Peak Asset Management, LLC Top Holdings and 13F Report (2025) About Peak Asset Management, LLCInvestment ActivityPeak Asset Management, LLC has $545.83 million in total holdings as of June 30, 2025.Peak Asset Management, LLC owns shares of 150 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 2.94% of the portfolio was purchased this quarter.About 5.49% of the portfolio was sold this quarter.This quarter, Peak Asset Management, LLC has purchased 148 new stocks and bought additional shares in 55 stocks.Peak Asset Management, LLC sold shares of 37 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $29,849,823Apple $24,217,113JPMorgan Chase & Co. $23,341,524Vanguard Short-Term Treasury ETF $20,398,336SPDR Bloomberg 3-12 Month T-Bill ETF $19,780,903 Largest New Holdings this Quarter 26923N512 - ETF OPPORTUNITIES TRUST $514,125 Holding81369Y803 - Technology Select Sector SPDR Fund $272,729 HoldingG29183103 - Eaton $249,893 Holding042735100 - Arrow Electronics $222,366 Holding81369Y605 - Financial Select Sector SPDR Fund $206,394 Holding Largest Purchases this Quarter O'Reilly Automotive 26,967 shares (about $2.43M)Vanguard Short-Term Treasury ETF 25,145 shares (about $1.48M)UnitedHealth Group 3,053 shares (about $952.44K)Medtronic 7,464 shares (about $650.64K)Invesco QQQ 1,118 shares (about $616.75K) Largest Sales this Quarter Becton, Dickinson and Company 43,864 shares (about $7.56M)SPDR Bloomberg 1-3 Month T-Bill ETF 12,777 shares (about $1.17M)Microsoft 1,254 shares (about $623.75K)UnitedHealth Group 1,841 shares (about $574.34K)S&P Global 578 shares (about $304.77K) 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 PortfolioSectorMSFTMicrosoft$29,849,823$623,747 ▼-2.0%60,0115.5%Computer and TechnologyAAPLApple$24,217,113$175,626 ▲0.7%118,0344.4%Computer and TechnologyJPMJPMorgan Chase & Co.$23,341,524$222,071 ▼-0.9%80,5134.3%FinanceVGSHVanguard Short-Term Treasury ETF$20,398,336$1,478,021 ▲7.8%347,0293.7%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$19,780,903$252,652 ▲1.3%198,9433.6%ETFSPGIS&P Global$19,743,320$304,774 ▼-1.5%37,4433.6%FinanceGOOGLAlphabet$19,378,251$145,390 ▲0.8%109,9603.6%Computer and TechnologySYKStryker$19,218,096$51,432 ▲0.3%48,5763.5%MedicalVVisa$19,062,229$208,769 ▼-1.1%53,6893.5%Business ServicesCSCOCisco Systems$17,062,693$414,268 ▲2.5%245,9313.1%Computer and TechnologyORCLOracle$16,832,652$54,876 ▲0.3%76,9923.