Peak Financial Management, Inc.

CIK

1669662

Location

WELLESLEY, MA

Portfolio Value

Micro $40,888,051

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,075 / 8,603 ▲ 79 · as of Mar 2026

Top Industry

Consumer Electronics 23.3%

3Y Alpha vs SPY

+2.8%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+87.0%

SPY

+76.0%

Annualised alpha

+2.5%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

33.1%

−2.3 pts

Top 5

69.2%

−1.3 pts

Top 10

79.0%

−1.2 pts

HHI

1,531

Moderately concentrated−90

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.2%	$14,808,418	5
Technology	30.8%	$12,592,397	9
Financial Services	12.0%	$4,892,734	4
Industrials	6.7%	$2,726,457	5
Communication Services	4.5%	$1,838,795	3
Healthcare	2.6%	$1,065,619	3
Consumer Cyclical	2.5%	$1,033,891	2
Consumer Defensive	2.4%	$969,560	2
Energy	1.2%	$486,615	2
Basic Materials	0.6%	$262,598	2
Utilities	0.5%	$210,967	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
AUST	Austin Gold Corp.	+8,000	28,000	$40,600
AAPL	Apple Inc.	+5,369	23,913	$6,068,880
VZ	Verizon Communications Inc	+1,070	10,922	$548,284
META	Meta Platforms, Inc.	+495	981	$561,259
NVDA	Nvidia Corp	+420	22,458	$3,916,675
GE	General Electric Co	+111	1,756	$498,300
JPM	Jpmorgan Chase & Co	+36	778	$228,856
GOOGL	Alphabet Inc.	+25	2,536	$729,252
COST	Costco Wholesale Corp /New	+23	665	$662,625
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
GLTR	abrdn Precious Metals Basket ETF Trust	−10,535	61,857	$13,529,363
CEF	Sprott Physical Gold & Silver Trust	−1,690	75,019	$3,579,906
MSFT	Microsoft Corp	−1,429	3,009	$1,113,841
MU	Micron Technology Inc	−1,353	600	$202,704
TJX	Tjx Companies Inc /De/	−980	2,006	$320,358
AMD	Advanced Micro Devices Inc	−690	1,032	$209,939
GLD	Spdr Gold Trust	−477	631	$271,512
AMZN	Amazon Com Inc	−303	3,426	$713,533
IAU	Ishares Gold Trust	−223	3,013	$265,626
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−125	1,151	$388,980
AVGO	Broadcom Inc.	−91	736	$227,799
BRK-B	Berkshire Hathaway Inc	−65	635	$304,292
PG	PROCTER & GAMBLE Co	−64	2,125	$306,935
GEV	GE Vernova Inc.	−50	547	$477,476
JNJ	Johnson & Johnson	−44	1,135	$277,439
ABBV	AbbVie Inc.	−33	931	$202,483
SPY	Spdr S&P 500 ETF Trust	−27	382	$248,429
PH	Parker-Hannifin Corp	−25	284	$254,248
QQQ	Invesco Qqq Trust, Series 1	−10	855	$493,488
RTX	RTX Corp	−9	6,315	$1,218,163
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	1,759	$257,306
TPL	Texas Pacific Land Corp	531	$251,991
CVX	Chevron Corp	1,134	$234,624
CTVA	Corteva, Inc.	2,652	$221,998
ED	Consolidated Edison Inc	1,864	$210,967
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	291	$312,731
HUBS	Hubspot Inc	580	$232,754
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 positions · $40,888,051 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLTR	abrdn Precious Metals Basket ETF Trust	Reduced	61,857	-10,535	$13,529,363	−9.1%	33.09%
AAPL	Apple Inc. Technology	Added	23,913	+5,369	$6,068,880	+20.4%	14.84%
NVDA	Nvidia Corp Technology	Added	22,458	+420	$3,916,675	−4.7%	9.58%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	75,019	-1,690	$3,579,906	+1.9%	8.76%
RTX	RTX Corp Industrials	Reduced	6,315	-9	$1,218,163	+5.0%	2.98%
MSFT	Microsoft Corp Technology	Reduced	3,009	-1,429	$1,113,841	−48.1%	2.72%
PHYS	Sprott Physical Gold Trust Financial Services	Held	22,000	0	$779,680	+7.3%	1.91%
GOOGL	Alphabet Inc. Communication Services	Added	2,536	+25	$729,252	−7.2%	1.78%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,426	-303	$713,533	−17.1%	1.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	665	+23	$662,625	+19.7%	1.62%
LMAT	Lemaitre Vascular Inc Healthcare	Held	5,365	0	$585,697	+34.6%	1.43%
META	Meta Platforms, Inc. Communication Services	Added	981	+495	$561,259	+75.0%	1.37%
VZ	Verizon Communications Inc Communication Services	Added	10,922	+1,070	$548,284	+36.6%	1.34%
GE	General Electric Co Industrials	Added	1,756	+111	$498,300	−1.7%	1.22%
QQQ	Invesco Qqq Trust, Series 1	Reduced	855	-10	$493,488	−7.1%	1.21%
GEV	GE Vernova Inc. Industrials	Reduced	547	-50	$477,476	+22.4%	1.17%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,151	-125	$388,980	+0.3%	0.95%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	2,006	-980	$320,358	−30.2%	0.78%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,125	-64	$306,935	−2.2%	0.75%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	635	-65	$304,292	−13.5%	0.74%
DE	Deere & Co Industrials	Held	494	0	$278,270	+21.0%	0.68%
JNJ	Johnson & Johnson Healthcare	Reduced	1,135	-44	$277,439	+13.7%	0.68%
GLD	Spdr Gold Trust	Reduced	631	-477	$271,512	−38.2%	0.66%
IAU	Ishares Gold Trust	Reduced	3,013	-223	$265,626	+1.1%	0.65%
PLTR	Palantir Technologies Inc. Technology	NEW	1,759	NEW	$257,306	NEW	0.63%
PH	Parker-Hannifin Corp Industrials	Reduced	284	-25	$254,248	−6.4%	0.62%
TPL	Texas Pacific Land Corp Energy	NEW	531	NEW	$251,991	NEW	0.62%
SPY	Spdr S&P 500 ETF Trust	Reduced	382	-27	$248,429	−10.9%	0.61%
CVX	Chevron Corp Energy	NEW	1,134	NEW	$234,624	NEW	0.57%
JPM	Jpmorgan Chase & Co Financial Services	Added	778	+36	$228,856	−4.3%	0.56%
AVGO	Broadcom Inc. Technology	Reduced	736	-91	$227,799	−20.4%	0.56%
CTVA	Corteva, Inc. Basic Materials	NEW	2,652	NEW	$221,998	NEW	0.54%
ED	Consolidated Edison Inc Utilities	NEW	1,864	NEW	$210,967	NEW	0.52%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,032	-690	$209,939	−43.1%	0.51%
IBM	International Business Machines Corp Technology	Held	851	0	$206,273	−18.2%	0.50%
MU	Micron Technology Inc Technology	Reduced	600	-1,353	$202,704	−63.6%	0.50%
ABBV	AbbVie Inc. Healthcare	Reduced	931	-33	$202,483	−8.1%	0.50%
AUST	Austin Gold Corp. Basic Materials	Added	28,000	+8,000	$40,600	+37.2%	0.10%