Peak Asset Management, LLC Purchases in Q2 2025

Peak Asset Management, LLC

  • $535 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
251
+ 0.33%
$122.82 - $218.63 $30.8K - $54.9K
77K $16.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
26
+ 0.94%
$4164.15 - $5789.24 $108K - $151K
2.8K $16.2M
EMR
Emerson Electric CO

Industrials
2.55K
+ 2.2%
$94.15 - $133.33 $240K - $340K
118K $15.8M
DIS
Walt Disney CO

Communication Services
1.78K
+ 1.89%
$81.72 - $124.01 $145K - $220K
95.8K $11.9M
GOOGL
Alphabet Inc.

Communication Services
825
+ 0.76%
$144.7 - $178.6 $119K - $147K
110K $19.4M
CSCO
Cisco Systems, Inc.

Technology
5.97K
+ 2.49%
$53.19 - $69.38 $318K - $414K
246K $17.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.12K
+ 6.3%
$416.06 - $551.64 $465K - $617K
18.9K $10.4M
FTNT
Fortinet, Inc.

Technology
4.27K
+ 3.32%
$84.71 - $108.69 $362K - $464K
133K $14.1M
VGSH
Vanguard

ETFs
25.1K
+ 7.81%
$58.32 - $58.95 $1.47M - $1.48M
347K $20.4M
SYK
Stryker Corp

Healthcare
130
+ 0.27%
$337.37 - $395.63 $43.9K - $51.4K
48.6K $19.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.03K
+ 1.14%
$152.93 - $181.74 $158K - $188K
91.9K $16.7M
UBER
Uber Technologies, Inc

Technology
5.02K
+ 24.73%
$64.62 - $93.3 $324K - $468K
25.3K $2.36M
AMZN
Amazon Com Inc

Consumer Cyclical
36
+ 0.14%
$167.32 - $223.3 $6.02K - $8.04K
25.2K $5.54M
AVUV
American Centy ETF Tr Avantis

ETFs
426
+ 0.29%
$75.17 - $91.21 $32K - $38.9K
148K $13.5M
AVEM
American Centy ETF Tr Avantis

ETFs
1.94K
+ 3.56%
$53.08 - $68.54 $103K - $133K
56.4K $3.87M
MDT
Medtronic PLC

Healthcare
7.46K
+ 25.76%
$80.68 - $88.86 $602K - $663K
36.4K $3.18M
UNH
Unitedhealth Group Inc

Healthcare
3.05K
+ 149.58%
$274.35 - $599.47 $838K - $1.83M
5.09K $1.59M
ACN
Accenture PLC

Technology
1.97K
+ 28.72%
$279.23 - $323.21 $551K - $637K
8.84K $2.64M
IBM
International Business Machines Corp

Technology
1.1K
+ 45.75%
$221.03 - $294.78 $243K - $324K
3.5K $1.03M
XLK
Technology Sector Spdr

ETFs
1.08K
New
$179.73 - $253.23 $194K - $273K
1.08K $272K
TXN
Texas Instruments Inc

Technology
1.31K
+ 98.2%
N/A
2.65K $515K
ETN
Eaton Corp PLC

Industrials
700
New
$246.52 - $356.99 $173K - $250K
700 $249K
WFC
Wells Fargo & Company

Financial Services
196
+ 0.71%
$60.98 - $80.12 $12K - $15.7K
27.9K $2.24M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.54K
+ 1.29%
$99.1 - $99.49 $252K - $253K
199K $19.8M
META
Meta Platforms, Inc.

Communication Services
71
+ 6.28%
$484.66 - $738.09 $34.4K - $52.4K
1.2K $887K
ARW
Arrow Electronics Inc

Technology
1.75K
New
$90.32 - $128.28 $158K - $224K
1.75K $222K
XLF
Financial Sector Spdr

ETFs
3.94K
New
$43.92 - $52.37 $173K - $206K
3.94K $206K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.28K
+ 37.36%
$390.26 - $489.06 $500K - $626K
4.71K $1.91M
VNLA
Janus Henderson Short Duration

ETFs
3.97K
+ 5.92%
$48.74 - $49.2 $193K - $195K
70.9K $3.49M
PCAR
Paccar Inc

Industrials
5.45K
+ 3.91%
$86.4 - $99.09 $471K - $540K
145K $13.8M
VTI
Vanguard Total Stock Market Et

ETFs
316
+ 9.56%
$243.75 - $303.93 $77K - $96K
3.62K $1.1M
ADBE
Adobe Inc.

Technology
321
+ 7.7%
$340.0 - $420.68 $109K - $135K
4.49K $1.74M
USB
Us Bancorp \De\

Financial Services
2.23K
+ 32.1%
$36.4 - $45.76 $81.3K - $102K
9.19K $415K
XOM
Exxon Mobil Corp

Energy
2.45K
+ 16.31%
$99.93 - $119.04 $245K - $291K
17.5K $1.88M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
200
+ 1.46%
$90.56 - $109.49 $18.1K - $21.9K
13.9K $1.52M
WMT
Walmart Inc.

Consumer Defensive
225
+ 4.3%
$81.79 - $99.98 $18.4K - $22.5K
5.46K $533K
QCOM
Qualcomm Inc

Technology
84
+ 1.3%
$124.66 - $159.48 $10.5K - $13.4K
6.57K $1.05M
KO
Coca Cola CO

Consumer Defensive
604
+ 4.54%
$68.37 - $73.9 $41.3K - $44.6K
13.9K $984K
WY
Weyerhaeuser CO

Real Estate
2.4K
+ 27.09%
$24.69 - $29.48 $59.3K - $70.8K
11.3K $289K
GLD
Spdr Gold Trust

ETFs
30
+ 3.39%
$273.71 - $316.29 $8.21K - $9.49K
915 $278K
TRV
Travelers Companies, Inc.

Financial Services
55
+ 3.03%
$233.83 - $276.34 $12.9K - $15.2K
1.87K $500K
TJX
Tjx Companies Inc

Consumer Cyclical
114
+ 5.05%
$119.13 - $135.03 $13.6K - $15.4K
2.37K $292K
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 3.31%
$335.24 - $380.78 $11.7K - $13.3K
1.09K $400K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
86
+ 0.58%
$121.58 - $136.74 $10.5K - $11.8K
15K $2.03M
ETF Opportunities Trust
19.3K
New
N/A
19.3K $0
American Centy ETF Tr
8.79K
+ 8.69%
N/A
110K $0
LOW
Lowes Companies Inc

Consumer Cyclical
100
+ 2.99%
$210.83 - $235.28 $21.1K - $23.5K
3.44K $763K
PFE
Pfizer Inc

Healthcare
402
+ 1.42%
$21.59 - $24.84 $8.68K - $9.99K
28.8K $697K
VGLT
Vanguard Long Term Treasury Et

ETFs
4.75K
+ 2.38%
$53.66 - $58.71 $255K - $279K
204K $11.5M
Activity Summary
Buys All Purchases 58 New Holdings 5 Increased Positions 53 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 2 Puts 0
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