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CIK: 0002113507
Total reported value
$134.4M
$134.4M
107 檔
17.2%
The Q4 2025 SEC filing reveals that PeakShares LLC held a total portfolio value of $134.4M, covering 107 public equity positions.
During Q4 2025, PeakShares LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VGT, XLK, XLF) accounted for 17.2% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.52% | -0.55% | — | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 5.35% | -1.23% | — | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 4.85% | +0.14% | — | |
| 4 | XLV | Ss Health Care Select Sector | ETF-Other | 3.80% | -0.14% | — | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.04% | -0.44% | — | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.67% | -0.41% | — | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 2.47% | -0.53% | — | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.70% | +0.14% | — | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.69% | -0.06% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | -0.02% | — | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.54% | +0.36% | — | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.48% | +1.44% | — | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.45% | -0.26% | — | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.43% | -1.14% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | +0.44% | — | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.24% | -0.23% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.23% | — | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.22% | -0.41% | — | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.21% | -0.52% | — | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.18% | +0.02% | — | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.13% | -0.41% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.11% | -0.08% | — | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 1.08% | -0.61% | — | |
| 24 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.08% | -0.30% | — | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.07% | -0.18% | — | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.14% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.07% | -0.48% | — | |
| 28 | INTU | Intuit Inc | Stock-Tech | 1.06% | — | — | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.05% | +0.04% | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | -1.00% | EXIT | |
| 31 | GE | General Electric | Stock-Industrials | 1.04% | +0.19% | — | |
| 32 | XLE | Ss Energy Select Sector | ETF-Other | 1.04% | -0.27% | — | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.04% | -1.01% | EXIT | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.19% | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | -0.02% | — | |
| 36 | LIN | Linde plc | Stock-Materials | 1.02% | — | — | |
| 37 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.02% | — | — | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 1.01% | -1.04% | EXIT | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.08% | — | |
| 40 | PGR | Progressive CORP | Stock-Financials | 1.00% | -0.04% | — | |
| 41 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.99% | -1.01% | EXIT | |
| 42 | ANET | Arista Networks Inc | Stock-Tech | 0.99% | +0.23% | — | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.98% | -0.98% | EXIT | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.98% | -0.22% | — | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.98% | -0.98% | EXIT | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.98% | -0.18% | — | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.98% | +0.71% | — | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.21% | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.97% | — | — | |
| 50 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.97% | -0.08% | — |
According to official SEC Form 13F filings, PeakShares LLC reported a total U.S. public equity portfolio value of $134.4M across 107 disclosed positions in Q4 2025.
During Q4 2025, PeakShares LLC's top holdings by market value included VGT (5.5%)、XLK (5.3%)、XLF (4.8%). The largest single position, VGT, represented 5.5% of total portfolio value.
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 Q4 2025, PeakShares LLC made 0 total portfolio adjustments, initiating 0 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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