Peak Asset Management, LLC Incresed Positions in Q3 2025

Peak Asset Management, LLC

  • $559 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PJP
Invesco Exchange Traded Fd Tr

ETFs
975
+ 0.72%
$80.49 - $93.64 $78.5K - $91.3K
137K $12.7M
AVUV
American Centy ETF Tr Avantis

ETFs
4.51K
+ 3.05%
$90.37 - $102.12 $408K - $461K
152K $15.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
367
+ 1.95%
$546.99 - $602.2 $201K - $221K
19.2K $11.5M
VGSH
Vanguard

ETFs
17.7K
+ 5.11%
$58.43 - $58.88 $1.04M - $1.05M
365K $21.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
504
+ 3.53%
$567.77 - $614.76 $286K - $310K
14.8K $9.06M
GBIL
Goldman Sachs Access Treasury

ETFs
9.39K
+ 374.4%
$99.82 - $100.23 $937K - $941K
11.9K $1.19M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
7.76K
+ 3.9%
$99.12 - $99.52 $770K - $773K
207K $20.6M
PCAR
Paccar Inc

Industrials
2.63K
+ 1.81%
$92.91 - $102.86 $244K - $271K
148K $14.5M
AMAT
Applied Materials Inc

Technology
1.99K
+ 18.04%
$156.25 - $204.95 $311K - $407K
13K $2.66M
COP
Conocophillips

Energy
2.12K
+ 2.94%
$91.0 - $98.99 $193K - $210K
74.3K $7.03M
AVEM
American Centy ETF Tr Avantis

ETFs
118
+ 0.21%
$68.33 - $75.41 $8.06K - $8.9K
56.5K $4.25M
UBER
Uber Technologies, Inc

Technology
2.49K
+ 9.85%
$86.91 - $99.57 $217K - $248K
27.8K $2.72M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.53K
+ 120.01%
$91.44 - $91.77 $323K - $324K
6.48K $594K
VGLT
Vanguard Long Term Treasury Et

ETFs
2.03K
+ 0.99%
$54.21 - $57.41 $110K - $116K
206K $11.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.05K
+ 6.07%
$82.38 - $83.0 $169K - $170K
35.8K $2.97M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
20
+ 0.82%
$275.84 - $326.36 $5.52K - $6.53K
2.45K $800K
SPYG
Spdr Portfolio

ETFs
107
+ 3.78%
$94.33 - $105.31 $10.1K - $11.3K
2.94K $307K
SCHX
Schwab Strategic Tr Us Large C

ETFs
50
+ 0.29%
$24.46 - $26.5 $1.22K - $1.33K
17.5K $460K
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 0.4%
$211.65 - $238.24 $21.2K - $23.8K
25.3K $5.56M
American Centy ETF Tr
6.53K
+ 5.93%
N/A
116K $0
CSCO
Cisco Systems, Inc.

Technology
446
+ 0.18%
$66.2 - $71.79 $29.5K - $32K
246K $16.9M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 0.36%
$915.95 - $994.57 $12.8K - $13.9K
3.91K $3.62M
V
Visa Inc.

Financial Services
305
+ 0.57%
$332.09 - $358.86 $101K - $109K
54K $18.4M
DIS
Walt Disney CO

Communication Services
773
+ 0.81%
$112.25 - $124.0 $86.8K - $95.9K
96.6K $11.1M
FTNT
Fortinet, Inc.

Technology
23.8K
+ 17.9%
$74.39 - $107.65 $1.77M - $2.56M
157K $13.2M
SYK
Stryker Corp

Healthcare
298
+ 0.61%
$368.57 - $403.53 $110K - $120K
48.9K $18.1M
SPGI
S&P Global Inc.

Financial Services
375
+ 1.0%
$484.94 - $564.15 $182K - $212K
37.8K $18.4M
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 1 Puts 0
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