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CIK: 0001632512
Total reported value
$680.2M
$680.2M
150 檔
16.6%
In Q3 2024, Peak Asset Management, LLC's U.S. equity holdings reached a combined market value of $680.2M, distributed across 150 disclosed stock positions.
In Q3 2024, Peak Asset Management, LLC adopted a defensive or profit-taking posture, trimming 62 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.31% | -0.09% | -4.99% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.95% | -0.19% | -8.22% | |
| 3 | SPGI | S&p Global Inc | Stock-Financials | 3.83% | -0.51% | -7.49% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 3.73% | -0.34% | -7.82% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.48% | -0.03% | -4.12% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.48% | -0.04% | -1.95% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 3.38% | -0.46% | -5.19% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.16% | -0.71% | +15.03% | |
| 9 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 3.04% | -0.41% | +10.09% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.01% | -0.17% | +2.03% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.97% | -0.13% | -3.75% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.93% | — | -5.73% | |
| 13 | PCAR | Paccar Inc | Stock-Industrials | 2.58% | -0.38% | +0.88% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.45% | -0.11% | +11.69% | |
| 15 | EMR | Emerson Electric Co | Stock-Industrials | 2.41% | -0.24% | -1.60% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 2.40% | +0.89% | -0.06% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.25% | -0.14% | -0.14% | |
| 18 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.17% | — | -2.15% | |
| 19 | PJP | Invesco Pharmaceuticals ETF | ETF-Other | 2.17% | -0.10% | -3.33% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.16% | — | +1.18% | |
| 21 | FTNT | Fortinet Inc | Stock-Tech | 1.91% | +1.23% | +3.26% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.90% | -0.22% | -4.78% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | -0.08% | +0.03% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.62% | +0.23% | +5.08% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | -0.01% | +2.28% | |
| 26 | COP | Conocophillips | Stock-Energy | 1.29% | -0.59% | -1.19% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.05% | -0.04% | -2.95% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | -0.07% | -2.58% | |
| 29 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 1.02% | -0.11% | +5.32% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.03% | -0.53% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.89% | -0.24% | +2.70% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.09% | -0.72% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | -0.10% | -0.72% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.09% | -2.42% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.71% | +0.01% | -0.38% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | -0.04% | -0.59% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.66% | -0.01% | +2.01% | |
| 38 | J | Jacobs Solutions Inc | Stock-Industrials | 0.59% | — | — | |
| 39 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.55% | — | -2.84% | |
| 40 | ECL | Ecolab Inc | Stock-Materials | 0.55% | -0.06% | -4.33% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.55% | -0.13% | -3.73% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | -0.02% | -4.12% | |
| 43 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.47% | +0.03% | — | |
| 44 | RSG | Republic Services Inc | Stock-Industrials | 0.46% | -0.08% | -1.01% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.44% | -0.01% | +60.00% | |
| 46 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.44% | -1.24% | EXIT | |
| 47 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.42% | -0.08% | — | |
| 48 | GLNG | Golar LNG Limited | Stock-Energy | 0.42% | -0.13% | -1.74% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.40% | -0.05% | -0.13% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.40% | -0.07% | +9.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTNT | Fortinet Inc | +0.4% | +3.26% | Add |
| 2 | VGSH | Vanguard Short-term Treasury | +0.4% | +15.03% | Add |
| 3 | AVUV | Avantis US Small Cap Value | +0.3% | +11.69% | Add |
| 4 | ORCL | Oracle CORP | +0.3% | -7.82% | Trim |
| 5 | RTX | Rtx CORP | +0.3% | -5.73% | Trim |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +2.03% | Add |
| 7 | ACN | Accenture plc | +0.2% | +60.00% | Add |
| 8 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.2% | +10.09% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.2% | -0.06% | Trim |
| 10 | AMTM | Amentum Holdings Inc | +0.2% | NEW | New buy |
| 11 | SPGI | S&p Global Inc | +0.1% | -7.49% | Trim |
| 12 | SWK | Stanley Black & Decker Inc | +0.1% | — | Unchanged |
| 13 | VGLT | Vanguard Long-term Treasury | +0.1% | +1.18% | Add |
| 14 | AVNM | Avantis All Intl Mkts Eq ETF | +0.1% | +5.32% | Add |
| 15 | AAPL | Apple Inc | +0.1% | -4.99% | Trim |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +9.18% | Add |
| 17 | BMY | Bristol-myers Squibb Co | +0.1% | -0.66% | Trim |
| 18 | VFC | Vf CORP | +0.1% | NEW | New buy |
| 19 | BKNG | Booking Holdings Inc | +0.1% | -0.14% | Trim |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.08% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.28% | Add |
| 22 | MA | Mastercard Inc - A | +0.1% | -0.72% | Trim |
| 23 | GLNG | Golar LNG Limited | 0% | -1.74% | Trim |
| 24 | ABT | Abbott Laboratories | 0% | +9.00% | Add |
| 25 | SMH | Vaneck Semiconductor ETF | 0% | +90.99% | Add |
| 26 | CAT | Caterpillar Inc | 0% | NEW | New buy |
| 27 | SCHD | Schwab US Dvd Equity ETF | 0% | NEW | New buy |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.03% | Add |
| 29 | IWM | Ishares Russell 2000 ETF | 0% | -0.38% | Trim |
| 30 | UNP | Union Pacific CORP | 0% | -0.59% | Trim |
| 31 | MDT | Medtronic plc | 0% | -3.73% | Trim |
| 32 | AVEM | Avantis Emerging Markets Eq | 0% | +2.01% | Add |
| 33 | SDY | Ss Spdr S&p Dividend ETF | 0% | -0.13% | Trim |
| 34 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 35 | PGR | Progressive CORP | 0% | — | Unchanged |
| 36 | KMI | Kinder Morgan, Inc. | 0% | -2.84% | Trim |
| 37 | ORLY | O'reilly Automotive Inc | 0% | — | Unchanged |
| 38 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 39 | MMM | 3m Co | 0% | — | Unchanged |
| 40 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 41 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 42 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 43 | JNJ | Johnson & Johnson | 0% | -3.39% | Trim |
| 44 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 45 | CSD | Invesco S&p Spin-off ETF | 0% | — | Unchanged |
| 46 | XLF | Ss Financial Select Sector | 0% | +0.03% | Add |
| 47 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 48 | QCOM | Qualcomm Inc | 0% | +24.92% | Add |
| 49 | HD | Home Depot Inc | 0% | — | Unchanged |
| 50 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Peak Asset Management, LLC reported a total U.S. public equity portfolio value of $680.2M across 150 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, SPGI) accounted for 16.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
AMTM
市值: $774.0K
Top Position Liquidated / Trimmed
RGLD
前期市值: $727.7K
During Q3 2024, Peak Asset Management, LLC's top holdings by market value included AAPL (5.3%)、MSFT (5.0%)、SPGI (3.8%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q3 2024, Peak Asset Management, LLC made 94 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 62 holdings, and fully liquidating 1 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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