Peak Asset Management
Latest statistics and disclosures from Peak Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, AAPL, MSFT, JPM, VGSH, and represent 23.74% of Peak Asset Management's stock portfolio.
- Added to shares of these 10 stocks: ZM, QLTY, VGSH, SPY, TCAF, PLTR, VNLA, PYLD, KTB, PG.
- Started 9 new stock positions in PLTR, PYLD, VCIT, FLXR, JPST, VBR, KTB, ZM, BKIE.
- Reduced shares in these 10 stocks: KMI, GOOGL, AAPL, ORCL, MSFT, JPM, VZ, APH, CVX, ARW.
- Sold out of its positions in ARW, UUUU, ES, TGB, VZ.
- Peak Asset Management was a net buyer of stock by $3.8M.
- Peak Asset Management has $588M in assets under management (AUM), dropping by 2.55%.
- Central Index Key (CIK): 0001632512
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Portfolio Holdings for Peak Asset Management
Peak Asset Management holds 152 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $32M | -5% | 102k | 313.00 |
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| Apple (AAPL) | 5.4 | $32M | 116k | 271.86 |
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| Microsoft Corporation (MSFT) | 4.8 | $28M | 58k | 483.62 |
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| JPMorgan Chase & Co. (JPM) | 4.3 | $26M | 79k | 322.22 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.8 | $22M | +4% | 382k | 58.73 |
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| Spdr Series Trust State Street Spd (BILS) | 3.5 | $21M | 207k | 99.22 |
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| S&p Global (SPGI) | 3.4 | $20M | 38k | 522.59 |
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| Visa Com Cl A (V) | 3.2 | $19M | 54k | 350.71 |
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| Cisco Systems (CSCO) | 3.2 | $19M | 245k | 77.03 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.0 | $17M | 91k | 191.56 |
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| Stryker Corporation (SYK) | 2.9 | $17M | 49k | 351.47 |
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| Paccar (PCAR) | 2.8 | $16M | 148k | 109.51 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.7 | $16M | 155k | 101.98 |
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| Emerson Electric (EMR) | 2.7 | $16M | 117k | 132.72 |
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| Booking Holdings (BKNG) | 2.6 | $15M | 2.8k | 5355.33 |
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| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 2.4 | $14M | 137k | 104.54 |
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| Oracle Corporation (ORCL) | 2.3 | $14M | -2% | 70k | 194.91 |
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| Fortinet (FTNT) | 2.1 | $13M | 158k | 79.41 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $12M | 19k | 614.31 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 2.0 | $12M | 206k | 55.80 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $11M | +5% | 17k | 681.92 |
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| Walt Disney Company (DIS) | 1.9 | $11M | 97k | 113.77 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $9.3M | 15k | 627.14 |
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| American Centy Etf Tr Avantis All Int (AVNM) | 1.5 | $8.7M | 119k | 73.52 |
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| ConocoPhillips (COP) | 1.2 | $7.1M | 76k | 93.61 |
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| Amazon (AMZN) | 1.0 | $5.8M | 25k | 230.82 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $5.8M | 8.4k | 684.91 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $5.3M | -3% | 8.8k | 603.30 |
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| Chevron Corporation (CVX) | 0.8 | $4.5M | -4% | 30k | 152.41 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.7 | $4.4M | 57k | 77.02 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $4.4M | 7.7k | 570.85 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.7 | $4.4M | +11% | 89k | 49.14 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $4.1M | 17k | 246.16 |
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| Procter & Gamble Company (PG) | 0.6 | $3.6M | +8% | 25k | 143.31 |
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| Costco Wholesale Corporation (COST) | 0.6 | $3.4M | 3.9k | 862.29 |
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| Medtronic SHS (MDT) | 0.6 | $3.4M | 35k | 96.06 |
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| Applied Materials (AMAT) | 0.6 | $3.3M | 13k | 256.99 |
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| Union Pacific Corporation (UNP) | 0.6 | $3.3M | 14k | 231.32 |
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| Amphenol Corp Cl A (APH) | 0.5 | $3.0M | -6% | 22k | 135.14 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $2.9M | 36k | 82.82 |
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| Ecolab (ECL) | 0.5 | $2.9M | 11k | 262.51 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $2.7M | 4.7k | 579.39 |
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| O'reilly Automotive (ORLY) | 0.4 | $2.6M | 29k | 91.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.6M | 8.4k | 313.80 |
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| Broadcom (AVGO) | 0.4 | $2.6M | -2% | 7.5k | 346.10 |
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| Uber Technologies (UBER) | 0.4 | $2.6M | +12% | 31k | 81.71 |
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| Wells Fargo & Company (WFC) | 0.4 | $2.5M | -2% | 27k | 93.20 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.5M | 12k | 206.95 |