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$16,697,823$187,918 ▲1.1%91,8783.1%ETFBKNGBooking$16,180,926$150,520 ▲0.9%2,7953.0%Retail/WholesaleEMREmerson Electric$15,768,854$339,593 ▲2.2%118,2692.9%IndustrialsFTNTFortinet$14,070,592$451,636 ▲3.3%133,0932.6%Computer and TechnologyPCARPACCAR$13,776,833$518,171 ▲3.9%144,9282.5%Auto/Tires/TrucksAVUVAvantis U.S. Small Cap Value ETF$13,470,543$38,809 ▲0.3%147,8652.5%ETFDISWalt Disney$11,877,616$220,489 ▲1.9%95,7802.2%Consumer DiscretionaryVGLTVanguard Long-Term Treasury ETF$11,452,409$266,738 ▲2.4%204,0702.1%ETFPJPInvesco Pharmaceuticals ETF$10,874,790$266,686 ▲2.5%136,1562.0%ETFQQQInvesco QQQ$10,400,344$616,750 ▲6.3%18,8531.9%FinanceSPYSPDR S&P 500 ETF Trust$9,760,795$36,453 ▼-0.4%15,7981.8%FinanceVOOVanguard S&P 500 ETF$8,120,557$223,804 ▲2.8%14,2961.5%ETFAVNMAvantis All International Markets Equity ETF$7,180,770$574,140 ▲8.7%109,9491.3%ETFCOPConocoPhillips$6,477,344$386,062 ▲6.3%72,1791.2%EnergyIVViShares Core S&P 500 ETF$5,541,708$107,419 ▼-1.9%8,9251.0%ETFAMZNAmazon.com$5,536,965$7,898 ▲0.1%25,2381.0%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$5,326,179$94,038 ▼-1.7%9,4021.0%ETFCVXChevron$4,482,420$171,398 ▼-3.7%31,3040.8%EnergyMAMastercard$4,334,806$51,137 ▼-1.2%7,7140.8%Business ServicesPGProcter & Gamble$3,876,583$78,067 ▲2.1%24,3320.7%Consumer StaplesAVEMAvantis Emerging Markets Equity ETF$3,865,656$132,968 ▲3.6%56,4000.7%ETFCOSTCostco Wholesale$3,859,777$4,950 ▼-0.1%3,8990.7%Retail/WholesaleIWMiShares Russell 2000 ETF$3,649,6570.0%16,9130.7%FinanceBRK.ABerkshire Hathaway$3,644,0000.0%50.7%FinanceKMIKinder Morgan$3,631,841$38,426 ▼-1.0%123,5320.7%EnergyVNLAJanus Henderson Short Duration Income ETF$3,489,806$195,127 ▲5.9%70,9310.6%ETFUNPUnion Pacific$3,301,925$3,451 ▼-0.1%14,3510.6%TransportationMDTMedtronic$3,176,039$650,637 ▲25.8%36,4350.6%MedicalECLEcolab$2,992,8600.0%11,1080.5%Basic MaterialsSHYiShares 1-3 Year Treasury Bond ETF$2,800,296$106,971 ▼-3.7%33,7960.5%ManufacturingRSGRepublic Services$2,734,166$102,343 ▼-3.6%11,0870.5%Business ServicesACNAccenture$2,641,889$589,411 ▲28.7%8,8390.5%Computer and TechnologyORLYO'Reilly Automotive$2,605,208$2,430,536 ▲1,391.5%28,9050.5%Retail/WholesaleAPHAmphenol$2,371,975$7,406 ▼-0.3%24,0200.4%Computer and TechnologyUBERUber Technologies$2,361,237$468,180 ▲24.7%25,3080.4%Computer and TechnologyGLNGGolar LNG$2,321,0570.0%56,3500.4%EnergyAVGOBroadcom$2,259,2280.0%8,1960.4%Computer and TechnologyWFCWells Fargo & Company$2,236,070$15,704 ▲0.7%27,9090.4%FinanceSDYSPDR S&P Dividend ETF$2,030,793$11,673 ▲0.6%14,9620.4%ETFAMATApplied Materials$2,017,434$91,901 ▼-4.4%11,0200.4%Computer and TechnologyABTAbbott Laboratories$1,930,2540.0%14,1920.4%MedicalTMOThermo Fisher Scientific$1,907,912$518,939 ▲37.4%4,7060.3%MedicalVOVanguard Mid-Cap ETF$1,892,211$233,938 ▼-11.0%6,7620.3%ETFXOMExxon Mobil$1,881,575$263,899 ▲16.3%17,4540.3%EnergyINTUIntuit$1,846,9930.0%2,3450.3%Computer and TechnologyJNJJohnson & Johnson$1,832,695$20,774 ▲1.1%11,9980.3%MedicalVBVanguard Small-Cap ETF$1,812,6610.0%7,6490.3%ETFADBEAdobe$1,736,318$124,189 ▲7.7%4,4880.3%Computer and TechnologyBMYBristol Myers Squibb$1,736,107$29,348 ▼-1.7%37,5050.3%MedicalUNHUnitedHealth Group$1,589,176$952,445 ▲149.6%5,0940.3%MedicalSWKStanley Black & Decker$1,540,1610.0%22,7330.3%IndustrialsGOOGAlphabet$1,536,0210.0%8,6590.3%Computer and TechnologyNVDANVIDIA$1,532,346$35,390 ▼-2.3%9,6990.