Peak Asset Management, LLC Top Holdings and 13F Report (2025) About Peak Asset Management, LLCInvestment ActivityPeak Asset Management, LLC has $525.43 million in total holdings as of March 31, 2025.Peak Asset Management, LLC owns shares of 147 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 2.56% of the portfolio was purchased this quarter.About 3.16% of the portfolio was sold this quarter.This quarter, Peak Asset Management, LLC has purchased 148 new stocks and bought additional shares in 39 stocks.Peak Asset Management, LLC sold shares of 60 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $26,028,833Microsoft $22,998,081JPMorgan Chase & Co. $19,937,739SPDR Bloomberg 3-12 Month T-Bill ETF $19,540,035S&P Global $19,318,471 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $3,992,208 Holding90353T100 - Uber Technologies $1,478,330 Holding381430529 - Goldman Sachs Access Treasury 0-1 Year ETF $278,801 Holding718172109 - Philip Morris International $231,905 Holding031162100 - Amgen $230,236 Holding Largest Purchases this Quarter Berkshire Hathaway 5 shares (about $3.99M)Uber Technologies 20,290 shares (about $1.48M)Vanguard Short-Term Treasury Index ETF 22,828 shares (about $1.34M)Applied Materials 7,836 shares (about $1.14M)Janus Henderson Short Duration Income ETF 16,309 shares (about $801.59K) Largest Sales this Quarter JPMorgan Chase & Co. 4,065 shares (about $997.14K)Visa 2,786 shares (about $976.38K)Walt Disney 8,193 shares (about $808.65K)Vanguard Mid-Cap ETF 2,264 shares (about $585.52K)Energy Select Sector SPDR Fund 5,957 shares (about $556.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeak Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$26,028,833$410,498 ▼-1.6%117,1785.0%Computer and TechnologyMSFTMicrosoft$22,998,081$52,179 ▲0.2%61,2654.4%Computer and TechnologyJPMJPMorgan Chase & Co.$19,937,739$997,145 ▼-4.8%81,2793.8%FinanceBILSSPDR Bloomberg 3-12 Month T-Bill ETF$19,540,035$425,718 ▲2.2%196,4023.7%ETFSPGIS&P Global$19,318,471$508,608 ▼-2.6%38,0213.7%Business ServicesVVisa$19,021,853$976,378 ▼-4.9%54,2773.6%Business ServicesVGSHVanguard Short-Term Treasury Index ETF$18,891,343$1,339,773 ▲7.6%321,8843.6%ETFSYKStryker$18,033,971$237,123 ▼-1.3%48,4463.4%MedicalGOOGLAlphabet$16,876,637$294,125 ▼-1.7%109,1353.2%Computer and TechnologyRTXRTX$16,698,173$117,492 ▼-0.7%126,0623.2%AerospaceRSPInvesco S&P 500 Equal Weight ETF$15,736,825$94,237 ▼-0.6%90,8443.0%ETFCSCOCisco Systems$14,807,932$56,958 ▲0.4%239,9602.8%Computer and TechnologyPCARPACCAR$13,580,852$77,214 ▲0.6%139,4772.6%Auto/Tires/TrucksAVUVAvantis U.S. Small Cap Value ETF$12,852,298$732,753 ▲6.0%147,4392.4%ETFBKNGBooking$12,756,534$27,641 ▲0.2%2,7692.4%Retail/WholesaleEMREmerson Electric$12,687,760$103,500 ▲0.8%115,7222.4%IndustrialsFTNTFortinet$12,400,310$111,180 ▼-0.9%128,8212.4%Computer and TechnologyPJPInvesco Pharmaceuticals ETF$11,503,650$73,621 ▲0.6%132,8172.2%ETFVGLTVanguard Long-Term Treasury Index ETF$11,482,653$390,653 ▲3.5%199,3172.2%ETFBDXBecton, Dickinson and Company$10,953,421$120,944 ▲1.1%47,8192.1%MedicalORCLOracle$10,729,090$36,490 ▼-0.3%76,7412.0%Computer and TechnologyDISWalt Disney$9,277,959$808,646 ▼-8.0%94,0021.8%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$8,870,248$269,626 ▲3.1%15,8571.7%FinanceQQQInvesco QQQ$8,316,411$98,475 ▼-1.2%17,7351.6%FinanceVOOVanguard S&P 500 ETF$7,144,377$5,139 ▼-0.1%13,9021.4%ETFCOPConocoPhillips$7,128,443$109,536 ▲1.6%67,8771.4%EnergyAVNMAvantis All International Markets Equity ETF$5,898,706$336,168 ▲6.0%101,1581.1%ETFCVXChevron$5,437,093$6,524 ▼-0.1%32,5011.0%EnergyIVViShares Core S&P 500 ETF$5,112,218$44,952 ▼-0.9%9,0981.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$5,104,463$96,562 ▼-1.9%9,5681.0%ETFAMZNAmazon.com$4,794,933$6,849 ▼-0.1%25,2020.9%Retail/WholesaleMAMastercard$4,278,077$15,347 ▼-0.4%7,8050.8%Business ServicesPGProcter & Gamble$4,063,095$99,013 ▼-2.4%23,8420.8%Consumer StaplesBRK.ABerkshire Hathaway$3,992,208$3,992,208 ▲New Holding50.8%FinanceCOSTCostco Wholesale$3,692,326$346,156 ▼-8.6%3,9040.7%Retail/WholesaleKMIKinder Morgan$3,561,657$74,891 ▼-2.1%124,8390.7%EnergyUNPUnion Pacific$3,393,8020.0%14,3660.6%TransportationIWMiShares Russell 2000 ETF$3,373,975$17,954 ▼-0.5%16,9130.6%FinanceVNLAJanus Henderson Short Duration Income ETF$3,291,330$801,587 ▲32.2%66,9650.6%ETFAVEMAvantis Emerging Markets Equity ETF$3,276,859$48,738 ▲1.5%54,4600.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,902,707$27,880 ▼-1.0%35,0870.6%ManufacturingECLEcolab$2,816,026$42,083 ▼-1.5%11,1080.5%Basic MaterialsRSGRepublic Services$2,785,325$90,810 ▼-3.2%11,5020.5%Business ServicesORLYO'Reilly Automotive$2,776,341$28,652 ▲1.0%1,9380.5%Retail/WholesaleMDTMedtronic$2,603,335$252,507 ▼-8.8%28,9710.5%MedicalBMYBristol-Myers Squibb$2,326,098$22,871 ▲1.0%38,1390.4%MedicalACNAccenture$2,142,779$81,754 ▲4.0%6,8670.4%Computer and TechnologyGLNGGolar LNG$2,140,7370.0%56,3500.4%TransportationSDYSPDR S&P Dividend ETF$2,018,3760.0%14,8760.4%ETFWFCWells Fargo & Company$1,989,517$148,964 ▼-7.0%27,7130.4%FinanceJNJJohnson & Johnson$1,967,195$29,685 ▼-1.5%11,8620.4%MedicalVOVanguard Mid-Cap ETF$1,964,995$585,516 ▼-23.0%7,5980.4%ETFABTAbbott Laboratories$1,882,569$54,387 ▼-2.8%14,1920.4%MedicalXOMExxon Mobil$1,784,638$41,268 ▼-2.3%15,0060.3%EnergySWKStanley Black & Decker$1,747,7140.0%22,7330.3%IndustrialsTMOThermo Fisher Scientific$1,704,553$11,443 ▲0.7%3,4260.3%MedicalVBVanguard Small-Cap ETF$1,696,166$73,621 ▼-4.2%7,6490.3%ETFAMATApplied Materials$1,672,074$1,137,161 ▲212.6%11,5220.3%Computer and TechnologyPEPPepsiCo$1,672,073$31,786 ▼-1.9%11,1520.3%Consumer StaplesMRKMerck & Co., Inc.