Peak Planning Group, LLC
Peak Planning Group, LLC reported 128 holdings worth US$443M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Peak Planning Group, LLC reported 128 holdings worth US$443M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Applied Materials, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 128
- Value as reported
- US$443M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 53,838 | US$26.9M | 6.1% |
| Apple Inc | 81,639 | US$23.6M | 5.3% |
| Applied Materials, Inc. | 25,499 | US$18.4M | 4.2% |
| Alphabet Inc (google) Class C | 47,461 | US$17M | 3.8% |
| Nvidia Corporation | 60,440 | US$12.1M | 2.7% |
| Microsoft Corp. | 27,395 | US$10.2M | 2.3% |
| Kla Corporation | 33,422 | US$10.1M | 2.3% |
| Amazon.com, Inc. | 36,563 | US$8.71M | 2.0% |
| Jp Morgan Chase & Co. | 19,098 | US$6.25M | 1.4% |
| Intel Corporation | 20,759 | US$2.9M | 0.65% |
| Broadcom Inc. | 7,665 | US$2.9M | 0.65% |
| Advanced Micro Devices Inc | 4,251 | US$2.47M | 0.56% |
| Visa Inc. | 6,410 | US$2.2M | 0.50% |
| Marathon Petroleum Corporation | 8,252 | US$2.11M | 0.48% |
| Walmart Inc. | 17,928 | US$2.03M | 0.46% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4,142 | US$1.98M | 0.45% |
| Exxon Mobil Corporation | 12,123 | US$1.66M | 0.37% |
| Palantir Technologies Inc. | 13,371 | US$1.56M | 0.35% |
| Eli Lilly And Company | 1,286 | US$1.54M | 0.35% |
| Micron Technology, Inc. | 1,291 | US$1.49M | 0.34% |
| Goldman Sachs Group, Inc. (the) | 1,342 | US$1.36M | 0.31% |
| Towne Bank | 33,081 | US$1.2M | 0.27% |
| Chevron Corporation | 6,241 | US$1.03M | 0.23% |
| Royal Bank Of Canada | 4,673 | US$967K | 0.22% |
| Abbvie Inc. | 3,487 | US$877K | 0.20% |
| Charles Schwab Corporation (the) | 9,047 | US$835K | 0.19% |
| Welltower Inc. | 3,406 | US$773K | 0.17% |
| Tesla, Inc. | 1,814 | US$763K | 0.17% |
| Talen Energy Corporation | 1,866 | US$717K | 0.16% |
| Raymond James Financial, Inc. | 4,247 | US$646K | 0.15% |
| Procter & Gamble Company (the) | 4,327 | US$635K | 0.14% |
| Enterprise Products Partners L.p. | 15,104 | US$555K | 0.13% |
| Meta Platforms, Inc. | 971 | US$547K | 0.12% |
| Wells Fargo & Company | 5,829 | US$482K | 0.11% |
| International Business Machines Corporation | 1,660 | US$467K | 0.11% |
| Morgan Stanley | 2,191 | US$458K | 0.10% |
| Lam Research Corporation | 975 | US$422K | 0.10% |
| Lowe's Companies, Inc. | 1,915 | US$422K | 0.10% |
| Cisco Systems, Inc. | 3,466 | US$407K | 0.09% |
| Capital One Financial Corporation | 1,968 | US$395K | 0.09% |
| Dell Technologies Inc. | 859 | US$371K | 0.08% |
| Mckesson Corporation | 458 | US$346K | 0.08% |
| Caterpillar, Inc. | 319 | US$340K | 0.08% |
| Space Exploration Technologies Corp | 1,928 | US$329K | 0.07% |
| Builders Firstsource, Inc. | 3,597 | US$322K | 0.07% |
| Nucor Corporation | 1,298 | US$289K | 0.07% |
| Nexstar Media Group, Inc. | 1,612 | US$288K | 0.06% |
| Costco Wholesale Corporation | 307 | US$287K | 0.06% |
| Johnson & Johnson | 1,089 | US$276K | 0.06% |
| Corning Incorporated | 1,071 | US$274K | 0.06% |
| Motorola Solutions, Inc. | 652 | US$271K | 0.06% |
| Duke Energy Corporation (holding Company) | 2,061 | US$261K | 0.06% |
| Merck & Company, Inc. | 1,967 | US$253K | 0.06% |
| Parker-hannifin Corporation | 251 | US$245K | 0.06% |
| 3m Company | 1,446 | US$234K | 0.05% |
| Ecolab Inc. | 800 | US$223K | 0.05% |
| Credo Technology Group Holding Ltd | 806 | US$219K | 0.05% |
| Gilead Sciences, Inc. | 1,710 | US$216K | 0.05% |
| S&p Global Inc. | 512 | US$208K | 0.05% |
| Home Depot, Inc. (the) | 590 | US$208K | 0.05% |
| Metagenomi Therapeutics, Inc. | 12,500 | US$14,875 | <0.01% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
Source
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