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Susan Ranney

Purkiss Capital Advisors Llc

Assets Managed
$227.438M
Holdings
168
Last Quarter
2026 - Q1
Filed Date
2mo 22d ago
Growth Rate
6.62%(2Q avg: 4.34%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Purkiss Capital Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Purkiss Capital Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 227.438M in assets, with a quarterly growth rate of 6.62% and a 2-quarter average growth rate of 4.34%. The portfolio is managed by Susan Ranney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.54%
11.71%
$26.62M
55,551 shares@ $479.21 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 5.24%
7.25%
$16.486M
186,996 shares@ $88.16 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.02%
5.43%
$12.332M
48,593 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 29.82%
3.79%
$8.604M
23,244 shares@ $370.18 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 7.01%
2.5%
$5.671M
32,519 shares@ $174.41 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.11%
2.25%
$5.113M
16,520 shares@ $309.51 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.43%
2.24%
$5.084M
17,681 shares@ $287.57 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 3.96%
1.79%
$4.055M
13,784 shares@ $294.16 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.54%
1.71%
$3.87M
18,582 shares@ $208.28 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 11.02%
1.63%
$3.693M
6,180 shares@ $597.55 avg price

1-10 of 168