$414 Million is the total value of Peak Asset Management, LLC's 152 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 10.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $20,399,000 | -12.4% | 167,002 | -4.8% | 4.93% | -19.0% |
| MSFT | Sell | MICROSOFT CORP | $18,229,000 | +1.2% | 77,316 | -4.5% | 4.40% | -6.5% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $16,534,000 | +56.9% | 162,239 | +57.1% | 3.99% | +45.0% |
| SPGI | Buy | S&P GLOBAL INC | $15,455,000 | +7.5% | 43,797 | +0.2% | 3.73% | -0.6% |
| DIS | Sell | DISNEY WALT CO | $15,427,000 | -5.1% | 83,604 | -6.8% | 3.73% | -12.3% |
| SYK | Sell | STRYKER CORPORATION | $13,727,000 | -1.1% | 56,355 | -0.5% | 3.32% | -8.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $13,342,000 | +13.1% | 87,645 | -5.6% | 3.22% | +4.5% |
| V | Buy | VISA INC | $12,480,000 | -2.8% | 58,944 | +0.4% | 3.02% | -10.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $12,029,000 | +6.8% | 47,086 | -3.0% | 2.91% | -1.3% |
| PEP | Buy | PEPSICO INC | $11,636,000 | -0.6% | 82,264 | +4.2% | 2.81% | -8.2% |
| ORCL | Buy | ORACLE CORP | $11,092,000 | +9.7% | 158,074 | +1.1% | 2.68% | +1.4% |
| CSCO | Buy | CISCO SYS INC | $10,923,000 | +18.4% | 211,244 | +2.5% | 2.64% | +9.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $10,734,000 | +10.1% | 5,205 | -6.4% | 2.59% | +1.8% |
| BDX | Buy | BECTON DICKINSON & CO | $10,123,000 | +0.2% | 41,634 | +3.1% | 2.44% | -7.4% |
| PJP | Buy | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $10,027,000 | +10.7% | 127,123 | +0.2% | 2.42% | +2.3% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $9,873,000 | +20.2% | 160,493 | +20.4% | 2.38% | +11.1% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $9,730,000 | +9.6% | 125,925 | +1.4% | 2.35% | +1.2% |
| EMR | Buy | EMERSON ELEC CO | $9,644,000 | +14.0% | 106,894 | +1.6% | 2.33% | +5.4% |
| BIL | Buy | SPDR SER TRspdr bloomberg | $9,170,000 | +7.1% | 100,219 | +7.2% | 2.22% | -1.0% |
| PCAR | Buy | PACCAR INC | $9,082,000 | +10.0% | 97,736 | +2.1% | 2.19% | +1.7% |
| VMW | Buy | VMWARE INC | $9,017,000 | +21.7% | 59,934 | +13.5% | 2.18% | +12.5% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $6,018,000 | -25.2% | 73,217 | -24.5% | 1.45% | -30.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $5,906,000 | -2.5% | 14,902 | -8.1% | 1.43% | -9.9% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $5,843,000 | +10.4% | 12,274 | -2.6% | 1.41% | +2.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $5,616,000 | +3.9% | 14,117 | -2.0% | 1.36% | -4.0% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $5,097,000 | -9.5% | 59,094 | -9.4% | 1.23% | -16.4% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,743,000 | +37.7% | 91,132 | +32.6% | 1.15% | +27.3% |
| SWK | STANLEY BLACK & DECKER INC | $4,539,000 | +11.8% | 22,733 | 0.0% | 1.10% | +3.3% | |
| CVX | Buy | CHEVRON CORP NEW | $4,122,000 | +28.2% | 39,336 | +3.3% | 1.00% | +18.6% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $4,074,000 | +8.8% | 18,440 | -3.4% | 0.98% | +0.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,607,000 | +14.2% | 26,635 | +17.3% | 0.87% | +5.4% |
| UNP | Buy | UNION PAC CORP | $3,487,000 | +8.6% | 15,821 | +2.6% | 0.84% | +0.4% |
| COP | Buy | CONOCOPHILLIPS | $3,228,000 | +46.1% | 60,932 | +10.3% | 0.78% | +35.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $3,169,000 | -0.5% | 8,900 | -0.3% | 0.77% | -8.0% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,978,000 | +19.1% | 21,025 | +7.2% | 0.72% | +10.1% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $2,709,000 | +21.6% | 20,827 | +29.1% | 0.65% | +12.4% |
| AMZN | Sell | AMAZON COM INC | $2,673,000 | -5.2% | 864 | -0.2% | 0.65% | -12.3% |
| VLUE | Buy | ISHARES TRmsci usa value | $2,658,000 | +36.4% | 25,941 | +15.7% | 0.64% | +26.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,605,000 | +22.6% | 41,260 | +20.4% | 0.63% | +13.3% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $2,550,000 | +785.4% | 50,820 | +789.2% | 0.62% | +721.3% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $2,545,000 | -9.7% | 49,595 | -9.6% | 0.62% | -16.6% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,544,000 | -4.2% | 7,972 | -5.8% | 0.62% | -11.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,174,000 | +0.5% | 13,229 | -3.8% | 0.52% | -7.2% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $2,074,000 | -6.2% | 12,896 | -6.0% | 0.50% | -13.3% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,858,000 | -5.8% | 5,627 | -12.7% | 0.45% | -12.8% |
| WFC | Buy | WELLS FARGO CO NEW | $1,658,000 | +53.9% | 42,441 | +18.9% | 0.40% | +42.2% |
| RSG | REPUBLIC SVCS INC | $1,617,000 | +3.1% | 16,278 | 0.0% | 0.39% | -4.6% | |
| ABT | Sell | ABBOTT LABS | $1,559,000 | -3.3% | 13,013 | -11.6% | 0.38% | -10.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,511,000 | -17.2% | 3,310 | -15.5% | 0.36% | -23.5% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $1,479,000 | +47.5% | 32,288 | +46.3% | 0.36% | +36.3% |
| MRK | Buy | MERCK & CO. INC | $1,462,000 | -4.3% | 18,963 | +1.6% | 0.35% | -11.5% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,458,000 | +54.4% | 87,594 | +26.8% | 0.35% | +42.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,427,000 | +18.5% | 13,148 | +0.4% | 0.34% | +9.5% |
| NKE | Buy | NIKE INCcl b | $1,424,000 | -5.9% | 10,716 | +0.1% | 0.34% | -13.1% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,396,000 | +13.6% | 11,831 | +1.9% | 0.34% | +5.0% |
| TGT | Sell | TARGET CORP | $1,395,000 | -11.7% | 7,043 | -21.3% | 0.34% | -18.4% |
| T | Buy | AT&T INC | $1,336,000 | +45.7% | 44,134 | +38.4% | 0.32% | +34.6% |
| AGG | Sell | ISHARES TRcore us aggbd et | $1,329,000 | -9.2% | 11,674 | -5.7% | 0.32% | -16.2% |
| PFE | Sell | PFIZER INC | $1,288,000 | -4.2% | 35,563 | -2.6% | 0.31% | -11.4% |
