Peak Asset Management, LLC Top Holdings and 13F Report (2025) About Peak Asset Management, LLCInvestment ActivityPeak Asset Management, LLC has $540.59 million in total holdings as of December 31, 2024.Peak Asset Management, LLC owns shares of 148 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 1.98% of the portfolio was purchased this quarter.About 2.40% of the portfolio was sold this quarter.This quarter, Peak Asset Management, LLC has purchased 151 new stocks and bought additional shares in 27 stocks.Peak Asset Management, LLC sold shares of 58 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $29,806,585Microsoft $25,764,399Alphabet $21,019,305JPMorgan Chase & Co. $20,457,811S&P Global $19,434,127 Largest New Holdings this Quarter iShares 3-7 Year Treasury Bond ETF $1,082,704 HoldingBLACKROCK INC $404,919 HoldingiShares 7-10 Year Treasury Bond ETF $244,993 HoldingAutomatic Data Processing $205,790 Holding Largest Purchases this Quarter SPDR Bloomberg 3-12 Month T-Bill ETF 30,254 shares (about $3.00M)iShares 1-3 Year Treasury Bond ETF 18,784 shares (about $1.54M)iShares 3-7 Year Treasury Bond ETF 9,370 shares (about $1.08M)Vanguard Short-Term Treasury Index ETF 15,400 shares (about $895.97K)BLACKROCK INC 395 shares (about $404.92K) Largest Sales this Quarter Oracle 39,104 shares (about $6.52M)JPMorgan Chase & Co. 2,258 shares (about $541.27K)Apple 1,946 shares (about $487.32K)Booking 72 shares (about $357.73K)Walt Disney 2,869 shares (about $319.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeak Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$29,806,585$487,319 ▼-1.6%119,0265.5%Computer and TechnologyMSFTMicrosoft$25,764,399$21,496 ▲0.1%61,1264.8%Computer and TechnologyGOOGLAlphabet$21,019,305$64,173 ▼-0.3%111,0373.9%Computer and TechnologyJPMJPMorgan Chase & Co.$20,457,811$541,265 ▼-2.6%85,3443.8%FinanceSPGIS&P Global$19,434,127$140,942 ▼-0.7%39,0223.6%Business ServicesBILSSPDR Bloomberg 3-12 Month T-Bill ETF$19,048,996$2,999,684 ▲18.7%192,1233.5%ETFVVisa$18,034,120$97,024 ▼-0.5%57,0633.3%Business ServicesSYKStryker$17,672,260$185,785 ▼-1.0%49,0833.3%MedicalVGSHVanguard Short-Term Treasury Index ETF$17,399,049$895,971 ▲5.4%299,0563.2%ETFRSPInvesco S&P 500 Equal Weight ETF$16,013,838$397,244 ▲2.5%91,3883.0%ETFRTXRTX$14,690,539$181,912 ▼-1.2%126,9492.7%AerospacePCARPACCAR$14,425,884$30,374 ▼-0.2%138,6842.7%Auto/Tires/TrucksEMREmerson Electric$14,224,389$242,034 ▼-1.7%114,7782.6%Industrial ProductsCSCOCisco Systems$14,150,991$5,328 ▼0.0%239,0372.6%Computer and TechnologyBKNGBooking$13,727,745$357,726 ▼-2.5%2,7632.5%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$13,420,900$340,945 ▲2.6%139,0332.5%ETFORCLOracle$12,831,530$6,516,248 ▼-33.7%77,0022.4%Computer and TechnologyFTNTFortinet$12,280,133$59,522 ▼-0.5%129,9762.3%Computer and TechnologyDISWalt Disney$11,379,451$319,464 ▼-2.7%102,1952.1%Consumer DiscretionaryPJPInvesco Pharmaceuticals ETF$10,903,151$15,037 ▼-0.1%131,9672.0%ETFBDXBecton, Dickinson and Company$10,728,910$130,223 ▼-1.2%47,2912.0%MedicalVGLTVanguard Long-Term Treasury Index ETF$10,656,868$349,314 ▲3.4%192,5362.0%ETFQQQInvesco QQQ$9,174,148$179,444 ▲2.0%17,9451.7%FinanceSPYSPDR S&P 500 ETF Trust$9,010,980$26,960 ▼-0.3%15,3751.7%FinanceVOOVanguard S&P 500 ETF$7,495,925$281,259 ▲3.9%13,9121.4%ETFCOPConocoPhillips$6,627,928$187,134 ▲2.9%66,8341.2%Oils/EnergyMDYSPDR S&P MidCap 400 ETF Trust$5,552,970$1,139 ▼0.0%9,7491.0%ETFAMZNAmazon.com$5,536,965$70,424 ▼-1.3%25,2381.0%Retail/WholesaleIVViShares Core S&P 500 ETF$5,402,849$150,701 ▼-2.7%9,1781.0%ETFAVNMAvantis All International Markets Equity ETF$5,224,561$279,266 ▲5.6%95,3931.0%ETFCVXChevron$4,713,094$60,253 ▲1.3%32,5400.9%Oils/EnergyMAMastercard$4,124,623$40,546 ▼-1.0%7,8330.8%Business ServicesPGProcter & Gamble$4,094,564$10,730 ▼-0.3%24,4230.8%Consumer StaplesCOSTCostco Wholesale$3,912,473$9,163 ▼-0.2%4,2700.7%Retail/WholesaleIWMiShares Russell 2000 ETF$3,756,983$28,725 ▼-0.8%17,0030.7%FinanceKMIKinder Morgan$3,492,514$152,837 ▼-4.2%127,4640.6%Oils/EnergyUNPUnion Pacific$3,275,916$228 ▲0.0%14,3660.6%TransportationJJacobs Solutions$3,206,8800.0%24,0000.6%Business ServicesAVEMAvantis Emerging Markets Equity ETF$3,154,084$17,755 ▼-0.6%53,6500.