BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

PeakShares LLC

· CIK 0002113507
13F Portfolio $134.4B AUM 122 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 122 New
Page 2 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL Apple Inc. Technology 6,003.0 $1.74B 1.29% NEW $289359.99 -99.9%
22 ORCL Oracle Corporation Technology 11,591.0 $1.70B 1.26% NEW $146550.00 -99.9%
23 XLU State Street Utilities Select Sector SPDR ETF USD Class 37,138.0 $1.68B 1.25% NEW $45340.00 -99.9%
24 IBM International Business Machines Corporation Technology 5,897.0 $1.66B 1.23% NEW $281209.94 -99.9%
25 WDC Western Digital Corporation Technology 2,535.0 $1.62B 1.21% NEW $638719.92 -99.9%
26 AVGO Broadcom Inc. Technology 4,200.0 $1.59B 1.18% NEW $377750.00 -99.9%
27 ANET Arista Networks Inc. Technology 9,262.0 $1.57B 1.17% NEW $169880.05 -99.9%
28 GE General Electric Company Industrials 3,967.0 $1.48B 1.10% NEW $373730.02 -99.9%
29 UBER Uber Technologies Inc. Technology 20,458.0 $1.48B 1.10% NEW $72159.99 -99.9%
30 LLY Eli Lilly & Company Healthcare 1,217.0 $1.46B 1.09% NEW $1199429.75 -99.9%
31 CAT Caterpillar Inc. Industrials 1,365.0 $1.45B 1.08% NEW $1064900.37 -99.9%
32 GS Goldman Sachs Group Inc. (The) Financial Services 1,349.0 $1.36B 1.01% NEW $1011369.90 -99.9%
33 WELL Welltower Inc. Real Estate 6,007.0 $1.36B 1.01% NEW $226970.04 -99.9%
34 PGR Progressive Corporation (The) Financial Services 6,101.0 $1.33B 0.99% NEW $218449.93 -99.9%
35 CVX Chevron Corporation Energy 7,974.0 $1.32B 0.98% NEW $165759.97 -99.9%
36 JPM JPMorgan Chase & Company Financial Services 4,006.0 $1.31B 0.98% NEW $327330.01 -99.9%
37 TSLA Tesla Inc. Consumer Cyclical 3,102.0 $1.30B 0.97% NEW $420599.94 -99.9%
38 DELL Dell Technologies Inc. Technology 2,975.0 $1.28B 0.95% NEW $431460.17 -99.9%
39 MO Altria Group Inc. Consumer Defensive 17,780.0 $1.28B 0.95% NEW $71950.00 -99.9%
40 AXP American Express Company Financial Services 3,738.0 $1.26B 0.94% NEW $338250.13 -99.9%
Page 2 of 7  ·  122 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 47.3%
Consumer Cyclical 9.9%
Communication Services 8.1%
Healthcare 8.0%
Financial Services 7.5%
Industrials 6.1%
Consumer Defensive 4.5%
Energy 3.4%
Utilities 2.7%
Real Estate 1.5%