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| Zoom Communications Cl A (ZM) | 0.4 | $2.3M | NEW | 27k | 86.29 |
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| Republic Services (RSG) | 0.4 | $2.3M | 11k | 211.93 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $2.3M | 3.00 | 754800.00 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.4 | $2.3M | +34% | 59k | 38.22 |
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| Golar Lng SHS (GLNG) | 0.4 | $2.1M | 56k | 37.21 |
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| Gmo Etf Trust Gmo Us Quality E (QLTY) | 0.4 | $2.1M | +236% | 54k | 38.46 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $2.1M | 17k | 120.34 |
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| Spdr Series Trust State Street Spd (SDY) | 0.3 | $2.1M | 15k | 139.16 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.0M | 7.6k | 257.95 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.9M | 6.5k | 290.22 |
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| Merck & Co (MRK) | 0.3 | $1.9M | -2% | 18k | 105.26 |
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| Bristol Myers Squibb (BMY) | 0.3 | $1.8M | 33k | 53.94 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.8M | -3% | 9.4k | 186.50 |
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| Abbott Laboratories (ABT) | 0.3 | $1.7M | 14k | 125.29 |
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| Stanley Black & Decker (SWK) | 0.3 | $1.7M | 23k | 74.28 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.6M | 14k | 120.18 |
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| Intuit (INTU) | 0.3 | $1.6M | 2.3k | 662.42 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.5M | 5.4k | 268.30 |
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| SLB Com Stk (SLB) | 0.2 | $1.5M | 38k | 38.38 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $1.4M | +18% | 14k | 99.94 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.4M | +4% | 3.9k | 349.99 |
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| Pepsi (PEP) | 0.2 | $1.3M | -8% | 9.2k | 143.52 |
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| Kinder Morgan (KMI) | 0.2 | $1.3M | -61% | 46k | 27.49 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.2M | 3.5k | 335.23 |
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| Qualcomm (QCOM) | 0.2 | $1.1M | 6.5k | 171.05 |
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| Invesco Exchange Traded Fd T S&p Spin Off (CSD) | 0.2 | $990k | 9.9k | 99.73 |
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| International Business Machines (IBM) | 0.2 | $931k | -5% | 3.1k | 296.21 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $871k | 2.9k | 303.89 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $863k | -2% | 2.4k | 360.15 |
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| Lowe's Companies (LOW) | 0.1 | $830k | 3.4k | 241.16 |
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| Coca-Cola Company (KO) | 0.1 | $809k | -16% | 12k | 69.91 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $807k | 8.4k | 96.03 |
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| Meta Platforms Cl A (META) | 0.1 | $797k | 1.2k | 660.09 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $775k | +2% | 6.5k | 119.35 |
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| Amentum Holdings (AMTM) | 0.1 | $696k | 24k | 29.00 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $688k | 6.9k | 100.34 |
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| Progressive Corporation (PGR) | 0.1 | $675k | 3.0k | 227.72 |
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| Unitedhealth Group Call Call Option (Principal) (UNH) | 0.1 | $664k | 2.0k | 330.11 |
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| Pfizer (PFE) | 0.1 | $655k | 26k | 24.90 |
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| Ge Aerospace Com New (GE) | 0.1 | $642k | 2.1k | 308.03 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $608k | 9.7k | 62.47 |
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| Snowflake Com Shs (SNOW) | 0.1 | $596k | -6% | 2.7k | 219.36 |
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| Corning Incorporated (GLW) | 0.1 | $593k | 6.8k | 87.56 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $575k | 11k | 53.76 |
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| Travelers Companies (TRV) | 0.1 | $542k | 1.9k | 290.06 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $528k | -10% | 5.8k | 91.38 |
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| Edwards Lifesciences (EW) | 0.1 | $527k | 6.2k | 85.25 |
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| Wal-Mart Stores (WMT) | 0.1 | $517k | 4.6k | 111.41 |
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| Deere & Company (DE) | 0.1 | $517k | 1.1k | 465.57 |
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| Xcel Energy (XEL) | 0.1 | $507k | +76% | 6.9k | 73.86 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $495k | +100% | 11k | 44.71 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $480k | 7.3k | 66.00 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $470k | 18k | 26.91 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $470k | NEW | 2.6k | 177.75 |
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| Us Bancorp Del Com New (USB) | 0.1 | $464k | -2% | 8.7k | 53.36 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $448k | -6% | 1.8k | 250.88 |
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| Church & Dwight (CHD) | 0.1 | $443k | -2% | 5.3k | 83.85 |
