Investor
Peak Asset Management, LLC
CIK 0001632512 · filed 2026-05-15 · SEC filing
13F book
$566.9M
Positions
147
5 new · 10 sold
Largest name
5.1%
Apple Inc. · AAPL
Est. mark
−$23.2M
Price effect on 142 names still held. Flow $2.63M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 114.1K | $29M | 5.1% | −$2.06M | Cut−$2.54M |
| Alphabet Inc | — | 92.6K | $26.6M | 4.7% | −$2.36M | Cut−$5.17M |
| Jpmorgan Chase & Co. | — | 77.2K | $22.7M | 4.0% | −$2.17M | Cut−$2.79M |
| Vanguard Scottsdale Fds | — | 385.3K | $22.6M | 4.0% | −$72.6K | Added$102.8K |
| Microsoft Corp | MSFT | 59.2K | $21.9M | 3.9% | −$6.62M | Added−$6.31M |
| Spdr Series Trust | — | 210.3K | $20.9M | 3.7% | $45.5K | Added$402.9K |
| Cisco Sys Inc | — | 239K | $18.5M | 3.3% | $133.8K | Cut−$288.2K |
| American Centy Etf Tr | — | 163.3K | $18M | 3.2% | $1.32M | Added$2.22M |
| Invesco Exchange Traded Fd T | — | 90.6K | $17.4M | 3.1% | $32.7K | Added$52K |
| Paccar Inc | PCAR | 145.7K | $16.8M | 3.0% | $873K | Cut$654.8K |
| S&P Global Inc. | SPGI | 39.2K | $16.7M | 2.9% | −$3.71M | Added−$3.25M |
| Visa Inc. | V | 54.7K | $16.5M | 2.9% | −$2.62M | Added−$2.41M |
| Stryker Corp | SYK | 49.7K | $16.3M | 2.9% | −$1.13M | Added−$979.4K |
| Emerson Elec Co | — | 114.9K | $15.1M | 2.7% | −$195.4K | Cut−$522.8K |
| Invesco Exchange Traded Fd T | — | 134.9K | $14M | 2.5% | −$105.3K | Cut−$308K |
| Fortinet, Inc. | FTNT | 163.6K | $13.4M | 2.4% | $365.2K | Added$814.2K |
| Booking Holdings Inc. | BKNG | 3.1K | $13M | 2.3% | −$3.22M | Added−$2M |
| Ishares Tr | — | 124.3K | $11.9M | 2.1% | — | New |
| Invesco Qqq Tr | — | 19.8K | $11.4M | 2.0% | −$715.7K | Added−$419.6K |
| Spdr S&P 500 Etf Tr | — | 16.3K | $10.6M | 1.9% | −$514.9K | Cut−$672.5K |
| Oracle Corp | — | 70.8K | $10.4M | 1.8% | −$3.34M | Added−$3.22M |
| Conocophillips | COP | 74.7K | $9.86M | 1.7% | $2.87M | Cut$2.79M |
| American Centy Etf Tr | — | 125K | $9.52M | 1.7% | $314.7K | Added$786.7K |
| Disney Walt Co | — | 96.4K | $9.29M | 1.6% | −$1.68M | Cut−$1.78M |
| Vanguard Index Fds | — | 15.3K | $9.12M | 1.6% | −$438.5K | Added−$178K |
| Janus Detroit Str Tr | — | 143.5K | $7.01M | 1.2% | −$24.9K | Added$2.65M |
| Chevron Corp New | CVX | 29.4K | $6.09M | 1.1% | $1.6M | Cut$1.55M |
| Salesforce, Inc. | CRM | 32.3K | $6.03M | 1.1% | — | New |
| Ishares Tr | — | 8.38K | $5.48M | 1.0% | −$265.9K | Cut−$291.9K |
| Amazon Com Inc | AMZN | 25.2K | $5.24M | 0.9% | −$567.8K | Cut−$600.4K |
| Spdr S&P Midcap 400 Etf Tr | — | 7.74K | $4.77M | 0.8% | $104.2K | Cut−$556.4K |
| American Centy Etf Tr | — | 58.1K | $4.68M | 0.8% | $203.4K | Added$278.4K |
| Ishares Tr | — | 16.4K | $4.07M | 0.7% | $30.2K | Cut−$34.5K |
