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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
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 3,426.0 $714K 0.18% -303.0 -8.1% $208.27 +12.5%
22 SUSA ISHARES TR 4,660.0 $616K 0.16% -25.0 -0.5% $132.10 +14.4%
23 ESGU ISHARES TR 3,652.0 $516K 0.13% -30.0 -0.8% $141.42 +13.6%
24 QQQ INVESCO QQQ TR Financial Services 855.0 $493K 0.12% -10.0 -1.2% $577.18 +23.1%
25 GEV GE VERNOVA INC Utilities 547.0 $478K 0.12% -50.0 -8.4% $873.35 +21.1%
26 XLV SELECT SECTOR SPDR TR 2,756.0 $404K 0.10% -276.0 -9.1% $146.62 +4.6%
27 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,151.0 $389K 0.10% -125.0 -9.8% $337.95 +30.4%
28 JNK SPDR SERIES TRUST 3,737.0 $358K 0.09% -495.0 -11.7% $95.72 +0.5%
29 LQD ISHARES TR 3,126.0 $341K 0.09% -129.0 -4.0% $109.02 +0.4%
30 SCHA SCHWAB STRATEGIC TR 11,533.0 $335K 0.09% -256.0 -2.2% $29.08 +20.0%
31 TJX TJX COS INC NEW Consumer Cyclical 2,006.0 $320K 0.08% -980.0 -32.8% $159.70 +3.4%
32 PG PROCTER & GAMBLE CO Consumer Defensive 2,125.0 $307K 0.08% -64.0 -2.9% $144.51 +5.2%
33 BERKSHIRE HATHAWAY INC DEL 635.0 $304K 0.08% -65.0 -9.3% $479.20
34 VNQ VANGUARD INDEX FDS 3,248.0 $288K 0.07% -495.0 -13.2% $88.70 +9.4%
35 JNJ JOHNSON & JOHNSON Healthcare 1,135.0 $277K 0.07% -44.0 -3.7% $244.49 -1.4%
36 GLD SPDR GOLD TR Financial Services 631.0 $272K 0.07% -477.0 -43.0% $430.29 -15.0%
37 IAU ISHARES GOLD TR Financial Services 3,013.0 $266K 0.07% -223.0 -6.9% $88.16 -14.9%
38 FVD FIRST TR EXCHANGE-TRADED FD 5,630.0 $265K 0.07% -262.0 -4.5% $47.03 +2.3%
39 XLI SELECT SECTOR SPDR TR 1,585.0 $256K 0.07% -190.0 -10.7% $161.73 +11.5%
40 PH PARKER-HANNIFIN CORP Industrials 284.0 $254K 0.07% -25.0 -8.1% $895.24 +7.4%
Page 2 of 3  ·  47 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
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%