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Old Peak Finance LLC

13F filer · CIK 0002080991
Reported Aug 3, 2026
Net buyer this quarter
13F portfolio value$207MU.S. long equity reported on 13F
Positions5419 new · 2 closed
Net flow last quarter+$15.6MBuys minus sells
Top 10 positions weight53.2%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 3, 202654 positions
BSVNBank7 Corp.$44.3M21.42%5.97%+12.4%Q4 2025
DFAXGulf Resources, Inc.$34.9M16.91%Not reported+33.2%Q4 2025
NVDANvidia Corp$14.8M7.18%0.00%-21.6%Q4 2025
JPMJPMorgan Chase & Co$4.01M1.94%0.00%+166.6%Q4 2025
SPYSPDR S&P 500 ETF Trust$3.16M1.53%Not reported+0.1%Q4 2025
AAPLApple Inc.$2.65M1.28%0.00%+19.5%Q4 2025
MSFTMicrosoft Corp$1.71M0.83%0.00%+16.7%Q4 2025
FCNCAFirst Citizens Bancshares Inc$1.51M0.73%Not reported+0.7%Q4 2025
INTCIntel Corp$1.48M0.71%0.00%-47.7%Q4 2025
GOOGAlphabet Inc.$1.3M0.63%Not reported+22.2%Q4 2025
AMZNAmazon Com Inc$1.09M0.53%0.00%+17.7%Q4 2025
XOMExxonMobil Holdings Corp$975K0.47%0.00%+25.5%Q4 2025
PMPhilip Morris International Inc.$942K0.46%0.00%+1.4%Q4 2025
PLTRPalantir Technologies Inc.$928K0.45%0.00%-4.1%Q4 2025
SCHWSchwab Charles Corp$875K0.42%0.00%+1.5%Q4 2025
GOOGLAlphabet Inc.$873K0.42%0.00%+46.9%Q4 2025
MOAltria Group, Inc.$858K0.42%0.00%+1.3%Q4 2025
LLYELI LILLY & Co$568K0.27%0.00%+28.5%Q4 2025
PAASPan American Silver Corp$566K0.27%0.00%Not reportedQ4 2025
QQQInvesco QQQ Trust, Series 1$532K0.26%Not reported-1.4%Q4 2025
TGTTarget Corp$511K0.25%0.00%+2.8%Q4 2025
AEMAgnico Eagle Mines Ltd$463K0.22%0.00%Not reportedQ4 2025
METAMeta Platforms, Inc.$422K0.20%Not reported+24.6%Q4 2025
RYRoyal Bank of Canada$401K0.19%0.00%Not reportedQ4 2025
CRWDCrowdStrike Holdings, Inc.$399K0.19%0.00%Not reportedQ4 2025
GLWCorning Inc$395K0.19%0.00%NewQ2 2026
MMM3m Co$389K0.19%0.00%NewQ2 2026
BRK.BBerkshire Hathaway Inc$387K0.19%Not reported-2.6%Q4 2025
KOCoca Cola Co$332K0.16%0.00%NewQ2 2026
WMTWalmart Inc.$313K0.15%0.00%-1.1%Q4 2025
UNPUnion Pacific Corp$302K0.15%0.00%+5.9%Q4 2025
PGPROCTER & GAMBLE Co$297K0.14%0.00%+30.9%Q1 2026
CATCaterpillar Inc$293K0.14%0.00%NewQ2 2026
ISRGIntuitive Surgical Inc$293K0.14%0.00%+6.4%Q4 2025
AMDAdvanced Micro Devices Inc$275K0.13%0.00%NewQ2 2026
AVGOBroadcom Inc.$273K0.13%0.00%NewQ2 2026
MUMicron Technology Inc$272K0.13%0.00%NewQ2 2026
