Peak Asset Management, LLC 13F Holdings
CIK 0001632512 · LOUISVILLE, CO
As of Sep 30, 2025, Peak Asset Management, LLC reported 148 positions worth $572.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 58,868 | $30.5M | 5.32% |
| APPLE INC | AAPL | Technology | 117,609 | $29.9M | 5.23% |
| ALPHABET INC | GOOGL | Equity | 107,414 | $26.1M | 4.56% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 79,880 | $25.2M | 4.40% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 364,778 | $21.5M | 3.75% |
| STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF | BILS | — | 206,707 | $20.6M | 3.59% |
| ORACLE CORP | ORCL | Technology | 71,919 | $20.2M | 3.53% |
| VISA INC-CLASS A SHARES | V | Financial Services | 53,994 |