Peak Asset Management, LLC Reduced Holdings in Q3 2025

Peak Asset Management, LLC

  • $559 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 40.0%
$692600.0 - $759798.0 $1.39M - $1.52M
3 $2.26M
ACN
Accenture PLC

Technology
-3.44K
- 38.86%
$232.56 - $304.78 $799K - $1.05M
5.4K $1.33M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 0.14%
$5364.25 - $5815.92 $21.5K - $23.3K
2.79K $15.1M
UNH
Unitedhealth Group Inc

Healthcare
-3.15K
- 61.88%
$237.77 - $353.61 $749K - $1.11M
1.94K $670K
ADBE
Adobe Inc.

Technology
-724
- 16.13%
$333.65 - $392.1 $242K - $284K
3.76K $1.33M
EMR
Emerson Electric CO

Industrials
-743
- 0.63%
$128.6 - $149.63 $95.5K - $111K
118K $15.4M
PG
Procter & Gamble CO

Consumer Defensive
-1K
- 4.11%
$150.47 - $161.22 $150K - $161K
23.3K $3.58M
KMI
Kinder Morgan, Inc.

Energy
-5.15K
- 4.17%
$26.23 - $28.5 $135K - $147K
118K $3.35M
BMY
Bristol Myers Squibb CO

Healthcare
-4.61K
- 12.29%
$43.31 - $48.98 $200K - $226K
32.9K $1.48M
RSG
Republic Services, Inc.

Industrials
-100
- 0.9%
$225.33 - $246.01 $22.5K - $24.6K
11K $2.52M
IBM
International Business Machines Corp

Technology
-175
- 5.0%
$234.77 - $292.47 $41.1K - $51.2K
3.32K $937K
ABT
Abbott Laboratories

Healthcare
-275
- 1.94%
$120.51 - $136.62 $33.1K - $37.6K
13.9K $1.86M
WMT
Walmart Inc.

Consumer Defensive
-820
- 15.02%
$94.4 - $104.27 $77.4K - $85.5K
4.64K $478K
CHD
Church & Dwight CO Inc

Consumer Defensive
-50
- 0.91%
$85.84 - $99.09 $4.29K - $4.95K
5.44K $476K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.62K
- 20.7%
$21.69 - $23.34 $56.8K - $61.2K
10K $233K
TXN
Texas Instruments Inc

Technology
-215
- 8.11%
N/A
2.44K $473K
NET
Cloudflare, Inc.

Technology
-360
- 18.75%
$181.39 - $228.28 $65.3K - $82.2K
1.56K $334K
ZTS
Zoetis Inc.

Healthcare
-100
- 4.21%
$141.13 - $159.19 $14.1K - $15.9K
2.28K $333K
PFE
Pfizer Inc

Healthcare
-2.46K
- 8.54%
$23.29 - $25.88 $57.2K - $63.6K
26.3K $670K
SLB
Schlumberger Limited

Energy
-1.38K
- 3.52%
$32.37 - $37.31 $44.7K - $51.5K
37.8K $1.3M
EW
Edwards Lifesciences Corp

Healthcare
-165
- 2.6%
$73.75 - $81.83 $12.2K - $13.5K
6.18K $480K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-67
- 1.05%
$117.65 - $120.08 $7.88K - $8.05K
6.32K $755K
VUSB
Vanguard Bd Index Fds
-6.6K
- 52.12%
N/A
6.06K $0
MMM
3 M CO

Industrials
-60
- 1.9%
$144.41 - $160.2 $8.66K - $9.61K
3.1K $481K
BAC
Bank Of America Corp

Financial Services
-450
- 8.14%
$44.92 - $52.42 $20.2K - $23.6K
5.08K $262K
TGB
Taseko Mines LTD

Basic Materials
-2K
- 16.67%
$3.05 - $4.23 $6.1K - $8.46K
10K $42K
ECL
Ecolab Inc.

Basic Materials
-150
- 1.35%
$259.39 - $285.47 $38.9K - $42.8K
11K $3M
USB
Us Bancorp \De\

Financial Services
-300
- 3.26%
$43.94 - $50.41 $13.2K - $15.1K
8.89K $429K
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 5.49%
$357.4 - $423.42 $21.4K - $25.4K
1.03K $418K
VEA
Vanguard Ftse Developed Market

ETFs
-173
- 1.75%
$56.02 - $60.3 $9.69K - $10.4K
9.73K $583K
MRK
Merck & Co., Inc.

Healthcare
-825
- 4.33%
$77.6 - $87.37 $64K - $72.1K
18.2K $1.53M
UNP
Union Pacific Corp

Industrials
-230
- 1.6%
$214.91 - $237.16 $49.4K - $54.5K
14.1K $3.34M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-245
- 2.24%
$49.43 - $54.52 $12.1K - $13.4K
10.7K $579K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-175
- 1.17%
$136.48 - $142.97 $23.9K - $25K
14.8K $2.07M
QCOM
Qualcomm Inc

Technology
-27
- 0.41%
$145.84 - $173.55 $3.94K - $4.69K
6.54K $1.09M
MA
Mastercard Inc

Financial Services
-8
- 0.1%
$550.18 - $598.96 $4.4K - $4.79K
7.71K $4.38M
XOM
Exxon Mobil Corp

Energy
-240
- 1.38%
$105.83 - $117.22 $25.4K - $28.1K
17.2K $1.94M
PEP
Pepsico Inc

Consumer Defensive
-170
- 1.66%
$133.81 - $152.16 $22.7K - $25.9K
10.1K $1.41M
VO
Vanguard Mid Cap ETF

ETFs
-105
- 1.55%
$279.83 - $293.74 $29.4K - $30.8K
6.66K $1.96M
WFC
Wells Fargo & Company

Financial Services
-418
- 1.5%
$77.05 - $85.16 $32.2K - $35.6K
27.5K $2.3M
VTI
Vanguard Total Stock Market Et

ETFs
-57
- 1.57%
$303.93 - $329.86 $17.3K - $18.8K
3.56K $1.17M
GE
General Electric CO

Industrials
-25
- 1.18%
$244.75 - $305.63 $6.12K - $7.64K
2.09K $627K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-300
- 2.15%
$108.46 - $120.63 $32.5K - $36.2K
13.6K $1.62M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-290
- 3.08%
$567.09 - $607.37 $164K - $176K
9.11K $5.43M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-85
- 2.88%
$224.68 - $282.71 $19.1K - $24K
2.87K $800K
IVV
Ishares Core S&P 500 ETF

ETFs
-384
- 4.3%
$620.67 - $670.08 $238K - $257K
8.54K $5.72M
MDT
Medtronic PLC

Healthcare
-1.03K
- 2.81%
$87.67 - $95.74 $89.9K - $98.1K
35.4K $3.37M
AVGO
Broadcom Inc.

Technology
-550
- 6.71%
$264.74 - $369.57 $146K - $203K
7.65K $2.52M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-85
- 1.81%
$404.94 - $499.99 $34.4K - $42.5K
4.62K $2.24M
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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