MSMorgan Stanley$265K0.13%0.00%NewQ2 2026
WECWec Energy Group, Inc.$261K0.13%0.00%NewQ2 2026
AZOAutozone Inc$259K0.13%0.00%+6.6%Q4 2025
ABBVAbbVie Inc.$256K0.12%0.00%NewQ2 2026
GEVGE Vernova Inc.$253K0.12%0.00%NewQ2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd$245K0.12%0.00%NewQ2 2026
EDENEden Energy Corp$234K0.11%0.03%+6.5%Q4 2025
SOSouthern Co$234K0.11%0.00%NewQ2 2026
PEPPepsico Inc$233K0.11%0.00%+12.8%Q4 2025
TMOThermo Fisher Scientific Inc.$230K0.11%0.00%+8.3%Q4 2025
CSCOCisco Systems, Inc.$229K0.11%0.00%NewQ2 2026
DUKDuke Energy CORP$228K0.11%0.00%NewQ2 2026
BCPCBalchem Corp$220K0.11%0.00%+0.2%Q1 2026
Q1 2026Reported Apr 24, 202637 positions
BSVNBank7 Corp.$39.6M23.14%5.31%+4.9%Q4 2025
DFAXGulf Resources, Inc.$24.2M14.13%Not reported+2.5%Q4 2025
NVDANvidia Corp$16.5M9.63%0.00%+97.9%Q4 2025
SPYSPDR S&P 500 ETF Trust$2.75M1.61%Not reported-2.5%Q4 2025
AAPLApple Inc.$1.94M1.14%0.00%+5.3%Q4 2025
MSFTMicrosoft Corp$1.45M0.85%0.00%+3.2%Q4 2025
FCNCAFirst Citizens Bancshares Inc$1.36M0.79%Not reportedNot reportedQ4 2025
JPMJPMorgan Chase & Co$1.35M0.79%0.00%-2.5%Q4 2025
PLTRPalantir Technologies Inc.$1.21M0.71%0.00%-0.1%Q4 2025
XOMExxonMobil Holdings Corp$964K0.56%0.00%+1.4%Q4 2025
INTCIntel Corp$892K0.52%0.00%-23.0%Q4 2025
SCHWSchwab Charles Corp$878K0.51%0.00%+0.7%Q4 2025
GOOGAlphabet Inc.$861K0.50%Not reported+2.0%Q4 2025
PMPhilip Morris International Inc.$849K0.50%0.00%-8.0%Q4 2025
AMZNAmazon Com Inc$812K0.47%0.00%-5.3%Q4 2025
MOAltria Group, Inc.$777K0.45%0.00%+0.1%Q4 2025
PAASPan American Silver Corp$691K0.40%0.00%Not reportedQ4 2025
AEMAgnico Eagle Mines Ltd$605K0.35%0.00%Not reportedQ4 2025
GOOGLAlphabet Inc.$478K0.28%0.00%+5.2%Q4 2025
TGTTarget Corp$461K0.27%0.00%+0.6%Q4 2025
QQQInvesco QQQ Trust, Series 1$423K0.25%Not reportedNot reportedQ4 2025
BRK.BBerkshire Hathaway Inc$380K0.22%Not reported+1.8%Q4 2025
WMTWalmart Inc.$347K0.20%0.00%+2.8%Q4 2025
METAMeta Platforms, Inc.$344K0.20%Not reported+31.8%Q4 2025
LLYELI LILLY & Co$339K0.20%0.00%-1.9%Q4 2025
ISRGIntuitive Surgical Inc$319K0.19%0.00%+0.3%Q4 2025
RYRoyal Bank of Canada$314K0.18%0.00%Not reportedQ4 2025
AZOAutozone Inc$257K0.15%0.00%Not reportedQ4 2025
UNPUnion Pacific Corp$254K0.15%0.00%+1.7%Q4 2025
PEPPepsico Inc$237K0.14%0.00%+2.3%Q4 2025
MCDMcdonalds Corp$234K0.14%0.00%+2.0%Q4 2025
