Peak Asset Management, LLC
182 holdingsFiling period: 2026-06-30Current AUM: $712.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 117.9K | $34.1M | $40.0M | 5.62% | +3.8K | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 88.8K | $31.7M | $30.2M | 4.24% | -3,839 | 2026-06-30 |
| 3 | CSCO | Cisco Sys Inc | 240.9K | $28.3M | $25.7M | 3.61% | +1.9K | 2026-06-30 |
| 4 | JPM | JPMorgan Chase & Co | 82.6K | $27.0M | $27.7M | 3.89% | +5.4K | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 67.1K | $25.0M | $35.7M | 5.01% | +7.9K | 2026-06-30 |
| 6 | FTNT | Fortinet Inc | 159.1K | $24.4M | $27.2M | 3.82% | -4,544 | 2026-06-30 |
| 7 | BILS | Spdr Series Trust | 224.5K | $22.3M | $22.3M | 3.13% | +14.2K | 2026-06-30 |
| 8 | VGSH | Vanguard Scottsdale Fds | 382.0K | $22.2M | $22.0M | 3.09% | -3,300 | 2026-06-30 |
| 9 | AVUV | American Centy ETF TR | 167.2K | $20.9M | $20.2M | 2.84% | +3.9K | 2026-06-30 |
| 10 | RSP | Invesco Exchange Traded FD T | 92.7K | $19.7M | $20.0M | 2.81% | +2.1K | 2026-06-30 |
| 11 | V | Visa Inc | 55.4K | $19.0M | $22.5M | 3.16% | +712 | 2026-06-30 |
| 12 | PCAR | Paccar Inc | 146.6K | $17.6M | $16.1M | 2.27% | +820 | 2026-06-30 |
| 13 | SPGI | S&P Global Inc | 40.6K | $16.6M | $17.8M | 2.50% | +1.5K | 2026-06-30 |
| 14 | SYK | Stryker Corporation | 52.3K | $16.5M | $15.9M | 2.24% | +2.7K | 2026-06-30 |
| 15 | EMR | Emerson Elec Co | 114.8K | $16.4M | $18.4M | 2.59% | -73 | 2026-06-30 |
| 16 | PJP | Invesco Exchange Traded FD T | 135.9K | $16.1M | $17.2M | 2.41% | +915 | 2026-06-30 |
| 17 | QQQ | Invesco Qqq TR | 20.8K | $15.3M | $14.9M | 2.09% | +984 | 2026-06-30 |
| 18 | BKNG | Booking Holdings Inc | 82.4K | $14.7M | $13.5M | 1.90% | +79.3K | 2026-06-30 |
| 19 | SPY | State Str Spdr S&P 500 ETF T | 16.3K | $12.2M | $12.6M | 1.77% | +43 | 2026-06-30 |
| 20 | IEF | iShares TR | 120.6K | $11.4M | $10.9M | 1.53% | -3,719 | 2026-06-30 |
| 21 | AMAT | Applied Matls Inc | 15.4K | $11.1M | $6.2M | 0.87% | +3.5K | 2026-06-30 |
| 22 | VOO | Vanguard Index Fds | 15.9K | $10.9M | $11.2M | 1.58% | +608 | 2026-06-30 |
| 23 | AVNM | American Centy ETF TR | 129.9K | $10.7M | $10.7M | 1.50% | +4.9K | 2026-06-30 |
| 24 | ORCL | Oracle Corp | 69.8K | $10.2M | $9.2M | 1.29% | -978 | 2026-06-30 |
| 25 | DIS | Disney Walt Co | 100.3K | $9.7M | $11.2M | 1.57% | +3.9K | 2026-06-30 |
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