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CIK: 0001632512
Total reported value
$680.2M
$680.2M
152 檔
20.5%
In Q4 2025, Peak Asset Management, LLC's U.S. equity holdings reached a combined market value of $680.2M, distributed across 152 disclosed stock positions.
Peak Asset Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 9 new positions while fully exiting 5 holdings and trimming 54 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.41% | -0.04% | -5.41% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.36% | -0.09% | -1.47% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.80% | -0.19% | -0.88% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.34% | -0.03% | -0.96% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.82% | -0.71% | +4.79% | |
| 6 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 3.49% | -0.41% | -0.00% | |
| 7 | SPGI | S&p Global Inc | Stock-Financials | 3.39% | -0.51% | +0.75% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.22% | -0.13% | +0.04% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 3.21% | +0.89% | -0.77% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.95% | -0.17% | +0.21% | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 2.94% | -0.46% | +0.72% | |
| 12 | PCAR | Paccar Inc | Stock-Industrials | 2.75% | -0.38% | +0.12% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.69% | -0.11% | +1.82% | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 2.65% | -0.24% | -0.12% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.56% | -0.14% | +0.61% | |
| 16 | PJP | Invesco Pharmaceuticals ETF | ETF-Other | 2.44% | -0.10% | -0.18% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 2.32% | -0.34% | -2.76% | |
| 18 | FTNT | Fortinet Inc | Stock-Tech | 2.14% | +1.23% | +0.75% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.02% | +0.23% | +0.31% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.96% | — | -0.01% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.92% | -0.08% | +5.70% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.88% | -0.22% | +0.80% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | -0.01% | +0.18% | |
| 24 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 1.49% | -0.11% | +1.96% | |
| 25 | COP | Conocophillips | Stock-Energy | 1.20% | -0.59% | +1.73% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.03% | -0.06% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | -0.07% | -1.39% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.91% | -0.04% | -3.07% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.24% | -4.53% | |
| 30 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.75% | -0.01% | +1.11% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | -0.10% | -0.13% | |
| 32 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.74% | -1.24% | EXIT | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.70% | +0.01% | -0.08% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.09% | +8.71% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.09% | +0.05% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.57% | -0.13% | -0.89% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.56% | +0.92% | -0.74% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | -0.04% | -0.18% | |
| 39 | APH | Amphenol Corp-cl A | Stock-Tech | 0.51% | +0.08% | -6.84% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.09% | -0.93% | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 0.49% | -0.06% | — | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.46% | -0.07% | +1.49% | |
| 43 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.45% | -0.08% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.39% | -0.27% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.01% | -2.48% | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.44% | -0.05% | +12.61% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.42% | +0.14% | -2.81% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | +0.12% | — | |
| 49 | ZM | Zoom Communications Inc | Stock-Tech | 0.40% | -0.04% | — | |
| 50 | RSG | Republic Services Inc | Stock-Industrials | 0.39% | -0.08% | -0.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -5.41% | Trim |
| 2 | CSCO | Cisco Systems Inc | +0.3% | -0.77% | Trim |
| 3 | QLTY | Gmo U.s. Quality ETF | +0.3% | +236.10% | Add |
| 4 | PJP | Invesco Pharmaceuticals ETF | +0.2% | -0.18% | Trim |
| 5 | PCAR | Paccar Inc | +0.2% | +0.12% | Add |
| 6 | SPGI | S&p Global Inc | +0.2% | +0.75% | Add |
| 7 | AAPL | Apple Inc | +0.1% | -1.47% | Trim |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +5.70% | Add |
| 9 | AMAT | Applied Materials Inc | +0.1% | -0.74% | Trim |
| 10 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +34.53% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -0.27% | Trim |
| 12 | VGSH | Vanguard Short-term Treasury | +0.1% | +4.79% | Add |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1.49% | Add |
| 14 | AVNM | Avantis All Intl Mkts Eq ETF | +0.1% | +1.96% | Add |
| 15 | VNLA | Janus Henderson Short Durati | +0.1% | +11.44% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -2.04% | Trim |
| 17 | BMY | Bristol-myers Squibb Co | +0.1% | +1.52% | Add |
| 18 | AVUV | Avantis US Small Cap Value | 0% | +1.82% | Add |
| 19 | XEL | Xcel Energy Inc | 0% | +76.18% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 21 | GBIL | Goldman Sachs Access Treasur | 0% | +18.63% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | -0.06% | Trim |
| 23 | WFC | Wells Fargo & Co | 0% | -2.81% | Trim |
| 24 | SLB | Slb LTD | 0% | +0.40% | Add |
| 25 | ACN | Accenture plc | 0% | +0.80% | Add |
| 26 | AMTM | Amentum Holdings Inc | 0% | — | Unchanged |
| 27 | SCHF | Schwab Intl Equity ETF | 0% | +46.81% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.31% | Add |
| 29 | AVEM | Avantis Emerging Markets Eq | 0% | +1.11% | Add |
| 30 | XOM | Exxon Mobil CORP | 0% | -0.58% | Trim |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 32 | CSD | Invesco S&p Spin-off ETF | 0% | — | Unchanged |
| 33 | SMH | Vaneck Semiconductor ETF | 0% | -2.36% | Trim |
| 34 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 35 | EW | Edwards Lifesciences CORP | 0% | — | Unchanged |
| 36 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 37 | WMT | Walmart Inc | 0% | — | Unchanged |
| 38 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 39 | V | Visa Inc-class A Shares | — | +0.04% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | — | +0.18% | Add |
| 41 | AVGO | Broadcom Inc | — | -2.48% | Trim |
| 42 | APH | Amphenol Corp-cl A | — | -6.84% | Trim |
| 43 | ADBE | Adobe Inc | — | +4.14% | Add |
| 44 | VFC | Vf CORP | — | -5.25% | Trim |
| 45 | GLW | Corning Inc | — | — | Unchanged |
| 46 | USB | US Bancorp | — | -2.32% | Trim |
| 47 | CHD | Church & Dwight Co Inc | — | -2.76% | Trim |
| 48 | LII | Lennox International Inc | — | — | Unchanged |
| 49 | ADP | Automatic Data Processing | — | — | Unchanged |
| 50 | QCOM | Qualcomm Inc | — | -0.35% | 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 152 disclosed positions in Q4 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 GOOGL, AAPL, MSFT) accounted for 20.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
ZM
市值: $2.3M
Top Position Liquidated / Trimmed
VZ
前期市值: $238.2K
During Q4 2025, Peak Asset Management, LLC's top holdings by market value included GOOGL (5.4%)、AAPL (5.4%)、MSFT (4.8%). The largest single position, GOOGL, represented 5.4% of total portfolio value.
In Q4 2025, Peak Asset Management, LLC made 106 total portfolio adjustments, initiating 9 new buys, adding to 38 positions, trimming 54 holdings, and fully liquidating 5 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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