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Peak Asset Management, LLC13F | |
| Peak Asset Management, LLC | |
| Last update 2025-05-07 | 147 Stocks (7 new) |
| Value $525.00 Mil | Turnover 2 % |
Peak Asset Management, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 117,178 | 26,028.8 | -1.55% | 4.950 | -0.09% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
MSFT | Microsoft Corp | 61,265 | 22,998.1 | +0.23% | 4.380 | +0.01% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
JPM | JPMorgan Chase & Co | 81,279 | 19,937.7 | -4.76% | 3.790 | -0.18% | 0.000 | +22.03% | +21.61% | 797,211.0 | Banks | |
BILS |
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
| 196,402 | 19,540.0 | +2.23% | 3.720 | +0.08% | 0.490 | +0.97% | +2.16% | 3,849.9 | ||
SPGI | S&P Global Inc | 38,021 | 19,318.5 | -2.57% | 3.680 | -0.09% | 0.010 | +13.53% | +6.22% | 161,643.3 | Capital Markets | |
V | Visa Inc | 54,277 | 19,021.8 | -4.88% | 3.620 | -0.16% | 0.000 | +4.53% | +10.46% | 679,681.4 | Credit Services | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 321,884 | 18,891.3 | +7.63% | 3.600 | +0.26% | 0.080 | +1.02% | +2.61% | 22,516.4 | ||
SYK | Stryker Corp | 48,446 | 18,034.0 | -1.30% | 3.430 | -0.04% | 0.010 | +11.42% | +8.65% | 148,837.9 | Medical Devices & Instruments | |
GOOGL | Alphabet Inc | 109,135 | 16,876.6 | -1.71% | 3.210 | -0.07% | 0.000 | +14.81% | -4.59% | 2,192,674.9 | Interactive Media | |
RTX | RTX Corp | 126,062 | 16,698.2 | -0.70% | 3.180 | -0.02% | 0.010 | +15.09% | +28.21% | 196,211.5 | Aerospace & Defense |
Peak Asset Management, LLC's Historical Top Holdings Breakdowns
Peak Asset Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.76% | 663000 ($729331) 801950 | $712,842.00 | -2.26% | New holding | 5 | 5 | |
J | Jacobs Solutions Inc | 2025-03-31 | Sold Out Sold Out | -0.59% | 119.26 ($130.03) 141.64 | $135.14 | 3.93% | Sold Out | 0 | -24,000 | |
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +0.28% | 63.17 ($72.04) 81.49 | $95.39 | 32.41% | New holding | 20,290 | 20,290 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.26% | 58.07 ($58.36) 58.69 | $58.49 | 0.22% | Add 7.63% | 321,884 | 22,828 | |
AMAT | Applied Materials Inc | 2025-03-31 | Add Add | +0.22% | 145.06 ($168.16) 195.51 | $197.93 | 17.70% | Add 212.59% | 11,522 | 7,836 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | Sold Out Sold Out | -0.22% | 47.32 ($50.16) 52.19 | $52.16 | 3.99% | Sold Out | 0 | -24,398 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.18% | 225.19 ($254.94) 279.95 | $286.86 | 12.52% | Reduce -4.76% | 81,279 | -4,065 | |
MKSI | MKS Instruments Inc | 2025-03-31 | Sold Out Sold Out | -0.18% | 78.89 ($100.97) 122.69 | $106.45 | 5.43% | Sold Out | 0 | -9,514 | |
DIS | The Walt Disney Co | 2025-03-31 | Reduce Reduce | -0.17% | 96.87 ($107.47) 114 | $119.87 | 11.54% | Reduce -8.02% | 94,002 | -8,193 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -0.16% | 306.92 ($338.38) 362.71 | $347.93 | 2.82% | Reduce -4.88% | 54,277 | -2,786 |
Peak Asset Management, LLC Total Holding History ($B)
Peak Asset Management, LLC's Asset Allocation
Peak Asset Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Peak Asset Management, LLC's Hypothetical Growth since 2025-03-31
Peak Asset Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Peak Asset Management, LLC's Holdings Heat Map
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Peak Asset Management, LLC's Holdings Bubble Chart
Peak Asset Management, LLC News
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