CORCencora, Inc.$232K0.14%0.00%Not reportedQ4 2025
PGPROCTER & GAMBLE Co$223K0.13%0.00%NewQ1 2026
BCPCBalchem Corp$220K0.13%0.00%NewQ1 2026
EDENEden Energy Corp$208K0.12%0.03%-3.3%Q4 2025
TMOThermo Fisher Scientific Inc.$208K0.12%0.00%-0.7%Q4 2025
NEMNEWMONT Corp$208K0.12%0.00%NewQ1 2026
Q4 2025Reported Feb 10, 202639 positions
BSVNBank7 Corp.$38M23.43%5.09%NewQ4 2025
DFAXGulf Resources, Inc.$22.7M14.03%Not reportedNewQ4 2025
NVDANvidia Corp$8.91M5.50%0.00%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$2.96M1.83%Not reportedNewQ4 2025
AAPLApple Inc.$1.98M1.22%0.00%NewQ4 2025
MSFTMicrosoft Corp$1.84M1.14%0.00%NewQ4 2025
FCNCAFirst Citizens Bancshares Inc$1.55M0.96%Not reportedNewQ4 2025
JPMJPMorgan Chase & Co$1.52M0.94%0.00%NewQ4 2025
PLTRPalantir Technologies Inc.$1.48M0.91%0.00%NewQ4 2025
INTCIntel Corp$969K0.60%0.00%NewQ4 2025
AMZNAmazon Com Inc$949K0.59%0.00%NewQ4 2025
SCHWSchwab Charles Corp$927K0.57%0.00%NewQ4 2025
GOOGAlphabet Inc.$923K0.57%Not reportedNewQ4 2025
PMPhilip Morris International Inc.$895K0.55%0.00%NewQ4 2025
MOAltria Group, Inc.$678K0.42%0.00%NewQ4 2025
XOMExxonMobil Holdings Corp$675K0.42%0.00%NewQ4 2025
PAASPan American Silver Corp$655K0.40%0.00%NewQ4 2025
AEMAgnico Eagle Mines Ltd$506K0.31%0.00%NewQ4 2025
GOOGLAlphabet Inc.$495K0.31%0.00%NewQ4 2025
QQQInvesco QQQ Trust, Series 1$450K0.28%Not reportedNewQ4 2025
LLYELI LILLY & Co$403K0.25%0.00%NewQ4 2025
BRK.BBerkshire Hathaway Inc$392K0.24%Not reportedNewQ4 2025
ISRGIntuitive Surgical Inc$391K0.24%0.00%NewQ4 2025
TGTTarget Corp$370K0.23%0.00%NewQ4 2025
RYRoyal Bank of Canada$330K0.20%0.00%NewQ4 2025
RJFRaymond James Financial Inc$311K0.19%0.00%NewQ4 2025
WMTWalmart Inc.$303K0.19%0.00%NewQ4 2025
METAMeta Platforms, Inc.$301K0.19%Not reportedNewQ4 2025
CRMSalesforce, Inc.$272K0.17%0.00%NewQ4 2025
AZOAutozone Inc$258K0.16%0.00%NewQ4 2025
CORCencora, Inc.$249K0.15%0.00%NewQ4 2025
TMOThermo Fisher Scientific Inc.$247K0.15%0.00%NewQ4 2025
CRWDCrowdStrike Holdings, Inc.$239K0.15%0.00%NewQ4 2025
UNPUnion Pacific Corp$238K0.15%0.00%NewQ4 2025
EDENEden Energy Corp$236K0.15%0.03%NewQ4 2025
MCDMcdonalds Corp$226K0.14%0.00%NewQ4 2025
PEPPepsico Inc$214K0.13%0.00%NewQ4 2025
CCLCarnival Corp Ltd.$209K0.13%0.00%NewQ4 2025
IDXXIdexx Laboratories Inc$204K0.13%0.00%NewQ4 2025
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