| Applied Matls Inc | — | 11.8K | $4.04M | 0.7% | $1M | Cut$725.5K |
| Mastercard Inc | MA | 7.79K | $3.89M | 0.7% | −$548.1K | Added−$499.1K |
| Costco Whsl Corp New | — | 3.65K | $3.63M | 0.6% | $489.1K | Cut$258.9K |
| Procter And Gamble Co | PG | 24.9K | $3.59M | 0.6% | $28.1K | Cut−$42.4K |
| Union Pac Corp | — | 13.9K | $3.38M | 0.6% | $157.5K | Cut$120K |
| Johnson & Johnson | JNJ | 11.8K | $2.89M | 0.5% | $443.1K | Cut$405.8K |
| Adobe Inc. | ADBE | 11.7K | $2.84M | 0.5% | −$419.1K | Added$1.47M |
| Ecolab Inc. | ECL | 10.5K | $2.8M | 0.5% | $36.8K | Cut−$79.5K |
| Ishares Tr | — | 33.7K | $2.78M | 0.5% | −$8.43K | Cut−$156.7K |
| Amphenol Corp New | — | 21.9K | $2.76M | 0.5% | −$192.2K | Cut−$216.8K |
| Uber Technologies, Inc | UBER | 38.2K | $2.75M | 0.5% | −$306.2K | Added$190.4K |
| Oreilly Automotive Inc | — | 28.8K | $2.66M | 0.5% | $31.7K | Cut$27.2K |
| Golar Lng Ltd | GLNG | 49K | $2.65M | 0.5% | $828.9K | Cut$557K |
| Exxon Mobil Corp | — | 15.3K | $2.59M | 0.5% | $753.6K | Cut$532.9K |
| Medtronic Plc | MDT | 27.7K | $2.4M | 0.4% | −$260.9K | Cut−$968.9K |
| Republic Svcs Inc | — | 10.9K | $2.4M | 0.4% | $77.6K | Held |
| Thermo Fisher Scientific Inc. | TMO | 4.82K | $2.37M | 0.4% | −$412.3K | Added−$346.4K |
| Zoom Communications, Inc. | ZM | 29.2K | $2.35M | 0.4% | −$159.9K | Added$12.2K |
| Broadcom Inc. | AVGO | 7.36K | $2.28M | 0.4% | −$269.4K | Cut−$301.3K |
| T Rowe Price Etf Inc | — | 61.9K | $2.2M | 0.4% | −$155.8K | Added−$61.9K |
| Alphabet Inc | — | 7.61K | $2.18M | 0.4% | −$205K | Cut−$438.5K |
| Spdr Series Trust | — | 14.7K | $2.15M | 0.4% | $99.7K | Cut$92.5K |
| Merck & Co., Inc. | MRK | 17K | $2.05M | 0.4% | $256K | Cut$167.8K |
| Bristol-Myers Squibb Co | — | 32.5K | $1.97M | 0.3% | $217.8K | Cut$167.4K |
| Vanguard Index Fds | — | 7.35K | $1.92M | 0.3% | $29K | Cut−$42.7K |
| Slb Limited/Nv | SLB | 37.2K | $1.91M | 0.3% | $484.1K | Cut$456.4K |
| Gmo Etf Trust | — | 50.5K | $1.83M | 0.3% | −$115K | Cut−$249.9K |
| Vanguard Index Fds | — | 6.32K | $1.82M | 0.3% | −$19.2K | Cut−$82.8K |
| Ishares Tr | — | 13.8K | $1.71M | 0.3% | $56.3K | Added$70.6K |
| Stanley Black & Decker, Inc. | SWK | 22.7K | $1.62M | 0.3% | −$73.2K | Held |
| Goldman Sachs Etf Tr | — | 15.8K | $1.58M | 0.3% | $3.53K | Added$168.8K |
| Nvidia Corp | NVDA | 8.5K | $1.48M | 0.3% | −$102.8K | Cut−$270.5K |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 0.3% | −$73.3K | Cut−$828.1K |
| Abbott Labs | ABT | 13.9K | $1.42M | 0.3% | −$313.7K | Cut−$319.9K |
| Pepsico Inc | PEP | 8.21K | $1.27M | 0.2% | $96.6K | Cut−$46.6K |
| Wells Fargo Co New | — | 14.8K | $1.18M | 0.2% | −$201.8K | Cut−$1.31M |
| Invesco Exchange Traded Fd T | — | 9.93K | $1.12M | 0.2% | $128.5K | Held |
