Utah Peaks Capital Inc
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2023, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 99.2%; sector active share 62.1% against the combined 13F book's sector weights.
Over time 2 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
14 tracked positions · as of Mar 31, 2023 · Δ vs Dec 31, 2022Portfolio Trend
Sector Breakdown
As of Mar 31, 2023| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 66.1% | $37,075,245 |
| Unclassified | 12.3% | $6,880,655 |
| Communication Services | 11.4% | $6,377,509 |
| Healthcare | 5.9% | $3,297,609 |
| Consumer Defensive | 3.7% | $2,070,685 |
| Technology | 0.8% | $424,700 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ACI | Albertsons Companies, Inc. | +87,148 | 99,648 | $2,070,685 | |
| — | +17,000 | 19,000 | $0 | ||
| — | +2,500 | 50,000 | $2,182,000 | ||
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | −226,490 | 50,000 | $4,279,500 | ||
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 149,500 | $15,275,910 | |
| YUMC | Yum China Holdings, Inc. | 143,500 | $9,096,465 | |
| TCOM | Trip.com Group Ltd | 151,000 | $5,688,170 | |
| NTES | NetEase, Inc. | 53,340 | $4,717,389 | |
| XPEV | Xpeng Inc. | 343,000 | $3,810,730 | |
| ONC | BeOne Medicines Ltd. | 15,300 | $3,297,609 | |
| JD | JD.com, Inc. | 73,000 | $3,203,970 | |
| BIDU | Baidu, Inc. | 11,000 | $1,660,120 | |
| XBI | State Street(R) SPDR(R) S&P(R) Biotech ETF | 5,500 | $419,155 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SUI | Sun Communities Inc | 50,000 | $7,150,000 | |
| ENPH | Enphase Energy, Inc. | 5,253 | $1,391,834 | |
| CDNS | Cadence Design Systems Inc | 6,055 | $972,675 | |
| SNPS | Synopsys Inc | 2,367 | $755,759 | |
| KLAC | Kla Corp | 1,922 | $724,651 | |
| AAPL | Apple Inc. | 5,167 | $671,348 | |
| CPRT | Copart Inc | 10,713 | $652,314 | |
| — | 20,000 | $573,200 | ||
| MTD | Mettler Toledo International Inc | 394 | $569,507 | |
| TMO | Thermo Fisher Scientific Inc. | 1,030 | $567,210 | |
| MPWR | Monolithic Power Systems, Inc. | 1,494 | $528,293 | |
| INTU | Intuit Inc. | 1,286 | $500,536 | |
| MNST | Monster Beverage Corp | 4,913 | $498,816 | |
| MSFT | Microsoft Corp | 2,077 | $498,106 | |
| DHR | Danaher Corp | 1,781 | $472,712 | |
| MSCI | MSCI Inc. | 950 | $441,911 | |
| PGR | Progressive Corp | 3,394 | $440,235 | |
| EPAM | EPAM Systems, Inc. | 1,291 | $423,112 | |
| COST | Costco Wholesale Corp | 904 | $412,676 | |
| KDP | Keurig Dr Pepper Inc. | 11,182 | $398,750 | |
| MSI | Motorola Solutions, Inc. | 1,546 | $398,419 | |
| AON | Aon plc | 1,282 | $384,779 | |
| NEE | Nextera Energy Inc | 4,547 | $380,129 | |
| TXN | Texas Instruments Inc | 2,212 | $365,466 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 2,185 | $361,573 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
NEW | 149,500 | $15,275,910 | 27.22% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
NEW | 143,500 | $9,096,465 | 16.21% | |
| TCOM |
Trip.com Group Ltd
Consumer Cyclical
|
NEW | 151,000 | $5,688,170 | 10.13% | |
| NTES |
NetEase, Inc.
Communication Services
|
NEW | 53,340 | $4,717,389 | 8.40% | |
|
|
Reduced | 50,000 | $4,279,500 | 7.62% | ||
| XPEV |
Xpeng Inc.
Consumer Cyclical
|
NEW | 343,000 | $3,810,730 | 6.79% | |
| ONC |
BeOne Medicines Ltd.
Healthcare
|
NEW | 15,300 | $3,297,609 | 5.88% | |
| JD |
JD.com, Inc.
Consumer Cyclical
|
NEW | 73,000 | $3,203,970 | 5.71% | |
|
|
Added | 50,000 | $2,182,000 | 3.89% | ||
| ACI |
Albertsons Companies, Inc.
Consumer Defensive
|
Added | 99,648 | $2,070,685 | 3.69% | |
| BIDU |
Baidu, Inc.
Communication Services
|
NEW | 11,000 | $1,660,120 | 2.96% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
Reduced | 10,000 | $424,700 | 0.76% | |
| XBI |
State Street(R) SPDR(R) S&P(R) Biotech ETF
|
NEW | 5,500 | $419,155 | 0.75% | |
|
|
Added | 19,000 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.