Peak Retirement Planning, Inc.

Pension

CIK

2056697

Location

COLUMBUS, OH

Portfolio Value

Small $294,708,078

Diversification

Diversified

Filing Date

Global Rank

#2,736 / 6,964 ▲ 1219

Top Industry

Semiconductors 13.3%

3Y Alpha vs SPY

+5.9%

Period ended 46 days ago

Filed Aug 10, 2026 · 5d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+36.4%

SPY

+27.6%

Annualised alpha

+5.4%

Max drawdown

−15.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

118 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.8%

+0.1 pts

Top 5

22.7%

−5.7 pts

Top 10

32.2%

−5.0 pts

HHI

269

Diversified−22

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	22.8%	$67,294,718	25
Healthcare	21.6%	$63,639,585	18
Unclassified	13.2%	$38,836,290	5
Financial Services	9.2%	$27,058,875	17
Consumer Defensive	8.6%	$25,486,492	11
Communication Services	8.1%	$23,774,234	6
Consumer Cyclical	6.1%	$17,858,007	9
Industrials	5.6%	$16,480,494	16
Energy	1.9%	$5,700,211	5
Basic Materials	1.0%	$3,078,481	1
Real Estate	1.0%	$3,077,729	1
Utilities	0.8%	$2,422,962	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CHWY	Chewy, Inc.	+88,334	214,080	$4,206,672
TOST	Toast, Inc.	+60,205	173,678	$4,831,721
ELAN	Elanco Animal Health Inc	+57,289	191,897	$4,722,585
CMCSA	Comcast Corp	+52,690	128,969	$3,166,188
GIS	General Mills Inc	+41,834	95,739	$3,331,717
KHC	Kraft Heinz Co	+39,060	139,107	$3,285,707
VICI	Vici Properties Inc.	+37,065	115,922	$3,077,729
MMSI	Merit Medical Systems Inc	+28,865	74,008	$5,131,714
QQQ	Invesco Qqq Trust, Series 1	+26,048	47,055	$34,651,302
AOS	Smith A O Corp	+23,838	54,556	$3,421,752
HALO	Halozyme Therapeutics, Inc.	+20,906	67,523	$5,285,025
VZ	Verizon Communications Inc	+20,048	69,955	$2,961,894
PODD	Insulet Corp	+17,419	31,312	$4,767,252
NVDA	Nvidia Corp	+14,958	54,264	$10,857,683
THC	Tenet Healthcare Corp	+13,317	27,789	$5,198,766
EXEL	Exelixis, Inc.	+12,287	94,407	$5,136,684
CL	Colgate Palmolive Co	+11,682	38,444	$3,524,545
MO	Altria Group, Inc.	+11,311	47,507	$3,418,128
KMB	Kimberly Clark Corp	+9,909	33,047	$3,627,569
GILD	Gilead Sciences, Inc.	+8,770	25,360	$3,203,982
PEP	Pepsico Inc	+7,890	23,631	$3,199,637
AVY	Avery Dennison Corp	+7,805	20,033	$3,252,357
MRK	Merck & Co., Inc.	+7,649	29,248	$3,758,368
PG	PROCTER & GAMBLE Co	+7,510	27,103	$3,974,383
META	Meta Platforms, Inc.	+7,298	8,587	$4,836,971
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
HIMS	Hims & Hers Health, Inc.	−190,825	7,602	$263,561
DECK	Deckers Outdoor Corp	−29,143	1,955	$194,111
ABT	Abbott Laboratories	−26,966	4,485	$406,968
FLEX	Flex Ltd.	−22,595	31,191	$5,055,125
UPS	United Parcel Service Inc	−10,454	3,105	$333,787
SLV	iShares Silver Trust	−3,782	7,395	$395,410
MU	Micron Technology Inc	−3,562	5,948	$6,865,716
ZM	Zoom Communications, Inc.	−1,949	42,913	$3,703,821
MTG	Mgic Investment Corp	−1,710	19,772	$557,570
SPY	Spdr S&P 500 ETF Trust	−1,260	1,209	$902,844
NEE	Nextera Energy Inc	−382	3,877	$340,284
MPWR	Monolithic Power Systems, Inc.	−231	2,931	$4,051,697
PM	Philip Morris International Inc.	−172	1,111	$200,991
ABBV	AbbVie Inc.	−155	2,253	$566,944
DUK	Duke Energy CORP	−97	1,583	$200,376
LOW	Lowes Companies Inc	−93	1,166	$257,091
GE	General Electric Co	−45	3,942	$1,473,243
PLTR	Palantir Technologies Inc.	−15	2,375	$277,091
NFG	National Fuel Gas Co	−1	5,063	$390,914
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	10,172	$5,909,016
V	Visa Inc.	14,791	$5,074,644
UHS	Universal Health Services Inc	31,287	$4,652,064
PGR	Progressive Corp/Oh/	15,738	$3,437,966
PAYX	Paychex Inc	30,974	$3,045,673
GLDM	World Gold Trust	31,598	$2,509,513
LRCX	Lam Research Corp	1,342	$581,528
PANW	Palo Alto Networks Inc	1,180	$402,403
AXSM	Axsome Therapeutics, Inc.	1,611	$394,324
INTC	Intel Corp	2,777	$387,752
KO	Coca Cola Co	4,040	$328,330
CSCO	Cisco Systems, Inc.	2,710	$318,316
CSX	Csx Corp	6,180	$293,735
GS	Goldman Sachs Group Inc	264	$267,001
NKX	Nuveen California Amt-Free Quality Municipal Income Fund	20,723	$259,659
AMAT	Applied Materials Inc /De	358	$258,834
WM	Waste Management Inc	1,155	$257,426
BAC	Bank Of America Corp /De/	4,508	$256,865
PH	Parker-Hannifin Corp	254	$248,442
TXN	Texas Instruments Inc	831	$247,696
MRAM	Everspin Technologies Inc.	10,000	$241,800
MA	Mastercard Inc	445	$228,552
DE	Deere & Co	336	$213,134
UBSI	United Bankshares Inc/Wv	4,563	$209,122
CRWD	CrowdStrike Holdings, Inc.	265	$202,232
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	447,638	$28,684,643
XLB	State Street Materials Select Sector SPDR ETF	264,006	$13,192,379
VB	Vanguard Morningstar Small-Cap ETF	34,533	$9,044,883
PHM	Pultegroup Inc/Mi/	26,157	$3,076,324
FOXA	Fox Corp	41,103	$2,400,415
VIG	Vanguard Dividend Appreciation ETF	10,576	$2,274,474
CAG	Conagra Brands Inc.	127,275	$2,000,763
VXUS	Vanguard Total International Stock ETF	11,136	$858,696
VTEC	Vanguard California Tax-Exempt Bond ETF	2,337	$231,549
BNDX	Vanguard Total International Bond ETF	4,307	$206,951
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 tracked positions · $294,708,078 total · filing declares 194 positions · $631,630,897 · as of Jun 30, 2026

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

Showing 1–50 of 118 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	47,055	+26,048	$34,651,302	+185.8%	11.76%
NVDA	Nvidia Corp Technology	Added	54,264	+14,958	$10,857,683	+58.4%	3.68%
GOOGL	Alphabet Inc. Communication Services	Added	23,661	+6,792	$8,439,530	+74.0%	2.86%
MU	Micron Technology Inc Technology	Reduced	5,948	-3,562	$6,865,716	+113.7%	2.33%
MSFT	Microsoft Corp Technology	Added	16,684	+3,997	$6,223,465	+32.5%	2.11%
LLY	ELI LILLY & Co Healthcare	Added	5,056	+990	$6,064,318	+62.2%	2.06%
AMD	Advanced Micro Devices Inc Technology	NEW	10,172	NEW	$5,909,016	NEW	2.01%
AAPL	Apple Inc. Technology	Added	18,319	+3,670	$5,300,785	+42.6%	1.80%
HALO	Halozyme Therapeutics, Inc. Healthcare	Added	67,523	+20,906	$5,285,025	+75.4%	1.79%
THC	Tenet Healthcare Corp Healthcare	Added	27,789	+13,317	$5,198,766	+90.4%	1.76%
EXEL	Exelixis, Inc. Healthcare	Added	94,407	+12,287	$5,136,684	+45.8%	1.74%
MMSI	Merit Medical Systems Inc Healthcare	Added	74,008	+28,865	$5,131,714	+64.9%	1.74%
V	Visa Inc. Financial Services	NEW	14,791	NEW	$5,074,644	NEW	1.72%
AVGO	Broadcom Inc. Technology	Added	13,384	+306	$5,055,806	+24.9%	1.72%
FLEX	Flex Ltd. Technology	Reduced	31,191	-22,595	$5,055,125	+43.6%	1.72%
NBIX	Neurocrine Biosciences Inc Healthcare	Added	29,734	+4,128	$5,011,368	+48.6%	1.70%
RL	Ralph Lauren Corp Consumer Cyclical	Added	12,423	+3,122	$4,986,716	+55.9%	1.69%
META	Meta Platforms, Inc. Communication Services	Added	8,587	+7,298	$4,836,971	+555.9%	1.64%
TOST	Toast, Inc. Technology	Added	173,678	+60,205	$4,831,721	+60.6%	1.64%
PODD	Insulet Corp Healthcare	Added	31,312	+17,419	$4,767,252	+63.5%	1.62%
ELAN	Elanco Animal Health Inc Healthcare	Added	191,897	+57,289	$4,722,585	+46.6%	1.60%
UHS	Universal Health Services Inc Healthcare	NEW	31,287	NEW	$4,652,064	NEW	1.58%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	8,389	+1,791	$4,545,411	+16.2%	1.54%
APP	AppLovin Corp Communication Services	Added	8,250	+493	$4,250,647	+37.7%	1.44%
CHWY	Chewy, Inc. Consumer Cyclical	Added	214,080	+88,334	$4,206,672	+23.9%	1.43%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	2,931	-231	$4,051,697	+17.2%	1.37%
JNJ	Johnson & Johnson Healthcare	Added	15,923	+4,176	$4,043,964	+40.8%	1.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	27,103	+7,510	$3,974,383	+40.4%	1.35%
MRK	Merck & Co., Inc. Healthcare	Added	29,248	+7,649	$3,758,368	+44.7%	1.28%
ZM	Zoom Communications, Inc. Technology	Reduced	42,913	-1,949	$3,703,821	+2.7%	1.26%
KMB	Kimberly Clark Corp Consumer Defensive	Added	33,047	+9,909	$3,627,569	+62.5%	1.23%
CL	Colgate Palmolive Co Consumer Defensive	Added	38,444	+11,682	$3,524,545	+54.5%	1.20%
TROW	Price T Rowe Group Inc Financial Services	Added	30,933	+5,233	$3,516,772	+51.8%	1.19%
ITW	Illinois Tool Works Inc Industrials	Added	12,998	+4,340	$3,515,569	+56.0%	1.19%
SNA	Snap-on Inc Industrials	Added	8,587	+2,298	$3,455,408	+51.3%	1.17%
PGR	Progressive Corp/Oh/ Financial Services	NEW	15,738	NEW	$3,437,966	NEW	1.17%
AOS	Smith A O Corp Industrials	Added	54,556	+23,838	$3,421,752	+68.9%	1.16%
MO	Altria Group, Inc. Consumer Defensive	Added	47,507	+11,311	$3,418,128	+43.1%	1.16%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,332	+1,296	$3,381,973	+27.2%	1.15%
GIS	General Mills Inc Consumer Defensive	Added	95,739	+41,834	$3,331,717	+66.1%	1.13%
KHC	Kraft Heinz Co Consumer Defensive	Added	139,107	+39,060	$3,285,707	+46.0%	1.11%
AVY	Avery Dennison Corp Consumer Cyclical	Added	20,033	+7,805	$3,252,357	+54.0%	1.10%
GILD	Gilead Sciences, Inc. Healthcare	Added	25,360	+8,770	$3,203,982	+38.6%	1.09%
PEP	Pepsico Inc Consumer Defensive	Added	23,631	+7,890	$3,199,637	+30.9%	1.09%
CMCSA	Comcast Corp Communication Services	Added	128,969	+52,690	$3,166,188	+44.6%	1.07%
CF	CF Industries Holdings, Inc. Basic Materials	Added	28,436	+6,408	$3,078,481	+7.6%	1.04%
VICI	Vici Properties Inc. Real Estate	Added	115,922	+37,065	$3,077,729	+42.9%	1.04%
PAYX	Paychex Inc Technology	NEW	30,974	NEW	$3,045,673	NEW	1.03%
EOG	Eog Resources Inc Energy	Added	23,178	+4,675	$3,006,881	+12.4%	1.02%
VZ	Verizon Communications Inc Communication Services	Added	69,955	+20,048	$2,961,894	+18.2%	1.01%

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.