Peak Asset Management, LLC

13F filer · CIK 0001632512

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$680MU.S. long equity reported on 13F

Positions13126 new · 1 closed

Net flow last quarter+$41.6MBuys minus sells

Top 10 positions weight35.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026131 positions
AAPLApple Inc.	$34.1M	5.02%	0.00%	+3.3%	Q4 2014
GOOGLAlphabet Inc.	$31.7M	4.66%	0.00%	-4.1%	Q4 2015
CSCOCisco Systems, Inc.	$28.3M	4.16%	0.01%	+0.8%	Q4 2014
JPMJPMorgan Chase & Co	$27M	3.97%	0.00%	+7.0%	Q4 2014
MSFTMicrosoft Corp	$25M	3.68%	0.00%	+13.3%	Q4 2014
FTNTFortinet, Inc.	$24.4M	3.59%	0.02%	-2.8%	Q1 2024
VVisa Inc.	$19M	2.79%	0.00%	+1.3%	Q4 2014
PCARPaccar Inc	$17.6M	2.59%	0.03%	+0.6%	Q4 2014
SPGIS&P Global Inc.	$16.6M	2.43%	0.01%	+3.7%	Q2 2016
SYKStryker Corp	$16.5M	2.42%	0.01%	+5.4%	Q4 2014
EMREmerson Electric Co	$16.4M	2.42%	0.02%	-0.1%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$15.3M	2.25%	Not reported	+5.0%	Q2 2018
BKNGBooking Holdings Inc.	$14.7M	2.16%	0.01%	+6.4%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$12.2M	1.79%	Not reported	+0.3%	Q4 2014
AMATApplied Materials Inc	$11.1M	1.63%	0.00%	+29.8%	Q4 2023
ORCLOracle Corp	$10.2M	1.50%	0.00%	-1.4%	Q4 2014
DISWalt Disney Co	$9.66M	1.42%	0.01%	+4.1%	Q4 2014
COPConocophillips	$7.84M	1.15%	0.01%	+0.9%	Q4 2014
AMZNAmazon Com Inc	$6.1M	0.90%	0.00%	+1.6%	Q2 2016
CRMSalesforce, Inc.	$5.79M	0.85%	0.00%	+14.4%	Q1 2026
CVXChevron Corp	$5.63M	0.83%	0.00%	+15.4%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$5.42M	0.80%	Not reported	-0.5%	Q4 2014
