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Portfolio (Quarterly) Guide ↗

PEAK FINANCIAL ADVISORS LLC

· CIK 0001843309
13F Portfolio $242M AUM 78 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 31 Added 17 Reduced 12 Exited
Page 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BEONE MEDICINES LTD 4,836.0 $1.4M 0.57% NEW $284.97
42 AAPL APPLE INC Technology 4,570.0 $1.3M 0.55% $289.36 +10.6%
43 MOAT VANECK ETF TRUST 8,740.0 $909K 0.38% -800.0 -8.4% $103.96 +7.5%
44 QQQM INVESCO EXCH TRADED FD TR II 2,926.0 $887K 0.37% -633.0 -17.8% $303.01 -2.3%
45 FEDEX FGHT HLDG CO INC 5,199.0 $785K 0.33% NEW $151.00
46 BOXX EA SERIES TRUST 6,545.0 $766K 0.32% $117.09 +0.9%
47 MA MASTERCARD INCORPORATED Financial Services 1,435.0 $737K 0.30% -3K -69.5% $513.63 +12.8%
48 KMI KINDER MORGAN INC DEL Energy 22,610.0 $723K 0.30% -771.0 -3.3% $31.97 -1.8%
49 GS GOLDMAN SACHS GROUP INC Financial Services 688.0 $696K 0.29% -12.0 -1.7% $1012.03 +2.6%
50 MO ALTRIA GROUP INC Consumer Defensive 9,619.0 $692K 0.29% -182.0 -1.9% $71.95 -4.3%
51 ENB ENBRIDGE INC Energy 11,994.0 $650K 0.27% $54.21 -7.6%
52 AHR AMERICAN HEALTHCARE REIT INC Real Estate 12,459.0 $650K 0.27% $52.15 +4.9%
53 BRW SABA CAPITAL INCOME & OPRNT Financial Services 89,996.0 $591K 0.24% +2K +2.3% $6.57 -0.8%
54 SPYM SPDR SERIES TRUST 6,547.0 $575K 0.24% +238.0 +3.8% $87.88 +3.2%
55 OMF ONEMAIN HLDGS INC Financial Services 9,185.0 $560K 0.23% +104.0 +1.1% $60.97 +6.0%
56 MC MOELIS & CO Financial Services 8,423.0 $551K 0.23% $65.42 +5.5%
57 NNN NNN REIT INC Real Estate 11,694.0 $544K 0.23% +101.0 +0.9% $46.53 -4.1%
58 NSA NATIONAL STORAGE AFFILIATES Real Estate 11,850.0 $527K 0.22% -3K -18.5% $44.47 -2.4%
59 DUK DUKE ENERGY CORP NEW Utilities 4,073.0 $516K 0.21% $126.58 -5.0%
60 ANNALY CAPITAL MANAGEMENT IN 23,011.0 $515K 0.21% +541.0 +2.4% $22.36
Page 3 of 4  ·  78 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 21.2%
Healthcare 17.6%
Technology 11.9%
Energy 9.4%
Industrials 8.7%
Consumer Cyclical 7.5%
Real Estate 6.0%
Consumer Defensive 5.8%
Communication Services 4.6%
Utilities 3.9%