Peak Asset Management, LLC Reduced Holdings in Q4 2024

Peak Asset Management, LLC

  • $529 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-39.1K
- 33.68%
$165.41 - $192.43 $6.47M - $7.52M
77K $12.8M
RTX
Raytheon Technologies Corp

Industrials
-1.57K
- 1.22%
$114.45 - $127.21 $180K - $200K
127K $14.7M
SPGI
S&P Global Inc.

Financial Services
-283
- 0.72%
$480.36 - $529.17 $136K - $150K
39K $19.4M
BDX
Becton Dickinson & CO

Healthcare
-574
- 1.2%
$220.02 - $243.75 $126K - $140K
47.3K $10.7M
PJP
Invesco Exchange Traded Fd Tr

ETFs
-182
- 0.14%
$82.12 - $89.61 $14.9K - $16.3K
132K $10.9M
MDT
Medtronic PLC

Healthcare
-462
- 1.43%
$79.61 - $92.24 $36.8K - $42.6K
31.8K $2.54M
AVEM
American Centy ETF Tr Avantis

ETFs
-302
- 0.56%
$58.59 - $66.14 $17.7K - $20K
53.7K $3.15M
ECL
Ecolab Inc.

Basic Materials
-162
- 1.42%
$234.32 - $261.43 $38K - $42.4K
11.3K $2.64M
KO
Coca Cola CO

Consumer Defensive
-1.59K
- 10.69%
$61.74 - $71.71 $98.4K - $114K
13.3K $828K
SYK
Stryker Corp

Healthcare
-516
- 1.04%
$345.14 - $392.15 $178K - $202K
49.1K $17.7M
JNJ
Johnson & Johnson

Healthcare
-78
- 0.64%
$143.34 - $165.86 $11.2K - $12.9K
12K $1.74M
XOM
Exxon Mobil Corp

Energy
-356
- 2.27%
$105.51 - $125.37 $37.6K - $44.6K
15.4K $1.65M
PGR
Progressive Corp

Financial Services
-521
- 14.96%
$239.6 - $268.88 $125K - $140K
2.96K $709K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.68K
- 7.62%
$91.29 - $91.8 $154K - $155K
20.4K $1.87M
PG
Procter & Gamble CO

Consumer Defensive
-64
- 0.26%
$161.05 - $179.7 $10.3K - $11.5K
24.4K $4.09M
MKSI
Mks Instruments Inc

Technology
-839
- 8.1%
$98.56 - $117.93 $82.7K - $98.9K
9.51K $993K
QCOM
Qualcomm Inc

Technology
-35
- 0.54%
$150.4 - $178.04 $5.26K - $6.23K
6.46K $991K
RSG
Republic Services, Inc.

Industrials
-380
- 3.1%
$198.0 - $218.75 $75.2K - $83.1K
11.9K $2.39M
VO
Vanguard Mid Cap ETF

ETFs
-251
- 2.48%
$261.5 - $284.63 $65.6K - $71.4K
9.86K $2.6M
GE
General Electric CO

Industrials
-18
- 0.85%
$159.95 - $194.23 $2.88K - $3.5K
2.11K $351K
INTC
Intel Corp

Technology
-150
- 1.37%
$19.07 - $26.23 $2.86K - $3.93K
10.8K $216K
IVV
Ishares Core S&P 500 ETF

ETFs
-256
- 2.71%
$570.51 - $610.59 $146K - $156K
9.18K $5.4M
ABT
Abbott Laboratories

Healthcare
-175
- 1.18%
$111.93 - $119.39 $19.6K - $20.9K
14.6K $1.65M
IWM
Ishares Russell 2000 ETF

ETFs
-130
- 0.76%
$216.13 - $242.4 $28.1K - $31.5K
17K $3.76M
MCD
Mcdonalds Corp

Consumer Cyclical
-34
- 2.64%
$288.47 - $316.54 $9.81K - $10.8K
1.25K $363K
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.81%
$385.02 - $431.37 $3.47K - $3.88K
1.11K $431K
ETN
Eaton Corp PLC

Industrials
-60
- 6.98%
$326.96 - $377.52 $19.6K - $22.7K
800 $265K
VTI
Vanguard Total Stock Market Et

ETFs
-120
- 3.7%
$280.04 - $302.45 $33.6K - $36.3K
3.13K $905K
LII
Lennox International Inc

Industrials
-25
- 3.45%
$589.36 - $678.43 $14.7K - $17K
700 $426K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-31
- 0.45%
$100.22 - $100.73 $3.11K - $3.12K
6.86K $688K
CHD
Church & Dwight CO Inc

Consumer Defensive
-25
- 0.39%
$99.11 - $112.25 $2.48K - $2.81K
6.42K $672K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2
- 0.02%
$563.99 - $620.12 $1.13K - $1.24K
9.75K $5.55M
Jpmorgan Chase Finl CO LLC
-1.58K
- 6.12%
N/A
24.3K $0
BAC
Bank Of America Corp

Financial Services
-625
- 9.72%
$39.22 - $47.77 $24.5K - $29.9K
5.81K $255K
INTU
Intuit Inc

Technology
-3
- 0.13%
$602.01 - $706.25 $1.81K - $2.12K
2.34K $1.47M
HON
Honeywell International Inc

Industrials
-50
- 1.93%
$202.84 - $236.0 $10.1K - $11.8K
2.53K $572K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-20
- 1.03%
$1146.59 - $1270.6 $22.9K - $25.4K
1.92K $2.27M
NVDA
Nvidia Corp

Technology
-500
- 4.43%
$117.0 - $148.88 $58.5K - $74.4K
10.8K $1.45M
APH
Amphenol Corp

Technology
-325
- 1.33%
$62.07 - $75.35 $20.2K - $24.5K
24.1K $1.67M
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 0.23%
$873.59 - $994.69 $8.74K - $9.95K
4.27K $3.91M
SPY
Spdr S&P 500 ETF Trust

ETFs
-46
- 0.3%
$567.81 - $607.81 $26.1K - $28K
15.4K $9.01M
GLNG
Golar Lng LTD

Energy
-4.09K
- 6.76%
$34.0 - $43.59 $139K - $178K
56.4K $2.38M
GOOG
Alphabet Inc.

Communication Services
-255
- 2.74%
$163.08 - $198.16 $41.6K - $50.5K
9.04K $1.72M
MA
Mastercard Inc

Financial Services
-77
- 0.97%
$491.3 - $536.15 $37.8K - $41.3K
7.83K $4.12M
WFC
Wells Fargo & Company

Financial Services
-115
- 0.38%
$54.98 - $77.35 $6.32K - $8.9K
29.8K $2.09M
KMI
Kinder Morgan, Inc.

Energy
-5.58K
- 4.19%
$22.59 - $28.54 $126K - $159K
127K $3.49M
PCAR
Paccar Inc

Industrials
-292
- 0.21%
$97.92 - $118.41 $28.6K - $34.6K
139K $14.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-321
- 1.26%
$180.88 - $232.93 $58.1K - $74.8K
25.2K $5.54M
DIS
Walt Disney CO

Communication Services
-2.87K
- 2.73%
$92.39 - $117.6 $265K - $337K
102K $11.4M
Activity Summary
Buys All Purchases 30 New Holdings 4 Increased Positions 26 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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