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Portfolio (Quarterly) Guide ↗

Peak Retirement Planning, Inc.

· CIK 0002056697
13F Portfolio $632M AUM 194 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 194 New
Page 2 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT Microsoft Corporation - Common Stock Technology 16,684.0 $6.2M 0.98% NEW $373.01 +29.6%
22 LLY Eli Lilly and Company Common Stock Healthcare 5,056.0 $6.1M 0.96% NEW $1199.43 +4.6%
23 AMD Advanced Micro Devices, Inc. - Common Stock Technology 10,172.0 $5.9M 0.94% NEW $580.92 -18.5%
24 AAPL Apple Inc. - Common Stock Technology 18,319.0 $5.3M 0.84% NEW $289.36 +6.9%
25 HALO Halozyme Therapeutics, Inc. - Common Stock Healthcare 67,523.0 $5.3M 0.84% NEW $78.27 +38.2%
26 THC Tenet Healthcare Corporation Common Stock Healthcare 27,789.0 $5.2M 0.82% NEW $187.08 +50.1%
27 EXEL Exelixis, Inc. - Common Stock Healthcare 94,407.0 $5.1M 0.81% NEW $54.41 -0.6%
28 MMSI Merit Medical Systems, Inc. - Common Stock Healthcare 74,008.0 $5.1M 0.81% NEW $69.34 +30.9%
29 V Visa Inc. Financial Services 14,791.0 $5.1M 0.80% NEW $343.08 +8.1%
30 AVGO Broadcom Inc. - Common Stock Technology 13,384.0 $5.1M 0.80% NEW $377.75 -2.5%
31 FLEX Flex Ltd. - Ordinary Shares Technology 31,191.0 $5.1M 0.80% NEW $162.07 -31.9%
32 NBIX Neurocrine Biosciences, Inc. - Common Stock Healthcare 29,734.0 $5.0M 0.79% NEW $168.53 -9.5%
33 RL Ralph Lauren Corporation Common Stock Consumer Cyclical 12,423.0 $5.0M 0.79% NEW $401.40 -7.2%
34 META Meta Platforms, Inc. - Class A Common Stock Communication Services 8,587.0 $4.8M 0.77% NEW $563.29 -2.4%
35 TOST Toast, Inc. Class A Common Stock Technology 173,678.0 $4.8M 0.77% NEW $27.82 +31.7%
36 PODD Insulet Corporation - Common Stock Healthcare 31,312.0 $4.8M 0.76% NEW $152.25 -2.7%
37 ELAN Elanco Animal Health Incorporated Common Stock Healthcare 191,897.0 $4.7M 0.75% NEW $24.61 -2.6%
38 UHS Universal Health Services, Inc. Common Stock Healthcare 31,287.0 $4.7M 0.74% NEW $148.69 +19.2%
39 UTHR United Therapeutics Corporation - Common Stock Healthcare 8,389.0 $4.5M 0.72% NEW $541.86 -5.3%
40 VTI Vanguard Morningstar Total Stock Market ETF 11,526.0 $4.3M 0.68% NEW $370.04 +2.2%
Page 2 of 10  ·  194 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
Technology 23.6%
Healthcare 21.9%
Financial Services 21.8%
Consumer Defensive 8.8%
Industrials 7.4%
Communication Services 6.2%
Consumer Cyclical 5.0%
Energy 2.0%
Utilities 1.3%
Basic Materials 1.1%