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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 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TBIL US Treasury 3 Month Bill Etf 20,000.0 $997.2M 0.74% NEW $49860.00 -99.9%
62 NEM Newmont Corporation Basic Materials 10,470.0 $977.9M 0.73% NEW $93400.00 -99.9%
63 REGN Regeneron Pharmaceuticals Inc. Healthcare 1,564.0 $975.2M 0.73% NEW $623540.28 -99.9%
64 CME CME Group Inc. Financial Services 3,707.0 $818.6M 0.61% NEW $220830.05 -99.9%
65 IGV iShares Expanded Tech-Software Sector ETF USD Class 8,000.0 $724.8M 0.54% NEW $90600.00 -99.9%
66 NVO Novo Nordisk A/S Healthcare 12,642.0 $606.1M 0.45% NEW $47939.96 -99.9%
67 BABA Alibaba Group Holding Ltd. Consumer Cyclical 5,582.0 $535.8M 0.40% NEW $95979.94 -99.9%
68 MRK Merck & Company Inc. Healthcare 4,018.0 $516.3M 0.38% NEW $128500.00 -99.9%
69 THC Tenet Healthcare Corporation Healthcare 2,753.0 $515.0M 0.38% NEW $187079.91 -99.9%
70 PFE Pfizer Inc. Healthcare 19,551.0 $470.8M 0.35% NEW $24080.00 -99.9%
71 ONON On Holding A.G. Consumer Cyclical 12,617.0 $446.9M 0.33% NEW $35419.99 -99.9%
72 C Citigroup Inc. Financial Services 3,010.0 $421.3M 0.31% NEW $139960.13 -99.9%
73 FXI iShares China Large-Cap ETF USD Class 10,700.0 $338.0M 0.25% NEW $31590.00 -99.9%
74 UNH UnitedHealth Group Inc. Healthcare 793.0 $329.6M 0.24% NEW $415630.52 -99.9%
75 CRM Salesforce Inc. Technology 2,040.0 $319.6M 0.24% NEW $156659.80 -99.9%
76 BA Boeing Company (The) Industrials 1,400.0 $303.1M 0.23% NEW $216470.00 -99.9%
77 ADBE Adobe Inc. Technology 1,424.0 $291.9M 0.22% NEW $205019.66 -99.9%
78 SLB SLB Ltd. Energy 6,057.0 $281.6M 0.21% NEW $46490.01 -99.9%
79 QCOM QUALCOMM Inc. Technology 1,500.0 $277.2M 0.21% NEW $184790.00 -99.9%
80 DAL Delta Air Lines Inc. Industrials 2,875.0 $269.3M 0.20% NEW $93660.17 -99.9%
Page 4 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 48.6%
Consumer Cyclical 10.2%
Healthcare 8.2%
Financial Services 7.8%
Industrials 6.2%
Communication Services 5.6%
Consumer Defensive 4.6%
Energy 3.4%
Utilities 2.8%
Real Estate 1.5%