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PeakShares

Latest statistics and disclosures from PeakShares's latest quarterly 13F-HR filing:

Top 5 stock holdings are XLK, VGT, XLF, XLV, XLC, and represent 20.12% of PeakShares's stock portfolio.
Added to shares of these 10 stocks: KLAC, JNJ, MO, AMAT, MU, NEM, ORCL, MSFT, UBER, AMZN.
Started 27 new stock positions in WDC, WDAY, NEM, JNJ, FXI, KLAC, XAR, SHLD, RKLB, EUAD.
Reduced shares in these 10 stocks: INTU, LIN, , PG, QCOM, , , USFR, TFLO, BIL.
Sold out of its positions in CVS, EA, FTNT, INTU, ISRG, TFLO, LMT, PG, QCOM, BIL. NOW, SIRI, ULTA, UAL, VIS, VGLT, USFR, LIN.
PeakShares was a net buyer of stock by $10M.
PeakShares has $109M in assets under management (AUM), dropping by 6.37%.
Central Index Key (CIK): 0002113507

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Positions held by PeakShares consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for PeakShares

PeakShares holds 116 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
State Street Technology Select Sector SPDR ETF USD Class Exchange-traded Funds (XLK)	5.0	$5.4M	+7%	41k	132.90	View chart
Vanguard Information Technology ETF Exchange-traded Funds (VGT)	4.6	$5.0M	-3%	7.2k	697.72	View chart
State Street Financial Select Sector SPDR ETF USD Class Exchange-traded Funds (XLF)	4.2	$4.6M	+3%	94k	49.37	View chart
State Street Health Care Select Sector SPDR ETF USD Class Exchange-traded Funds (XLV)	3.5	$3.8M	+3%	26k	146.61	View chart
State Street Communication Services Select Sector SPDR ETF Exchange-traded Funds (XLC)	2.7	$3.0M	+2%	27k	110.86	View chart
State Street Consumer Staples Select Sector SPDR ETF Exchange-traded Funds (XLP)	2.7	$3.0M	+2%	36k	81.98	View chart
State Street Industrial Select Sector SPDR ETF USD Class Exchange-traded Funds (XLI)	2.5	$2.8M	+4%	17k	161.73	View chart
NVIDIA Corporation Common Stocks (NVDA)	1.8	$2.0M	+29%	11k	174.40	View chart
Micron Technology Common Stocks (MU)	1.7	$1.9M	+119%	5.5k	337.84	View chart
Meta Platforms Common Stocks (META)	1.7	$1.8M	+19%	3.1k	572.13	View chart
Advanced Micro Devices Common Stocks (AMD)	1.5	$1.7M	+15%	8.2k	203.43	View chart
State Street Consumer Discretionary Select Sector SPDR ETF Exchange-traded Funds (XLY)	1.5	$1.7M	+5%	15k	108.98	View chart
Amazon.com Common Stocks (AMZN)	1.5	$1.7M	+46%	7.9k	208.27	View chart
State Street Utilities Select Sector SPDR ETF USD Class Exchange-traded Funds (XLU)	1.5	$1.6M	+2%	36k	45.89	View chart
Chevron Corporation Common Stocks (CVX)	1.5	$1.6M	-2%	7.9k	206.90	View chart
Microsoft Corporation Common Stocks (MSFT)	1.5	$1.6M	+58%	4.4k	370.17	View chart
Oracle Corporation Common Stocks (ORCL)	1.5	$1.6M	+69%	11k	147.11	View chart
Alphabet Common Stocks (GOOG)	1.5	$1.6M	+11%	5.6k	286.86	View chart
Netflix Common Stocks (NFLX)	1.5	$1.6M	+41%	17k	96.15	View chart
Salesforce Common Stocks (CRM)	1.4	$1.5M	+45%	8.1k	186.67	View chart
Apple Common Stocks (AAPL)	1.4	$1.5M	+41%	5.9k	253.79	View chart
Exxon Mobil Corporation Common Stocks (XOM)	1.4	$1.5M	-3%	8.8k	169.66	View chart
Palantir Technologies Common Stocks (PLTR)	1.3	$1.4M	+38%	9.7k	146.28	View chart
Verizon Communications Common Stocks (VZ)	1.3	$1.4M		28k	50.20	View chart
Uber Technologies Common Stocks (UBER)	1.3	$1.4M	+74%	19k	71.93	View chart
Duke Energy Corporation Common Stocks (DUK)	1.1	$1.2M	+7%	9.2k	130.94	View chart
Corning Common Stocks (GLW)	1.1	$1.2M	-22%	8.8k	135.97	View chart
Palo Alto Networks Common Stocks (PANW)	1.1	$1.2M	+47%	7.5k	160.32	View chart
McDonald's Corporation Common Stocks (MCD)	1.1	$1.2M	+7%	3.9k	310.79	View chart
