13F Insight
DOSSIER · 13F-HR · Q1 2026

Peak Asset Management, LLC

$567M in tracked AUM across 148 positions as of Q1 2026.

PA
CIK 0001632512 · last filed Mar 31, 2026
Total AUM
$567M
as of Q1 2026
Holdings
148
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Peak Asset Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$29M114K5.1%02
GOOGL
ALPHABET INC
$27M93K4.7%03
JPM
JPMORGAN CHASE & CO
$23M77K4.0%04
VGSH
VANGUARD SCOTTSDALE FDS
$23M385K4.0%05
MSFT
MICROSOFT CORP
$22M59K3.9%06
BILS
SPDR SERIES TRUST
$21M210K3.7%07
CSCO
CISCO SYS INC
$19M239K3.3%08
AVUV
AMERICAN CENTY ETF TR
$18M163K3.2%09
RSP
INVESCO EXCHANGE TRADED FD T
$17M91K3.1%10
PCAR
PACCAR INC
$17M146K3.0%

Filing history

2026Q1Mar 31
$567M▼ 3.5%
148 positionsView →2025Q4Dec 31
$587M▲ 2.5%
154 positionsView →2025Q3Sep 30
$573M▲ 5.0%
150 positionsView →2025Q2Jun 30
$546M▲ 3.9%
150 positionsLocked2025Q1Mar 31
$525M▼ 2.8%
147 positionsLocked2024Q4Dec 31
$541M▲ 1.9%
148 positionsLocked2024Q3Sep 30
$531M▲ 3.9%
151 positionsLocked2024Q2Jun 30
$511M▲ 1.1%
147 positionsLocked2024Q1Mar 31
$505M▲ 11.1%
147 positionsLocked2023Q4Dec 31
$454M▲ 9.7%
141 positionsLocked2023Q3Sep 30
$414M▼ 4.2%
136 positionsLocked2023Q2Jun 30
$432M▲ 5.7%
138 positionsLocked
Showing 12 of 43