Peak-Asset-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "SNOW", "ACN", "MMM", "ABT", "ADBE", "GOOGL", "BLK", "AVGO", "LOW", "AVEM", "PECO", "HON", "HD", "MCD", "INTU", "UNP", "QCOM", "AMAT", "EMR", "BKNG", "ICE", "META", null, "IJH", null, "SWK", "TGB", null, "KMI", "UUUU", null, "MA", "MDT", "MSFT", "GE", "GLNG", "NVS", "ORLY", "PCAR", "IJR", "ORCL", "EEM", null, "PANW", "PEP", "VGSH", "PGR", "IVV", null, null, "UNH", "AAPL", "SPY", "ECL", "NVDA", "INTC", "PFE", "PG", "MRK", "VZ", null, "AMGN", "SPGI", "RY", "SCHX", "SLB", "RTX", "GLD", null, null, "SPYG", null, "RSG", "IBM", "SYK", "SBUX", "TXN", "TMO", "TJX", "TRV", "UBER", "VO", "VWO", "WY", "IWN", "TSM", "EW", "APH", "VFC", "SDY", "FTNT", "IWR", null, "AMZN", null, null, "AMTM", "USB", "VEA", "VGLT", "VB", "VOO", "VUSB", "V", "WMT", "WFC", "XEL", "SCHD", "SCHF", "LH", "SO", "TGNA", "DIA", "LII", null, "ADP", "BAC", "BRK-A", "BDX", "BMY", "CVX", "CHD", "CSCO", "NET", "KO", "COP", "COST", "GLW", "DE", "RSP", "EFA", "NEE", "NKE", "MAR", "QQQ", "IWM", "MDY", "DIS", "GOOG", "XOM", "JNJ", "PM", null, "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-07
- Total Holdings
- 146
- Total Value
- 525401869
- Accession Number
- 0001062993-25-008726
- Form Type
- 13F-HR
- Manager Name
- Peak-Asset-Management
Data Enrichment
89% identified130 identified16 unidentified
Holdings
146 positions • $525.4M total value
Manager:
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464287457
Shares:—
Value:$2.9M
% of Portfolio:0.6% ($2.9M/$525.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464287457)✕ | — | All Managers (Combined) | $2.9M | 0.6% ($2.9M/$525.4M) | ||
ECOLAB INC.(ECLcusip278865100) | — | All Managers (Combined) | $2.8M | 0.5% ($2.8M/$525.4M) | ||
| — | All Managers (Combined) | $2.8M | 0.5% ($2.8M/$525.4M) | |||
| — | All Managers (Combined) | $2.8M | 0.5% ($2.8M/$525.4M) | |||
Medtronic plc(MDTcusipG5960L103) | — | All Managers (Combined) | $2.6M | 0.5% ($2.6M/$525.4M) | ||
| — | All Managers (Combined) | $2.3M | 0.4% ($2.3M/$525.4M) | |||
Accenture plc(ACNcusipG1151C101) | — | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$525.4M) | ||
GOLAR LNG LTD(GLNGcusipG9456A100) | — | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$525.4M) | ||
| — | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$525.4M) | |||
| — | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$525.4M) | |||
| — | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$525.4M) | |||
| — | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$525.4M) | |||
| — | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$525.4M) | |||
EXXON MOBIL CORP(XOMcusip30231G102) | — | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$525.4M) | ||
| — | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$525.4M) | |||
| — | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$525.4M) | |||
| — | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$525.4M) | |||
| — | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$525.4M) | |||
PEPSICO INC(PEPcusip713448108) | — | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$525.4M) | ||
| — | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$525.4M) |