Purkiss Capital Advisors LLC Portfolio
Invests via Purkiss Capital Advisors LLC | Managed by R. Allen Purkiss, Thomas P. Snayd
Invests via Purkiss Capital Advisors LLC
Managed by R. Allen Purkiss, Thomas P. Snayd
Automatically Tracked
Company Profile
Boutique investment advisor focused on providing discretionary portfolio management and strategic advisory services to institutional and high-net-worth clients, with emphasis on fixed income and middle-market credit opportunities. Purkiss Capital Advisors LLC positions itself as a nimble, research-driven manager offering tailored capital solutions, liability-aware structuring and risk-controlled allocation. The firm competes with other specialist credit boutiques and appeals to investors seeking concentrated credit exposure and bespoke portfolio construction.
Boutique investment advisor focused on providing discretionary portfolio management and strategic advisory services to institutional and high-net-worth clients, with emphasis on fixed income and middle-market credit opportunities. Purkiss Capital Advisors LLC positions itself as a nimble, research-driven manager offering tailored capital solutions, liability-aware structuring and risk-controlled allocation. The firm competes with other specialist credit boutiques and appeals to investors seeking concentrated credit exposure and bespoke portfolio construction.
Investment Philosophy & Strategy
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
3.25%
Gain
Monthly
0.17%
Yearly
2.09%
Drawdown
26.34%
$248.25M
Equity
Holdings
$248.25M
Investment
$203.99M
$48.1M
Profit -$18,071.62
Realized
$3.84M
Unrealized
$44.26M
Dividends
$3.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$18,071.62
Win %
79%
This Week
Compared To Last Week
Gain
0.09%
Profit
$220,365.45
Win %
79%
This Month
Compared to last month
Gain
1.26%
Profit
$3.08M
Win %
79%
This Year
Compared to last year
Gain
9.87%
Profit
$22.31M
Win %
77%
EQNR Equinor ASA Sponsored ADR
+4.1%
+$7,504.4 
HIG The Hartford Insurance Group, Inc.
+3.33%
+$9,100 
ALL Allstate Corporation
+3.22%
+$9,795.02 
GE General Electric Company
+3.2%
+$24,907.14 
E Eni S.p.A. Sponsored ADR
+3.14%
+$28,492.19 
PANW Palo Alto Networks, Inc.
+3.11%
+$161,909 
CB Chubb Limited
+2.76%
+$20,600.04 
PSX Phillips 66
+2.73%
+$45,666.5 
SHEL Shell plc
+2.32%
+$6,989.52 
MRK Merck & Co., Inc.
+2.31%
+$9,977.66 
CSCO Cisco Systems, Inc.
+2.24%
+$6,819.12 
BMY Bristol-Myers Squibb Company
+2.18%
+$48,347.64 
TTE TotalEnergies SE
+2.06%
+$5,619.25 
XOM Exxon Mobil Corporation
+1.91%
+$14,614.46 
LMT Lockheed Martin Corporation
+1.87%
+$18,595.37 
MO Altria Group, Inc.
+1.86%
+$21,698.97 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$506,069.61 
PRTA Prothena Corporation plc
+1.83%
+$3,888.33 
VLO Valero Energy Corporation
+1.8%
+$30,658.47 
WELL Welltower Inc.
+1.74%
+$37,471.17 
ITA iShares U.S. Aerospace & Defense ETF
+1.73%
+$9,775.5 
DEC Diversified Energy Company PLC
+1.72%
+$2,636.49 
RTX RTX Corporation
+1.72%
+$35,036.6 
BP BP p.l.c. Sponsored ADR
+1.7%
+$16,543.1 
HWM Howmet Aerospace Inc.
+1.67%
+$7,540.94 
TDG TransDigm Group Inc.
+1.65%
+$4,275.6 
CVX Chevron Corporation
+1.61%
+$41,548.54 
ORCL Oracle Corporation
+1.54%
+$3,065.91 
JNJ Johnson & Johnson
+1.47%
+$49,655.37 
HII Huntington Ingalls Industries Inc.
+1.46%
+$2,277 
CI The Cigna Group
+1.46%
+$5,431.67 
COR Cencora, Inc.
+1.4%
+$3,943.65 
HON Honeywell International Inc.
+1.33%
+$8,100.13 
ABBV AbbVie Inc.
+1.27%
+$13,226.85 
GILD Gilead Sciences Inc.
+1.27%
+$3,619.16 
EOG EOG Resources, Inc.
+1.24%
+$3,083.96 
LLY Eli Lilly and Company
+1.23%
+$12,533.16 
DE Deere & Company
+1.12%
+$2,684 
PM Philip Morris International Inc.
+1.07%
+$12,380.97 
AEP American Electric Power Company, Inc.