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,523,520$21,858 ▲1.5%13,9400.3%ETFMRKMerck & Co., Inc.$1,509,582$58,816 ▲4.1%19,0700.3%MedicalPEPPepsiCo$1,349,449$123,061 ▼-8.4%10,2200.2%Consumer StaplesSLBSchlumberger$1,323,473$8,957 ▲0.7%39,1560.2%EnergyVTIVanguard Total Stock Market ETF$1,100,338$96,052 ▲9.6%3,6200.2%ETFQCOMQUALCOMM$1,045,542$13,378 ▲1.3%6,5650.2%Computer and TechnologyIBMInternational Business Machines$1,031,141$323,669 ▲45.8%3,4980.2%Computer and TechnologyKOCocaCola$984,628$42,733 ▲4.5%13,9170.2%Consumer StaplesMETAMeta Platforms$887,185$52,404 ▲6.3%1,2020.2%Computer and TechnologyCSDInvesco S&P Spin-Off ETF$833,2180.0%9,9310.2%ETFPGRProgressive$790,4400.0%2,9620.1%FinanceLOWLowe's Companies$763,455$22,187 ▲3.0%3,4410.1%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$760,867$24,294 ▼-3.1%6,3890.1%ETFEFAiShares MSCI EAFE ETF$751,3230.0%8,4050.1%FinancePFEPfizer$697,345$9,745 ▲1.4%28,7680.1%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$689,6710.0%6,8600.1%ETFBDXBecton, Dickinson and Company$681,249$7,555,577 ▼-91.7%3,9550.1%MedicalSMHVanEck Semiconductor ETF$678,803$5,857 ▼-0.9%2,4340.1%ManufacturingTSMTaiwan Semiconductor Manufacturing$668,1460.0%2,9500.1%Computer and TechnologySNOWSnowflake$648,933$128,668 ▼-16.5%2,9000.1%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$631,3910.0%12,6620.1%ETFAMENTUM HOLDINGS INC$566,6400.0%24,0000.1%COMVEAVanguard FTSE Developed Markets ETF$564,6280.0%9,9040.1%ETFDEDeere & Company$564,426$25,425 ▼-4.3%1,1100.1%IndustrialsHONHoneywell International$564,036$26,083 ▼-4.4%2,4220.1%Multi-Sector ConglomeratesTXNTexas Instruments$550,193$272,605 ▲98.2%2,6500.1%Computer and TechnologyGEGE Aerospace$543,0930.0%2,1100.1%AerospaceVWOVanguard FTSE Emerging Markets ETF$540,747$4,402 ▼-0.8%10,9330.1%ETFWMTWalmart$533,879$22,001 ▲4.3%5,4600.1%Retail/WholesaleCHDChurch & Dwight$527,2600.0%5,4860.1%Consumer StaplesETF OPPORTUNITIES TRUST$514,125$514,125 ▲New Holding19,3280.1%SMI 3FOURTEEN FULABCORP HOLDINGS INC$503,2320.0%1,9170.1%COM SHSTRVTravelers Companies$500,033$14,715 ▲3.0%1,8690.1%FinanceEWEdwards Lifesciences$496,0870.0%6,3430.1%MedicalMMM3M$481,2190.0%3,1610.1%Multi-Sector ConglomeratesXLEEnergy Select Sector SPDR Fund$469,0850.0%5,5310.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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