Portfolio (Quarterly) Guide ↗

Peak Financial Management, Inc.

· CIK 0001669662

13F Portfolio $394M AUM 100 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 25 Added 47 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LLY	ELI LILLY & CO	Healthcare	291	$313K	0.08%	SOLD
2	HUBS	HUBSPOT INC	Technology	580	$233K	0.06%	SOLD
3	XLY	SELECT SECTOR SPDR TR	—	1,762	$210K	0.05%	SOLD

Sector Allocation

Financial Services 48.9%

Technology 28.5%

Communication Services 6.2%

Industrials 5.1%

Healthcare 2.4%

Consumer Cyclical 2.3%

Energy 2.2%

Consumer Defensive 2.2%

Utilities 1.6%

Basic Materials 0.6%