§ 13F · FUND PROFILE
Peak Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $573M (13F)Positions · 150Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 114K | $29M | 5.1% | −2% |
| 2 | GOOGL | ALPHABET INC | 93K | $27M | 4.7% | −9% |
| 3 | JPM | JPMORGAN CHASE & CO | 77K | $23M | 4.0% | −2% |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | 385K | $23M | 4.0% | +1% |
| 5 | MSFT | MICROSOFT CORP | 59K | $22M | 3.9% | +1% |
| 6 | BILS | SPDR SERIES TRUST | 210K | $21M | 3.7% | +2% |
| 7 | CSCO | CISCO SYS INC | 239K | $19M | 3.3% | −2% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 163K | $18M | 3.2% | +5% |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 91K | $17M | 3.1% | ±0% |
| 10 | PCAR | PACCAR INC | 146K | $17M | 3.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PEAK SIGNAL
AC read
Peak Asset Management, LLC is a Other fund managing $573 million in assets. The fund runs a portfolio of 150 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed