$264 Million is the total value of Peak Asset Management, LLC's 149 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STL | New | STERLING BANCORP DEL | $571,000 | – | 24,094 | +100.0% | 0.22% | – |
| COF | New | CAPITAL ONE FINL CORP | $485,000 | – | 5,600 | +100.0% | 0.18% | – |
| NFG | New | NATIONAL FUEL GAS CO N J | $238,000 | – | 4,000 | +100.0% | 0.09% | – |
| ZLTQ | New | ZELTIQ AESTHETICS INC | $219,000 | – | 3,937 | +100.0% | 0.08% | – |
| TGNA | New | TEGNA INC | $205,000 | – | 8,000 | +100.0% | 0.08% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $207,000 | – | 14,165 | +100.0% | 0.08% | – |
| HCA | New | HCA HOLDINGS INC | $201,000 | – | 2,264 | +100.0% | 0.08% | – |
| SH | New | PROSHARES TRshort s&p 500 ne | $201,000 | – | 5,827 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 36 | Q3 2023 | 5.7% |
| APPLE INC | 36 | Q3 2023 | 6.4% |
| DISNEY WALT CO | 36 | Q3 2023 | 5.0% |
| STRYKER CORPORATION | 36 | Q3 2023 | 4.1% |
| VISA INC | 36 | Q3 2023 | 3.9% |
| BECTON DICKINSON & CO | 36 | Q3 2023 | 3.6% |
| PEPSICO INC | 36 | Q3 2023 | 3.7% |
| ORACLE CORP | 36 | Q3 2023 | 3.6% |
| CISCO SYS INC | 36 | Q3 2023 | 3.3% |
| JPMORGAN CHASE & CO | 36 | Q3 2023 | 3.4% |
View Peak Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
View Peak Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.