Peak Asset Management, LLC
148 holdingsFiling period: 2026-03-31Current AUM: $649.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 114.1K | $29.0M | $35.3M | 5.43% | -1,754 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 92.6K | $26.6M | $33.0M | 5.08% | -8,988 | 2026-03-31 |
| 3 | JPM | JPMORGAN CHASE & CO | 77.2K | $22.7M | $27.1M | 4.18% | -1,940 | 2026-03-31 |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | 385.3K | $22.6M | $22.4M | 3.45% | +3.0K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 59.2K | $21.9M | $27.5M | 4.24% | +844 | 2026-03-31 |
| 6 | BILS | SPDR SERIES TRUST | 210.3K | $20.9M | $20.9M | 3.22% | +3.6K | 2026-03-31 |
| 7 | CSCO | CISCO SYS INC | 239.0K | $18.5M | $27.7M | 4.27% | -5,479 | 2026-03-31 |
| 8 | AVUV | AMERICAN CENTY ETF TR | 163.3K | $18.0M | $20.5M | 3.15% | +8.1K | 2026-03-31 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 90.6K | $17.4M | $19.5M | 3.00% | +101 | 2026-03-31 |
| 10 | PCAR | PACCAR INC | 145.7K | $16.8M | $19.3M | 2.98% | -1,992 | 2026-03-31 |
| 11 | SPGI | S&P GLOBAL INC | 39.2K | $16.7M | $16.1M | 2.49% | +1.1K | 2026-03-31 |
| 12 | V | VISA INC | 54.7K | $16.5M | $20.0M | 3.09% | +686 | 2026-03-31 |
| 13 | SYK | STRYKER CORPORATION | 49.7K | $16.3M | $16.2M | 2.49% | +447 | 2026-03-31 |
| 14 | EMR | EMERSON ELEC CO | 114.9K | $15.1M | $17.2M | 2.65% | -2,467 | 2026-03-31 |
| 15 | PJP | INVESCO EXCHANGE TRADED FD T | 134.9K | $14.0M | $16.4M | 2.52% | -1,939 | 2026-03-31 |
| 16 | FTNT | FORTINET INC | 163.6K | $13.4M | $26.5M | 4.08% | +5.5K | 2026-03-31 |
| 17 | BKNG | BOOKING HOLDINGS INC | 3.1K | $13.0M | $14.9M | 2.30% | +289 | 2026-03-31 |
| 18 | IEF | ISHARES TR | 124.3K | $11.9M | $11.6M | 1.78% | -- | 2026-03-31 |
| 19 | QQQ | INVESCO QQQ TR | 19.8K | $11.4M | $13.6M | 2.10% | +513 | 2026-03-31 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | 16.3K | $10.6M | $12.2M | 1.88% | -231 | 2026-03-31 |
| 21 | ORCL | ORACLE CORP | 70.8K | $10.4M | $9.2M | 1.42% | +841 | 2026-03-31 |
| 22 | COP | CONOCOPHILLIPS | 74.7K | $9.9M | $9.0M | 1.39% | -872 | 2026-03-31 |
| 23 | AVNM | AMERICAN CENTY ETF TR | 125.0K | $9.5M | $10.3M | 1.58% | +6.2K | 2026-03-31 |
| 24 | DIS | DISNEY WALT CO | 96.4K | $9.3M | $9.3M | 1.43% | -908 | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 15.3K | $9.1M | $10.5M | 1.61% | +436 | 2026-03-31 |
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