Stock Taper

PURKISS CAPITAL ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Monolithic Power Systems, Inc.MPWR152$210.12K
TransDigm Group IncorporatedTDG197$262.18K
ASML Holding N.V.ASML249$495.3K
EMCOR Group, Inc.EME295$244.85K
The Goldman Sachs Group, Inc.GS310$313.93K
CrowdStrike Holdings, Inc.CRWD355$270.92K
Advanced Micro Devices, Inc.AMD404$234.69K
Curtiss-Wright CorporationCW504$382.02K
Deere & CompanyDE530$336.19K
Applied Materials, Inc.AMAT557$402.54K
Quanta Services, Inc.PWR565$406.82K
General Dynamics CorporationGD583$206.5K
UnitedHealth Group IncorporatedUNH653$271.41K
Norfolk Southern CorporationNSC683$214.87K
Ecolab Inc.ECL771$214.73K
Union Pacific CorporationUNP882$239.9K
Amgen Inc.AMGN898$325.09K
Eli Lilly and CompanyLLY939$1.13M
Stryker CorporationSYK969$305.08K
Cencora, Inc.COR976$276.11K