StockDriftsStockDriftsTop 50 Peak Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.02% | 117.9K | $34.1M | +3.31%(+3.78K) | $39.69(+669.46%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.66% | 88.8K | $31.7M | -4.14%(-3.84K) | $59.64(+478.02%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 4.16% | 240.9K | $28.3M | +0.79%(+1.89K) | $36.37(+212.23%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.97% | 82.6K | $27.0M | +7.01%(+5.41K) | $126.91(+187.39%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.68% | 67.1K | $25.0M | +13.27%(+7.86K) | $100.37(+384.29%) | 2026-06-30 | |
| FTNT | FORTINET INC | 3.59% | 159.1K | $24.4M | -2.78%(-4.54K) | $69.91(+124.27%) | 2026-06-30 | |
| BILS | SPDR SERIES TRUST | 3.28% | 224.5K | $22.3M | +6.75%(+14.20K) | $97.39(+1.97%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.27% | 382.0K | $22.2M | -0.86%(-3.30K) | $58.83(-1.16%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.07% | 167.2K | $20.9M | +2.42%(+3.95K) | $85.14(+50.52%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.9% | 92.7K | $19.7M | +2.36%(+2.14K) | $142.22(+55.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.84% | +47.52% | +9.56% | +57.85% |
| Top 20 Holdings Unweighted | +13.74% | +47.12% | +9.63% | +58.35% |
Peak Asset Management LLC reports $680.21M in US-listed equity holdings across 181 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.0%), GOOGL (4.7%) and CSCO (4.2%). The top 20 holdings account for 60.5% of reported assets. Its disclosed equity book has returned +47.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Peak Asset Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Peak Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1632512). View Peak Asset Management LLC’s 13F filings on SEC