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Peak Asset Management, LLC Buys Schlumberger, Cloudflare Inc, JPMorgan Chase. FR SP ETN REDEEM 24/05/2024 U, Sells AT&T Inc, Vanguard Short-Term Bond ETF, Janus Henderson Short Duration Income ETF

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Nov 12, 2021
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Louisville, CO, based Investment company Peak Asset Management, LLC (Current Portfolio) buys Schlumberger, Cloudflare Inc, JPMorgan Chase. FR SP ETN REDEEM 24/05/2024 U, General Electric Co, Vanguard Small Cap ETF, sells AT&T Inc, Vanguard Short-Term Bond ETF, Janus Henderson Short Duration Income ETF, McDonald's Corp, The Estee Lauder Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Peak Asset Management, LLC. As of 2021Q3, Peak Asset Management, LLC owns 138 stocks with a total value of $406 million. These are the details of the buys and sells.

For the details of Peak Asset Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/peak+asset+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Peak Asset Management, LLC
  1. Apple Inc (AAPL) - 152,572 shares, 5.32% of the total portfolio. Shares reduced by 1.35%
  2. Microsoft Corp (MSFT) - 71,702 shares, 4.98% of the total portfolio. Shares reduced by 1.77%
  3. S&P Global Inc (SPGI) - 39,837 shares, 4.17% of the total portfolio. Shares reduced by 2.46%
  4. Stryker Corp (SYK) - 53,150 shares, 3.46% of the total portfolio. Shares added by 0.01%
  5. JPMorgan Chase & Co (JPM) - 85,261 shares, 3.44% of the total portfolio. Shares added by 1.49%
New Purchase: General Electric Co (GE)

Peak Asset Management, LLC initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $107.440000. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,446 shares as of 2021-09-30.

Added: Schlumberger Ltd (SLB)

Peak Asset Management, LLC added to a holding in Schlumberger Ltd by 399.63%. The purchase prices were between $26.44 and $33.07, with an estimated average price of $28.7. The stock is now traded at around $32.540000. The impact to a portfolio due to this purchase was 0.21%. The holding were 35,044 shares as of 2021-09-30.

Added: Cloudflare Inc (NET)

Peak Asset Management, LLC added to a holding in Cloudflare Inc by 56.13%. The purchase prices were between $102.66 and $136.97, with an estimated average price of $119.44. The stock is now traded at around $199.030000. The impact to a portfolio due to this purchase was 0.13%. The holding were 12,573 shares as of 2021-09-30.

Added: JPMorgan Chase & Co. FR SP ETN REDEEM 24/05/2024 U (AMJ)

Peak Asset Management, LLC added to a holding in JPMorgan Chase & Co. FR SP ETN REDEEM 24/05/2024 U by 40.18%. The purchase prices were between $16.92 and $19.52, with an estimated average price of $17.96. The stock is now traded at around $19.295000. The impact to a portfolio due to this purchase was 0.11%. The holding were 82,542 shares as of 2021-09-30.

Added: Vanguard Small Cap ETF (VB)

Peak Asset Management, LLC added to a holding in Vanguard Small Cap ETF by 39.67%. The purchase prices were between $211.35 and $228.82, with an estimated average price of $221.78. The stock is now traded at around $237.560000. The impact to a portfolio due to this purchase was 0.09%. The holding were 5,672 shares as of 2021-09-30.

Added: Vanguard S&P 500 ETF (VOO)

Peak Asset Management, LLC added to a holding in Vanguard S&P 500 ETF by 30.17%. The purchase prices were between $389.4 and $415.37, with an estimated average price of $404.42. The stock is now traded at around $429.620000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,977 shares as of 2021-09-30.

Added: Lowe's Companies Inc (LOW)

Peak Asset Management, LLC added to a holding in Lowe's Companies Inc by 70.24%. The purchase prices were between $182.26 and $210.63, with an estimated average price of $199.34. The stock is now traded at around $235.290000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,305 shares as of 2021-09-30.

Sold Out: AT&T Inc (T)

Peak Asset Management, LLC sold out a holding in AT&T Inc. The sale prices were between $26.96 and $29.23, with an estimated average price of $27.83.

Sold Out: McDonald's Corp (MCD)

Peak Asset Management, LLC sold out a holding in McDonald's Corp. The sale prices were between $229.26 and $248.11, with an estimated average price of $238.61.

Sold Out: iShares iBoxx USD Investment Grade Corporate Bond (LQD)

Peak Asset Management, LLC sold out a holding in iShares iBoxx USD Investment Grade Corporate Bond . The sale prices were between $132.51 and $135.62, with an estimated average price of $134.39.



Here is the complete portfolio of Peak Asset Management, LLC. Also check out:

1. Peak Asset Management, LLC's Undervalued Stocks
2. Peak Asset Management, LLC's Top Growth Companies, and
3. Peak Asset Management, LLC's High Yield stocks
4. Stocks that Peak Asset Management, LLC keeps buying
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