Peak Asset Management, LLC Portfolio Holdings

Peak Asset Management, LLC

  • $516 Million
  • Q1 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$633M
$26,000 0.01% of portfolio
12,000
Q1 2021 Reduced 45.45%
$859M
$37,000 0.01% of portfolio
10,000
Q3 2020 New

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $516 Million
  • Prior Value $529 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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