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Portfolio (Quarterly) Guide ↗

Peak Asset Management, LLC

· CIK 0001632512
13F Portfolio $680M AUM 181 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 181 New
Page 10 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SNAP SNAP INC Communication Services 40,000.0 $178K 0.03% NEW $4.44 +17.9%
Page 10 of 10  ·  181 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 31.4%
Financial Services 25.9%
Industrials 10.3%
Communication Services 9.4%
Healthcare 8.5%
Consumer Cyclical 6.0%
Energy 4.8%
Consumer Defensive 2.6%
Basic Materials 0.7%
Utilities 0.3%