Peak Financial Management, Inc.
Filing Date
Global Rank
#6,709
/ 8,232
▲ 208
Top Industry
Consumer Electronics
22.8%
3Y Alpha vs SPY
+2.6%
Period ended 2 months ago
Filed Apr 28, 2026 · 47d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+87.9%
SPY
+76.3%
Annualised alpha
+2.6%
Max drawdown
−17.9%
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
39 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
32.7%
−2.4 pts
Top 5
68.4%
−1.5 pts
Top 10
78.1%
−1.5 pts
HHI
1,496
Diversified−100
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 35.8% | $14,808,418 |
| Technology | 30.4% | $12,592,397 |
| Financial Services | 11.8% | $4,892,734 |
| Industrials | 6.6% | $2,726,457 |
| Communication Services | 4.4% | $1,838,795 |
| Healthcare | 2.6% | $1,065,619 |
| Consumer Cyclical | 2.5% | $1,033,891 |
| Energy | 2.4% | $983,040 |
| Consumer Defensive | 2.3% | $969,560 |
| Basic Materials | 0.6% | $262,598 |
| Utilities | 0.5% | $210,967 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| XOM | Exxon Mobil Corp | +107 | 2,926 | $496,425 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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
2 positions ·
$969,560 total
· Consumer Defensive only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 665 | $662,625 | 68.34% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,125 | $306,935 | 31.66% |