Peak Financial Management, Inc.
Peak Financial Management, Inc. reported 114 holdings worth US$436M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Peak Financial Management, Inc. reported 114 holdings worth US$436M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 114
- Value as reported
- US$436M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 25,872 | US$7.49M | 1.7% |
| Nvidia Corporation | 20,723 | US$4.15M | 0.95% |
| Alphabet Inc (google) Class C | 5,526 | US$1.98M | 0.45% |
| Rtx Corporation | 6,556 | US$1.24M | 0.29% |
| Microsoft Corp. | 3,010 | US$1.12M | 0.26% |
| Micron Technology, Inc. | 801 | US$925K | 0.21% |
| Sandisk Corporation | 400 | US$909K | 0.21% |
| Advanced Micro Devices Inc | 1,348 | US$784K | 0.18% |
| Amazon.com, Inc. | 3,041 | US$725K | 0.17% |
| Ge Aerospace | 1,676 | US$626K | 0.14% |
| Costco Wholesale Corporation | 665 | US$622K | 0.14% |
| Ge Vernova Inc. | 512 | US$602K | 0.14% |
| Lemaitre Vascular, Inc. | 5,365 | US$515K | 0.12% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,023 | US$489K | 0.11% |
| Verizon Communications Inc. | 11,022 | US$467K | 0.11% |
| Intel Corporation | 3,009 | US$420K | 0.10% |
| Exxon Mobil Corporation | 3,059 | US$418K | 0.10% |
| Meta Platforms, Inc. | 689 | US$388K | 0.09% |
| Eli Lilly And Company | 320 | US$384K | 0.09% |
| Western Digital Corporation | 600 | US$383K | 0.09% |
| Berkshire Hathaway Inc. | 761 | US$381K | 0.09% |
| Crowdstrike Holdings, Inc. | 461 | US$352K | 0.08% |
| Deere & Company | 544 | US$345K | 0.08% |
| Procter & Gamble Company (the) | 2,222 | US$326K | 0.07% |
| Tjx Companies, Inc. (the) | 2,006 | US$304K | 0.07% |
| Marvell Technology, Inc. | 1,003 | US$299K | 0.07% |
| Johnson & Johnson | 1,136 | US$289K | 0.07% |
| Goldman Sachs Group, Inc. (the) | 272 | US$276K | 0.06% |
| International Business Machines Corporation | 977 | US$275K | 0.06% |
| Kla Corporation | 832 | US$251K | 0.06% |
| Cisco Systems, Inc. | 2,106 | US$247K | 0.06% |
| Abbvie Inc. | 981 | US$247K | 0.06% |
| Credo Technology Group Holding Ltd | 875 | US$238K | 0.05% |
| Texas Pacific Land Corporation | 531 | US$232K | 0.05% |
| Corteva, Inc. | 2,652 | US$225K | 0.05% |
| Broadcom Inc. | 591 | US$224K | 0.05% |
| Valero Energy Corporation | 800 | US$208K | 0.05% |
| Consolidated Edison, Inc. | 1,878 | US$208K | 0.05% |
| Vertiv Holdings, Llc | 603 | US$202K | 0.05% |
| Austin Gold Corp. | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Jp Morgan Chase & Co. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Parker-hannifin Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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