Peak Asset Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $516 Million distributed in 147 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26M, Microsoft Corp with a value of $23M, Jpmorgan Chase & CO with a value of $19.9M, Spdr Bloomberg 3 12 Month T Bi with a value of $19.5M, and S&P Global Inc. with a value of $19.3M.
Examining the 13F form we can see an decrease of $12.4M in the current position value, from $529M to 516M.
Peak Asset Management, LLC is based out at Louisville, CO
Below you can find more details about Peak Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$516 Million
ETFs: $155 Million
Technology: $103 Million
Financial Services: $71 Million
Industrials: $53.5 Million
Healthcare: $44.2 Million
Communication Services: $28.8 Million
Consumer Cyclical: $23.2 Million
Energy: $21.7 Million
Other: $15.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
