Peak Retirement Planning, Inc.

Pension

CIK

2056697

Location

COLUMBUS, OH

Portfolio Value

Small $631,383,183

Diversification

Diversified

Filing Date

Global Rank

#3,328 / 8,795 ▲ 439 · as of Jun 2026

Top Industry

Semiconductors 13.2%

Period ended 3 months ago

Filed Aug 10, 2026 · 58d

7 quarters · since Dec 2024

Clone Performance

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Portfolio Concentration

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

Top Position

16.2%

−0.2 pts

Top 5

51.6%

+5.2 pts

Top 10

60.3%

+5.0 pts

HHI

679

Diversified+123

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.4%	$375,098,223	30
Technology	10.7%	$67,294,718	25
Healthcare	10.1%	$63,639,585	18
Financial Services	4.4%	$27,472,047	18
Consumer Defensive	4.0%	$25,486,492	11
Communication Services	3.8%	$23,774,234	6
Consumer Cyclical	2.8%	$17,858,007	9
Industrials	2.6%	$16,480,494	16
Energy	0.9%	$5,700,211	5
Basic Materials	0.5%	$3,078,481	1
Real Estate	0.5%	$3,077,729	1
Utilities	0.4%	$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
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+658,221	1,138,491	$87,555,128
VB	Vanguard Morningstar Small-Cap ETF	+180,975	483,264	$102,485,484
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
VIG	Vanguard Dividend Appreciation ETF	+19,369	83,626	$9,760,493
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+18,718	738,070	$72,655,676
PODD	Insulet Corp	+17,419	31,312	$4,767,252
EDV	Vanguard World Funds Extended Duration ETF	+16,016	18,293	$2,122,424
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
FNDA	Schwab Fundamental U.S. Small Company ETF	+8,892	19,729	$739,907
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−391,018	27,665	$1,673,803
HIMS	Hims & Hers Health, Inc.	−190,825	7,602	$263,561
VEU	Vanguard FTSE All-World Ex-US ETF	−116,260	317,385	$18,944,710
BIV	Vanguard Intermediate-Term Bond ETF	−45,706	22,346	$1,640,419
VEA	Vanguard FTSE Developed Markets ETF	−44,576	403,062	$28,718,167
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
VXUS	Vanguard Total International Stock ETF	−5,180	5,956	$509,178
SLV	iShares Silver Trust	−3,782	7,395	$395,410
MU	Micron Technology Inc	−3,562	5,948	$6,865,716
VCRM	Vanguard Core Tax-Exempt Bond ETF	−2,158	17,446	$882,418
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
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	−1,074	6,607	$331,869
VIGI	Vanguard International Dividend Appreciation ETF	−933	6,597	$1,042,523
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
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
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	7,305	$369,486
KO	Coca Cola Co	4,040	$328,330
CSCO	Cisco Systems, Inc.	2,710	$318,316
CSX	Csx Corp	6,180	$293,735
ANEW	ProShares MSCI Transformational Changes ETF	2,693	$280,772
GS	Goldman Sachs Group Inc	264	$267,001
ACSG	American Century Small Cap Growth Insights ETF	2,068	$264,869
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
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
—		190,121	$3,648,421
PHM	Pultegroup Inc/Mi/	26,157	$3,076,324
FOXA	Fox Corp	41,103	$2,400,415
CAG	Conagra Brands Inc.	127,275	$2,000,763
BILZ	PIMCO Ultra Short Government Active ETF	9,071	$237,660
VTEC	Vanguard California Tax-Exempt Bond ETF	2,337	$231,549
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

144 tracked positions · $631,383,183 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 144 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	483,264	+180,975	$102,485,484	+54.3%	16.23%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	1,138,491	+658,221	$87,555,128	+105.5%	13.87%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	738,070	+18,718	$72,655,676	—	11.51%
QQQ	Invesco Qqq Trust, Series 1	Added	47,055	+26,048	$34,651,302	+185.8%	5.49%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	403,062	-44,576	$28,718,167	+0.1%	4.55%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	317,385	-116,260	$18,944,710	−19.2%	3.00%
NVDA	Nvidia Corp Technology	Added	54,264	+14,958	$10,857,683	+58.4%	1.72%
VIG	Vanguard Dividend Appreciation ETF	Added	83,626	+19,369	$9,760,493	+38.7%	1.55%
GOOGL	Alphabet Inc. Communication Services	Added	23,661	+6,792	$8,439,530	+74.0%	1.34%
MU	Micron Technology Inc Technology	Reduced	5,948	-3,562	$6,865,716	+113.7%	1.09%
MSFT	Microsoft Corp Technology	Added	16,684	+3,997	$6,223,465	+32.5%	0.99%
LLY	ELI LILLY & Co Healthcare	Added	5,056	+990	$6,064,318	+62.2%	0.96%
AMD	Advanced Micro Devices Inc Technology	NEW	10,172	NEW	$5,909,016	NEW	0.94%
AAPL	Apple Inc. Technology	Added	18,319	+3,670	$5,300,785	+42.6%	0.84%
HALO	Halozyme Therapeutics, Inc. Healthcare	Added	67,523	+20,906	$5,285,025	+75.4%	0.84%
THC	Tenet Healthcare Corp Healthcare	Added	27,789	+13,317	$5,198,766	+90.4%	0.82%
EXEL	Exelixis, Inc. Healthcare	Added	94,407	+12,287	$5,136,684	+45.8%	0.81%
MMSI	Merit Medical Systems Inc Healthcare	Added	74,008	+28,865	$5,131,714	+64.9%	0.81%
V	Visa Inc. Financial Services	NEW	14,791	NEW	$5,074,644	NEW	0.80%
AVGO	Broadcom Inc. Technology	Added	13,384	+306	$5,055,806	+24.9%	0.80%
FLEX	Flex Ltd. Technology	Reduced	31,191	-22,595	$5,055,125	+43.6%	0.80%
NBIX	Neurocrine Biosciences Inc Healthcare	Added	29,734	+4,128	$5,011,368	+48.6%	0.79%
RL	Ralph Lauren Corp Consumer Cyclical	Added	12,423	+3,122	$4,986,716	+55.9%	0.79%
META	Meta Platforms, Inc. Communication Services	Added	8,587	+7,298	$4,836,971	+555.9%	0.77%
TOST	Toast, Inc. Technology	Added	173,678	+60,205	$4,831,721	+60.6%	0.77%
PODD	Insulet Corp Healthcare	Added	31,312	+17,419	$4,767,252	+63.5%	0.76%
ELAN	Elanco Animal Health Inc Healthcare	Added	191,897	+57,289	$4,722,585	+46.6%	0.75%
UHS	Universal Health Services Inc Healthcare	NEW	31,287	NEW	$4,652,064	NEW	0.74%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	8,389	+1,791	$4,545,411	+16.2%	0.72%
APP	AppLovin Corp Communication Services	Added	8,250	+493	$4,250,647	+37.7%	0.67%
CHWY	Chewy, Inc. Consumer Cyclical	Added	214,080	+88,334	$4,206,672	+23.9%	0.67%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	2,931	-231	$4,051,697	+17.2%	0.64%
JNJ	Johnson & Johnson Healthcare	Added	15,923	+4,176	$4,043,964	+40.8%	0.64%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	27,103	+7,510	$3,974,383	+40.4%	0.63%
MRK	Merck & Co., Inc. Healthcare	Added	29,248	+7,649	$3,758,368	+44.7%	0.60%
ZM	Zoom Communications, Inc. Technology	Reduced	42,913	-1,949	$3,703,821	+2.7%	0.59%
KMB	Kimberly Clark Corp Consumer Defensive	Added	33,047	+9,909	$3,627,569	+62.5%	0.57%
CL	Colgate Palmolive Co Consumer Defensive	Added	38,444	+11,682	$3,524,545	+54.5%	0.56%
TROW	Price T Rowe Group Inc Financial Services	Added	30,933	+5,233	$3,516,772	+51.8%	0.56%
ITW	Illinois Tool Works Inc Industrials	Added	12,998	+4,340	$3,515,569	+56.0%	0.56%
SNA	Snap-on Inc Industrials	Added	8,587	+2,298	$3,455,408	+51.3%	0.55%
PGR	Progressive Corp/Oh/ Financial Services	NEW	15,738	NEW	$3,437,966	NEW	0.54%
AOS	Smith A O Corp Industrials	Added	54,556	+23,838	$3,421,752	+68.9%	0.54%
MO	Altria Group, Inc. Consumer Defensive	Added	47,507	+11,311	$3,418,128	+43.1%	0.54%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,332	+1,296	$3,381,973	+27.2%	0.54%
GIS	General Mills Inc Consumer Defensive	Added	95,739	+41,834	$3,331,717	+66.1%	0.53%
KHC	Kraft Heinz Co Consumer Defensive	Added	139,107	+39,060	$3,285,707	+46.0%	0.52%
AVY	Avery Dennison Corp Consumer Cyclical	Added	20,033	+7,805	$3,252,357	+54.0%	0.52%
GILD	Gilead Sciences, Inc. Healthcare	Added	25,360	+8,770	$3,203,982	+38.6%	0.51%
PEP	Pepsico Inc Consumer Defensive	Added	23,631	+7,890	$3,199,637	+30.9%	0.51%

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.