Peak Asset Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Peak Asset Management, LLC held in its portfolio 149 assets valued at $587,492,651 (i.e. $587.49M).
The most valuable assets in the portfolio included: ALPHABET INC ($31.80M), APPLE INC ($31.50M), and MICROSOFT CORP ($28.22M).
The chart below shows the top 10 valuable assets, and the table below shows the top 149 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Peak Asset Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 101606 | 31802678 | CAP STK CL A |
| APPLE INC | 115878 | 31502606 | COM |
| MICROSOFT CORP | 58352 | 28220237 | COM |
| JPMORGAN CHASE & CO. | 79111 | 25491147 | COM |
| SPDR SERIES TRUST | 230180 | 23404803 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 382255 | 22449807 | SHORT TERM TREAS |
| S&P GLOBAL INC | 38101 | 19911202 | COM |
| VISA INC | 54014 | 18943201 | COM CL A |
| CISCO SYS INC | 244477 | 18832064 | COM |
| INVESCO EXCHANGE TRADED FD T | 90487 | 17333622 | S&P500 EQL WGT |
| STRYKER CORPORATION | 49224 | 17300758 | COM |
| PACCAR INC | 147732 | 16178105 | COM |
| AMERICAN CENTY ETF TR | 155150 | 15822244 | US SML CP VALU |
| EMERSON ELEC CO | 117384 | 15579252 | COM |
| BOOKING HOLDINGS INC | 2808 | 15037767 | COM |
| INVESCO EXCHANGE TRADED FD T | 136885 | 14309972 | PHARMACEUTICALS |
| ORACLE CORP | 69933 | 13630544 | COM |
| FORTINET INC | 158102 | 12554880 | COM |
| INVESCO QQQ TR | 19279 | 11843324 | UNIT SER 1 |
| VANGUARD SCOTTSDALE FDS | 206083 | 11499432 | LONG TERM TREAS |
| SPDR S&P 500 ETF TR | 16537 | 11276912 | TR UNIT |
| DISNEY WALT CO | 97327 | 11072836 | COM |
| VANGUARD INDEX FDS | 14826 | 9297908 | S&P 500 ETF SHS |
| AMERICAN CENTY ETF TR | 118758 | 8731111 | AVANTIS ALL INT |
| CONOCOPHILLIPS | 75589 | 7075887 | COM |
| AMAZON COM INC | 25322 | 5844825 | COM |
| ISHARES TR | 8422 | 5768348 | CORE S&P500 ETF |
| SPDR S&P MIDCAP 400 ETF TR | 8832 | 5328311 | UTSER1 S&PDCRP |
| CHEVRON CORP NEW | 29734 | 4531759 | COM |
| AMERICAN CENTY ETF TR | 57144 | 4401231 | AVANTIS EMGMKT |
| MASTERCARD INCORPORATED | 7696 | 4393286 | CL A |
| JANUS DETROIT STR TR | 88814 | 4364320 | HENDRSN SHRT ETF |
| ISHARES TR | 16692 | 4108903 | RUSSELL 2000 ETF |
| PROCTER AND GAMBLE CO | 25365 | 3635066 | COM |
| COSTCO WHSL CORP NEW | 3915 | 3375882 | COM |
| MEDTRONIC PLC | 35095 | 3371226 | SHS |
| APPLIED MATLS INC | 12912 | 3318260 | COM |
| UNION PAC CORP | 14096 | 3260734 | COM |
| AMPHENOL CORP NEW | 22050 | 2979837 | CL A |
| ISHARES TR | 35511 | 2940980 | 1 3 YR TREAS BD |
| ECOLAB INC | 10958 | 2876617 | COM |
| THERMO FISHER SCIENTIFIC INC | 4690 | 2717359 | COM |
