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| Happy Holidays!! thanks for using AUM13F!! |
| Purkiss Capital Advisors LLC
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| CRD # | 124324 |
| SEC # | 801-64777 |
| CIK # | 0002053150 |
| AUM | $633.0 M (2025-05-23) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 203-431-5862 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002053150 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 16.7 | ||
| Apple Inc | 9.6 | ||
| Microsoft Corp | 8.7 | ||
| Broadcom Inc | 5.0 | ||
| Nvidia Corp | 4.3 | ||
| Amazon Com Inc | 3.9 | ||
| J P Morgan Chase & Co | 3.8 | ||
| Alphabet Inc | 3.4 | ||
| VISA Inc | 2.8 | ||
| Alphabet Inc | 2.3 | ||
| Mastercard Inc | 2.3 | ||
| SPDR Gold Trust | 2.2 | ||
| Johnson & Johnson | 2.2 | ||
| Palo Alto Networks Inc | 1.9 | ||
| Bristol Myers Squibb Co | 1.7 | ||
| Facebook Inc | 1.6 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| Thermo Fisher Scientific Inc | 1.4 | ||
| United Technologies Corp /DE/ | 1.4 | ||
| Procter & Gamble Co | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 209 | 93.5 |
| (b) Individuals (high net worth individuals) | 128 | 539.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 337 | 633.0 |
| By Discretionary | ||
| Discretionary | 337 | 633.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 337 | 633.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 633.0 | |
| Total | 337 | 633.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053150] |
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