TJX Companies Common Stocks (TJX)	1.1	$1.2M	+12%	7.3k	159.70	View chart
Costco Wholesale Corporation Common Stocks (COST)	1.1	$1.2M	-5%	1.2k	996.43	View chart
Walmart Common Stocks (WMT)	1.0	$1.1M		9.1k	124.28	View chart
Waste Management Common Stocks (WM)	1.0	$1.1M	+4%	4.9k	229.79	View chart
State Street Energy Select Sector SPDR ETF USD Class Exchange-traded Funds (XLE)	1.0	$1.1M	-22%	18k	61.26	View chart
Regeneron Pharmaceuticals Common Stocks (REGN)	1.0	$1.1M		1.5k	772.64	View chart
Progressive Corporation Common Stocks (PGR)	1.0	$1.1M	+25%	5.7k	198.24	View chart
KLA Corporation Common Stocks (KLAC)	1.0	$1.1M	NEW	759.00	1472.41	View chart
Johnson & Johnson Common Stocks (JNJ)	1.0	$1.1M	NEW	4.6k	244.44	View chart
Crowdstrike Holdings Common Stocks (CRWD)	1.0	$1.1M	+38%	2.8k	390.41	View chart
Berkshire Hathaway Common Stocks (BRK.B)	1.0	$1.1M	+12%	2.3k	479.20	View chart
Thermo Fisher Scientific Common Stocks (TMO)	1.0	$1.1M	+22%	2.2k	491.53	View chart
Vertex Pharmaceuticals Common Stocks (VRTX)	1.0	$1.1M	+9%	2.5k	446.54	View chart
International Business Machines Corporation Common Stocks (IBM)	1.0	$1.1M	+38%	4.5k	242.39	View chart
JPMorgan Chase & Company Common Stocks (JPM)	1.0	$1.1M	+14%	3.7k	294.16	View chart
Visa Common Stocks (V)	1.0	$1.1M	+17%	3.6k	302.24	View chart
Altria Group Common Stocks (MO)	1.0	$1.1M	NEW	16k	65.99	View chart
Constellation Energy Corporation Common Stocks (CEG)	1.0	$1.1M	+46%	3.9k	279.25	View chart
Blackstone Common Stocks (BX)	1.0	$1.1M	+42%	9.3k	114.99	View chart
American Tower Corporation Reit (AMT)	1.0	$1.1M	+8%	6.2k	172.58	View chart
Goldman Sachs Group Common Stocks (GS)	1.0	$1.1M	+2%	1.3k	845.99	View chart
Broadcom Common Stocks (AVGO)	1.0	$1.1M	+29%	3.4k	309.51	View chart
Applied Materials Common Stocks (AMAT)	1.0	$1.1M	NEW	3.1k	341.79	View chart
American Express Company Common Stocks (AXP)	1.0	$1.1M	+31%	3.5k	302.48	View chart
State Street Materials Select Sector SPDR ETF USD Class Exchange-traded Funds (XLB)	1.0	$1.0M	+3%	21k	49.97	View chart
Eli Lilly & Company Common Stocks (LLY)	1.0	$1.0M	+10%	1.1k	919.77	View chart
Tesla Common Stocks (TSLA)	1.0	$1.0M	+3%	2.8k	371.75	View chart
State Street Real Estate Select Sector SPDR ETF USD Class Exchange-traded Funds (XLRE)	1.0	$1.0M	+3%	25k	40.83	View chart
Arista Networks Common Stocks (ANET)	0.9	$1.0M	+8%	8.4k	122.78	View chart
3M Company Common Stocks (MMM)	0.9	$1.0M	+18%	7.0k	145.23	View chart
General Electric Company Common Stocks (GE)	0.9	$993k		3.5k	283.77	View chart
Home Depot Common Stocks (HD)	0.9	$989k	+5%	3.0k	328.89	View chart
Newmont Corporation Common Stocks (NEM)	0.9	$978k	NEW	9.0k	108.25	View chart
Pfizer Common Stocks (PFE)	0.5	$536k	-5%	19k	28.08	View chart
Merck & Company Common Stocks (MRK)	0.5	$530k	-12%	4.4k	120.29	View chart
UnitedHealth Group Common Stocks (UNH)	0.5	$493k	+40%	1.8k	270.59	View chart
Novo Nordisk A/S Depositary Receipts (NVO)	0.4	$465k	+31%	13k	36.75	View chart
Sandisk Corp Common Stocks (SNDK)	0.4	$445k	NEW	700.00	635.34	View chart
On Holding A.G. Common Stocks (ONON)	0.4	$418k		12k	34.02	View chart
iShares Expanded Tech-Software Sector ETF USD Class Exchange-traded Funds (IGV)	0.4	$400k	NEW	5.0k	80.05	View chart
Vanguard S&P 500 ETF Exchange-traded Funds (VOO)	0.3	$359k		600.00	597.55	View chart
State Street SPDR S&P 500 ETF Trust USD Class Exchange-traded Funds (SPY)	0.3	$350k		538.00	650.34	View chart
Lululemon Athletica Common Stocks (LULU)	0.3	$338k	+267%	2.2k	153.10	View chart
Adobe Common Stocks (ADBE)	0.3	$334k	+36%	1.4k	243.08	View chart
