Peak Retirement Planning, Inc.

Peak Retirement Planning, Inc. reported 194 holdings worth US$632M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Peak Retirement Planning, Inc. reported 194 holdings worth US$632M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Micron Technology, Inc. Filed Aug 10, 2026 (Form 13F).

Holdings
194
Value as reported
US$632M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation54,264US$10.9M1.7%
Alphabet Inc (google) Class C23,616US$8.44M1.3%
Micron Technology, Inc.5,948US$6.87M1.1%
Microsoft Corp.16,684US$6.22M0.99%
Eli Lilly And Company5,056US$6.06M0.96%
Advanced Micro Devices Inc10,172US$5.91M0.94%
Apple Inc18,319US$5.3M0.84%
Halozyme Therapeutics, Inc.67,523US$5.29M0.84%
Tenet Healthcare Corporation27,789US$5.2M0.82%
Exelixis, Inc.94,407US$5.14M0.81%
Merit Medical Systems, Inc.74,008US$5.13M0.81%
Visa Inc.14,791US$5.07M0.80%
Broadcom Inc.13,384US$5.06M0.80%
Neurocrine Biosciences, Inc.29,734US$5.01M0.79%
Ralph Lauren Corporation12,423US$4.99M0.79%
Meta Platforms, Inc.8,587US$4.84M0.77%
Toast, Inc.174KUS$4.83M0.76%
Insulet Corporation31,312US$4.77M0.75%
Elanco Animal Health Incorporated192KUS$4.72M0.75%
Universal Health Services, Inc.31,287US$4.65M0.74%
United Therapeutics Corporation8,389US$4.55M0.72%
Applovin Corporation8,250US$4.25M0.67%
Chewy, Inc.214KUS$4.21M0.67%
Monolithic Power Systems, Inc.2,931US$4.05M0.64%
Johnson & Johnson15,923US$4.04M0.64%
Procter & Gamble Company (the)27,103US$3.97M0.63%
Merck & Company, Inc.29,248US$3.76M0.60%
Zoom Communications, Inc.42,913US$3.7M0.59%
Kimberly-clark Corporation33,047US$3.63M0.57%
Colgate-palmolive Company38,444US$3.52M0.56%
T. Rowe Price Group, Inc.30,933US$3.52M0.56%
Illinois Tool Works Inc.12,998US$3.52M0.56%
Snap-on Incorporated8,587US$3.46M0.55%
Progressive Corporation (the)15,738US$3.44M0.54%
A.o. Smith Corporation54,556US$3.42M0.54%
Altria Group, Inc.47,507US$3.42M0.54%
Jp Morgan Chase & Co.10,332US$3.38M0.54%
General Mills, Inc.95,739US$3.33M0.53%
The Kraft Heinz Company139KUS$3.29M0.52%
Avery Dennison Corporation20,033US$3.25M0.51%
Gilead Sciences, Inc.25,360US$3.2M0.51%
Pepsico, Inc.23,631US$3.2M0.51%
Comcast Corporation129KUS$3.17M0.50%
Cf Industries Holdings, Inc.28,436US$3.08M0.49%
Vici Properties Inc.116KUS$3.08M0.49%
Paychex, Inc.30,974US$3.05M0.48%
Eog Resources, Inc.23,178US$3.01M0.48%
Verizon Communications Inc.69,955US$2.96M0.47%
Cme Group Inc.12,847US$2.84M0.45%
Cboe Global Markets, Inc.11,638US$2.82M0.45%
Amazon.com, Inc.11,168US$2.66M0.42%
Berkshire Hathaway Inc.5,284US$2.64M0.42%
Exxon Mobil Corporation12,946US$1.77M0.28%
American Electric Power Company, Inc.11,112US$1.52M0.24%
Ge Aerospace3,942US$1.47M0.23%
Ge Vernova Inc.1,087US$1.28M0.20%
Tesla, Inc.2,962US$1.25M0.20%
Home Depot, Inc. (the)2,252US$794K0.13%
Caterpillar, Inc.614US$654K0.10%
Lam Research Corporation1,342US$581K0.09%
Abbvie Inc.2,253US$567K0.09%
Mgic Investment Corporation19,772US$558K0.09%
Wells Fargo & Company6,313US$522K0.08%
Unitedhealth Group Incorporated1,170US$486K0.08%
Abbott Laboratories4,485US$407K0.06%
Palo Alto Networks, Inc.1,180US$402K0.06%
Oracle Corporation2,708US$397K0.06%
International Business Machines Corporation1,408US$396K0.06%
Axsome Therapeutics, Inc.1,611US$394K0.06%
National Fuel Gas Company5,063US$391K0.06%
Intel Corporation2,777US$388K0.06%
American Express Company1,098US$371K0.06%
Southern Company (the)3,783US$362K0.06%
Park National Corporation1,966US$360K0.06%
Walmart Inc.3,135US$355K0.06%
Chevron Corporation2,062US$342K0.05%
Nextera Energy, Inc.3,877US$340K0.05%
Vertiv Holdings, Llc1,000US$335K0.05%
United Parcel Service, Inc.3,105US$334K0.05%
Coca-cola Company (the)4,040US$328K0.05%
Cisco Systems, Inc.2,710US$318K0.05%
Taiwan Semiconductor Manufacturing Co., Ltd.656US$313K0.05%
Morgan Stanley1,486US$311K0.05%
Paccar Inc.2,459US$295K0.05%
Csx Corporation6,180US$294K0.05%
Palantir Technologies Inc.2,375US$277K0.04%
Goldman Sachs Group, Inc. (the)264US$267K0.04%
Fedex Corporation852US$267K0.04%
Hims & Hers Health, Inc.7,602US$264K0.04%
Mcdonald's Corporation959US$259K0.04%
Applied Materials, Inc.358US$259K0.04%
Waste Management, Inc.1,155US$257K0.04%
Lowe's Companies, Inc.1,166US$257K0.04%
Bank Of America Corporation4,508US$257K0.04%
Parker-hannifin Corporation254US$248K0.04%
Texas Instruments Incorporated831US$248K0.04%
Everspin Technologies, Inc.10,000US$242K0.04%
Rtx Corporation1,270US$241K0.04%
Costco Wholesale Corporation257US$240K0.04%
Mastercard Incorporated445US$228K0.04%

Every holding of Peak Retirement Planning, Inc.

Source

View original at SEC

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