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CIK: 0001632512
Total reported value
$680.2M
$680.2M
147 檔
16.9%
According to the latest 13F quarterly dataset, Peak Asset Management, LLC managed an equity portfolio of $680.2M at the end of Q2 2024, spanning 147 distinct U.S. exchange-listed positions.
During Q2 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 | 5.83% | -0.19% | -2.16% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.25% | -0.09% | +0.07% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.05% | -0.04% | -1.50% | |
| 4 | SPGI | S&p Global Inc | Stock-Financials | 3.71% | -0.51% | +0.40% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.62% | -0.03% | -1.10% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 3.49% | -0.46% | -0.02% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 3.48% | -0.34% | -0.35% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.06% | -0.13% | -0.28% | |
| 9 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.86% | -0.41% | +4.74% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.81% | -0.17% | +3.73% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.80% | -0.71% | +25.19% | |
| 12 | PCAR | Paccar Inc | Stock-Industrials | 2.78% | -0.38% | +0.05% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 2.68% | — | +0.25% | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 2.56% | -0.24% | -0.14% | |
| 15 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.24% | — | +2.54% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 2.23% | +0.89% | +3.05% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.20% | -0.14% | -0.53% | |
| 18 | PJP | Invesco Pharmaceuticals ETF | ETF-Other | 2.20% | -0.10% | -1.47% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.15% | -0.22% | +0.54% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.13% | -0.11% | +7.35% | |
| 21 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.08% | — | +4.43% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | -0.08% | -1.45% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.57% | +0.23% | +71.19% | |
| 24 | FTNT | Fortinet Inc | Stock-Tech | 1.49% | +1.23% | +12.79% | |
| 25 | COP | Conocophillips | Stock-Energy | 1.47% | -0.59% | +3.39% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | -0.01% | +62.18% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.05% | -0.04% | -3.48% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | -0.07% | +5.88% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.03% | +1.71% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.96% | -0.24% | +0.21% | |
| 31 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.94% | -0.11% | +21.41% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.09% | -1.30% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.09% | -0.70% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | -0.10% | -0.09% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.68% | +0.01% | -0.46% | |
| 36 | J | Jacobs Solutions Inc | Stock-Industrials | 0.66% | — | — | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.64% | -0.04% | +0.01% | |
| 38 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.63% | -0.01% | +5.33% | |
| 39 | ECL | Ecolab Inc | Stock-Materials | 0.56% | -0.06% | -0.61% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.55% | -0.02% | -10.64% | |
| 41 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.53% | — | +4.86% | |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.52% | -0.13% | -6.30% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | -0.02% | -8.81% | |
| 44 | RSG | Republic Services Inc | Stock-Industrials | 0.47% | -0.08% | -4.22% | |
| 45 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.44% | -1.24% | EXIT | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | +0.05% | -5.39% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.42% | -0.08% | +4.93% | |
| 48 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.40% | -0.08% | — | |
| 49 | GLNG | Golar LNG Limited | Stock-Energy | 0.38% | -0.13% | — | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.37% | +0.02% | -24.49% |
According to official SEC Form 13F filings, Peak Asset Management, LLC reported a total U.S. public equity portfolio value of $680.2M across 147 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, GOOGL) accounted for 16.9% of total reported equity market value during Q2 2024.
During Q2 2024, Peak Asset Management, LLC's top holdings by market value included MSFT (5.8%)、AAPL (5.3%)、GOOGL (4.0%). The largest single position, MSFT, represented 5.8% of total portfolio value.
In Q2 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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