Portfolio (Quarterly)
Guide ↗
PEAK FINANCIAL ADVISORS LLC
· CIK 0001843309| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | KLAC | KLA CORP | Technology | 502 | $610K | 0.27% | SOLD |
| 22 | ALLE | ALLEGION PLC | Industrials | 3,795 | $604K | 0.27% | SOLD |
| 23 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 2,303 | $592K | 0.27% | SOLD |
| 24 | RSG | REPUBLIC SVCS INC | Industrials | 2,778 | $589K | 0.26% | SOLD |
| 25 | FAST | FASTENAL CO | Industrials | 14,606 | $586K | 0.26% | SOLD |
| 26 | VRSN | VERISIGN INC | Technology | 2,385 | $579K | 0.26% | SOLD |
| 27 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 11,338 | $567K | 0.26% | SOLD |
| 28 | AZO | AUTOZONE INC | Consumer Cyclical | 160 | $543K | 0.24% | SOLD |
| 29 | — | HEICO CORP NEW | — | 912 | $230K | 0.10% | SOLD |
| 30 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 369 | $214K | 0.10% | SOLD |
Sector Allocation
Financial Services
24.2%
Energy
13.5%
Technology
12.0%
Healthcare
9.5%
Industrials
8.2%
Communication Services
7.4%
Consumer Cyclical
6.9%
Consumer Defensive
6.5%
Real Estate
5.8%
Utilities
3.5%