Peak Asset Management
Latest statistics and disclosures from Peak Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, JPM, VGSH, MSFT, and represent 21.66% of Peak Asset Management's stock portfolio.
- Added to shares of these 10 stocks: IEF (+$12M), CRM (+$6.0M), VNLA, ADBE, BKNG, AVUV, UBER, AVNM, SPGI, FTNT.
- Started 5 new stock positions in CRM, ARW, CAT, IEF, VV.
- Reduced shares in these 10 stocks: , GOOGL, , WFC, BRK.A, MDY, MDT, JPM, ACN, AAPL.
- Sold out of its positions in ADP, BKIE, JPST, KMI, KTB, PANW, XLY, XLF, VGLT, VCIT.
- Peak Asset Management was a net buyer of stock by $3.0M.
- Peak Asset Management has $567M in assets under management (AUM), dropping by -3.51%.
- Central Index Key (CIK): 0001632512
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Portfolio Holdings for Peak Asset Management
Peak Asset Management holds 147 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.1 | $29M | 114k | 253.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $27M | -8% | 93k | 287.56 |
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| JPMorgan Chase & Co. (JPM) | 4.0 | $23M | -2% | 77k | 294.16 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.0 | $23M | 385k | 58.54 |
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| Microsoft Corporation (MSFT) | 3.9 | $22M | 59k | 370.17 |
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| Spdr Series Trust State Street Spd (BILS) | 3.7 | $21M | 210k | 99.44 |
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| Cisco Systems (CSCO) | 3.3 | $19M | -2% | 239k | 77.59 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.2 | $18M | +5% | 163k | 110.47 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.1 | $17M | 91k | 191.92 |
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| Paccar (PCAR) | 3.0 | $17M | 146k | 115.50 |
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| S&p Global (SPGI) | 2.9 | $17M | +2% | 39k | 425.34 |
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| Visa Com Cl A (V) | 2.9 | $17M | 55k | 302.24 |
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| Stryker Corporation (SYK) | 2.9 | $16M | 50k | 328.59 |
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| Emerson Electric (EMR) | 2.7 | $15M | -2% | 115k | 131.02 |
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| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 2.5 | $14M | 135k | 103.76 |
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| Fortinet (FTNT) | 2.4 | $13M | +3% | 164k | 81.72 |
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| Booking Holdings (BKNG) | 2.3 | $13M | +10% | 3.1k | 4210.32 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.1 | $12M | NEW | 124k | 95.44 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $11M | +2% | 20k | 577.19 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.9 | $11M | 16k | 650.34 |
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| Oracle Corporation (ORCL) | 1.8 | $10M | 71k | 147.11 |
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| ConocoPhillips (COP) | 1.7 | $9.9M | 75k | 132.00 |
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| American Centy Etf Tr Avantis All Int (AVNM) | 1.7 | $9.5M | +5% | 125k | 76.17 |
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| Walt Disney Company (DIS) | 1.6 | $9.3M | 96k | 96.38 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $9.1M | +2% | 15k | 597.56 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 1.2 | $7.0M | +61% | 144k | 48.86 |
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| Chevron Corporation (CVX) | 1.1 | $6.1M | 29k | 206.90 |
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| salesforce (CRM) | 1.1 | $6.0M | NEW | 32k | 186.67 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $5.5M | 8.4k | 653.20 |
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| Amazon (AMZN) | 0.9 | $5.2M | 25k | 208.27 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.8 | $4.8M | -12% | 7.7k | 616.76 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.8 | $4.7M | 58k | 80.58 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $4.1M | 16k | 248.00 |
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| Applied Materials (AMAT) | 0.7 | $4.0M | -8% | 12k | 341.79 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $3.9M | 7.8k | 499.64 |
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| Costco Wholesale Corporation (COST) | 0.6 | $3.6M | -6% | 3.6k | 996.37 |
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| Procter & Gamble Company (PG) | 0.6 | $3.6M | 25k | 144.44 |
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| Union Pacific Corporation (UNP) | 0.6 | $3.4M | 14k | 242.62 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.9M | 12k | 244.44 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $2.8M | +198% | 12k | 243.08 |
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| Ecolab (ECL) | 0.5 | $2.8M | -4% | 11k | 266.01 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $2.8M | -5% | 34k | 82.57 |
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| Amphenol Corp Cl A (APH) | 0.5 | $2.8M | 22k | 126.35 |
