Holdings
Peak Financial Advisors LLC
As of Jun 30, 2026, Peak Financial Advisors LLC reported 53 positions worth US$105M. Largest: Amazon.com, Inc., Ciena Corporation and Johnson & Johnson. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 25,956 | US$6.19M | +1,981 | Jun 30, 2026 |
| Ciena Corporation | 10,570 | US$5.19M | −786 | Jun 30, 2026 |
| Johnson & Johnson | 18,041 | US$4.58M | +5,563 | Jun 30, 2026 |
| Centerpoint Energy, Inc (holding Co) | 91,264 | US$4.02M | +21,324 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 8,030 | US$4.02M | +1,914 | Jun 30, 2026 |
| Eli Lilly And Company | 3,242 | US$3.89M | new | Jun 30, 2026 |
| Element Solutions Inc. | 80,930 | US$3.86M | +1,047 | Jun 30, 2026 |
| Cvs Health Corporation | 36,666 | US$3.79M | +6,259 | Jun 30, 2026 |
| Edwards Lifesciences Corporation | 40,131 | US$3.63M | new | Jun 30, 2026 |
| Canadian Natural Resources Limited | 89,125 | US$3.52M | −4,715 | Jun 30, 2026 |