+0.99%
+$14,580.83 
KMB Kimberly-Clark Corporation
+0.96%
+$3,108.87 
WMT Walmart Inc.
+0.92%
+$21,136.92 
SPG Simon Property Group, Inc.
+0.87%
+$7,632.9 
ARW Arrow Electronics Inc.
+0.85%
+$2,667.42 
LAMR Lamar Advertising Company
+0.85%
+$16,268.58 
IHF iShares U.S. Healthcare Providers ETF
+0.8%
+$3,641.85 
PH Parker-Hannifin Corporation
+0.78%
+$7,695.83 
GEV GE Vernova Inc.
+0.73%
+$13,781.76 
ET Energy Transfer L.P.
+0.72%
+$2,776.75 
XLU Utilities Select Sector SPDR Fund
+0.71%
+$1,570.4 
PG Procter & Gamble Co
+0.69%
+$7,682.85 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.69%
+$16,793 
DVY iShares Select Dividend ETF
+0.67%
+$3,848.49 
BAC Bank of America Corporation
+0.65%
+$13,404.4 
FUTY Fidelity MSCI Utilities Index ETF
+0.63%
+$1,373.44 
VTV Vanguard Value ETF
+0.56%
+$6,725.64 
GLD SPDR Gold Shares
+0.55%
+$14,911.71 
CL Colgate-Palmolive Company
+0.53%
+$1,822.59 
IAU iShares Gold Trust
+0.52%
+$72,928.44 
XLI Industrial Select Sector SPDR Fund
+0.51%
+$1,805.04 
WST West Pharmaceutical Services, Inc.
+0.5%
+$4,559.39 
STLD Steel Dynamics Inc.
+0.5%
+$11,039.54 
XLV Health Care Select Sector SPDR Fund
+0.49%
+$1,482.04 
CEF Sprott Physical Gold and Silver Trust
+0.49%
+$997.5 
SDY SPDR S&P Dividend ETF
+0.48%
+$12,479.4 
NEE NextEra Energy, Inc.
+0.48%
+$7,407.32 
UPS United Parcel Service, Inc.
+0.45%
+$4,170.92 
OKE ONEOK, Inc.
+0.42%
+$3,877.72 
VYM Vanguard High Dividend Yield ETF
+0.4%
+$3,751.68 
IDV iShares International Select Dividend ETF
+0.4%
+$820.62 
DFUV Dimensional US Marketwide Value ETF
+0.38%
+$1,271.76 
FIDU Fidelity MSCI Industrials Index ETF
+0.38%
+$1,720.08 
EPD Enterprise Products Partners L.P.
+0.37%
+$1,434.72 
HD The Home Depot, Inc.
+0.34%
+$3,243.24 
ECL Ecolab Inc.
+0.29%
+$614.4 
RAAX VanEck Real Assets ETF
+0.28%
+$639.65 
VO Vanguard Mid-Cap ETF
+0.27%
+$1,892 
AMGN Amgen Inc.
+0.25%
+$874.03 
JPM JPMorgan Chase & Co.
+0.22%
+$10,406.92 
INTU Intuit Inc.
+0.15%
+$202.96 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$3,081.76 
COST Costco Wholesale Corporation
+0.09%
+$1,434.14 
LIN Linde plc
+0.09%
+$911.23 
CMI Cummins Inc.
+0.08%
+$468.54 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$96.47 
CAT Caterpillar Inc.
+0.01%
+$228.6 
MUB iShares National Muni Bond ETF
+0.01%
+$11.64 
CELG-RI Bristol-Myers Squibb Company Ce
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-8.81%
-$35,828.5 
META Meta Platforms Inc Class A
-4.52%
-$61,251.58 
SYK Stryker Corporation
-3.33%
-$10,675.68 
GOOGL Alphabet Inc
-2.57%
-$160,897.1 
GOOG Alphabet Inc
-2.53%
-$111,444.48 
TSLA Tesla, Inc.
-2.5%
-$23,093.41 
KO The Coca-Cola Company
-2.39%
-$9,248.68 
AMD Advanced Micro Devices, Inc.
-2.31%
-$45,435.39 
IBM International Business Machines Corporation
-2.25%
-$6,312.36 
ASML ASML Holding N.V. New York Registry Shares
-2.21%
-$10,411.42 
DXJ WisdomTree Japan Hedged Equity Fund
-2.14%
-$10,573.12 
EME EMCOR Group, Inc.
-2.03%
-$4,491.37 
LYG Lloyds Banking Group Plc ADR
-1.99%
-$4,711.2 
MSFT Microsoft Corp.
-1.96%
-$183,125.3 
AVAV AeroVironment Inc.
-1.85%
-$16,871.88 
PLTR Palantir Technologies Inc.
