Peak Asset Management, LLC

Est. AUM

$566.9M

13F long equity, this entity only

Positions

148

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$29.0M	114124	5.11%	SOLE
2	ALPHABET INC	CAP STK CL A	$26.6M	92618	4.70%	SOLE
3	JPMORGAN CHASE & CO	COM	$22.7M	77171	4.00%	SOLE
4	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$22.6M	385252	3.98%	SOLE
5	MICROSOFT CORP	COM	$21.9M	59196	3.87%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$20.9M	210297	3.69%	SOLE
7	CISCO SYS INC	COM	$18.5M	238998	3.27%	SOLE
8	AMERICAN CENTY ETF TR	US SML CP VALU	$18.0M	163285	3.18%	SOLE
9	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$17.4M	90588	3.07%	SOLE
10	PACCAR INC	COM	$16.8M	145740	2.97%	SOLE
11	S&P GLOBAL INC	COM	$16.7M	39182	2.94%	SOLE
12	VISA INC	COM CL A	$16.5M	54700	2.92%	SOLE
13	STRYKER CORPORATION	COM	$16.3M	49671	2.88%	SOLE
14	EMERSON ELEC CO	COM	$15.1M	114917	2.66%	SOLE
15	INVESCO EXCHANGE TRADED FD T	PHARMACEUTICALS	$14.0M	134946	2.47%	SOLE
16	FORTINET INC	COM	$13.4M	163596	2.36%	SOLE
17	BOOKING HOLDINGS INC	COM	$13.0M	3097	2.30%	SOLE
18	ISHARES TR	7-10 YR TRSY BD	$11.9M	124295	2.09%	SOLE
19	INVESCO QQQ TR	UNIT SER 1	$11.4M	19792	2.02%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.6M	16306	1.87%	SOLE
21	ORACLE CORP	COM	$10.4M	70774	1.84%	SOLE
22	CONOCOPHILLIPS	COM	$9.9M	74717	1.74%	SOLE
23	AMERICAN CENTY ETF TR	AVANTIS ALL INT	$9.5M	124955	1.68%	SOLE
24	DISNEY WALT CO	COM	$9.3M	96419	1.64%	SOLE
25	VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.1M	15262	1.61%	SOLE
26	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$7.0M	143489	1.24%	SOLE
27	CHEVRON CORPORATION	COM	$6.1M	29417	1.07%	SOLE
28	SALESFORCE INC	COM	$6.0M	32292	1.06%	SOLE
29	ISHARES TR	CORE S&P500 ETF	$5.5M	8384	0.97%	SOLE
30	AMAZON COM INC	COM	$5.2M	25181	0.93%	SOLE
31	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$4.8M	7737	0.84%	SOLE
32	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4.7M	58074	0.83%	SOLE
33	ISHARES TR	RUSSELL 2000 ETF	$4.1M	16429	0.72%	SOLE
34	APPLIED MATLS INC	COM	$4.0M	11831	0.71%	SOLE
35	MASTERCARD INCORPORATED	CL A	$3.9M	7794	0.69%	SOLE
36	COSTCO WHOLESALE CORPORATION	COM	$3.6M	3648	0.64%	SOLE
37	PROCTER & GAMBLE CO	COM	$3.6M	24873	0.63%	SOLE
38	UNION PAC CORP	COM	$3.4M	13934	0.60%	SOLE
39	JOHNSON & JOHNSON	COM	$2.9M	11818	0.51%	SOLE
40	ADOBE INC	COM	$2.8M	11686	0.50%	SOLE
41	ECOLAB INC	COM	$2.8M	10515	0.49%	SOLE
42	ISHARES TR	1 3 YR TREAS BD	$2.8M	33721	0.49%	SOLE
43	AMPHENOL CORP	CL A	$2.8M	21868	0.49%	SOLE
44	UBER TECHNOLOGIES INC	COM	$2.7M	38211	0.48%	SOLE
45	OREILLY AUTOMOTIVE INC	COM	$2.7M	28835	0.47%	SOLE
46	GOLAR LNG LTD	SHS	$2.7M	49045	0.47%	SOLE
47	EXXON MOBIL CORP	COM	$2.6M	15280	0.46%	SOLE
48	MEDTRONIC PLC	SHS	$2.4M	27725	0.42%	SOLE
49	REPUBLIC SVCS INC	COM	$2.4M	10947	0.42%	SOLE
50	THERMO FISHER SCIENTIFIC INC	COM	$2.4M	4824	0.42%	SOLE

1–50 of 148

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.