GOOGAlphabet Inc.	$5.31M	0.78%	Not reported	+97.3%	Q2 2017
JNJJohnson & Johnson	$4.31M	0.63%	0.00%	+43.5%	Q4 2014
MAMastercard Inc	$3.99M	0.59%	0.00%	-0.3%	Q4 2014
APHAmphenol Corp	$3.88M	0.57%	0.00%	+0.7%	Q3 2016
UNPUnion Pacific Corp	$3.79M	0.56%	0.00%	Not reported	Q2 2015
COSTCostco Wholesale Corp	$3.75M	0.55%	0.00%	+9.8%	Q2 2016
PGPROCTER & GAMBLE Co	$3.66M	0.54%	0.00%	+0.2%	Q4 2014
XOMExxonMobil Holdings Corp	$3.62M	0.53%	0.00%	+73.3%	Q4 2014
ECLEcolab Inc.	$2.95M	0.43%	0.00%	+0.6%	Q4 2016
UBERUber Technologies, Inc	$2.9M	0.43%	0.00%	+5.1%	Q1 2025
ADBEAdobe Inc.	$2.83M	0.42%	0.00%	+18.1%	Q1 2023
AVGOBroadcom Inc.	$2.81M	0.41%	0.00%	+1.1%	Q1 2023
MRKMerck & Co., Inc.	$2.77M	0.41%	0.00%	+26.4%	Q4 2014
ORLYO Reilly Automotive Inc	$2.66M	0.39%	0.00%	Not reported	Q2 2016
ZMZoom Communications, Inc.	$2.54M	0.37%	Not reported	+0.6%	Q4 2025
WFCWells Fargo & Company	$2.41M	0.35%	0.00%	+96.5%	Q4 2014
TMOThermo Fisher Scientific Inc.	$2.38M	0.35%	0.00%	-1.4%	Q4 2014
GLNGGolar LNG Ltd	$2.34M	0.34%	0.05%	-4.2%	Q4 2014
RSGRepublic Services, Inc.	$2.33M	0.34%	0.00%	Not reported	Q4 2014
SLBSLB Limited	$2.3M	0.34%	0.00%	+33.0%	Q4 2014
QLTYQuality Distribution Inc	$2.23M	0.33%	0.19%	+6.4%	Q3 2025
SWKStanley Black & Decker, Inc.	$2.14M	0.31%	0.01%	Not reported	Q1 2020
MCKMckesson Corp	$2.12M	0.31%	0.00%	New	Q2 2026
MDTMedtronic plc	$1.96M	0.29%	0.00%	-9.7%	Q3 2023
BMYBristol Myers Squibb Co	$1.85M	0.27%	0.00%	-0.9%	Q4 2014
NVDANvidia Corp	$1.81M	0.27%	0.00%	+6.7%	Q3 2020
AXPAmerican Express Co	$1.81M	0.27%	0.00%	New	Q2 2026
PEPPepsico Inc	$1.66M	0.24%	0.00%	+49.6%	Q4 2014