$1,645,032$62,383 ▲3.9%18,3270.3%MedicalSLBSchlumberger$1,625,644$17,974 ▼-1.1%38,8910.3%EnergyADBEAdobe$1,598,170$25,697 ▲1.6%4,1670.3%Computer and TechnologyAPHAmphenol$1,580,3920.0%24,0950.3%Computer and TechnologyUBERUber Technologies$1,478,330$1,478,330 ▲New Holding20,2900.3%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,441,996$431,498 ▼-23.0%15,7200.3%ETFINTUIntuit$1,439,807$4,912 ▲0.3%2,3450.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,436,806$7,320 ▼-0.5%13,7400.3%ETFAVGOBroadcom$1,372,257$214,980 ▼-13.5%8,1960.3%Computer and TechnologyGOOGAlphabet$1,352,796$59,836 ▼-4.2%8,6590.3%Computer and TechnologyNVDANVIDIA$1,075,455$93,857 ▼-8.0%9,9230.2%Computer and TechnologyUNHUnitedHealth Group$1,068,974$2,095 ▲0.2%2,0410.2%MedicalQCOMQUALCOMM$995,547$3,840 ▲0.4%6,4810.2%Computer and TechnologyKOCoca-Cola$953,4780.0%13,3130.2%Consumer StaplesVTIVanguard Total Stock Market ETF$908,172$49,202 ▲5.7%3,3040.2%ETFPGRProgressive$838,2760.0%2,9620.2%FinanceLOWLowe's Companies$779,2220.0%3,3410.1%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$778,865$328,061 ▼-29.6%6,5930.1%ETFCSDInvesco S&P Spin-Off ETF$745,0250.0%9,9310.1%ETFPFEPfizer$718,801$51 ▲0.0%28,3660.1%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$690,2540.0%6,8600.1%ETFEFAiShares MSCI EAFE ETF$686,9410.0%8,4050.1%FinanceJPMORGAN CHASE FINL CO LLC$654,083$134,337 ▼-17.0%20,1380.1%CAL LKD 44METAMeta Platforms$651,864$25,360 ▲4.0%1,1310.1%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$631,2650.0%12,6620.1%ETFCHDChurch & Dwight$603,954$103,264 ▼-14.6%5,4860.1%Consumer StaplesIBMInternational Business Machines$596,784$74,349 ▲14.2%2,4000.1%Computer and TechnologyDEDeere & Company$544,446$23,468 ▲4.5%1,1600.1%IndustrialsHONHoneywell International$536,5750.0%2,5340.1%Multi-Sector ConglomeratesSMHVanEck Semiconductor ETF$519,166$5,075 ▼-1.0%2,4550.1%ManufacturingXLEEnergy Select Sector SPDR Fund$516,872$556,682 ▼-51.9%5,5310.1%ETFSNOWSnowflake$507,906$161,214 ▼-24.1%3,4750.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$503,421$5,083 ▼-1.0%9,9040.1%ETFVWOVanguard FTSE Emerging Markets ETF$498,856$11,949 ▲2.5%11,0220.1%ETFTSMTaiwan Semiconductor Manufacturing$489,700$41,500 ▼-7.8%2,9500.1%Computer and TechnologyTRVTravelers Companies$479,7310.0%1,8140.1%FinanceMMM3M$464,1840.0%3,1610.1%Multi-Sector ConglomeratesEWEdwards Lifesciences$459,7410.0%6,3430.1%MedicalWMTWalmart$459,5810.0%5,2350.1%Retail/WholesaleLABCORP HOLDINGS INC$446,163$46,548 ▼-9.4%1,9170.1%COM SHSAMENTUM HOLDINGS INC$436,8000.0%24,0000.1%COMShowing largest 100 holdings. 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