The Analysis of Peak Asset Management, LLC's Holdings
Currently, Peak Asset Management, LLC holds 152 types of securities in its portfolio with a total value $587.4M. In the most recent quarter, they have increased their positions in ZM (+27.1K shares, valued at $2.3M), QLTY (+37.9K shares, valued at $1.5M), VGSH (+17.5K shares, valued at $1.0M); decreased their positions in KMI (-72.5K shares, valued at $2.0M), N/A (-5.8K shares, valued at $1.8M), AAPL (-1.7K shares, valued at $470.6K); initiated new positions in ZM (+27.1K shares, valued at $2.3M), PLTR (+2.6K shares, valued at $470.1K), PYLD (+14.7K shares, valued at $391.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC101.6K shares-5.41%2025-12-312026-02-05
AAPL APPLE INC115.9K shares-1.47%2025-12-312026-02-05 MSFT MICROSOFT CORP58.4K shares-0.88%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.79.1K shares-0.96%2025-12-312026-02-05 VGSH VANGUARD SCOTTSDALE FDS382.3K shares4.79%2025-12-312026-02-05 BILS SPDR SERIES TRUST206.7K shares-0.00%2025-12-312026-02-05 SPGI S&P GLOBAL INC38.1K shares0.75%2025-12-312026-02-05 V VISA INC54.0K shares0.04%2025-12-312026-02-05 CSCO CISCO SYS INC244.5K shares-0.77%2025-12-312026-02-05 SYK STRYKER CORPORATION49.2K shares0.72%2025-12-312026-02-05 PCAR PACCAR INC147.7K shares0.12%2025-12-312026-02-05 AVUV AMERICAN CENTY ETF TR155.2K shares1.82%2025-12-312026-02-05 EMR EMERSON ELEC CO117.4K shares-0.12%2025-12-312026-02-05 BKNG BOOKING HOLDINGS INC2.8K shares0.61%2025-12-312026-02-05 PJP INVESCO EXCHANGE TRADED FD T136.9K shares-0.18%2025-12-312026-02-05 ORCL ORACLE CORP69.9K shares-2.76%2025-12-312026-02-05 FTNT FORTINET INC158.1K shares0.75%2025-12-312026-02-05 VGLT VANGUARD SCOTTSDALE FDS206.1K shares-0.01%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR16.5K shares5.70%2025-12-312026-02-05 DIS DISNEY WALT CO97.3K shares0.80%2025-12-312026-02-05 AVNM AMERICAN CENTY ETF TR118.8K shares1.96%2025-12-312026-02-05 COP CONOCOPHILLIPS75.6K shares1.73%2025-12-312026-02-05 AMZN AMAZON COM INC25.3K shares-0.06%2025-12-312026-02-05 IVV ISHARES TR8.4K shares-1.39%2025-12-312026-02-05 MDY SPDR S&P MIDCAP 400 ETF TR8.8K shares-3.07%2025-12-312026-02-05 CVX CHEVRON CORP NEW29.7K shares-4.53%2025-12-312026-02-05 AVEM AMERICAN CENTY ETF TR57.1K shares1.11%2025-12-312026-02-05 MA MASTERCARD INCORPORATED7.7K shares-0.13%2025-12-312026-02-05 VNLA JANUS DETROIT STR TR88.8K shares11.44%2025-12-312026-02-05 IWM ISHARES TR16.7K shares-0.08%2025-12-312026-02-05 PG PROCTER AND GAMBLE CO25.4K shares8.71%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW3.9K shares0.05%2025-12-312026-02-05 MEDTRONIC PLC MEDTRONIC PLC35.1K shares-0.89%2025-12-312026-02-05 AMAT APPLIED MATLS INC12.9K shares-0.74%2025-12-312026-02-05 UNP UNION PAC CORP14.1K shares-0.18%2025-12-312026-02-05 APH AMPHENOL CORP NEW22.1K shares-6.84%2025-12-312026-02-05 SHY ISHARES TR35.5K shares-0.93%2025-12-312026-02-05 ECL ECOLAB INC11.0K shares0.00%2025-12-312026-02-05 TMO THERMO FISHER SCIENTIFIC INC4.7K shares1.49%2025-12-312026-02-05 ORLY OREILLY AUTOMOTIVE INC28.9K shares0.00%2025-12-312026-02-05 ALPHABET INC ALPHABET INC8.4K