| TIP | New | ISHARES TRtips bd etf | $1,248,000 | – | 9,941 | +100.0% | 0.30% | – |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,224,000 | +5.5% | 3,289 | -0.5% | 0.30% | -2.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,220,000 | -8.5% | 3,462 | -2.1% | 0.30% | -15.2% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $1,197,000 | +124.6% | 10,519 | +68.3% | 0.29% | +107.9% |
| IUSB | New | ISHARES TRcore total usd | $1,196,000 | – | 22,674 | +100.0% | 0.29% | – |
| HFRO | Sell | HIGHLAND INCOME FD | $1,183,000 | +7.4% | 106,716 | -0.4% | 0.29% | -0.7% |
| BA | Buy | BOEING CO | $1,162,000 | +24.3% | 4,561 | +4.5% | 0.28% | +15.2% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $1,079,000 | +11.8% | 2,127 | -0.2% | 0.26% | +3.6% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,063,000 | +3.7% | 19,938 | +0.5% | 0.26% | -4.1% |
| INTU | Sell | INTUIT | $1,061,000 | -2.8% | 2,771 | -3.7% | 0.26% | -10.2% |
| QCOM | Sell | QUALCOMM INC | $1,046,000 | -28.3% | 7,887 | -17.6% | 0.25% | -33.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $985,000 | +9.4% | 476 | -7.4% | 0.24% | +1.3% |
| INTC | Sell | INTEL CORP | $983,000 | +23.3% | 15,362 | -4.0% | 0.24% | +13.9% |
| DVY | Buy | ISHARES TRselect divid etf | $956,000 | +53.0% | 8,377 | +29.0% | 0.23% | +41.7% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $883,000 | -8.9% | 9,196 | -13.7% | 0.21% | -15.8% |
| APH | Buy | AMPHENOL CORP NEWcl a | $868,000 | +0.9% | 13,154 | +100.0% | 0.21% | -6.7% |
| XOM | Sell | EXXON MOBIL CORP | $865,000 | +29.5% | 15,499 | -4.4% | 0.21% | +19.4% |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $855,000 | +131.7% | 51,535 | +94.2% | 0.21% | +115.6% |
| ACN | ACCENTURE PLC IRELAND | $846,000 | +5.8% | 3,063 | 0.0% | 0.20% | -2.4% | |
| KO | COCA COLA CO | $819,000 | -3.9% | 15,532 | 0.0% | 0.20% | -11.2% | |
| ECL | ECOLAB INC | $780,000 | -1.0% | 3,643 | 0.0% | 0.19% | -8.7% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $753,000 | +52.7% | 3,403 | +42.8% | 0.18% | +41.1% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $733,000 | +33.8% | 4,426 | +14.8% | 0.18% | +23.8% |
| GLNG | GOLAR LNG LTD | $691,000 | +6.0% | 67,586 | 0.0% | 0.17% | -1.8% | |
| MMM | Sell | 3M CO | $678,000 | +9.4% | 3,520 | -0.8% | 0.16% | +1.2% |
| CHD | CHURCH & DWIGHT INC | $662,000 | +0.2% | 7,582 | 0.0% | 0.16% | -7.5% | |
| ET | Sell | ENERGY TRANSFER LP | $655,000 | +19.5% | 85,237 | -3.9% | 0.16% | +10.5% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $643,000 | -6.7% | 5,693 | -1.0% | 0.16% | -13.9% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $633,000 | +11.8% | 28,765 | -0.5% | 0.15% | +3.4% |
| HON | HONEYWELL INTL INC | $631,000 | +1.9% | 2,908 | 0.0% | 0.15% | -6.2% | |
| DWX | Buy | SPDR INDEX SHS FDSs&p intl etf | $625,000 | +66.7% | 16,386 | +59.6% | 0.15% | +54.1% |
| CSD | Buy | INVESCO EXCHANGE TRADED FD Ts&p spin off | $620,000 | +14.0% | 9,853 | +0.4% | 0.15% | +5.6% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $561,000 | -18.2% | 10,395 | -15.1% | 0.14% | -24.0% |