Tenet Healthcare Corporation Common Stocks (THC)	0.3	$320k	+3%	1.7k	188.71	View chart
At&t Common Stocks (T)	0.3	$319k		11k	28.99	View chart
Citigroup Common Stocks (C)	0.3	$315k	+6%	2.8k	113.41	View chart
SLB Common Stocks (SLB)	0.3	$297k	+3%	5.8k	51.39	View chart
Occidental Petroleum Corporation Common Stocks (OXY)	0.3	$292k	+3%	4.5k	65.00	View chart
iShares China Large-Cap ETF USD Class Exchange-traded Funds (FXI)	0.3	$276k	NEW	7.7k	35.90	View chart
General Motors Company Common Stocks (GM)	0.2	$252k	+10%	3.4k	74.50	View chart
iShares U.S. Aerospace & Defense ETF USD Class Exchange-traded Funds (ITA)	0.2	$241k	NEW	1.1k	218.75	View chart
SPDR S&P Aerospace & Defense ETF Exchange-traded Funds (XAR)	0.2	$236k	NEW	930.00	253.98	View chart
SPDR S&P Biotech ETF USD Class Exchange-traded Funds (XBI)	0.2	$215k	+5%	1.7k	127.73	View chart
United Parcel Service Common Stocks (UPS)	0.2	$215k	-29%	2.2k	98.38	View chart
Taiwan Semiconductor Manufacturing Company Depositary Receipts (TSM)	0.2	$206k	NEW	610.00	337.95	View chart
Domino's Pizza Common Stocks (DPZ)	0.2	$201k	+3%	560.00	358.79	View chart
Abbott Laboratories Common Stocks (ABT)	0.2	$197k	+3%	1.9k	102.67	View chart
Alibaba Group Holding Depositary Receipts (BABA)	0.2	$196k	+4%	1.6k	125.46	View chart
Coca-Cola Company Common Stocks (KO)	0.2	$191k	+4%	2.5k	76.05	View chart
Target Corporation Common Stocks (TGT)	0.2	$178k	+2%	1.5k	121.20	View chart
Delta Air Lines Common Stocks (DAL)	0.2	$178k	+2%	2.7k	66.48	View chart
Zoetis Common Stocks (ZTS)	0.2	$171k	+3%	1.4k	118.21	View chart
Kraft Heinz Company Common Stocks (KHC)	0.2	$167k	+3%	7.4k	22.49	View chart
Gen Digital Common Stocks (GEN)	0.1	$163k	+3%	8.7k	18.83	View chart
Synopsys Common Stocks (SNPS)	0.1	$159k	NEW	400.00	396.48	View chart
Intel Corporation Common Stocks (INTC)	0.1	$155k	-22%	3.5k	44.13	View chart
Vanguard FTSE Europe ETF USD Class Exchange-traded Funds (VGK)	0.1	$145k	NEW	1.8k	82.43	View chart
Global X Defense Tech ETF USD Class Exchange-traded Funds (SHLD)	0.1	$140k	NEW	2.0k	70.84	View chart
Boeing Company Common Stocks (BA)	0.1	$139k		700.00	199.03	View chart
Bank of America Corporation Common Stocks (BAC)	0.1	$139k	+12%	2.9k	48.75	View chart
Western Digital Corporation Common Stocks (WDC)	0.1	$135k	NEW	500.00	270.49	View chart
Select STOXX Europe Aerospace & Defense ETF USD Class Exchange-traded Funds (EUAD)	0.1	$132k	NEW	3.2k	40.74	View chart
Workday Common Stocks (WDAY)	0.1	$130k	NEW	1.0k	129.92	View chart
Shopify Common Stocks (SHOP)	0.1	$119k	NEW	1.0k	118.62	View chart
Docusign Common Stocks (DOCU)	0.1	$119k	NEW	2.5k	47.41	View chart
Nike Common Stocks (NKE)	0.1	$118k	+4%	2.2k	52.82	View chart
JD.com Depositary Receipts (JD)	0.1	$104k		3.5k	29.57	View chart
US Bancorp Common Stocks (USB)	0.1	$102k	+8%	2.0k	52.01	View chart
Oklo Common Stocks (OKLO)	0.1	$99k	NEW	2.0k	49.59	View chart
Duolingo Common Stocks (DUOL)	0.1	$99k	NEW	1.0k	98.57	View chart
CoreWeave Common Stocks (CRWV)	0.1	$78k	NEW	1.0k	77.47	View chart
AeroVironment Common Stocks (AVAV)	0.1	$73k	NEW	400.00	183.05	View chart
Rocket Lab Corporation Common Stocks (RKLB)	0.1	$64k	NEW	1.0k	64.22	View chart
D-Wave Quantum Common Stocks (QBTS)	0.0	$29k	NEW	2.0k	14.43	View chart
IonQ Common Stocks (IONQ)	0.0	$29k	NEW	1.0k	28.83	View chart
Rigetti Computing Common Stocks (RGTI)	0.0	$28k	NEW	2.0k	14.04	View chart

Past Filings by PeakShares

SEC 13F filings are viewable for PeakShares going back to 2025

PeakShares 2026 Q1 filed May 6, 2026
PeakShares 2025 Q4 filed March 10, 2026

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