Peak Asset Management, LLC 13F Holdings · Q2 2026
Peak Asset Management, LLC reported 181 securities worth $680.21M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (5.02%), GOOGL (4.66%), CSCO (4.16%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $34.1M | 5.02% | 117,906 | Added |
| 2 | GOOGL | ALPHABET INC | $31.7M | 4.66% | 88,779 | Trimmed |
| 3 | CSCO | CISCO SYS INC | $28.3M | 4.16% | 240,883 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $27.0M | 3.97% | 82,577 | Added |
| 5 | MSFT | MICROSOFT CORP | $25.0M | 3.68% | 67,052 | Added |
| 6 | FTNT | FORTINET INC | $24.4M | 3.59% | 159,052 | Trimmed |
| 7 | BILS | SPDR SERIES TRUST | $22.3M | 3.28% | 224,499 | Added |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | $22.2M | 3.27% | 381,952 | Trimmed |
| 9 | AVUV | AMERICAN CENTY ETF TR | $20.9M | 3.07% | 167,233 | Added |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $19.7M | 2.90% | 92,726 | Added |
| 11 | V | VISA INC | $19.0M | 2.79% | 55,412 | Added |
| 12 | PCAR | PACCAR INC | $17.6M | 2.59% | 146,560 | Added |
| 13 | SPGI | S&P GLOBAL INC | $16.6M | 2.43% | 40,640 | Added |
| 14 | EMR | EMERSON ELEC CO | $16.4M | 2.42% | 114,844 | Trimmed |
| 15 | SYK | STRYKER CORPORATION | $16.5M | 2.42% | 52,332 | Added |
| 16 | PJP | INVESCO EXCHANGE TRADED FD T | $16.1M | 2.37% | 135,861 | Added |
| 17 | QQQ | INVESCO QQQ TR | $15.3M | 2.25% | 20,776 | Added |
| 18 | BKNG | BOOKING HOLDINGS INC | $14.7M | 2.16% | 82,367 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $12.2M | 1.79% | 16,349 | Added |
| 20 | IEF | ISHARES TR | $11.4M | 1.68% | 120,576 | Trimmed |
| 21 | AMAT | APPLIED MATLS INC | $11.1M | 1.63% | 15,352 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $10.9M | 1.60% | 15,870 | Added |
| 23 | AVNM | AMERICAN CENTY ETF TR | $10.7M | 1.57% | 129,890 | Added |
| 24 | ORCL | ORACLE CORP | $10.2M | 1.50% | 69,796 | Trimmed |
| 25 | DIS | DISNEY WALT CO | $9.7M | 1.42% | 100,333 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR