Peak Asset Management, LLC Top Holdings and 13F Report (2026) About Peak Asset Management, LLCInvestment ActivityPeak Asset Management, LLC has $566.87 million in total holdings as of March 31, 2026.Peak Asset Management, LLC owns shares of 148 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 5.50% of the portfolio was purchased this quarter.About 4.85% of the portfolio was sold this quarter.This quarter, Peak Asset Management, LLC has purchased 153 new stocks and bought additional shares in 41 stocks.Peak Asset Management, LLC sold shares of 66 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $28,963,618Alphabet $26,633,233JPMorgan Chase & Co. $22,700,622Vanguard Short-Term Treasury ETF $22,552,623Microsoft $21,912,616 Largest New Holdings this Quarter 464287440 - iShares 7-10 Year Treasury Bond ETF $11,862,715 Holding79466L302 - Salesforce $6,027,948 Holding042735100 - Arrow Electronics $250,251 Holding149123101 - Caterpillar $221,040 Holding922908637 - Vanguard Large-Cap ETF $201,127 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 124,295 shares (about $11.86M)Salesforce 32,292 shares (about $6.03M)Janus Henderson Short Duration Income ETF 54,675 shares (about $2.67M)Adobe 7,766 shares (about $1.89M)Booking 289 shares (about $1.22M) Largest Sales this Quarter Alphabet 8,988 shares (about $2.58M)Wells Fargo & Company 11,872 shares (about $945.13K)Berkshire Hathaway 1 shares (about $718.14K)SPDR S&P MidCap 400 ETF Trust 1,095 shares (about $675.35K)Medtronic 7,370 shares (about $638.61K) 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$28,963,618$445,149 â–¼-1.5%114,1245.1%Computer and TechnologyGOOGLAlphabet$26,633,233$2,584,589 â–¼-8.8%92,6184.7%Computer and TechnologyJPMJPMorgan Chase & Co.$22,700,622$570,670 â–¼-2.5%77,1714.0%FinanceVGSHVanguard Short-Term Treasury ETF$22,552,623$175,444 â–²0.8%385,2524.0%ETFMSFTMicrosoft$21,912,616$312,424 â–²1.4%59,1963.9%Computer and TechnologyBILSSPDR Bloomberg 3-12 Month T-Bill ETF$20,911,934$357,387 â–²1.7%210,2973.7%ETFCSCOCisco Systems$18,543,855$425,116 â–¼-2.2%238,9983.3%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$18,038,144$898,676 â–²5.2%163,2853.2%ETFRSPInvesco S&P 500 Equal Weight ETF$17,385,672$19,384 â–²0.1%90,5883.1%ETFPCARPACCAR$16,832,942$230,076 â–¼-1.3%145,7403.0%Auto/Tires/TrucksSPGIS&P Global$16,665,672$459,793 â–²2.8%39,1822.9%FinanceVVisa$16,532,486$207,336 â–²1.3%54,7002.9%Business ServicesSYKStryker$16,321,393$146,880 â–²0.9%49,6712.9%MedicalEMREmerson Electric$15,056,472$323,227 â–¼-2.1%114,9172.7%IndustrialsPJPInvesco Pharmaceuticals ETF$14,002,011$201,191 â–¼-1.4%134,9462.5%ETFFTNTFortinet$13,369,066$448,970 â–²3.5%163,5962.4%Computer and TechnologyBKNGBooking$13,039,362$1,216,783 â–²10.3%3,0972.3%Retail/WholesaleIEFiShares 7-10 Year Treasury