| Vanguard Index Fds | — | 3.37K | $1.08M | 0.2% | −$48.7K | Cut−$97K |
| Intuit Inc. | INTU | 2.35K | $1.02M | 0.2% | −$539.4K | Added−$536.8K |
| Taiwan Semiconductor Mfg Ltd | — | 2.7K | $913.1K | 0.2% | $92K | Cut$42.5K |
| Ishares Tr | — | 7.7K | $912.9K | 0.2% | −$4.87K | Added$137.8K |
| Meta Platforms, Inc. | META | 1.59K | $911.4K | 0.2% | −$106.2K | Added$114.7K |
| Vaneck Etf Trust | — | 2.37K | $909.5K | 0.2% | $55.2K | Cut$46.6K |
| Coca Cola Co | KO | 11.6K | $881.2K | 0.2% | $71K | Added$72.5K |
| Corning Inc | — | 6.28K | $853.2K | 0.2% | $303.8K | Cut$260K |
| Qualcomm Inc | — | 6.44K | $829.3K | 0.1% | −$272.2K | Cut−$285K |
| Ishares Tr | — | 8.4K | $816.4K | 0.1% | $9.24K | Held |
| Lowes Cos Inc | — | 3.44K | $813K | 0.1% | −$16.8K | Held |
| International Business Machs | — | 3.14K | $761.6K | 0.1% | −$169.1K | Held |
| Pimco Etf Tr | — | 6.86K | $689.9K | 0.1% | $1.58K | Held |
| Select Sector Spdr Tr | — | 11.1K | $677.7K | 0.1% | $183.1K | Held |
| Deere & Co | DE | 1.12K | $630.3K | 0.1% | $108.5K | Added$113.6K |
| Vanguard Tax-Managed Fds | — | 9.78K | $626.8K | 0.1% | $15.7K | Added$18.9K |
| Amentum Holdings, Inc. | AMTM | 24K | $625.9K | 0.1% | −$70.1K | Held |
| Accenture Plc Ireland | — | 3.11K | $616.9K | 0.1% | −$217.8K | Cut−$844.5K |
| Ge Aerospace | — | 2.07K | $587.7K | 0.1% | −$50.2K | Cut−$54.6K |
| Progressive Corp | — | 2.96K | $587.2K | 0.1% | −$87.3K | Held |
| Walmart Inc. | WMT | 4.68K | $581.3K | 0.1% | $59.7K | Added$64.3K |
| Pimco Etf Tr | — | 21.9K | $574.1K | 0.1% | −$7.04K | Added$182.8K |
| Vanguard Intl Equity Index F | — | 10.6K | $572.1K | 0.1% | $3.07K | Cut−$2.47K |
| Travelers Companies, Inc. | TRV | 1.87K | $545.1K | 0.1% | $3.03K | Held |
| Schwab Strategic Tr | — | 20.5K | $524.4K | 0.1% | −$22.2K | Added$54K |
| Unitedhealth Group Inc | UNH | 1.91K | $517.4K | 0.1% | −$113.8K | Held |
| Edwards Lifesciences Corp | EW | 6.18K | $494.7K | 0.1% | −$31.9K | Held |
| Spdr Series Trust | — | 5.28K | $484.2K | 0.1% | $1.37K | Cut−$43.5K |
| Pfizer Inc | PFE | 16.7K | $468.6K | 0.1% | $53.1K | Cut−$186.6K |
| Honeywell Intl Inc | — | 2.05K | $464K | 0.1% | $63.5K | Held |
| Texas Instrs Inc | — | 2.36K | $458.6K | 0.1% | $48.8K | Held |
| Church & Dwight Co Inc | — | 4.89K | $456.1K | 0.1% | $46.3K | Cut$12.9K |
| Us Bancorp Del | — | 8.69K | $451.8K | 0.1% | −$11.7K | Held |
| Ishares Tr | — | 6.67K | $450.8K | 0.1% | $10.2K | Cut−$29.4K |
| Labcorp Holdings Inc. | LH | 1.65K | $440.2K | 0.1% | $26.3K | Cut−$7.58K |
| Intel Corp | INTC | 9.85K | $434.5K | 0.1% | $71.2K | Held |
| Palantir Technologies Inc. | PLTR | 2.81K | $410.8K | 0.1% | −$83.2K | Added−$59.4K |