Q1 2026Reported May 15, 2026105 positions
AAPLApple Inc.	$29M	5.11%	0.00%	-1.5%	Q4 2014
GOOGLAlphabet Inc.	$26.6M	4.70%	0.00%	-8.9%	Q4 2015
JPMJPMorgan Chase & Co	$22.7M	4.00%	0.00%	-2.5%	Q4 2014
MSFTMicrosoft Corp	$21.9M	3.87%	0.00%	+1.5%	Q4 2014
CSCOCisco Systems, Inc.	$18.5M	3.27%	0.01%	-2.2%	Q4 2014
PCARPaccar Inc	$16.8M	2.97%	0.03%	-1.4%	Q4 2014
SPGIS&P Global Inc.	$16.7M	2.94%	0.01%	+2.8%	Q2 2016
VVisa Inc.	$16.5M	2.92%	0.00%	+1.3%	Q4 2014
SYKStryker Corp	$16.3M	2.88%	0.01%	+0.9%	Q4 2014
EMREmerson Electric Co	$15.1M	2.66%	0.02%	-2.1%	Q4 2014
FTNTFortinet, Inc.	$13.4M	2.36%	0.02%	+3.5%	Q1 2024
BKNGBooking Holdings Inc.	$13M	2.30%	0.01%	+10.3%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$11.4M	2.02%	Not reported	+2.7%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$10.6M	1.87%	Not reported	-1.4%	Q4 2014
ORCLOracle Corp	$10.4M	1.84%	0.00%	+1.2%	Q4 2014
COPConocophillips	$9.86M	1.74%	0.01%	-1.2%	Q4 2014
DISWalt Disney Co	$9.29M	1.64%	0.01%	-0.9%	Q4 2014
CVXChevron Corp	$6.09M	1.07%	0.00%	-1.1%	Q4 2014
CRMSalesforce, Inc.	$6.03M	1.06%	0.00%	New	Q1 2026
AMZNAmazon Com Inc	$5.24M	0.93%	0.00%	-0.6%	Q2 2016
MDYSPDR S&P Midcap 400 ETF Trust	$4.77M	0.84%	Not reported	-12.4%	Q4 2014
AMATApplied Materials Inc	$4.04M	0.71%	0.00%	-8.4%	Q4 2023
MAMastercard Inc	$3.89M	0.69%	0.00%	+1.3%	Q4 2014
COSTCostco Wholesale Corp	$3.63M	0.64%	0.00%	-6.8%	Q2 2016
PGPROCTER & GAMBLE Co	$3.59M	0.63%	0.00%	-1.9%	Q4 2014
UNPUnion Pacific Corp	$3.38M	0.60%	0.00%	-1.2%	Q2 2015
JNJJohnson & Johnson	$2.89M	0.51%	0.00%	-1.5%	Q4 2014
ADBEAdobe Inc.	$2.84M	0.50%	0.00%	+198.1%	Q1 2023
ECLEcolab Inc.	$2.8M	0.49%	0.00%	-4.0%	Q4 2016
APHAmphenol Corp	$2.76M	0.49%	0.00%	-0.8%	Q3 2016
UBERUber Technologies, Inc	$2.75M	0.48%	0.00%	+22.1%	Q1 2025
ORLYO Reilly Automotive Inc	$2.66M	0.47%	0.00%	-0.2%	Q2 2016
GLNGGolar LNG Ltd	$2.65M	0.47%	0.05%	-13.0%	Q4 2014
XOMExxonMobil Holdings Corp	$2.59M	0.46%	0.00%	-10.7%	Q4 2014
MDTMedtronic plc	$2.4M	0.42%	0.00%	-21.0%	Q3 2023
RSGRepublic Services, Inc.	$2.4M	0.42%	0.00%	Not reported	Q4 2014
TMOThermo Fisher Scientific Inc.	$2.37M	0.42%	0.00%	+2.9%	Q4 2014
ZMZoom Communications, Inc.	$2.35M	0.41%	Not reported	+7.9%	Q4 2025
AVGOBroadcom Inc.	$2.28M	0.40%	0.00%	-1.2%	Q1 2023
GOOGAlphabet Inc.	$2.18M	0.39%	Not reported	-8.9%	Q2 2017
MRKMerck & Co., Inc.	$2.05M	0.36%	0.00%	-4.7%	Q4 2014
BMYBristol Myers Squibb Co	$1.97M	0.35%	0.00%	-2.8%	Q4 2014
SLBSLB Limited	$1.91M	0.34%	0.00%	-1.9%	Q4 2014
QLTYQuality Distribution Inc	$1.83M	0.32%	0.18%	-6.5%	Q3 2025
SWKStanley Black & Decker, Inc.	$1.62M	0.28%	0.01%	Not reported	Q1 2020
NVDANvidia Corp	$1.48M	0.26%	0.00%	-9.6%	Q3 2020
BRK.ABerkshire Hathaway Inc	$1.44M	0.25%	Not reported	-33.3%	Q4 2014
ABTAbbott Laboratories	$1.42M	0.25%	0.00%	-0.4%	Q4 2014
PEPPepsico Inc	$1.27M	0.22%	0.00%	-10.8%	Q4 2014
WFCWells Fargo & Company	$1.18M	0.21%	0.00%	-44.4%	Q4 2014