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,904,019$1,539,891 ▲112.9%35,4240.5%ManufacturingECLEcolab$2,641,655$37,959 ▼-1.4%11,2740.5%Basic MaterialsVOVanguard Mid-Cap ETF$2,604,851$66,297 ▼-2.5%9,8620.5%ETFMDTMedtronic$2,538,667$36,905 ▼-1.4%31,7810.5%MedicalVNLAJanus Henderson Short Duration Income ETF$2,477,585$162,137 ▲7.0%50,6560.5%ETFRSGRepublic Services$2,389,415$76,448 ▼-3.1%11,8770.4%Business ServicesGLNGGolar LNG$2,384,732$172,920 ▼-6.8%56,3500.4%TransportationACNAccenture$2,323,573$11,257 ▲0.5%6,6050.4%Computer and TechnologyORLYO'Reilly Automotive$2,274,365$23,716 ▼-1.0%1,9180.4%Retail/WholesaleAVGOBroadcom$2,197,8440.0%9,4800.4%Computer and TechnologyBMYBristol-Myers Squibb$2,135,9320.0%37,7640.4%MedicalWFCWells Fargo & Company$2,092,310$8,078 ▼-0.4%29,7880.4%FinanceSDYSPDR S&P Dividend ETF$1,965,1200.0%14,8760.4%ETFVBVanguard Small-Cap ETF$1,917,6750.0%7,9810.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,867,367$153,968 ▼-7.6%20,4240.3%ETFSWKStanley Black & Decker$1,825,2330.0%22,7330.3%Industrial ProductsADBEAdobe$1,823,188$65,368 ▲3.7%4,1000.3%Computer and TechnologyTMOThermo Fisher Scientific$1,770,1080.0%3,4030.3%MedicalMRKMerck & Co., Inc.$1,754,032$58,693 ▲3.5%17,6320.3%MedicalJNJJohnson & Johnson$1,741,370$11,280 ▼-0.6%12,0410.3%MedicalPEPPepsiCo$1,728,023$31,173 ▼-1.8%11,3640.3%Consumer StaplesGOOGAlphabet$1,721,959$48,562 ▼-2.7%9,0420.3%Computer and TechnologyAPHAmphenol$1,673,398$22,571 ▼-1.3%24,0950.3%Computer and TechnologyABTAbbott Laboratories$1,651,633$19,794 ▼-1.2%14,6020.3%MedicalXOMExxon Mobil$1,651,553$38,296 ▼-2.3%15,3530.3%Oils/EnergyIJRiShares Core S&P Small-Cap ETF$1,591,2020.0%13,8100.3%ETFSLBSchlumberger$1,507,5680.0%39,3210.3%Oils/EnergyINTUIntuit$1,468,805$1,886 ▼-0.1%2,3370.3%Computer and TechnologyNVDANVIDIA$1,448,855$67,145 ▼-4.4%10,7890.3%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$1,179,1760.0%24,3980.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,082,704$1,082,704 ▲New Holding9,3700.2%ETFUNHUnitedHealth Group$1,030,4370.0%2,0370.2%MedicalMKSIMKS Instruments$993,167$87,583 ▼-8.1%9,5140.2%Computer and TechnologyQCOMQUALCOMM$991,771$5,377 ▼-0.5%6,4560.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$984,0630.0%11,4880.2%ETFVTIVanguard Total Stock Market ETF$905,738$34,780 ▼-3.7%3,1250.2%ETFKOCoca-Cola$828,868$99,243 ▼-10.7%13,3130.2%Consumer StaplesLOWLowe's Companies$824,5590.0%3,3410.2%Retail/WholesaleCSDInvesco S&P Spin-Off ETF$815,9380.0%9,9310.2%ETFPFEPfizer$752,505$53 ▲0.0%28,3640.1%MedicalJPMORGAN CHASE FINL CO LLC$716,326$46,714 ▼-6.1%24,2740.1%CAL LKD 44PGRProgressive$709,725$124,837 ▼-15.0%2,9620.1%FinanceSNOWSnowflake$706,8890.0%4,5780.1%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$688,333$3,111 ▼-0.4%6,8600.1%ETFCHDChurch & Dwight$672,658$2,618 ▼-0.4%6,4240.1%Consumer StaplesMETAMeta Platforms$636,4500.0%1,0870.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$635,5030.0%8,4050.1%FinanceTSMTaiwan Semiconductor Manufacturing$631,9680.0%3,2000.1%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$628,2890.0%12,6620.1%ETFSMHVanEck Semiconductor ETF$600,3470.0%2,4790.1%ManufacturingAMATApplied Materials$599,455$22,280 ▲3.9%3,6860.1%Computer and TechnologyHONHoneywell International$572,406$11,295 ▼-1.9%2,5340.1%Multi-Sector ConglomeratesXLYConsumer Discretionary Select Sector SPDR Fund$559,7610.0%2,4950.1%FinanceAMENTUM HOLDINGS INC$504,7200.0%24,0000.1%COMLABCORP HOLDINGS INC$485,4710.0%2,1170.1%COM SHSIJHiShares Core S&P Mid-Cap ETF$482,9080.0%7,7500.1%ETFVEAVanguard FTSE Developed Markets ETF$478,3920.0%10,0040.1%ETFVWOVanguard FTSE Emerging Markets ETF$473,7830.0%10,7580.1%ETFWMTWalmart$472,9830.0%5,2350.1%Retail/WholesaleDEDeere & Company$470,307$424 ▲0.1%1,1100.1%Industrial ProductsEWEdwards Lifesciences$469,5730.0%6,3430.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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