-1.79%
-$24,289.38 
NVDA NVIDIA Corporation
-1.74%
-$117,393.26 
V Visa Inc. Class A
-1.59%
-$46,096.62 
GS The Goldman Sachs Group, Inc.
-1.55%
-$4,510.03 
TMO Thermo Fisher Scientific Inc.
-1.51%
-$37,930.29 
FISV Fiserv, Inc.
-1.51%
-$5,307.9 
ADI Analog Devices, Inc.
-1.46%
-$6,543.45 
QCOM QUALCOMM Incorporated
-1.4%
-$11,581.08 
ACN Accenture plc Class A
-1.35%
-$3,998.4 
MA Mastercard Incorporated
-1.32%
-$40,350.97 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$48,588.13 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$5,592.92 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.19%
-$12,938.2 
XLK State Street Technology Select Sector SPDR ETF
-1.1%
-$25,055.42 
DIS The Walt Disney Company
-1.09%
-$2,535.34 
FTEC Fidelity MSCI Information Technology Index ETF
-1.04%
-$16,401.75 
MS Morgan Stanley
-1.04%
-$5,703.43 
AVGO Broadcom Inc.
-1.04%
-$64,262.8 
SPGI S&P Global Inc.
-1.03%
-$2,435.95 
EUFN iShares MSCI Europe Financials ETF
-1.01%
-$3,194.72 
RIO Rio Tinto Plc Sponsored ADR
-1%
-$4,986.8 
VGT Vanguard Information Technology ETF
-0.97%
-$5,860.8 
QUAL iShares MSCI USA Quality Factor ETF
-0.95%
-$20,655.47 
DHR Danaher Corporation
-0.92%
-$2,249.36 
VEU Vanguard FTSE All-World ex-US ETF
-0.9%
-$4,107 
TT Trane Technologies plc
-0.9%
-$9,310.52 
TROW T. Rowe Price Group, Inc.
-0.82%
-$3,531.92 
SBUX Starbucks Corporation
-0.81%
-$6,297.77 
CRWV CoreWeave, Inc.
-0.81%
-$22,066 
EFA iShares MSCI EAFE ETF
-0.72%
-$6,879 
VT Vanguard Total World Stock ETF
-0.7%
-$1,774.54 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.68%
-$18,332.37 
SCHX Schwab U.S. Large-Cap ETF
-0.61%
-$1,652.22 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.61%
-$2,222.5 
VOO Vanguard S&P 500 ETF
-0.6%
-$25,461.66 
IVV iShares Core S&P 500 ETF
-0.59%
-$2,500.94 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$11,326.38 
HSBC HSBC Holdings plc Sponsored ADR
-0.56%
-$4,083.26 
CW Curtiss-Wright Corporation
-0.55%
-$1,985.59 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$10,483.95 
PWR Quanta Services Inc.
-0.53%
-$1,904.05 
AMZN Amazon.com Inc
-0.53%
-$24,676.9 
AAPL Apple Inc.
-0.44%
-$71,918.13 
VGK Vanguard FTSE Europe ETF
-0.38%
-$2,304.8 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.37%
-$9,846 
BTI British American Tobacco p.l.c. ADR
-0.36%
-$1,768.24 
LOW Lowe's Companies Inc.
-0.33%
-$739.11 
BWXT Bwx Technologies Inc.
-0.32%
-$1,119.25 
TEL TE Connectivity plc
-0.29%
-$2,253.8 
BX Blackstone Inc.
-0.22%
-$820.4 
PEP PepsiCo, Inc.
-0.18%
-$729.61 
PNC The PNC Financial Services Group, Inc.
-0.14%
-$1,906.98 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$318.5 
ARCC Ares Capital Corporation
-0.13%
-$325 
FNCL Fidelity MSCI Financials Index ETF
-0.12%
-$373.06 
MCD McDonald's Corporation
-0.09%
-$537.36 
TJX The TJX Companies, Inc.
-0.07%
-$222 
IWM iShares Russell 2000 ETF
-0.06%
-$298.87 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.04%
-$254.22 
ADP Automatic Data Processing Inc.
-0.04%
-$378.1 
XLF Financial Select Sector SPDR Fund
-0.04%
-$184.34 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$18.29 Events
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Dividends
Dividend Analysis
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| Trades 762 | Longs Won 563/762 73% | Profit Factor 8.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $272,094.52 |
| Average Win $97,435.07 | Best Trade (Jul 10) $4.18M | Sharpe Ratio -16.5 |
| Average Loss -$33,958.87 | Worst Trade (Jul 15) -$1.06M | Z-Score 20.81 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $63,120.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,299 | 6,569 | 5,839 | 5,109 | 4,380 | 3,650 | 2,920 | 2,190 | 1,460 | 730 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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