Q4 2025Reported Feb 5, 2026106 positions
GOOGLAlphabet Inc.	$31.8M	5.41%	0.00%	-5.4%	Q4 2015
AAPLApple Inc.	$31.5M	5.36%	0.00%	-1.5%	Q4 2014
MSFTMicrosoft Corp	$28.2M	4.80%	0.00%	-0.9%	Q4 2014
JPMJPMorgan Chase & Co	$25.5M	4.34%	0.00%	-1.0%	Q4 2014
SPGIS&P Global Inc.	$19.9M	3.39%	0.01%	+0.8%	Q2 2016
VVisa Inc.	$18.9M	3.22%	0.00%	0.0%	Q4 2014
CSCOCisco Systems, Inc.	$18.8M	3.21%	0.01%	-0.8%	Q4 2014
SYKStryker Corp	$17.3M	2.94%	0.01%	+0.7%	Q4 2014
PCARPaccar Inc	$16.2M	2.75%	0.03%	+0.1%	Q4 2014
EMREmerson Electric Co	$15.6M	2.65%	0.02%	-0.1%	Q4 2014
BKNGBooking Holdings Inc.	$15M	2.56%	0.01%	+0.6%	Q1 2022
ORCLOracle Corp	$13.6M	2.32%	0.00%	-2.8%	Q4 2014
FTNTFortinet, Inc.	$12.6M	2.14%	0.02%	+0.8%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$11.8M	2.02%	Not reported	+0.3%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$11.3M	1.92%	Not reported	+5.7%	Q4 2014
DISWalt Disney Co	$11.1M	1.88%	0.01%	+0.8%	Q4 2014
COPConocophillips	$7.08M	1.20%	0.01%	+1.7%	Q4 2014
AMZNAmazon Com Inc	$5.84M	0.99%	0.00%	-0.1%	Q2 2016
MDYSPDR S&P Midcap 400 ETF Trust	$5.33M	0.91%	Not reported	-3.1%	Q4 2014
CVXChevron Corp	$4.53M	0.77%	0.00%	-4.5%	Q4 2014
MAMastercard Inc	$4.39M	0.75%	0.00%	-0.1%	Q4 2014
PGPROCTER & GAMBLE Co	$3.64M	0.62%	0.00%	+8.7%	Q4 2014
COSTCostco Wholesale Corp	$3.38M	0.57%	0.00%	+0.1%	Q2 2016
MDTMedtronic plc	$3.37M	0.57%	0.00%	-0.9%	Q3 2023
AMATApplied Materials Inc	$3.32M	0.56%	0.00%	-0.7%	Q4 2023
UNPUnion Pacific Corp	$3.26M	0.56%	0.00%	-0.2%	Q2 2015
APHAmphenol Corp	$2.98M	0.51%	0.00%	-6.8%	Q3 2016
ECLEcolab Inc.	$2.88M	0.49%	0.00%	Not reported	Q4 2016
TMOThermo Fisher Scientific Inc.	$2.72M	0.46%	0.00%	+1.5%	Q4 2014
ORLYO Reilly Automotive Inc	$2.63M	0.45%	0.00%	Not reported	Q2 2016
GOOGAlphabet Inc.	$2.62M	0.45%	Not reported	-0.3%	Q2 2017
AVGOBroadcom Inc.	$2.58M	0.44%	0.00%	-2.5%	Q1 2023
UBERUber Technologies, Inc	$2.56M	0.44%	0.00%	+12.6%	Q1 2025
WFCWells Fargo & Company	$2.49M	0.42%	0.00%	-2.8%	Q4 2014
JNJJohnson & Johnson	$2.48M	0.42%	0.00%	Not reported	Q4 2014
ZMZoom Communications, Inc.	$2.34M	0.40%	Not reported	New	Q4 2025
RSGRepublic Services, Inc.	$2.32M	0.39%	0.00%	-0.4%	Q4 2014
BRK.ABerkshire Hathaway Inc	$2.26M	0.39%	Not reported	Not reported	Q4 2014
GLNGGolar LNG Ltd	$2.1M	0.36%	0.06%	Not reported	Q4 2014
QLTYQuality Distribution Inc	$2.08M	0.35%	0.19%	+236.1%	Q3 2025
XOMExxonMobil Holdings Corp	$2.06M	0.35%	0.00%	-0.6%	Q4 2014
MRKMerck & Co., Inc.	$1.88M	0.32%	0.00%	-2.0%	Q4 2014
BMYBristol Myers Squibb Co	$1.8M	0.31%	0.00%	+1.5%	Q4 2014
NVDANvidia Corp	$1.75M	0.30%	0.00%	-3.1%	Q3 2020
ABTAbbott Laboratories	$1.74M	0.30%	0.00%	Not reported	Q4 2014
SWKStanley Black & Decker, Inc.	$1.69M	0.29%	0.01%	Not reported	Q1 2020
INTUIntuit Inc.	$1.55M	0.26%	0.00%	Not reported	Q4 2017
ACNAccenture plc	$1.46M	0.25%	0.00%	+0.8%	Q2 2016
SLBSLB Limited	$1.46M	0.25%	0.00%	+0.4%	Q4 2014
ADBEAdobe Inc.	$1.37M	0.23%	0.00%	+4.1%	Q1 2023

