Holdings
Peak Retirement Planning, Inc.
As of Jun 30, 2026, Peak Retirement Planning, Inc. reported 110 positions worth US$248M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Micron Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 54,264 | US$10.9M | +14,958 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 23,616 | US$8.44M | +6,751 | Jun 30, 2026 |
| Micron Technology, Inc. | 5,948 | US$6.87M | −3,562 | Jun 30, 2026 |
| Microsoft Corp. | 16,684 | US$6.22M | +3,997 | Jun 30, 2026 |
| Eli Lilly And Company | 5,056 | US$6.06M | +990 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 10,172 | US$5.91M | new | Jun 30, 2026 |
| Apple Inc | 18,319 | US$5.3M | +3,670 | Jun 30, 2026 |
| Halozyme Therapeutics, Inc. | 67,523 | US$5.29M | +20,906 | Jun 30, 2026 |
| Tenet Healthcare Corporation | 27,789 | US$5.2M | +13,317 | Jun 30, 2026 |
| Exelixis, Inc. | 94,407 | US$5.14M | +12,287 | Jun 30, 2026 |