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| Blackrock (BLK) | 0.1 | $423k | 395.00 | 1070.34 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $410k | -2% | 2.4k | 173.49 |
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| Honeywell International (HON) | 0.1 | $401k | +7% | 2.1k | 195.09 |
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| McDonald's Corporation (MCD) | 0.1 | $392k | 1.3k | 305.63 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $391k | NEW | 15k | 26.68 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $388k | 808.00 | 480.57 |
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| 3M Company (MMM) | 0.1 | $379k | -23% | 2.4k | 160.09 |
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| TJX Companies (TJX) | 0.1 | $364k | 2.4k | 153.61 |
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| Intel Corporation (INTC) | 0.1 | $363k | -8% | 9.8k | 36.90 |
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| Home Depot (HD) | 0.1 | $356k | 1.0k | 344.10 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $354k | +46% | 15k | 24.04 |
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| Intercontinental Exchange (ICE) | 0.1 | $350k | 2.2k | 161.96 |
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| Nextera Energy (NEE) | 0.1 | $344k | 4.3k | 80.28 |
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| Rbc Cad (RY) | 0.1 | $341k | 2.0k | 170.49 |
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| Lennox International (LII) | 0.1 | $340k | 700.00 | 485.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $337k | -7% | 850.00 | 396.31 |
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| Kontoor Brands (KTB) | 0.1 | $328k | NEW | 5.4k | 61.09 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $327k | 1.8k | 181.21 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $323k | 3.1k | 105.00 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $321k | 5.9k | 54.71 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $314k | 2.9k | 106.71 |
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| Nike CL B (NKE) | 0.1 | $303k | 4.8k | 63.71 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $302k | 6.1k | 49.84 |
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| Cloudflare Cl A Com (NET) | 0.1 | $296k | -3% | 1.5k | 197.15 |
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| Southstate Bk Corp (SSB) | 0.1 | $294k | -17% | 3.1k | 94.11 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $293k | +88% | 2.0k | 143.97 |
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| Phillips Edison & Co Common Stock (PECO) | 0.0 | $292k | 8.2k | 35.57 |
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| Zoetis Cl A (ZTS) | 0.0 | $287k | 2.3k | 125.82 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $276k | -6% | 2.9k | 96.27 |
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| Bank of America Corporation (BAC) | 0.0 | $276k | 5.0k | 55.00 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $276k | 2.0k | 137.87 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $269k | NEW | 3.2k | 83.75 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $267k | NEW | 5.3k | 50.59 |
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| Marriott Intl Cl A (MAR) | 0.0 | $267k | 860.00 | 310.24 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $267k | 11k | 23.69 |
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| Tcw Etf Trust Flexible Income (FLXR) | 0.0 | $266k | NEW | 6.7k | 39.60 |
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| V F Corp Call Call Option (Principal) (VFC) | 0.0 | $261k | -5% | 14k | 18.08 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $250k | 2.2k | 113.72 |
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| Philip Morris International (PM) | 0.0 | $234k | 1.5k | 160.40 |
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| Ge Vernova (GEV) | 0.0 | $229k | 351.00 | 653.57 |
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| Amgen (AMGN) | 0.0 | $225k | -6% | 688.00 | 327.31 |
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| Palo Alto Networks (PANW) | 0.0 | $219k | 1.2k | 184.20 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $218k | NEW | 1.0k | 211.79 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $216k | 3.9k | 54.77 |
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| Bny Mellon Etf Trust Internationl Eqt (BKIE) | 0.0 | $212k | NEW | 2.3k | 92.55 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $210k | +100% | 1.8k | 119.42 |
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| Automatic Data Processing (ADP) | 0.0 | $207k | 803.00 | 257.23 |
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Past Filings by Peak Asset Management
SEC 13F filings are viewable for Peak Asset Management going back to 2014
- Peak Asset Management 2025 Q4 filed Feb. 5, 2026
- Peak Asset Management 2025 Q3 filed Nov. 13, 2025
- Peak Asset Management 2025 Q2 filed Aug. 14, 2025
- Peak Asset Management 2025 Q1 filed May 7, 2025
- Peak Asset Management 2024 Q4 filed Feb. 14, 2025
- Peak Asset Management 2024 Q3 filed Nov. 6, 2024
- Peak Asset Management 2024 Q2 filed Aug. 12, 2024
- Peak Asset Management 2024 Q1 filed May 10, 2024
- Peak Asset Management 2023 Q4 filed Feb. 12, 2024
- Peak Asset Management 2023 Q3 filed Nov. 14, 2023
- Peak Asset Management 2023 Q2 filed Aug. 14, 2023
- Peak Asset Management 2023 Q1 filed May 11, 2023
- Peak Asset Management 2022 Q4 filed Jan. 30, 2023
- Peak Asset Management 2022 Q3 filed Nov. 14, 2022
- Peak Asset Management 2022 Q2 filed Aug. 11, 2022
- Peak Asset Management 2022 Q1 filed May 12, 2022