Peak Asset Management, LLC - Q1 2021 holdings

$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 100.0% .

 Value Shares↓ Weighting
BMYRT ExitBRISTOL-MYERS SQUIBB COright 99/99/9999$0-11,455
-100.0%
-0.00%
IJR ExitISHARES TRput$0-200
-100.0%
-0.01%
EXAS ExitEXACT SCIENCES CORP$0-1,550
-100.0%
-0.05%
SRPT ExitSAREPTA THERAPEUTICS INC$0-1,420
-100.0%
-0.06%
AOM ExitISHARES TRmodert alloc etf$0-6,489
-100.0%
-0.07%
MUB ExitISHARES 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
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP36Q3 20235.7%
APPLE INC36Q3 20236.4%
DISNEY WALT CO36Q3 20235.0%
STRYKER CORPORATION36Q3 20234.1%
VISA INC36Q3 20233.9%
BECTON DICKINSON & CO36Q3 20233.6%
PEPSICO INC36Q3 20233.7%
ORACLE CORP36Q3 20233.6%
CISCO SYS INC36Q3 20233.3%
JPMORGAN CHASE & CO36Q3 20233.4%

View Peak Asset Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-10
13F-HR2024-02-12
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-11
13F-HR2023-01-30
13F-HR2022-11-14
13F-HR2022-08-11
13F-HR2022-05-12
13F-HR2022-02-14

View Peak Asset Management, LLC's complete filings history.

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