$383 Million is the total value of Peak Asset Management, LLC's 149 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VMW | New | VMWARE INC | $7,408,000 | – | 52,813 | +100.0% | 1.94% | – |
| NET | New | CLOUDFLARE INC | $564,000 | – | 7,421 | +100.0% | 0.15% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $533,000 | – | 6,250 | +100.0% | 0.14% | – |
| AMJ | New | JPMORGAN CHASE & COalerian ml etn | $369,000 | – | 26,532 | +100.0% | 0.10% | – |
| VOO | New | VANGUARD INDEX FDS | $349,000 | – | 1,015 | +100.0% | 0.09% | – |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $288,000 | – | 5,715 | +100.0% | 0.08% | – |
| AOM | New | ISHARES TRmodert alloc etf | $280,000 | – | 6,489 | +100.0% | 0.07% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $249,000 | – | 1,890 | +100.0% | 0.06% | – |
| SRPT | New | SAREPTA THERAPEUTICS INC | $242,000 | – | 1,420 | +100.0% | 0.06% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $241,000 | – | 1,050 | +100.0% | 0.06% | – |
| LOW | New | LOWES COS INC | $217,000 | – | 1,354 | +100.0% | 0.06% | – |
| EXAS | New | EXACT SCIENCES CORP | $205,000 | – | 1,550 | +100.0% | 0.05% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $201,000 | – | 4,267 | +100.0% | 0.05% | – |
| EFA | New | ISHARES TRmsci eafe etf | $202,000 | – | 2,772 | +100.0% | 0.05% | – |
| IJR | New | ISHARES TRput | $18,000 | – | 200 | +100.0% | 0.01% | – |
| WFC | New | WELLS FARGO CO NEWcall | $6,000 | – | 200 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
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.