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CIK: 0001632512
Total reported value
$680.2M
$680.2M
147 檔
17.1%
According to the latest 13F quarterly dataset, Peak Asset Management, LLC managed an equity portfolio of $680.2M at the end of Q4 2024, spanning 147 distinct U.S. exchange-listed positions.
In Q4 2024, Peak Asset Management, LLC adopted a defensive or profit-taking posture, trimming 58 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.51% | -0.09% | -1.61% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.77% | -0.19% | +0.08% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.89% | -0.04% | -0.30% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.78% | -0.03% | -2.58% | |
| 5 | SPGI | S&p Global Inc | Stock-Financials | 3.59% | -0.51% | -0.72% | |
| 6 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 3.52% | -0.41% | +18.69% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.34% | -0.13% | -0.54% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 3.27% | -0.46% | -1.04% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.22% | -0.71% | +5.43% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.96% | -0.17% | +2.54% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.72% | — | -1.22% | |
| 12 | PCAR | Paccar Inc | Stock-Industrials | 2.67% | -0.38% | -0.21% | |
| 13 | EMR | Emerson Electric Co | Stock-Industrials | 2.63% | -0.24% | -1.67% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 2.62% | +0.89% | -0.04% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.54% | -0.14% | -2.54% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.48% | -0.11% | +2.61% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 2.37% | -0.34% | -33.68% | |
| 18 | FTNT | Fortinet Inc | Stock-Tech | 2.27% | +1.23% | -0.48% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.11% | -0.22% | -2.73% | |
| 20 | PJP | Invesco Pharmaceuticals ETF | ETF-Other | 2.02% | -0.10% | -0.14% | |
| 21 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.98% | — | -1.20% | |
| 22 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.97% | — | +3.39% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.70% | +0.23% | +2.00% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | -0.08% | -0.30% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | -0.01% | +3.90% | |
| 26 | COP | Conocophillips | Stock-Energy | 1.23% | -0.59% | +2.91% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.03% | -0.04% | -0.02% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | -0.03% | -1.26% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | -0.07% | -2.71% | |
| 30 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.97% | -0.11% | +5.65% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.24% | +1.29% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.10% | -0.97% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.09% | -0.26% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.09% | -0.23% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.01% | -0.76% | |
| 36 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.65% | — | -4.19% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | -0.04% | +0.01% | |
| 38 | J | Jacobs Solutions Inc | Stock-Industrials | 0.59% | — | — | |
| 39 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.58% | -0.01% | -0.56% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.54% | -0.09% | +112.88% | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 0.49% | -0.06% | -1.42% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | -0.02% | -2.48% | |
| 43 | MDT | Medtronic plc | Stock-Healthcare | 0.47% | -0.13% | -1.43% | |
| 44 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.46% | -1.24% | EXIT | |
| 45 | RSG | Republic Services Inc | Stock-Industrials | 0.44% | -0.08% | -3.10% | |
| 46 | GLNG | Golar LNG Limited | Stock-Energy | 0.44% | -0.13% | -6.76% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.43% | -0.01% | +0.49% | |
| 48 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.42% | -0.08% | -1.03% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.01% | — | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.40% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.5% | +18.69% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.30% | Trim |
| 3 | V | Visa Inc-class A Shares | +0.4% | -0.54% | Trim |
| 4 | FTNT | Fortinet Inc | +0.4% | -0.48% | Trim |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -2.58% | Trim |
| 6 | BKNG | Booking Holdings Inc | +0.3% | -2.54% | Trim |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | +112.88% | Add |
| 8 | EMR | Emerson Electric Co | +0.2% | -1.67% | Trim |
| 9 | CSCO | Cisco Systems Inc | +0.2% | -0.04% | Trim |
| 10 | AAPL | Apple Inc | +0.2% | -1.61% | Trim |
| 11 | DIS | Walt Disney Co/the | +0.2% | -2.73% | Trim |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | +0.1% | -1.26% | Trim |
| 14 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 15 | KMI | Kinder Morgan, Inc. | +0.1% | -4.19% | Trim |
| 16 | PCAR | Paccar Inc | +0.1% | -0.21% | Trim |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.00% | Add |
| 18 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 19 | WFC | Wells Fargo & Co | +0.1% | -0.38% | Trim |
| 20 | VGSH | Vanguard Short-term Treasury | +0.1% | +5.43% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.90% | Add |
| 22 | IEF | Ishares 7-10 Year Treasury B | +0.1% | NEW | New buy |
| 23 | ADP | Automatic Data Processing | 0% | NEW | New buy |
| 24 | AVUV | Avantis US Small Cap Value | 0% | +2.61% | Add |
| 25 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 26 | SNOW | Snowflake Inc | 0% | — | Unchanged |
| 27 | GOOG | Alphabet Inc-cl C | 0% | -2.74% | Trim |
| 28 | MA | Mastercard Inc - A | 0% | -0.97% | Trim |
| 29 | GLNG | Golar LNG Limited | 0% | -6.76% | Trim |
| 30 | VNLA | Janus Henderson Short Durati | 0% | +7.00% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 32 | NET | Cloudflare Inc - Class A | 0% | +0.32% | Add |
| 33 | APH | Amphenol Corp-cl A | 0% | -1.33% | Trim |
| 34 | NVDA | Nvidia CORP | 0% | -4.43% | Trim |
| 35 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 36 | XLY | Ss Consumer Disc Select Sect | 0% | — | Unchanged |
| 37 | EW | Edwards Lifesciences CORP | 0% | — | Unchanged |
| 38 | WMT | Walmart Inc | 0% | — | Unchanged |
| 39 | HON | Honeywell International Inc | 0% | -1.94% | Trim |
| 40 | TGNA | Tegna Inc | 0% | — | Unchanged |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.30% | Trim |
| 42 | COST | Costco Wholesale CORP | — | -0.23% | Trim |
| 43 | J | Jacobs Solutions Inc | — | — | Unchanged |
| 44 | ORLY | O'reilly Automotive Inc | — | -1.03% | Trim |
| 45 | MCD | Mcdonald's CORP | — | -2.64% | Trim |
| 46 | MAR | Marriott International -cl A | — | — | Unchanged |
| 47 | MMM | 3m Co | — | +0.03% | Add |
| 48 | VFC | Vf CORP | — | — | Unchanged |
| 49 | EEM | Ishares Msci Emerging Market | — | — | Unchanged |
| 50 | ETN | Eaton Corporation plc | — | -6.98% | Trim |
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 Q4 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, GOOGL) accounted for 17.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
IEI
市值: $1.1M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $375.1K
During Q4 2024, Peak Asset Management, LLC's top holdings by market value included AAPL (5.5%)、MSFT (4.8%)、GOOGL (3.9%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q4 2024, Peak Asset Management, LLC made 95 total portfolio adjustments, initiating 4 new buys, adding to 26 positions, trimming 58 holdings, and fully liquidating 7 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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