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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 Chg Shares Chg % Period Price ① Since Period ①
1 PLTR PALANTIR TECHNOLOGIES INC Technology 1,759.0 $257K 0.07% NEW $146.28 -22.4%
2 TPL TEXAS PACIFIC LAND CORPORATI Energy 531.0 $252K 0.06% NEW $474.56 -20.4%
3 CVX CHEVRON CORPORATION Energy 1,134.0 $235K 0.06% NEW $207.05 -17.2%
4 CTVA CORTEVA INC Basic Materials 2,652.0 $222K 0.06% NEW $83.71 -4.3%
5 ED CONSOLIDATED EDISON INC Utilities 1,864.0 $211K 0.05% NEW $113.23 -2.2%

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
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%