Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Peak Asset Management, LLC (CIK 1632512) reported $566.9M across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($29.0M, 5.11%), GOOGL ($26.6M, 4.70%), JPM ($22.7M, 4.00%), VGSH ($22.6M, 3.98%), MSFT ($21.9M, 3.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $29.0M | 5.11% | 114,124 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $26.6M | 4.70% | 92,618 | Trimmed |
| 3 | JPM | JPMORGAN CHASE & CO | $22.7M | 4.00% | 77,171 | Trimmed |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | $22.6M | 3.98% | 385,252 | Added |
| 5 | MSFT | MICROSOFT CORP | $21.9M | 3.87% | 59,196 | Added |
| 6 | BILS | SPDR SERIES TRUST | $20.9M | 3.69% | 210,297 | Added |
| 7 | CSCO | CISCO SYS INC | $18.5M | 3.27% | 238,998 | Trimmed |
| 8 | AVUV | AMERICAN CENTY ETF TR | $18.0M | 3.18% | 163,285 | Added |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $17.4M | 3.07% | 90,588 | Added |
| 10 | PCAR | PACCAR INC | $16.8M | 2.97% | 145,740 | Trimmed |
| 11 | SPGI | S&P GLOBAL INC | $16.7M | 2.94% | 39,182 | Added |
| 12 | V | VISA INC | $16.5M | 2.92% | 54,700 | Added |
| 13 | SYK | STRYKER CORPORATION | $16.3M | 2.88% | 49,671 | Added |
| 14 | EMR | EMERSON ELEC CO | $15.1M | 2.66% | 114,917 | Trimmed |
| 15 | PJP | INVESCO EXCHANGE TRADED FD T | $14.0M | 2.47% | 134,946 | Trimmed |
| 16 | FTNT | FORTINET INC | $13.4M | 2.36% | 163,596 | Added |
| 17 | BKNG | BOOKING HOLDINGS INC | $13.0M | 2.30% | 3,097 | Added |
| 18 | IEF | ISHARES TR | $11.9M | 2.09% | 124,295 | New |
| 19 | QQQ | INVESCO QQQ TR | $11.4M | 2.02% | 19,792 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $10.6M | 1.87% | 16,306 | Trimmed |
| 21 | ORCL | ORACLE CORP | $10.4M | 1.84% | 70,774 | Added |
| 22 | COP | CONOCOPHILLIPS | $9.9M | 1.74% | 74,717 | Trimmed |
| 23 | AVNM | AMERICAN CENTY ETF TR | $9.5M | 1.68% | 124,955 | Added |
| 24 | DIS | DISNEY WALT CO | $9.3M | 1.64% | 96,419 | Trimmed |
| 25 | VOO | VANGUARD INDEX FDS | $9.1M | 1.61% | 15,262 | Added |
Source: SEC Form 13F filings · as of 2026-03-31