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CIK: 0001632512
Total reported value
$680.2M
$680.2M
146 檔
15.5%
At the close of Q1 2024, Peak Asset Management, LLC disclosed equity holdings valued at approximately $680.2M, spread across 146 reported holdings.
During Q1 2024, Peak Asset Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.67% | -0.19% | -0.36% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.32% | -0.09% | +1.51% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 3.71% | -0.46% | +0.04% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.66% | -0.03% | -0.22% | |
| 5 | SPGI | S&p Global Inc | Stock-Financials | 3.57% | -0.51% | +0.40% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.45% | -0.04% | -1.01% | |
| 7 | PCAR | Paccar Inc | Stock-Industrials | 3.38% | -0.38% | -2.23% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.30% | -0.13% | +0.03% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 3.14% | -0.34% | +0.88% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.82% | -0.17% | +21.12% | |
| 11 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.76% | -0.41% | +5.50% | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 2.67% | -0.24% | +0.37% | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.66% | -0.22% | +1.06% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 2.63% | — | +1.15% | |
| 15 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.34% | — | +1.84% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 2.30% | +0.89% | +0.54% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.27% | -0.71% | +8.78% | |
| 18 | PJP | Invesco Pharmaceuticals ETF | ETF-Other | 2.20% | -0.10% | +1.30% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.10% | -0.11% | +20.61% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.07% | — | +4.24% | |
| 21 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.05% | -0.14% | +2.70% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | -0.08% | +3.19% | |
| 23 | COP | Conocophillips | Stock-Energy | 1.60% | -0.59% | +3.89% | |
| 24 | FTNT | Fortinet Inc | Stock-Tech | 1.52% | +1.23% | — | |
| 25 | VFC | Vf CORP | Stock-Consumer Disc | 1.16% | -0.01% | +16.17% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.15% | -0.04% | -5.60% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.24% | +0.75% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.07% | +4.00% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.03% | +6.21% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | +0.23% | +18.03% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.09% | -1.26% | |
| 32 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.79% | -0.11% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.01% | +13.64% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.10% | -0.92% | |
| 35 | J | Jacobs Solutions Inc | Stock-Industrials | 0.73% | — | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | +0.01% | -1.90% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | -0.04% | -2.24% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.09% | -0.18% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.62% | -0.02% | -4.29% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.62% | -0.13% | +2.02% | |
| 41 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.58% | -0.01% | — | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.57% | -0.02% | -4.76% | |
| 43 | ECL | Ecolab Inc | Stock-Materials | 0.55% | -0.06% | -1.60% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | +0.02% | -15.03% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | +0.05% | -6.73% | |
| 46 | RSG | Republic Services Inc | Stock-Industrials | 0.49% | -0.08% | — | |
| 47 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.47% | — | +1.07% | |
| 48 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.47% | -1.24% | EXIT | |
| 49 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.44% | +0.03% | — | |
| 50 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.43% | -0.08% | -0.77% |
According to official SEC Form 13F filings, Peak Asset Management, LLC reported a total U.S. public equity portfolio value of $680.2M across 146 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, SYK) accounted for 15.5% of total reported equity market value during Q1 2024.
During Q1 2024, Peak Asset Management, LLC's top holdings by market value included MSFT (5.7%)、AAPL (4.3%)、SYK (3.7%). The largest single position, MSFT, represented 5.7% of total portfolio value.
In Q1 2024, Peak Asset Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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