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CIK: 0001632512
Total reported value
$680.2M
$680.2M
148 檔
17.3%
During the Q2 2025 filing period, Peak Asset Management, LLC (CIK: 0001632512) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $680.2M across 148 reported positions.
In Q2 2025, Peak Asset Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 54 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.47% | -0.19% | -2.05% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.44% | -0.09% | +0.73% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.28% | -0.03% | -0.94% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.74% | -0.71% | +7.81% | |
| 5 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 3.62% | -0.41% | +1.29% | |
| 6 | SPGI | S&p Global Inc | Stock-Financials | 3.62% | -0.51% | -1.52% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.55% | -0.04% | +0.76% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 3.52% | -0.46% | +0.27% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.49% | -0.13% | -1.08% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 3.13% | +0.89% | +2.49% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 3.08% | -0.34% | +0.33% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.06% | -0.17% | +1.14% | |
| 13 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.96% | -0.14% | +0.94% | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 2.89% | -0.24% | +2.20% | |
| 15 | FTNT | Fortinet Inc | Stock-Tech | 2.58% | +1.23% | +3.32% | |
| 16 | PCAR | Paccar Inc | Stock-Industrials | 2.52% | -0.38% | +3.91% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.47% | -0.11% | +0.29% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.18% | -0.22% | +1.89% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.10% | — | +2.38% | |
| 20 | PJP | Invesco Pharmaceuticals ETF | ETF-Other | 1.99% | -0.10% | +2.51% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.91% | +0.23% | +6.30% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.79% | -0.08% | -0.37% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | -0.01% | +2.83% | |
| 24 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 1.32% | -0.11% | +8.69% | |
| 25 | COP | Conocophillips | Stock-Energy | 1.19% | -0.59% | +6.34% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | -0.07% | -1.90% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | -0.03% | +0.14% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.98% | -0.04% | -1.73% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.24% | -3.68% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.10% | -1.17% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.09% | +2.06% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.71% | -0.01% | +3.56% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.09% | -0.13% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.01% | — | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.67% | -0.03% | — | |
| 36 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.67% | — | -1.05% | |
| 37 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.64% | -1.24% | EXIT | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.60% | -0.04% | -0.10% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 0.58% | -0.13% | +25.76% | |
| 40 | ECL | Ecolab Inc | Stock-Materials | 0.55% | -0.06% | — | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.51% | -0.09% | -3.68% | |
| 42 | RSG | Republic Services Inc | Stock-Industrials | 0.50% | -0.08% | -3.61% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.48% | -0.01% | +28.72% | |
| 44 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.48% | -0.08% | +1391.49% | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.43% | +0.08% | -0.31% | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.43% | -0.05% | +24.73% | |
| 47 | GLNG | Golar LNG Limited | Stock-Energy | 0.43% | -0.13% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.01% | — | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.41% | +0.14% | +0.71% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.37% | -0.05% | +0.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | -2.05% | Trim |
| 2 | ORCL | Oracle CORP | +1% | +0.33% | Add |
| 3 | BKNG | Booking Holdings Inc | +0.5% | +0.94% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | -0.94% | Trim |
| 5 | EMR | Emerson Electric Co | +0.5% | +2.20% | Add |
| 6 | DIS | Walt Disney Co/the | +0.4% | +1.89% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.76% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +6.30% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.3% | +2.49% | Add |
| 10 | FTNT | Fortinet Inc | +0.2% | +3.32% | Add |
| 11 | AVNM | Avantis All Intl Mkts Eq ETF | +0.2% | +8.69% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | — | Unchanged |
| 13 | UBER | Uber Technologies Inc | +0.2% | +24.73% | Add |
| 14 | VGSH | Vanguard Short-term Treasury | +0.1% | +7.81% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.83% | Add |
| 16 | APH | Amphenol Corp-cl A | +0.1% | -0.31% | Trim |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.37% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | +0.14% | Add |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +159.38% | Add |
| 20 | SYK | Stryker CORP | +0.1% | +0.27% | Add |
| 21 | AVEM | Avantis Emerging Markets Eq | +0.1% | +3.56% | Add |
| 22 | FCTE | Smi 3fourteen Full-cycl Trnd | +0.1% | NEW | New buy |
| 23 | MDT | Medtronic plc | +0.1% | +25.76% | Add |
| 24 | NVDA | Nvidia CORP | +0.1% | -2.26% | Trim |
| 25 | IBM | Intl Business Machines CORP | +0.1% | +45.75% | Add |
| 26 | ACN | Accenture plc | +0.1% | +28.72% | Add |
| 27 | INTU | Intuit Inc | +0.1% | — | Unchanged |
| 28 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +1.14% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.90% | Trim |
| 30 | AMAT | Applied Materials Inc | +0.1% | -4.36% | Trim |
| 31 | TXN | Texas Instruments Inc | +0.1% | +98.20% | Add |
| 32 | XLK | Ss Technology Select Sector | +0.1% | NEW | New buy |
| 33 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 34 | META | Meta Platforms Inc-class A | 0% | +6.28% | Add |
| 35 | ARW | Arrow Electronics Inc | 0% | NEW | New buy |
| 36 | XLF | Ss Financial Select Sector | 0% | NEW | New buy |
| 37 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 38 | WFC | Wells Fargo & Co | 0% | +0.71% | Add |
| 39 | TMO | Thermo Fisher Scientific Inc | 0% | +37.36% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | +9.56% | Add |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 42 | NET | Cloudflare Inc - Class A | 0% | — | Unchanged |
| 43 | AVUV | Avantis US Small Cap Value | 0% | +0.29% | Add |
| 44 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 45 | GLNG | Golar LNG Limited | 0% | — | Unchanged |
| 46 | SMH | Vaneck Semiconductor ETF | 0% | -0.86% | Trim |
| 47 | SNOW | Snowflake Inc | 0% | -16.55% | Trim |
| 48 | ADBE | Adobe Inc | 0% | +7.70% | Add |
| 49 | AMTM | Amentum Holdings Inc | 0% | — | Unchanged |
| 50 | USB | US Bancorp | 0% | +32.10% | Add |
According to official SEC Form 13F filings, Peak Asset Management, LLC reported a total U.S. public equity portfolio value of $680.2M across 148 disclosed positions in Q2 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 MSFT, AAPL, JPM) accounted for 17.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
FCTE
市值: $514.1K
Top Position Liquidated / Trimmed
RTX
前期市值: $16.7M
During Q2 2025, Peak Asset Management, LLC's top holdings by market value included MSFT (5.5%)、AAPL (4.4%)、JPM (4.3%). The largest single position, MSFT, represented 5.5% of total portfolio value.
In Q2 2025, Peak Asset Management, LLC made 98 total portfolio adjustments, initiating 5 new buys, adding to 54 positions, trimming 36 holdings, and fully liquidating 3 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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