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| Uber Technologies (UBER) | 0.5 | $2.7M | +22% | 38k | 71.93 |
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| O'reilly Automotive (ORLY) | 0.5 | $2.7M | 29k | 92.31 |
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| Golar Lng SHS (GLNG) | 0.5 | $2.7M | -12% | 49k | 54.11 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $2.6M | -10% | 15k | 169.66 |
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| Medtronic SHS (MDT) | 0.4 | $2.4M | -21% | 28k | 86.65 |
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| Republic Services (RSG) | 0.4 | $2.4M | 11k | 219.02 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $2.4M | +2% | 4.8k | 491.48 |
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| Zoom Communications Cl A (ZM) | 0.4 | $2.4M | +7% | 29k | 80.39 |
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| Broadcom (AVGO) | 0.4 | $2.3M | 7.4k | 309.51 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.4 | $2.2M | +4% | 62k | 35.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.2M | -8% | 7.6k | 286.86 |
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| Spdr Series Trust State Street Spd (SDY) | 0.4 | $2.1M | 15k | 145.94 |
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| Merck & Co (MRK) | 0.4 | $2.0M | -4% | 17k | 120.29 |
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| Bristol Myers Squibb (BMY) | 0.3 | $2.0M | -2% | 33k | 60.65 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.9M | -3% | 7.3k | 261.90 |
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| SLB Com Stk (SLB) | 0.3 | $1.9M | 37k | 51.39 |
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| Gmo Etf Trust Gmo Us Quality E (QLTY) | 0.3 | $1.8M | -6% | 51k | 36.18 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.8M | -3% | 6.3k | 287.18 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.7M | 14k | 124.31 |
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| Stanley Black & Decker (SWK) | 0.3 | $1.6M | 23k | 71.06 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.3 | $1.6M | +11% | 16k | 100.19 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.5M | -9% | 8.5k | 174.40 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.4M | -33% | 2.00 | 718140.00 |
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| Abbott Laboratories (ABT) | 0.3 | $1.4M | 14k | 102.67 |
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| Pepsi (PEP) | 0.2 | $1.3M | -10% | 8.2k | 155.29 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.2M | -44% | 15k | 79.61 |
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| Invesco Exchange Traded Fd T S&p Spin Off (CSD) | 0.2 | $1.1M | 9.9k | 112.67 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.1M | -4% | 3.4k | 320.78 |
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| Intuit (INTU) | 0.2 | $1.0M | 2.4k | 432.38 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $913k | -5% | 2.7k | 337.95 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $913k | +18% | 7.7k | 118.60 |
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| Meta Platforms Cl A (META) | 0.2 | $911k | +31% | 1.6k | 572.13 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $910k | 2.4k | 383.42 |
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| Coca-Cola Company (KO) | 0.2 | $881k | 12k | 76.05 |
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| Corning Incorporated (GLW) | 0.2 | $853k | -7% | 6.3k | 135.97 |
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| Qualcomm (QCOM) | 0.1 | $829k | 6.4k | 128.78 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $816k | 8.4k | 97.13 |
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| Lowe's Companies (LOW) | 0.1 | $813k | 3.4k | 236.28 |
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| International Business Machines (IBM) | 0.1 | $762k | 3.1k | 242.39 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $690k | 6.9k | 100.57 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $678k | 11k | 61.26 |
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| Deere & Company (DE) | 0.1 | $630k | 1.1k | 563.31 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $627k | 9.8k | 64.08 |
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| Amentum Holdings (AMTM) | 0.1 | $626k | 24k | 26.08 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $617k | -42% | 3.1k | 198.29 |
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| Ge Aerospace Com New (GE) | 0.1 | $588k | 2.1k | 283.77 |
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| Progressive Corporation (PGR) | 0.1 | $587k | 3.0k | 198.24 |
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| Wal-Mart Stores (WMT) | 0.1 | $581k | 4.7k | 124.28 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $574k | +49% | 22k | 26.20 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $572k | 11k | 54.05 |
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| Travelers Companies (TRV) | 0.1 | $545k | 1.9k | 291.68 |
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| Unitedhealth Group Call Call Option (Principal) (UNH) | 0.1 | $544k | 2.0k | 270.59 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $524k | +17% | 21k | 25.64 |