| OREILLY AUTOMOTIVE INC | 28885 | 2634601 | COM |
| ALPHABET INC | 8355 | 2621799 | CAP STK CL C |
| BROADCOM INC | 7456 | 2580522 | COM |
| UBER TECHNOLOGIES INC | 31307 | 2558095 | COM |
| WELLS FARGO CO NEW | 26718 | 2490118 | COM |
| JOHNSON & JOHNSON | 11998 | 2482987 | COM |
| ZOOM COMMUNICATIONS INC | 27108 | 2339150 | CL A |
| REPUBLIC SVCS INC | 10947 | 2319998 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| T ROWE PRICE ETF INC | 59246 | 2264383 | CAP APPRECIATION |
| GOLAR LNG LTD | 56350 | 2096784 | SHS |
| GMO ETF TRUST | 53957 | 2075187 | GMO US QUALITY E |
| EXXON MOBIL CORP | 17114 | 2059536 | COM |
| VANGUARD INDEX FDS | 7624 | 1966611 | SMALL CP ETF |
| VANGUARD INDEX FDS | 6540 | 1898039 | MID CAP ETF |
| MERCK & CO INC | 17873 | 1881312 | COM |
| BRISTOL-MYERS SQUIBB CO | 33397 | 1801435 | COM |
| NVIDIA CORPORATION | 9396 | 1752354 | COM |
| ABBOTT LABS | 13917 | 1743661 | COM |
| STANLEY BLACK & DECKER INC | 22733 | 1688608 | COM |
| ISHARES TR | 13640 | 1639279 | CORE S&P SCP ETF |
| INTUIT | 2345 | 1553375 | COM |
| ACCENTURE PLC IRELAND | 5447 | 1461431 | SHS CLASS A |
| SLB LIMITED | 37926 | 1455600 | COM STK |
| GOLDMAN SACHS ETF TR | 14114 | 1410554 | ACCES TREASURY |
| ADOBE INC | 3920 | 1371961 | COM |
| PEPSICO INC | 9205 | 1321102 | COM |
| KINDER MORGAN INC DEL | 45897 | 1261704 | COM |
| VANGUARD INDEX FDS | 3517 | 1178999 | TOTAL STK MKT |
| QUALCOMM INC | 6515 | 1114391 | COM |
| INVESCO EXCHANGE TRADED FD T | 9931 | 990432 | S&P SPIN OFF |
| INTERNATIONAL BUSINESS MACHS | 3142 | 930692 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2865 | 870645 | SPONSORED ADS |
| VANECK ETF TRUST | 2396 | 862912 | SEMICONDUCTR ETF |
| LOWES COS INC | 3441 | 829832 | COM |
| COCA COLA CO | 11568 | 808719 | COM |
| ISHARES TR | 8405 | 807133 | MSCI EAFE ETF |
| META PLATFORMS INC | 1207 | 796729 | CL A |
| ISHARES TR | 6494 | 775059 | 3 7 YR TREAS BD |
| AMENTUM HOLDINGS INC | 24000 | 696000 | COM |
| PIMCO ETF TR | 6860 | 688333 | ENHAN SHRT MA AC |
| PROGRESSIVE CORP | 2962 | 674507 | COM |
| PFIZER INC | 26311 | 655153 | COM |
| GE AEROSPACE | 2085 | 642243 | COM NEW |
| UNITEDHEALTH GROUP INC | 1912 | 631171 | COM |
| VANGUARD TAX-MANAGED FDS | 9731 | 607896 | VAN FTSE DEV MKT |
| SNOWFLAKE INC | 2716 | 595782 | COM SHS |
| CORNING INC | 6775 | 593219 | COM |
| VANGUARD INTL EQUITY INDEX F | 10688 | 574587 | FTSE EMR MKT ETF |
| TRAVELERS COMPANIES INC | 1869 | 542123 | COM |
| EDWARDS LIFESCIENCES CORP | 6178 | 526675 | COM |
| WALMART INC | 4640 | 516943 | COM |
| DEERE & CO | 1110 | 516788 | COM |
| XCEL ENERGY INC | 6864 | 506976 | COM |