shares-0.27%2025-12-312026-02-05 BROADCOM INC BROADCOM INC7.5K shares-2.48%2025-12-312026-02-05 UBER UBER TECHNOLOGIES INC31.3K shares12.61%2025-12-312026-02-05 WFC WELLS FARGO CO NEW26.7K shares-2.81%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON12.0K shares0.00%2025-12-312026-02-05 ZM ZOOM COMMUNICATIONS INC27.1K sharesnew addition2025-12-312026-02-05 RSG REPUBLIC SVCS INC10.9K shares-0.36%2025-12-312026-02-05 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-12-312026-02-05 TCAF T ROWE PRICE ETF INC59.2K shares34.53%2025-12-312026-02-05 GLNG GOLAR LNG LTD56.4K shares0.00%2025-12-312026-02-05 QLTY GMO ETF TRUST54.0K shares236.10%2025-12-312026-02-05 XOM EXXON MOBIL CORP17.1K shares-0.58%2025-12-312026-02-05 SDY SPDR SERIES TRUST14.8K shares-0.17%2025-12-312026-02-05 VB VANGUARD INDEX FDS7.6K shares-0.33%2025-12-312026-02-05 VO VANGUARD INDEX FDS6.5K shares-1.76%2025-12-312026-02-05 BMY BRISTOL-MYERS SQUIBB CO33.4K shares1.52%2025-12-312026-02-05 NVDA NVIDIA CORPORATION9.4K shares-3.12%2025-12-312026-02-05 ABT ABBOTT LABS13.9K shares0.00%2025-12-312026-02-05 IJR ISHARES TR13.6K shares0.00%2025-12-312026-02-05 INTU INTUIT2.3K shares0.00%2025-12-312026-02-05 SLB SLB LIMITED37.9K shares0.40%2025-12-312026-02-05 GBIL GOLDMAN SACHS ETF TR14.1K shares18.62%2025-12-312026-02-05 ADBE ADOBE INC3.9K shares4.14%2025-12-312026-02-05 PEP PEPSICO INC9.2K shares-8.41%2025-12-312026-02-05 KMI KINDER MORGAN INC DEL45.9K shares-61.23%2025-12-312026-02-05 VTI VANGUARD INDEX FDS3.5K shares-1.29%2025-12-312026-02-05 QCOM QUALCOMM INC6.5K shares-0.35%2025-12-312026-02-05 CSD INVESCO EXCHANGE TRADED FD T9.9K shares0.00%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS3.1K shares-5.45%2025-12-312026-02-05 TSM TAIWAN SEMICONDUCTOR MFG LTD2.9K shares0.00%2025-12-312026-02-05 SMH VANECK ETF TRUST2.4K shares-2.36%2025-12-312026-02-05 LOW LOWES COS INC3.4K shares0.00%2025-12-312026-02-05 KO COCA COLA CO11.6K shares-16.88%2025-12-312026-02-05 EFA ISHARES TR8.4K shares0.00%2025-12-312026-02-05 META META PLATFORMS INC1.2K shares0.42%2025-12-312026-02-05 IEI ISHARES TR6.5K shares2.72%2025-12-312026-02-05 AMTM AMENTUM HOLDINGS INC24.0K shares0.00%2025-12-312026-02-05 MINT PIMCO ETF TR6.9K shares0.00%2025-12-312026-02-05 PGR PROGRESSIVE CORP3.0K shares0.00%2025-12-312026-02-05 PFE PFIZER INC26.3K shares0.00%2025-12-312026-02-05 GE AEROSPACE GE AEROSPACE2.1K shares0.00%2025-12-312026-02-05 UNH UNITEDHEALTH GROUP INC1.9K shares-1.54%2025-12-312026-02-05 VEA VANGUARD TAX-MANAGED FDS9.7K shares0.00%2025-12-312026-02-05 SNOW SNOWFLAKE INC2.7K shares-6.34%2025-12-312026-02-05 GLW CORNING INC6.8K shares0.00%2025-12-312026-02-05 VWO VANGUARD INTL EQUITY INDEX F10.7K shares0.00%2025-12-312026-02-05 TRV TRAVELERS COMPANIES INC1.9K shares0.00%2025-12-312026-02-05 BIL SPDR SERIES TRUST5.8K shares-10.81%2025-12-312026-02-05 EW EDWARDS LIFESCIENCES CORP6.2K shares0.00%2025-12-312026-02-05 WMT WALMART INC4.6K shares0.00%2025-12-312026-02-05 DE DEERE & CO1.1K shares0.00%2025-12-312026-02-05 XEL XCEL ENERGY INC6.9K shares76.18%2025-12-312026-02-05 XLE SELECT SECTOR SPDR TR11.1K shares100.00%2025-12-312026-02-05 IJH ISHARES TR7.3K