Peak Asset Management, LLC Portfolio Holdings
Peak Asset Management, LLC
- $559 Million
- Q3 2025
Peak Asset Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $559 Million distributed in 150 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $30.5M, Apple Inc. with a value of $29.9M, Alphabet Inc. with a value of $26.1M, Jpmorgan Chase & CO with a value of $25.2M, and Vanguard with a value of $21.5M.
Examining the 13F form we can see an increase of $23.9M in the current position value, from $535M to 559M.
Peak Asset Management, LLC is based out at Louisville, CO
Below you can find more details about Peak Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$559 Million
ETFs: $176 Million
Technology: $133 Million
Financial Services: $73.6 Million
Communication Services: $40.3 Million
Industrials: $40.1 Million
Healthcare: $33.4 Million
Consumer Cyclical: $26.5 Million
Energy: $20.9 Million
Other: $15.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|