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CIK: 0001632512
Total reported value
$680.2M
$680.2M
146 檔
15.9%
As reported in its official Q1 2025 Form 13F filing, Peak Asset Management, LLC's tracked investment portfolio stood at $680.2M with 146 total positions.
In Q1 2025, Peak Asset Management, LLC displayed an active expansion posture, initiating 146 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.95% | -0.09% | -1.55% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.38% | -0.19% | +0.23% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.79% | -0.03% | -4.76% | |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 3.72% | -0.41% | +2.23% | |
| 5 | SPGI | S&p Global Inc | Stock-Financials | 3.68% | -0.51% | -2.57% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.62% | -0.13% | -4.88% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.60% | -0.71% | +7.63% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 3.43% | -0.46% | -1.30% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.21% | -0.04% | -1.71% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 3.18% | — | -0.70% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.00% | -0.17% | -0.60% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.82% | +0.89% | +0.39% | |
| 13 | PCAR | Paccar Inc | Stock-Industrials | 2.58% | -0.38% | +0.57% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.45% | -0.11% | +6.05% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.43% | -0.14% | +0.22% | |
| 16 | EMR | Emerson Electric Co | Stock-Industrials | 2.41% | -0.24% | +0.82% | |
| 17 | FTNT | Fortinet Inc | Stock-Tech | 2.36% | +1.23% | -0.89% | |
| 18 | PJP | Invesco Pharmaceuticals ETF | ETF-Other | 2.19% | -0.10% | +0.64% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.19% | — | +3.52% | |
| 20 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.08% | — | +1.12% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 2.04% | -0.34% | -0.34% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.77% | -0.22% | -8.02% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | -0.08% | +3.13% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.58% | +0.23% | -1.17% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | -0.01% | -0.07% | |
| 26 | COP | Conocophillips | Stock-Energy | 1.36% | -0.59% | +1.56% | |
| 27 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 1.12% | -0.11% | +6.04% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.24% | -0.12% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.07% | -0.87% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.97% | -0.04% | -1.86% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | -0.03% | -0.14% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.81% | -0.10% | -0.36% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.09% | -2.38% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.76% | -0.03% | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.09% | -8.57% | |
| 36 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.68% | — | -2.06% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.65% | -0.04% | — | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | +0.01% | -0.53% | |
| 39 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.63% | -1.24% | EXIT | |
| 40 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.62% | -0.01% | +1.51% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.55% | -0.09% | -0.95% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.54% | -0.06% | -1.47% | |
| 43 | RSG | Republic Services Inc | Stock-Industrials | 0.53% | -0.08% | -3.16% | |
| 44 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.53% | -0.08% | +1.04% | |
| 45 | MDT | Medtronic plc | Stock-Healthcare | 0.50% | -0.13% | -8.84% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.44% | -0.08% | +0.99% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.41% | -0.01% | +3.97% | |
| 48 | GLNG | Golar LNG Limited | Stock-Energy | 0.41% | -0.13% | — | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.38% | -0.05% | — | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | +0.14% | -6.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | — | NEW | New buy |
| 5 | SPGI | S&p Global Inc | — | NEW | New buy |
| 6 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 7 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 8 | SYK | Stryker CORP | — | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | RTX | Rtx CORP | — | NEW | New buy |
| 11 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 12 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 13 | PCAR | Paccar Inc | — | NEW | New buy |
| 14 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 15 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 16 | EMR | Emerson Electric Co | — | NEW | New buy |
| 17 | FTNT | Fortinet Inc | — | NEW | New buy |
| 18 | PJP | Invesco Pharmaceuticals ETF | — | NEW | New buy |
| 19 | VGLT | Vanguard Long-term Treasury | — | NEW | New buy |
| 20 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 21 | ORCL | Oracle CORP | — | NEW | New buy |
| 22 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 24 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 25 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 26 | COP | Conocophillips | — | NEW | New buy |
| 27 | AVNM | Avantis All Intl Mkts Eq ETF | — | NEW | New buy |
| 28 | CVX | Chevron CORP | — | NEW | New buy |
| 29 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 30 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 31 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 32 | MA | Mastercard Inc - A | — | NEW | New buy |
| 33 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 35 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 36 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 37 | UNP | Union Pacific CORP | — | NEW | New buy |
| 38 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 39 | VNLA | Janus Henderson Short Durati | — | NEW | New buy |
| 40 | AVEM | Avantis Emerging Markets Eq | — | NEW | New buy |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 42 | ECL | Ecolab Inc | — | NEW | New buy |
| 43 | RSG | Republic Services Inc | — | NEW | New buy |
| 44 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 45 | MDT | Medtronic plc | — | NEW | New buy |
| 46 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 47 | ACN | Accenture plc | — | NEW | New buy |
| 48 | GLNG | Golar LNG Limited | — | NEW | New buy |
| 49 | SDY | Ss Spdr S&p Dividend ETF | — | NEW | New buy |
| 50 | WFC | Wells Fargo & Co | — | NEW | New buy |
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 2025.
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, JPM) accounted for 15.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $26.0M
During Q1 2025, Peak Asset Management, LLC's top holdings by market value included AAPL (5.0%)、MSFT (4.4%)、JPM (3.8%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q1 2025, Peak Asset Management, LLC made 146 total portfolio adjustments, initiating 146 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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