shares0.00%2025-12-312026-02-05 SCHX SCHWAB STRATEGIC TR17.5K shares0.00%2025-12-312026-02-05 PLTR PALANTIR TECHNOLOGIES INC2.6K sharesnew addition2025-12-312026-02-05 USB US BANCORP DEL8.7K shares-2.32%2025-12-312026-02-05 LH LABCORP HOLDINGS INC1.8K shares-6.89%2025-12-312026-02-05 CHD CHURCH & DWIGHT CO INC5.3K shares-2.76%2025-12-312026-02-05 TXN TEXAS INSTRS INC2.4K shares-3.00%2025-12-312026-02-05 HON HONEYWELL INTL INC2.1K shares7.88%2025-12-312026-02-05 MCD MCDONALDS CORP1.3K shares1.18%2025-12-312026-02-05 PYLD PIMCO ETF TR14.7K sharesnew addition2025-12-312026-02-05 DIA SPDR DOW JONES INDL AVERAGE808 shares0.00%2025-12-312026-02-05 MMM 3M CO2.4K shares-23.64%2025-12-312026-02-05 TJX TJX COS INC NEW2.4K shares0.00%2025-12-312026-02-05 INTC INTEL CORP9.8K shares-8.78%2025-12-312026-02-05 HD HOME DEPOT INC1.0K shares0.00%2025-12-312026-02-05 SCHF SCHWAB STRATEGIC TR14.7K shares46.81%2025-12-312026-02-05 ICE INTERCONTINENTAL EXCHANGE IN2.2K shares0.00%2025-12-312026-02-05 NEE NEXTERA ENERGY INC4.3K shares0.00%2025-12-312026-02-05 RY ROYAL BK CDA2.0K shares0.00%2025-12-312026-02-05 LII LENNOX INTL INC700 shares0.00%2025-12-312026-02-05 GLD SPDR GOLD TR850 shares-7.10%2025-12-312026-02-05 KTB KONTOOR BRANDS INC5.4K sharesnew addition2025-12-312026-02-05 IWN ISHARES TR1.8K shares0.00%2025-12-312026-02-05 IXN ISHARES TR3.1K shares0.00%2025-12-312026-02-05 EEM ISHARES TR5.9K shares0.00%2025-12-312026-02-05 SPYG SPDR SERIES TRUST2.9K shares0.00%2025-12-312026-02-05 NKE NIKE INC4.8K shares0.00%2025-12-312026-02-05 VUSB VANGUARD BD INDEX FDS6.1K shares0.00%2025-12-312026-02-05 NET CLOUDFLARE INC1.5K shares-3.85%2025-12-312026-02-05 XLK SELECT SECTOR SPDR TR2.0K shares88.67%2025-12-312026-02-05 PECO PHILLIPS EDISON & CO INC8.2K shares0.00%2025-12-312026-02-05 ZTS ZOETIS INC2.3K shares0.00%2025-12-312026-02-05 IWR ISHARES TR2.9K shares-6.73%2025-12-312026-02-05 BAC BANK AMERICA CORP5.0K shares-1.18%2025-12-312026-02-05 NVS NOVARTIS AG2.0K shares0.00%2025-12-312026-02-05 VCIT VANGUARD SCOTTSDALE FDS3.2K sharesnew addition2025-12-312026-02-05 JPST J P MORGAN EXCHANGE TRADED F5.3K sharesnew addition2025-12-312026-02-05 MAR MARRIOTT INTL INC NEW860 shares0.00%2025-12-312026-02-05 WY WEYERHAEUSER CO MTN BE11.3K shares0.00%2025-12-312026-02-05 FLXR TCW ETF TRUST6.7K sharesnew addition2025-12-312026-02-05 IJS ISHARES TR2.2K shares0.00%2025-12-312026-02-05 VFC V F CORP13.2K shares0.00%2025-12-312026-02-05 PM PHILIP MORRIS INTL INC1.5K shares0.00%2025-12-312026-02-05 GEV GE VERNOVA INC351 shares0.00%2025-12-312026-02-05 AMGN AMGEN INC688 shares-6.90%2025-12-312026-02-05 PANW PALO ALTO NETWORKS INC1.2K shares0.00%2025-12-312026-02-05 VBR VANGUARD INDEX FDS1.0K sharesnew addition2025-12-312026-02-05 XLF SELECT SECTOR SPDR TR3.9K shares0.03%2025-12-312026-02-05 BKIE BNY MELLON ETF TRUST2.3K sharesnew addition2025-12-312026-02-05 XLY SELECT SECTOR SPDR TR1.8K shares100.00%2025-12-312026-02-05 ADP AUTOMATIC DATA PROCESSING IN803 shares0.00%2025-12-312026-02-05 Call Option Holdings
UNH Call CallUNITEDHEALTH GROUP INC100 shares0.00%2025-12-312026-02-05 Put Option Holdings
No put option holdings data available