDELITY COVINGTON TRUST | 3,927 | 275.7K $ | |
| 127 | State Street Health Care Select Sector SPDR ETF | 1,876 | 275.1K $ | |
| 128 | Hartford Insurance Group Inc/The | 2,000 | 270.5K $ | |
| 129 | Allstate Corp/The | 1,259 | 261K $ | |
| 130 | EOG Resources Inc | 1,793 | 259.2K $ | |
| 131 | iShares National Muni Bond ETF | 2,329 | 247.2K $ | |
| 132 | Lowe's Cos Inc | 1,041 | 245.9K $ | |
| 133 | TransDigm Group Inc | 210 | 243.4K $ | |
| 134 | Oracle Corp | 1,601 | 235.5K $ | |
| 135 | Schwab U.S. Large-Cap ETF | 9,179 | 235.4K $ | |
| 136 | Ares Capital Corp | 13,000 | 234.3K $ | |
| 137 | Goldman Sachs Group Inc/The | 266 | 225.4K $ | |
| 138 | Deere & Co | 400 | 225.3K $ | |
| 139 | Vanguard Total World Stock ETF | 1,628 | 225.2K $ | |
| 140 | Danaher Corp | 1,187 | 225.1K $ | |
| 141 | Walt Disney Co/The | 2,326 | 224.2K $ | |
| 142 | State Street Utilities Select Sector SPDR ETF | 4,832 | 221.7K $ | |
| 143 | Arrow Electronics Inc | 1,533 | 219.8K $ | |
| 144 | FIDELITY COVINGTON TRUST | 3,712 | 219.3K $ | |
| 145 | S&P Global Inc | 515 | 219.1K $ | |
| 146 | Huntington Ingalls Industries, Inc. | 575 | 218.5K $ | |
| 147 | EMCOR Group Inc | 295 | 217.8K $ | |
| 148 | Equinor ASA | 5,140 | 216.9K $ | |
| 149 | State Street SPDR S&P MidCap 400 ETF Trust | 350 | 215.9K $ | |
| 150 | Cisco Systems, Inc. | 2,772 | 215.1K $ | |
| 151 | iShares Trust | 4,830 | 205.6K $ | |
| 152 | Ecolab Inc | 768 | 204.2K $ | |
| 153 | Intuit Inc | 472 | 204.1K $ | |
| 154 | Diversified Energy Co | 11,463 | 199.9K $ | |
| 155 | Lloyds Banking Group PLC | 39,260 | 197.5K $ | |
| 156 | Bristol-Myers Squibb Company | 26,450 | 3.1K $ | |