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Portfolio (Quarterly) Guide ↗

PEAK6 LLC

· CIK 0001389958
13F Portfolio $48.6B AUM 2,732 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 747 New 715 Added 1020 Reduced 715 Exited
Page 132 of 134  ·  2,662 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 NVMI NOVA LTD Technology 1.0 $644.0 -1.0 -50.0% $644.00 -34.7%
2622 PLXS PLEXUS CORP Technology 2.0 $640.0 NEW $320.00 -14.3%
2623 WSM WILLIAMS SONOMA INC Consumer Cyclical 3.0 $632.0 NEW $210.67 +14.1%
2624 AMGN AMGEN INC Healthcare 2.0 $631.0 $315.50 +32.9%
2625 MKSI MKS INC. Technology 1.0 $625.0 NEW $625.00 -48.7%
2626 DAVE INC 2.0 $625.0 NEW $312.50
2627 CLS CELESTICA INC Technology 2.0 $622.0 NEW $311.00 +9.5%
2628 CDNS CADENCE DESIGN SYSTEM INC Technology 2.0 $616.0 NEW $308.00 +5.0%
2629 NTRA NATERA INC Healthcare 2.0 $608.0 -1K -99.8% $304.00 +3.3%
2630 RY ROYAL BK CDA Financial Services 3.0 $605.0 NEW $201.67 +7.2%
2631 OIH VANECK ETF TRUST 2.0 $600.0 -180.0 -98.9% $300.00 +42.2%
2632 ADP AUTOMATIC DATA PROCESSING IN Industrials 3.0 $599.0 $199.67 +33.3%
2633 ESE ESCO TECHNOLOGIES INC Technology 2.0 $598.0 -1.0 -33.3% $299.00 +3.0%
2634 MTUM ISHARES TR 2.0 $595.0 NEW $297.50 +8.3%
2635 APP APPLOVIN CORP Technology 1.0 $590.0 -2.0 -66.7% $590.00 -47.1%
2636 SAIA SAIA INC Industrials 1.0 $588.0 NEW $588.00 -34.5%
2637 FTAI AVIATION LTD 2.0 $579.0 NEW $289.50
2638 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2.0 $579.0 -1K -99.8% $289.50 +23.9%
2639 CMI CUMMINS INC Industrials 1.0 $575.0 -19K -100.0% $575.00 +11.5%
2640 LMT LOCKHEED MARTIN CORP Industrials 1.0 $575.0 NEW $575.00 +3.3%
Page 132 of 134  ·  2,662 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 57.5%
Financial Services 10.5%
Consumer Cyclical 7.7%
Industrials 6.2%
Communication Services 6.2%
Healthcare 2.9%
Consumer Defensive 2.9%
Basic Materials 2.3%
Energy 2.2%
Utilities 1.0%