Bond ETF$11,862,715$11,862,715 â–²New Holding124,2952.1%ETFQQQInvesco QQQ$11,423,705$296,097 â–²2.7%19,7922.0%FinanceSPYSPDR S&P 500 ETF Trust$10,604,445$150,229 â–¼-1.4%16,3061.9%FinanceORCLOracle$10,411,490$123,719 â–²1.2%70,7741.8%Computer and TechnologyCOPConocoPhillips$9,862,644$115,104 â–¼-1.2%74,7171.7%EnergyAVNMAvantis All International Markets Equity ETF$9,517,848$472,027 â–²5.2%124,9551.7%ETFDISWalt Disney$9,292,816$87,513 â–¼-0.9%96,4191.6%Consumer DiscretionaryVOOVanguard S&P 500 ETF$9,119,932$260,535 â–²2.9%15,2621.6%ETFVNLAJanus Henderson Short Duration Income ETF$7,010,873$2,671,421 â–²61.6%143,4891.2%ETFCVXChevron$6,086,378$65,587 â–¼-1.1%29,4171.1%EnergyCRMSalesforce$6,027,948$6,027,948 â–²New Holding32,2921.1%Computer and TechnologyIVViShares Core S&P 500 ETF$5,476,416$24,822 â–¼-0.5%8,3841.0%ETFAMZNAmazon.com$5,244,447$29,366 â–¼-0.6%25,1810.9%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$4,771,873$675,352 â–¼-12.4%7,7370.8%ETFAVEMAvantis Emerging Markets Equity ETF$4,679,603$74,939 â–²1.6%58,0740.8%ETFIWMiShares Russell 2000 ETF$4,074,392$65,224 â–¼-1.6%16,4290.7%FinanceAMATApplied Materials$4,043,726$369,476 â–¼-8.4%11,8310.7%Computer and TechnologyMAMastercard$3,894,170$48,964 â–²1.3%7,7940.7%Business ServicesCOSTCostco Wholesale$3,634,770$266,032 â–¼-6.8%3,6480.6%Retail/WholesalePGProcter & Gamble$3,592,664$71,065 â–¼-1.9%24,8730.6%Consumer StaplesUNPUnion Pacific$3,380,716$39,305 â–¼-1.1%13,9340.6%TransportationJNJJohnson & Johnson$2,888,792$43,999 â–¼-1.5%11,8180.5%MedicalADBEAdobe$2,840,633$1,887,759 â–²198.1%11,6860.5%Computer and TechnologyECLEcolab$2,797,122$117,844 â–¼-4.0%10,5150.5%Basic MaterialsSHYiShares 1-3 Year Treasury Bond ETF$2,784,302$147,798 â–¼-5.0%33,7210.5%ManufacturingAPHAmphenol$2,763,022$22,996 â–¼-0.8%21,8680.5%Computer and TechnologyUBERUber Technologies$2,748,518$496,605 â–²22.1%38,2110.5%Computer and TechnologyORLYO'Reilly Automotive$2,661,759$4,616 â–¼-0.2%28,8350.5%Retail/WholesaleGLNGGolar LNG$2,653,825$395,274 â–¼-13.0%49,0450.5%EnergyXOMExxonMobil$2,592,457$311,163 â–¼-10.7%15,2800.5%EnergyMDTMedtronic$2,402,372$638,611 â–¼-21.0%27,7250.4%MedicalRSGRepublic Services$2,397,6120.0%10,9470.4%Business ServicesTMOThermo Fisher Scientific$2,370,919$65,859 â–²2.9%4,8240.4%MedicalZMZoom Communications$2,351,328$172,115 â–²7.9%29,2490.4%Computer and TechnologyAVGOBroadcom$2,279,232$28,475 â–¼-1.2%7,3640.4%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$2,202,488$93,922 â–²4.5%61,8850.4%ETFGOOGAlphabet$2,183,292$213,424 â–¼-8.9%7,6110.4%Computer and TechnologySDYSPDR S&P Dividend ETF$2,146,778$7,589 â–¼-0.4%14,7100.4%ETFMRKMerck & Co., Inc.