Peak Asset Management, LLC Portfolio Holdings

Peak Asset Management, LLC

  • $535 Million
  • Q2 2025

Peak Asset Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $535 Million distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.9M, Apple Inc. with a value of $24.2M, Jpmorgan Chase & CO with a value of $23.3M, Vanguard with a value of $20.4M, and Spdr Bloomberg 3 12 Month T Bi with a value of $19.8M.

Examining the 13F form we can see an increase of $18.9M in the current position value, from $516M to 535M.

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 $535 Million
ETFs: $163 Million
Technology: $124 Million
Financial Services: $75 Million
Industrials: $40.2 Million
Healthcare: $35.7 Million
Communication Services: $34.2 Million
Consumer Cyclical: $27.1 Million
Energy: $20.2 Million
Other: $15.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.4B
$2.61 Million 0.49% of portfolio
28,905
Q2 2025 Added 1,391.49%
$4.36B
$2.32 Million 0.43% of portfolio
56,350
Q4 2024 Reduced 6.76%
$3.94B
$287,000 0.05% of portfolio
8,214
Q1 2022 New
$4.53B
$251,000 0.05% of portfolio
15,000
Q4 2023 Reduced 11.76%
$7.92B
$222,000 0.04% of portfolio
1,745
Q2 2025 New
$4.74B
$155,000 0.03% of portfolio
13,235
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $535 Million
  • Prior Value $516 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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