| Schwab Strategic Tr | — | 16.5K | $409.1K | 0.1% | $10.5K | Added$54.9K |
| Nextera Energy Inc | — | 4.3K | $399.4K | 0.1% | $54K | Added$55.5K |
| Mcdonalds Corp | MCD | 1.24K | $384.4K | 0.1% | $6.38K | Cut−$7.98K |
| Tjx Cos Inc New | — | 2.35K | $375.6K | 0.1% | $14.3K | Cut$11.6K |
| Spdr Dow Jones Indl Average | — | 798 | $369.6K | 0.1% | −$13.9K | Cut−$18.7K |
| Spdr Gold Tr | — | 850 | $365.7K | 0.1% | $28.9K | Held |
| Tcw Etf Trust | — | 9.09K | $357K | 0.1% | −$2.22K | Added$90.8K |
| BlackRock, Inc. | BLK | 370 | $355.8K | 0.1% | −$40.2K | Cut−$67K |
| Ishares Tr | — | 1.8K | $342.2K | 0.1% | $15.1K | Held |
| Intercontinental Exchange In | — | 2.17K | $341.1K | 0.1% | −$10.1K | Added−$8.69K |
| Home Depot, Inc. | HD | 1.02K | $336.8K | 0.1% | −$15.6K | Cut−$18.7K |
| Ishares Tr | — | 5.87K | $333.1K | 0.1% | $12.2K | Held |
| Lennox Intl Inc | — | 700 | $324.9K | 0.1% | −$15K | Held |
| Royal Bk Cda | — | 2K | $323.6K | 0.1% | −$17.4K | Held |
| Xcel Energy Inc | — | 4.02K | $319K | 0.1% | $22.4K | Cut−$187.9K |
| Cloudflare, Inc. | NET | 1.5K | $309.5K | 0.1% | $13.8K | Held |
| Ishares Tr | — | 3.08K | $307.5K | 0.1% | −$15.5K | Held |
| Phillips Edison & Co Inc | — | 8.21K | $307.4K | 0.1% | $15.2K | Held |
| GE Vernova Inc. | GEV | 351 | $306.4K | 0.1% | $77K | Held |
| Novartis Ag | — | 2K | $305.5K | 0.1% | $29.8K | Held |
| Vanguard Bd Index Fds | — | 6.06K | $301.8K | 0.1% | −$334 | Held |
| 3M CO | MMM | 2.01K | $291.9K | 0.1% | −$29.9K | Cut−$87.2K |
| Spdr Series Trust | — | 2.94K | $287.9K | 0.1% | −$25.8K | Held |
| Snowflake Inc. | SNOW | 1.89K | $284.4K | 0.1% | −$129.3K | Cut−$311.3K |
| Ishares Tr | — | 2.87K | $278.9K | 0.0% | $2.75K | Held |
| Weyerhaeuser Co Mtn Be | WY | 11.3K | $275.1K | 0.0% | $8.33K | Held |
| Select Sector Spdr Tr | — | 2.03K | $270.1K | 0.0% | −$22.5K | Held |
| Ishares Tr | — | 2.2K | $260.6K | 0.0% | $10.4K | Held |
| Zoetis Inc. | ZTS | 2.13K | $252K | 0.0% | −$16.2K | Cut−$34.5K |
| Arrow Electrs Inc | — | 1.75K | $250.3K | 0.0% | — | New |
| Bank America Corp | — | 5.02K | $244.7K | 0.0% | −$31.4K | Held |
| Amgen Inc | AMGN | 688 | $242.1K | 0.0% | $16.9K | Held |
| Philip Morris Intl Inc | — | 1.46K | $241.6K | 0.0% | $7.22K | Held |
| Southstate Bk Corp | — | 2.53K | $233.8K | 0.0% | −$4.02K | Cut−$60.5K |
| NIKE, Inc. | NKE | 4.41K | $232.7K | 0.0% | −$48K | Cut−$70.1K |
| V F Corp | VFC | 13.2K | $224.9K | 0.0% | −$14.4K | Held |
| Marriott Intl Inc New | — | 685 | $224K | 0.0% | $11.5K | Cut−$42.8K |
| Vanguard Index Fds | — | 1.03K | $223.3K | 0.0% | $5.6K | Added$5.82K |
| Caterpillar Inc | CAT | 312 | $221K | 0.0% | — | New |
| Vanguard Index Fds | — | 673 | $201.1K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.