$2,049,141$100,803 â–¼-4.7%17,0350.4%MedicalBMYBristol Myers Squibb$1,968,821$56,708 â–¼-2.8%32,4620.3%MedicalVBVanguard Small-Cap ETF$1,923,935$72,809 â–¼-3.6%7,3460.3%ETFSLBSLB$1,912,017$37,001 â–¼-1.9%37,2060.3%EnergyGMO ETF TRUST$1,825,318$126,847 â–¼-6.5%50,4510.3%GMO US QUALITY EVOVanguard Mid-Cap ETF$1,815,265$62,892 â–¼-3.3%6,3210.3%ETFIJRiShares Core S&P Small-Cap ETF$1,709,910$14,296 â–²0.8%13,7550.3%ETFSWKStanley Black & Decker$1,615,4070.0%22,7330.3%IndustrialsGBILGoldman Sachs Access Treasury 0-1 Year ETF$1,579,396$165,314 â–²11.7%15,7640.3%ETFNVDANVIDIA$1,481,877$156,786 â–¼-9.6%8,4970.3%Computer and TechnologyBRK.ABerkshire Hathaway$1,436,280$718,140 â–¼-33.3%20.3%FinanceABTAbbott Laboratories$1,423,725$5,134 â–¼-0.4%13,8670.3%MedicalPEPPepsiCo$1,274,466$154,980 â–¼-10.8%8,2070.2%Consumer StaplesWFCWells Fargo & Company$1,181,891$945,131 â–¼-44.4%14,8460.2%FinanceCSDInvesco S&P Spin-Off ETF$1,118,8870.0%9,9310.2%ETFVTIVanguard Total Stock Market ETF$1,081,977$46,192 â–¼-4.1%3,3730.2%ETFINTUIntuit$1,016,526$2,594 â–²0.3%2,3510.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$913,141$55,086 â–¼-5.7%2,7020.2%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$912,865$142,676 â–²18.5%7,6970.2%ETFMETAMeta Platforms$911,404$220,842 â–²32.0%1,5930.2%Computer and TechnologySMHVanEck Semiconductor ETF$909,468$9,202 â–¼-1.0%2,3720.2%ManufacturingKOCocaCola$881,192$1,445 â–²0.2%11,5870.2%Consumer StaplesGLWCorning$853,212$67,985 â–¼-7.4%6,2750.2%Computer and TechnologyQCOMQualcomm$829,344$9,659 â–¼-1.2%6,4400.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$816,3780.0%8,4050.1%FinanceLOWLowe's Companies$813,0400.0%3,4410.1%Retail/WholesaleIBMInternational Business Machines$761,5900.0%3,1420.1%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$689,9110.0%6,8600.1%ETFXLEEnergy Select Sector SPDR Fund$677,6590.0%11,0620.1%ETFDEDeere & Company$630,340$5,070 â–²0.8%1,1190.1%IndustrialsVEAVanguard FTSE Developed Markets ETF$626,831$3,268 â–²0.5%9,7820.1%ETFAMENTUM HOLDINGS INC$625,9200.0%24,0000.1%COMACNAccenture$616,881$463,206 â–¼-42.9%3,1110.1%Computer and TechnologyGEGE Aerospace$587,688$3,973 â–¼-0.7%2,0710.1%AerospacePGRProgressive$587,1870.0%2,9620.1%FinanceWALMART INC$581,258$4,598 â–²0.8%4,6770.1%COMPYLDPIMCO Multi Sector Bond Active ETF$574,121$189,872 â–²49.4%21,9130.1%ETFVWOVanguard FTSE Emerging Markets ETF$572,120$5,567 â–¼-1.0%10,5850.1%ETFTRVTravelers Companies$545,1500.0%1,8690.1%FinanceSCHXSchwab US Large-Cap ETF$524,415$76,228 â–²17.0%20,4530.1%ETFUNHUnitedHealth Group$517,369$490,310 â–²1,812.0%1,9120.1%MedicalEWEdwards Lifesciences$494,7350.0%6,1780.1%MedicalBILSPDR Bloomberg 1-3 Month T-Bill ETF$484,226$44,995 â–¼-8.5%5,2840.1%ETFPFEPfizer$468,571$270,242 â–¼-36.6%16,6870.1%MedicalHONHoneywell International$464,0400.0%2,0530.1%Multi-Sector ConglomeratesShowing largest 100 holdings. 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