| SELECT SECTOR SPDR TR | 11062 | 494583 | STATE STREET ENE |
| ISHARES TR | 7275 | 480160 | CORE S&P MCP ETF |
| SCHWAB STRATEGIC TR | 17480 | 470387 | US LRG CAP ETF |
| PALANTIR TECHNOLOGIES INC | 2645 | 470149 | CL A |
| US BANCORP DEL | 8687 | 463539 | COM NEW |
| LABCORP HOLDINGS INC | 1785 | 447821 | COM SHS |
| CHURCH & DWIGHT CO INC | 5286 | 443232 | COM |
| BLACKROCK INC | 395 | 422785 | COM |
| TEXAS INSTRS INC | 2362 | 409784 | COM |
| HONEYWELL INTL INC | 2053 | 400520 | COM |
| MCDONALDS CORP | 1284 | 392429 | COM |
| PIMCO ETF TR | 14666 | 391289 | MULTISECTOR BD |
| SPDR DOW JONES INDL AVERAGE | 808 | 388301 | UT SER 1 |
| 3M CO | 2368 | 379105 | COM |
| TJX COS INC NEW | 2370 | 364056 | COM |
| INTEL CORP | 9847 | 363355 | COM |
| HOME DEPOT INC | 1033 | 355456 | COM |
| SCHWAB STRATEGIC TR | 14731 | 354138 | INTL EQTY ETF |
| INTERCONTINENTAL EXCHANGE IN | 2160 | 349834 | COM |
| NEXTERA ENERGY INC | 4284 | 343920 | COM |
| ROYAL BK CDA | 2000 | 340980 | COM |
| LENNOX INTL INC | 700 | 339906 | COM |
| SPDR GOLD TR | 850 | 336864 | GOLD SHS |
| KONTOOR BRANDS INC | 5366 | 327809 | COM |
| ISHARES TR | 1805 | 327085 | RUS 2000 VAL ETF |
| ISHARES TR | 3076 | 322980 | GLOBAL TECH ETF |
| ISHARES TR | 5865 | 320875 | MSCI EMG MKT ETF |
| NIKE INC | 4752 | 302750 | CL B |
| VANGUARD BD INDEX FDS | 6062 | 302131 | VANGUARD ULTRA |
| CLOUDFLARE INC | 1500 | 295725 | CL A COM |
| SOUTHSTATE BK CORP | 3127 | 294282 | COM |
| SELECT SECTOR SPDR TR | 2032 | 292548 | STATE STREET TEC |
| PHILLIPS EDISON & CO INC | 8214 | 292172 | COMMON STOCK |
| ZOETIS INC | 2277 | 286493 | CL A |
| ISHARES TR | 2868 | 276103 | RUS MID CAP ETF |
| BANK AMERICA CORP | 5020 | 276100 | COM |
| NOVARTIS AG | 2000 | 275740 | SPONSORED ADR |
| VANGUARD SCOTTSDALE FDS | 3211 | 268925 | INT-TERM CORP |
| J P MORGAN EXCHANGE TRADED F | 5278 | 267021 | ULTRA SHRT ETF |
| MARRIOTT INTL INC NEW | 860 | 266807 | CL A |
| WEYERHAEUSER CO MTN BE | 11260 | 266750 | COM NEW |
| TCW ETF TRUST | 6721 | 266152 | FLEXIBLE INCOME |
| ISHARES TR | 2200 | 250184 | SP SMCP600VL ETF |
| V F CORP | 13235 | 239289 | COM |
| PHILIP MORRIS INTL INC | 1461 | 234345 | COM |
| GE VERNOVA INC | 351 | 229404 | COM |
| AMGEN INC | 688 | 225190 | COM |
| PALO ALTO NETWORKS INC | 1188 | 218830 | COM |
| VANGUARD INDEX FDS | 1027 | 217513 | SM CP VAL ETF |
| SELECT SECTOR SPDR TR | 3942 | 215887 | STATE STREET FIN |
| BNY MELLON ETF TRUST | 2288 | 211765 | INTERNATIONL EQT |
| SELECT SECTOR SPDR TR | 1760 | 210172 | STATE STREET CON |
| AUTOMATIC DATA PROCESSING IN | 803 | 206556 | COM |
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