Holdings
Peak Planning Group, LLC
As of Jun 30, 2026, Peak Planning Group, LLC reported 61 positions worth US$176M. Largest: Berkshire Hathaway Inc., Apple Inc and Applied Materials, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 53,838 | US$26.9M | +971 | Jun 30, 2026 |
| Apple Inc | 81,639 | US$23.6M | −1,463 | Jun 30, 2026 |
| Applied Materials, Inc. | 25,499 | US$18.4M | +131 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 47,461 | US$17M | +241 | Jun 30, 2026 |
| Nvidia Corporation | 60,440 | US$12.1M | +773 | Jun 30, 2026 |
| Microsoft Corp. | 27,395 | US$10.2M | −446 | Jun 30, 2026 |
| Kla Corporation | 33,422 | US$10.1M | +30,081 | Jun 30, 2026 |
| Amazon.com, Inc. | 36,563 | US$8.71M | +302 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 19,098 | US$6.25M | −231 | Jun 30, 2026 |
| Intel Corporation | 20,759 | US$2.9M | −1,570 | Jun 30, 2026 |