| WWW | WOLVERINE WORLD WIDE INC | $558,000 | +22.6% | 14,550 | 0.0% | 0.14% | +13.4% | |
| EW | EDWARDS LIFESCIENCES CORP | $554,000 | -8.3% | 6,625 | 0.0% | 0.13% | -15.2% | |
| IYR | Buy | ISHARES TRu.s. real es etf | $555,000 | +31.8% | 6,037 | +22.9% | 0.13% | +21.8% |
| VOO | Buy | VANGUARD INDEX FDS | $550,000 | +57.6% | 1,511 | +48.9% | 0.13% | +46.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $543,000 | -4.1% | 9,342 | -3.0% | 0.13% | -11.5% |
| GILD | Sell | GILEAD SCIENCES INC | $527,000 | +8.0% | 8,155 | -2.7% | 0.13% | -0.8% |
| FB | Sell | FACEBOOK INCcl a | $524,000 | +6.7% | 1,780 | -1.0% | 0.13% | -0.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $505,000 | +9.5% | 1,939 | -3.2% | 0.12% | +1.7% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $500,000 | -3.1% | 4,476 | 0.0% | 0.12% | -10.4% | |
| AT | Sell | ATLANTIC POWER CORP | $497,000 | +4.0% | 171,850 | -24.5% | 0.12% | -4.0% |
| EL | LAUDER ESTEE COS INCcl a | $482,000 | +9.3% | 1,656 | 0.0% | 0.12% | +0.9% | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $477,000 | -20.8% | 3,240 | -24.0% | 0.12% | -26.8% |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $449,000 | – | 2,096 | +100.0% | 0.11% | – |
| NET | Sell | CLOUDFLARE INC | $431,000 | -23.6% | 6,136 | -17.3% | 0.10% | -29.3% |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $398,000 | +9.0% | 5,350 | 0.0% | 0.10% | +1.1% | |
| TGNA | TEGNA INC | $377,000 | +35.1% | 20,000 | 0.0% | 0.09% | +24.7% | |
| ZTS | ZOETIS INCcl a | $377,000 | -4.8% | 2,392 | 0.0% | 0.09% | -12.5% | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $374,000 | -2.9% | 11,765 | -6.4% | 0.09% | -10.9% |
| USB | Buy | US BANCORP DEL | $374,000 | +24.3% | 6,753 | +4.6% | 0.09% | +13.9% |
| GE | Buy | GENERAL ELECTRIC CO | $365,000 | +22.1% | 27,819 | +0.5% | 0.09% | +12.8% |
| PGR | PROGRESSIVE CORP | $366,000 | -3.4% | 3,833 | 0.0% | 0.09% | -11.1% | |
| BLK | BLACKROCK INC | $360,000 | +4.3% | 478 | 0.0% | 0.09% | -3.3% | |
| XEL | XCEL ENERGY INC | $350,000 | 0.0% | 5,256 | 0.0% | 0.08% | -6.6% | |
| DHS | WISDOMTREE TRus high dividend | $342,000 | +10.0% | 4,483 | 0.0% | 0.08% | +2.5% | |
| GLW | CORNING INC | $338,000 | +20.7% | 7,775 | 0.0% | 0.08% | +12.3% | |
| LII | LENNOX INTL INC | $338,000 | +13.8% | 1,085 | 0.0% | 0.08% | +5.1% | |
| WY | WEYERHAEUSER CO MTN BE | $330,000 | +6.5% | 9,260 | 0.0% | 0.08% | -1.2% | |
| NEE | NEXTERA ENERGY INC | $324,000 | -2.1% | 4,284 | 0.0% | 0.08% | -10.3% | |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $314,000 | +56.2% | 6,402 | +50.0% | 0.08% | +43.4% |
| JPST | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $305,000 | 0.0% | 6,000 | 0.0% | 0.07% | -7.5% | |
| IWN | Sell | ISHARES TRrus 2000 val etf | $297,000 | +19.3% | 1,865 | -1.3% | 0.07% | +10.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $296,000 | +10.9% | 2,221 | +4.7% | 0.07% | +2.9% |