Q3 2025Reported Nov 13, 2025106 positions
MSFTMicrosoft Corp	$30.5M	5.32%	0.00%	-1.9%	Q4 2014
AAPLApple Inc.	$29.9M	5.23%	0.00%	-0.4%	Q4 2014
GOOGLAlphabet Inc.	$26.1M	4.56%	0.00%	-2.3%	Q4 2015
JPMJPMorgan Chase & Co	$25.2M	4.40%	0.00%	-0.8%	Q4 2014
ORCLOracle Corp	$20.2M	3.53%	0.00%	-6.6%	Q4 2014
VVisa Inc.	$18.4M	3.22%	0.00%	+0.6%	Q4 2014
SPGIS&P Global Inc.	$18.4M	3.21%	0.01%	+1.0%	Q2 2016
SYKStryker Corp	$18.1M	3.15%	0.01%	+0.6%	Q4 2014
CSCOCisco Systems, Inc.	$16.9M	2.94%	0.01%	+0.2%	Q4 2014
EMREmerson Electric Co	$15.4M	2.69%	0.02%	-0.6%	Q4 2014
BKNGBooking Holdings Inc.	$15.1M	2.63%	0.01%	-0.1%	Q1 2022
PCARPaccar Inc	$14.5M	2.53%	0.03%	+1.8%	Q4 2014
FTNTFortinet, Inc.	$13.2M	2.30%	0.02%	+17.9%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$11.5M	2.01%	Not reported	+2.0%	Q2 2018
DISWalt Disney Co	$11.1M	1.93%	0.01%	+0.8%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$10.4M	1.82%	Not reported	-1.0%	Q4 2014
COPConocophillips	$7.03M	1.23%	0.01%	+2.9%	Q4 2014
AMZNAmazon Com Inc	$5.56M	0.97%	0.00%	+0.4%	Q2 2016
MDYSPDR S&P Midcap 400 ETF Trust	$5.43M	0.95%	Not reported	-3.1%	Q4 2014
CVXChevron Corp	$4.84M	0.84%	0.00%	-0.5%	Q4 2014
MAMastercard Inc	$4.38M	0.77%	0.00%	-0.1%	Q4 2014
COSTCostco Wholesale Corp	$3.62M	0.63%	0.00%	+0.4%	Q2 2016
PGPROCTER & GAMBLE Co	$3.58M	0.63%	0.00%	-4.1%	Q4 2014
MDTMedtronic plc	$3.37M	0.59%	0.00%	-2.8%	Q3 2023
KMIKinder Morgan, Inc.	$3.35M	0.58%	0.01%	-4.2%	Q4 2014
UNPUnion Pacific Corp	$3.34M	0.58%	0.00%	-1.6%	Q2 2015
ORLYO Reilly Automotive Inc	$3.11M	0.54%	0.00%	-0.1%	Q2 2016
ECLEcolab Inc.	$3M	0.52%	0.00%	-1.4%	Q4 2016
APHAmphenol Corp	$2.93M	0.51%	0.00%	-1.5%	Q3 2016
UBERUber Technologies, Inc	$2.72M	0.48%	0.00%	+9.9%	Q1 2025
AMATApplied Materials Inc	$2.66M	0.46%	0.00%	+18.0%	Q4 2023
AVGOBroadcom Inc.	$2.52M	0.44%	0.00%	-6.7%	Q1 2023
RSGRepublic Services, Inc.	$2.52M	0.44%	0.00%	-0.9%	Q4 2014
WFCWells Fargo & Company	$2.3M	0.40%	0.00%	-1.5%	Q4 2014
GLNGGolar LNG Ltd	$2.28M	0.40%	0.05%	Not reported	Q4 2014
BRK.ABerkshire Hathaway Inc	$2.26M	0.39%	Not reported	-40.0%	Q4 2014
TMOThermo Fisher Scientific Inc.	$2.24M	0.39%	0.00%	-1.8%	Q4 2014
JNJJohnson & Johnson	$2.22M	0.39%	0.00%	Not reported	Q4 2014
GOOGAlphabet Inc.	$2.04M	0.36%	Not reported	-3.3%	Q2 2017
XOMExxonMobil Holdings Corp	$1.94M	0.34%	0.00%	-1.4%	Q4 2014
ABTAbbott Laboratories	$1.86M	0.33%	0.00%	-1.9%	Q4 2014
NVDANvidia Corp	$1.81M	0.32%	0.00%	Not reported	Q3 2020
SWKStanley Black & Decker, Inc.	$1.69M	0.29%	0.01%	Not reported	Q1 2020
INTUIntuit Inc.	$1.6M	0.28%	0.00%	Not reported	Q4 2017
MRKMerck & Co., Inc.	$1.53M	0.27%	0.00%	-4.3%	Q4 2014
BMYBristol Myers Squibb Co	$1.48M	0.26%	0.00%	-12.3%	Q4 2014
PEPPepsico Inc	$1.41M	0.25%	0.00%	-1.7%	Q4 2014
ACNAccenture plc	$1.33M	0.23%	0.00%	-38.9%	Q2 2016
ADBEAdobe Inc.	$1.33M	0.23%	0.00%	-16.1%	Q1 2023
SLBSLB Limited	$1.3M	0.23%	0.00%	-3.5%	Q4 2014

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