PA

Peak Asset Management, LLC

13F
Peak Asset Management, LLC
Last update 2024-08-12 147 Stocks (6 new)
Value $511.00 Mil Turnover 3 %
Countries:
Top Holdings: MSFT(5.83%)AAPL(5.25%)GOOGL(4.05%)SPGI(3.71%)JPM(3.62%)
Portfolio Report
Summary Stock Picks Current Portfolio
Peak Asset Management, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
66,548
29743.410
-2.16%
5.830
-0.12%
0.000
-2.16%
+16.38%
3235378.615
Software
AAPL 		Apple Inc
127,331
26818.530
+0.07%
5.250
0%
0.000
+9.00%
+19.03%
3471028.454
Hardware
GOOGL 		Alphabet Inc
113,590
20690.420
-1.50%
4.050
-0.05%
0.000
-7.09%
+17.40%
2019991.339
Interactive Media
SPGI 		S&P Global Inc
42,485
18948.310
+0.40%
3.710
+0.01%
0.010
+19.52%
+19.53%
163908.710
Capital Markets
JPM 		JPMorgan Chase & Co
91,364
18479.280
-1.10%
3.620
-0.04%
0.000
+6.85%
+26.29%
600585.820
Banks
SYK 		Stryker Corp
52,313
17799.380
-0.02%
3.490
0%
0.010
+7.03%
+22.28%
139020.103
Medical Devices & Instruments
ORCL 		Oracle Corp
125,962
17785.760
-0.35%
3.480
-0.01%
0.000
+17.80%
+60.81%
465522.623
Software
V 		Visa Inc
59,603
15643.920
-0.28%
3.060
-0.01%
0.000
+3.03%
+9.95%
554127.897
Credit Services
BILS 		SPDR Bloomberg 3-12 Month T-Bill ETF
147,038
14611.170
+4.74%
2.860
+0.13%
-
+0.24%
+0.36%
3153.517
 
RSP 		Invesco S&P 500 Equal Weight ETF
87,352
14350.110
+3.73%
2.810
+0.10%
-
+7.29%
+12.45%
63038.893
 

Peak Asset Management, LLC's Historical Top Holdings Breakdowns

Peak Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VFC 		VF Corp2024-06-30Sold Out
-1.16%
●
11.97 ($13.12) 15.3
$18.65
42.15%
Sold Out
0
-382,687
QQQ 		INVESCO QQQ Trust2024-06-30Add
+0.65%
●
414.65 ($449.75) 485.21
$482.42
7.26%
Add 71.19%
16,744
6,963
VGSH 		Vanguard Short-Term Government Bond ETF2024-06-30Add
+0.56%
●
57.55 ($57.78) 58
$59.07
2.23%
Add 25.19%
246,589
49,611
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+0.49%
●
455.1 ($481.2) 504.28
$523.88
8.87%
Add 62.18%
13,091
5,019
AMJ 		JPMorgan Chase & Co. FR SP ETN REDEEM 24/05/2024 USD 19.036612024-06-30Sold Out
-0.34%
●
27.07 ($28.27) 28.95
$28.30
0.11%
Sold Out
0
-60,227
AVNM 		Avantis All International Markets Equity ETF2024-06-30Add
+0.17%
●
54.38 ($56.63) 58.39
$58.89
3.99%
Add 21.41%
85,734
15,119
FTNT 		Fortinet Inc2024-06-30Add
+0.17%
●
57.94 ($62.18) 71.32
$76.78
23.48%
Add 12.79%
126,488
14,346
AVUV 		Avantis U.S. Small Cap Value ETF2024-06-30Add
+0.15%
●
86.93 ($90.57) 93.77
$95.90
5.88%
Add 7.35%
121,317
8,304
AMJB 		JPMorgan Chase & Co. ZC SP ETN REDEEM 28/01/2044 USD 12024-06-30New Buy
+0.15%
●
27.09 ($28.18) 28.96
$28.49
1.10%
New holding
26,289
26,289
PEP 		PepsiCo Inc2024-06-30Reduce
-0.13%
●
163.33 ($172.59) 183.11
$171.18
-0.82%
Reduce -24.49%
11,569
-3,752

Peak Asset Management, LLC Total Holding History ($B)

To

Peak Asset Management, LLC's Asset Allocation

To

Peak Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Peak Asset Management, LLC's Hypothetical Growth since 2024-06-30

Peak Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Peak Asset Management, LLC's Holdings Heat Map

Size field:

Peak Asset Management, LLC's Holdings Bubble Chart

Peak Asset Management, LLC News

  • 1

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