Peak Asset Management, LLC - Portfolio overview

Peak Asset Management, LLC has 157 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.96%
2. GOOGL - ALPHABET INC, 4.56%
3. JPM - JPMORGAN CHASE & CO, 3.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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