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| Edwards Lifesciences (EW) | 0.1 | $495k | 6.2k | 80.08 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $484k | -8% | 5.3k | 91.64 |
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| Pfizer (PFE) | 0.1 | $469k | -36% | 17k | 28.08 |
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| Honeywell International | 0.1 | $464k | 2.1k | 226.03 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $459k | 2.4k | 194.14 |
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| Church & Dwight (CHD) | 0.1 | $456k | -7% | 4.9k | 93.32 |
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| Us Bancorp Com New (USB) | 0.1 | $452k | 8.7k | 52.01 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $451k | -8% | 6.7k | 67.53 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $440k | -7% | 1.7k | 266.81 |
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| Intel Corporation (INTC) | 0.1 | $435k | 9.8k | 44.13 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $411k | +6% | 2.8k | 146.28 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $409k | +12% | 17k | 24.75 |
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| Nextera Energy (NEE) | 0.1 | $399k | 4.3k | 92.88 |
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| McDonald's Corporation (MCD) | 0.1 | $384k | -3% | 1.2k | 310.79 |
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| TJX Companies (TJX) | 0.1 | $376k | 2.4k | 159.70 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $370k | 798.00 | 463.19 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $366k | 850.00 | 430.29 |
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| Tcw Etf Trust Flexible Income (FLXR) | 0.1 | $357k | +35% | 9.1k | 39.27 |
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| Blackrock (BLK) | 0.1 | $356k | -6% | 370.00 | 961.71 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $342k | 1.8k | 189.59 |
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| Intercontinental Exchange (ICE) | 0.1 | $341k | 2.2k | 157.28 |
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| Home Depot (HD) | 0.1 | $337k | 1.0k | 328.89 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $333k | 5.9k | 56.79 |
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| Lennox International (LII) | 0.1 | $325k | 700.00 | 464.13 |
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| Rbc Cad (RY) | 0.1 | $324k | 2.0k | 161.78 |
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| Xcel Energy (XEL) | 0.1 | $319k | -41% | 4.0k | 79.44 |
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| Cloudflare Cl A Com (NET) | 0.1 | $310k | 1.5k | 206.34 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $308k | 3.1k | 99.97 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $307k | 8.2k | 37.42 |
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| Ge Vernova (GEV) | 0.1 | $306k | 351.00 | 872.90 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $306k | 2.0k | 152.75 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $302k | 6.1k | 49.79 |
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| 3M Company (MMM) | 0.1 | $292k | -15% | 2.0k | 145.23 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $288k | 2.9k | 97.92 |
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| Snowflake Com Shs (SNOW) | 0.1 | $284k | -30% | 1.9k | 150.82 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $279k | 2.9k | 97.23 |
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| Weyerhaeuser Com New (WY) | 0.0 | $275k | 11k | 24.43 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $270k | 2.0k | 132.90 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $261k | 2.2k | 118.45 |
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| Zoetis Cl A (ZTS) | 0.0 | $252k | -6% | 2.1k | 118.21 |
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| Arrow Electronics (ARW) | 0.0 | $250k | NEW | 1.7k | 143.41 |
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| Bank of America Corporation (BAC) | 0.0 | $245k | 5.0k | 48.75 |
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| Amgen (AMGN) | 0.0 | $242k | 688.00 | 351.85 |
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| Philip Morris International (PM) | 0.0 | $242k | 1.5k | 165.34 |
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| Southstate Bk Corp (SSB) | 0.0 | $234k | -19% | 2.5k | 92.52 |
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| Nike CL B (NKE) | 0.0 | $233k | -7% | 4.4k | 52.82 |
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| V.F. Corporation (VFC) | 0.0 | $225k | -8% | 13k | 16.99 |
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| Marriott Intl Cl A (MAR) | 0.0 | $224k | -20% | 685.00 | 327.07 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $223k | 1.0k | 217.25 |
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| Caterpillar (CAT) | 0.0 | $221k | NEW | 312.00 | 708.46 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $201k | NEW | 673.00 | 298.85 |
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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 2026 Q1 filed May 15, 2026
- 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