Institutional Fund
Peak Asset Management, LLC
Louisville, COCIK 16325125 filings on record
Portfolio Value
$566.84M
Q1 2026
Holdings
147
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-3.5%
from $587.44M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.1%
- Alphabet Inc4.7%
- Jpmorgan Chase & Co.4.0%
- Vanguard Scottsdale Fds4.0%
- Microsoft Corp3.9%
- Spdr Series Trust3.7%
- Other74.7%
Portfolio Holdings
147 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 114.1K | $28.96M | 5.1% | −1.8K | Reduced |
| 2 | Alphabet Inc | 92.6K | $26.63M | 4.7% | −9.0K | Reduced |
| 3 | Jpmorgan Chase & Co. | 77.2K | $22.70M | 4.0% | −1.9K | Reduced |
| 4 | Vanguard Scottsdale Fds | 385.3K | $22.55M | 4.0% | +3.0K | Added |
| 5 | Microsoft Corp | 59.2K | $21.91M | 3.9% | +844 | Added |
| 6 | Spdr Series Trust | 210.3K | $20.91M | 3.7% | +3.6K | Added |
| 7 | Cisco Sys Inc | 239.0K | $18.54M | 3.3% | −5.5K | Reduced |
| 8 | American Centy ETF Tr | 163.3K | $18.04M | 3.2% | +8.1K | Added |
| 9 | Invesco Exchange Traded Fd T | 90.6K | $17.39M | 3.1% | +101 | Added |
| 10 | Paccar Inc | 145.7K | $16.83M | 3.0% | −2.0K | Reduced |
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