| SBUX | STARBUCKS CORP | $293,000 | +2.1% | 2,681 | 0.0% | 0.07% | -5.3% | |
| SLB | Buy | SCHLUMBERGER LTD | $284,000 | +26.8% | 10,454 | +1.8% | 0.07% | +16.9% |
| HCA | HCA HEALTHCARE INC | $287,000 | +14.8% | 1,523 | 0.0% | 0.07% | +6.2% | |
| LH | Sell | LABORATORY CORP AMER HLDGS | $281,000 | +6.0% | 1,100 | -15.4% | 0.07% | -1.4% |
| DLR | DIGITAL RLTY TR INC | $282,000 | +1.1% | 2,000 | 0.0% | 0.07% | -6.8% | |
| TRV | TRAVELERS COMPANIES INC | $279,000 | +6.9% | 1,858 | 0.0% | 0.07% | -1.5% | |
| LOW | LOWES COS INC | $258,000 | +18.9% | 1,354 | 0.0% | 0.06% | +8.8% | |
| EFV | New | ISHARES TReafe value etf | $253,000 | – | 4,968 | +100.0% | 0.06% | – |
| BAC | New | BK OF AMERICA CORP | $249,000 | – | 6,430 | +100.0% | 0.06% | – |
| IEI | ISHARES TR3 7 yr treas bd | $250,000 | -2.3% | 1,925 | 0.0% | 0.06% | -10.4% | |
| SO | SOUTHERN CO | $242,000 | +0.8% | 3,900 | 0.0% | 0.06% | -7.9% | |
| MDLZ | MONDELEZ INTL INCcl a | $227,000 | 0.0% | 3,886 | 0.0% | 0.06% | -6.8% | |
| IJS | New | ISHARES TRsp smcp600vl etf | $222,000 | – | 2,200 | +100.0% | 0.05% | – |
| MCD | MCDONALDS CORP | $225,000 | +4.7% | 1,003 | 0.0% | 0.05% | -3.6% | |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $219,000 | – | 3,000 | +100.0% | 0.05% | – |
| DE | New | DEERE & CO | $215,000 | – | 575 | +100.0% | 0.05% | – |
| GLD | Sell | SPDR GOLD TR | $216,000 | -23.1% | 1,353 | -14.0% | 0.05% | -28.8% |
| OLED | Sell | UNIVERSAL DISPLAY CORP | $215,000 | -10.8% | 908 | -13.5% | 0.05% | -17.5% |
| EFA | ISHARES TRmsci eafe etf | $210,000 | +4.0% | 2,772 | 0.0% | 0.05% | -3.8% | |
| NVDA | Sell | NVIDIA CORPORATION | $211,000 | -3.7% | 396 | -5.7% | 0.05% | -10.5% |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC F | $183,000 | -7.1% | 10,800 | -8.0% | 0.04% | -13.7% |
| UUUU | ENERGY FUELS INC | $57,000 | +32.6% | 10,000 | 0.0% | 0.01% | +27.3% | |
| AT | New | ATLANTIC POWER CORPcall | $52,000 | – | 18,000 | +100.0% | 0.01% | – |
| GMLP | GOLAR LNG PARTNERS LP | $47,000 | +38.2% | 13,330 | 0.0% | 0.01% | +22.2% | |
| NOK | Sell | NOKIA CORPsponsored adr | $42,000 | -6.7% | 10,500 | -8.1% | 0.01% | -16.7% |
| BA | BOEING COcall | $25,000 | +19.0% | 100 | 0.0% | 0.01% | +20.0% | |
| TGB | Sell | TASEKO MINES LTD | $21,000 | -27.6% | 12,000 | -45.5% | 0.01% | -37.5% |
| WFC | WELLS FARGO CO NEWcall | $8,000 | +33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| BMYRT | Exit | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | -11,455 | -100.0% | -0.00% | – |
| IJR | Exit | ISHARES TRput | $0 | – | -200 | -100.0% | -0.01% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -1,550 | -100.0% | -0.05% | – |
| SRPT | Exit | SAREPTA THERAPEUTICS INC | $0 | – | -1,420 | -100.0% | -0.06% | – |
| AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -6,489 | -100.0% | -0.07% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2,728 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
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.