$335 Million is the total value of Peak Asset Management, LLC's 141 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KMI | New | KINDER MORGAN INC DEL | $662,000 | – | 53,700 | +100.0% | 0.20% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $549,000 | – | 4,264 | +100.0% | 0.16% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $434,000 | – | 3,922 | +100.0% | 0.13% | – |
| DVY | New | ISHARES TRselect divid etf | $314,000 | – | 3,847 | +100.0% | 0.09% | – |
| DWX | New | SPDR INDEX SHS FDSs&p intl etf | $313,000 | – | 9,265 | +100.0% | 0.09% | – |
| PSQ | New | PROSHARES TRshort qqq new | $260,000 | – | 15,690 | +100.0% | 0.08% | – |
| TGNA | New | TEGNA INC | $235,000 | – | 20,000 | +100.0% | 0.07% | – |
| NVDA | New | NVIDIA CORPORATION | $227,000 | – | 420 | +100.0% | 0.07% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $223,000 | – | 3,886 | +100.0% | 0.07% | – |
| MCD | New | MCDONALDS CORP | $226,000 | – | 1,029 | +100.0% | 0.07% | – |
| SBUX | New | STARBUCKS CORP | $210,000 | – | 2,442 | +100.0% | 0.06% | – |
| AMGN | New | AMGEN INC | $205,000 | – | 805 | +100.0% | 0.06% | – |
| SLB | New | SCHLUMBERGER LTD | $160,000 | – | 10,299 | +100.0% | 0.05% | – |
| IWM | New | ISHARES TRput | $30,000 | – | 200 | +100.0% | 0.01% | – |
| UUUU | New | ENERGY FUELS INC | $17,000 | – | 10,000 | +100.0% | 0.01% | – |
| IWM | New | ISHARES TRcall | $15,000 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
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 | 2024-02-12 |
| 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 |
| 13F-HR | 2021-11-12 |
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.