Peak Asset Management, LLC
•CIK: 1632512•Filing: Q4 2025
**Peak Asset Management, LLC** manages $587M across a diversified portfolio of 152 positions. The firm maintains significant exposure to mega-cap technology and financial names, with top holdings including GOOGL ($31.8M), AAPL ($31.5M), and MSFT ($28.2M). Notable allocations also include JPM ($25.5M) and fixed-income exposure via VGSH ($22.4M). This structure suggests a core strategy balancing growth technology bets with defensive financial and real asset allocations.
Total AUM
$586.8M
QoQ Performance
+2.4%
Positions
121
Top 10 Concentration
40.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
AAPL
GOOGL5.4%
AAPL5.4%
MSFT4.8%
JPM4.3%
VGSH3.8%
BILS3.5%
SPGI3.4%
V3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.5%
Technology23.7%
Financial9.3%
Consumer5.0%
ETF4.5%
Healthcare2.5%
Communication1.9%
Energy1.8%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW9 new positions
↑38 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023