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Peak Asset Management, LLC

All holdings · as of Dec 31, 2025

152 positions

CompanyClassValueShares% of portfolio
BERKSHIRE HATHAWAY INC DEL$2.26M30.4%
T ROWE PRICE ETF INC$2.26M59,2460.4%
GOLAR LNG LTD$2.10M56,3500.4%
GMO ETF TRUST$2.08M53,9570.4%
EXXON MOBIL CORP$2.06M17,1140.4%
SPDR SERIES TRUST$2.05M14,7620.3%
VANGUARD INDEX FDS$1.97M7,6240.3%
VANGUARD INDEX FDS$1.90M6,5400.3%
Merck & Co., Inc.$1.88M17,8730.3%
BRISTOL MYERS SQUIBB CO$1.80M33,3970.3%
NVIDIA Corp$1.75M9,3960.3%
ABBOTT LABORATORIES$1.74M13,9170.3%
STANLEY BLACK & DECKER, INC.$1.69M22,7330.3%
ISHARES TR$1.64M13,6400.3%
INTUIT INC.$1.55M2,3450.3%
Accenture plc$1.46M5,4470.2%
SLB LIMITED/NV$1.46M37,9260.2%
GOLDMAN SACHS ETF TR$1.41M14,1140.2%
ADOBE INC.$1.37M3,9200.2%
PEPSICO INC$1.32M9,2050.2%
KINDER MORGAN, INC.$1.26M45,8970.2%
VANGUARD INDEX FDS$1.18M3,5170.2%
QUALCOMM INC/DE$1.11M6,5150.2%
INVESCO EXCHANGE TRADED FD T$990.4K9,9310.2%
INTERNATIONAL BUSINESS MACHINES CORP$930.7K3,1420.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$870.6K2,8650.1%
VANECK ETF TRUST$862.9K2,3960.1%
LOWES COMPANIES INC$829.8K3,4410.1%
COCA COLA CO$808.7K11,5680.1%
ISHARES TR$807.1K8,4050.1%
Meta Platforms Inc$796.7K1,2070.1%
ISHARES TR$775.1K6,4940.1%
Amentum Holdings, Inc.$696.0K24,0000.1%
PIMCO ETF TR$688.3K6,8600.1%
PROGRESSIVE CORP/OH$674.5K2,9620.1%
PFIZER INC$655.2K26,3110.1%
GENERAL ELECTRIC CO$642.2K2,0850.1%
UNITEDHEALTH GROUP INC$631.2K1,9120.1%
VANGUARD TAX-MANAGED FDS$607.9K9,7310.1%
Snowflake Inc.$595.8K2,7160.1%
CORNING INC /NY$593.2K6,7750.1%
VANGUARD INTL EQUITY INDEX F$574.6K10,6880.1%
TRAVELERS COMPANIES, INC.$542.1K1,8690.1%
SPDR SERIES TRUST$527.7K5,7750.1%
Edwards Lifesciences Corp$526.7K6,1780.1%
Walmart Inc.$516.9K4,6400.1%
DEERE & CO$516.8K1,1100.1%
XCEL ENERGY INC$507.0K6,8640.1%
SELECT SECTOR SPDR TR$494.6K11,0620.1%
ISHARES TR$480.2K7,2750.1%
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