Peak Retirement Planning, Inc.

Pension

CIK

2056697

Location

COLUMBUS, OH

Portfolio Value

Small $188,957,390

Diversification

Diversified

Filing Date

Global Rank

#4,292 / 8,603 ▲ 62 · as of Mar 2026

Top Industry

Semiconductors 10.2%

3Y Alpha vs SPY

-0.3%

Period ended 3 months ago

Filed May 11, 2026 · 59d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+24.4%

SPY

+24.4%

Annualised alpha

0.0%

Max drawdown

−15.4%

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

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

Top Position

6.4%

−5.9 pts

Top 5

17.0%

−10.7 pts

Top 10

27.1%

−9.0 pts

HHI

187

Diversified−131

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	24.0%	$45,443,930	16
Technology	20.9%	$39,476,860	14
Consumer Defensive	10.1%	$19,164,160	11
Consumer Cyclical	9.8%	$18,506,786	10
Communication Services	8.1%	$15,316,119	6
Unclassified	7.8%	$14,817,408	4
Financial Services	7.3%	$13,821,024	10
Industrials	6.1%	$11,562,918	12
Energy	1.8%	$3,456,796	3
Basic Materials	1.5%	$2,860,115	1
Utilities	1.3%	$2,376,901	4
Real Estate	1.1%	$2,154,373	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HIMS	Hims & Hers Health, Inc.	+115,860	198,427	$4,119,344
CHWY	Chewy, Inc.	+39,689	125,746	$3,395,142
EXEL	Exelixis, Inc.	+19,614	82,120	$3,522,126
KHC	Kraft Heinz Co	+17,079	100,047	$2,250,057
ELAN	Elanco Animal Health Inc	+12,838	134,608	$3,221,169
FOXA	Fox Corp	+12,759	41,103	$2,400,415
MMSI	Merit Medical Systems Inc	+12,671	45,143	$3,111,706
ZM	Zoom Communications, Inc.	+12,300	44,862	$3,606,456
CAG	Conagra Brands Inc.	+11,531	127,275	$2,000,763
GIS	General Mills Inc	+10,870	53,905	$2,006,344
CMCSA	Comcast Corp	+8,445	76,279	$2,189,970
FLEX	Flex Ltd.	+7,824	53,786	$3,520,831
VICI	Vici Properties Inc.	+7,821	78,857	$2,154,373
NBIX	Neurocrine Biosciences Inc	+5,989	25,606	$3,373,334
TROW	Price T Rowe Group Inc	+5,987	25,700	$2,316,598
NVDA	Nvidia Corp	+5,617	39,306	$6,854,966
ABT	Abbott Laboratories	+5,491	31,451	$3,229,074
PODD	Insulet Corp	+4,151	13,893	$2,915,307
ACN	Accenture plc	+3,769	11,091	$2,199,234
APP	AppLovin Corp	+3,556	7,757	$3,087,286
LLY	ELI LILLY & Co	+3,423	4,066	$3,739,784
DECK	Deckers Outdoor Corp	+3,161	31,098	$3,112,598
AVGO	Broadcom Inc.	+3,048	13,078	$4,047,771
GOOGL	Alphabet Inc.	+2,991	15,286	$4,395,642
KMB	Kimberly Clark Corp	+2,951	23,138	$2,232,122
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−18,456	21,007	$12,124,820
CF	CF Industries Holdings, Inc.	−3,948	22,028	$2,860,115
VZ	Verizon Communications Inc	−2,214	49,907	$2,505,331
MU	Micron Technology Inc	−1,370	9,510	$3,212,858
WFC	Wells Fargo & Company/Mn	−964	5,931	$472,166
EOG	Eog Resources Inc	−829	18,503	$2,674,978
BRK-B	Berkshire Hathaway Inc	−423	5,153	$2,469,317
LOW	Lowes Companies Inc	−386	1,259	$297,476
CL	Colgate Palmolive Co	−193	26,762	$2,280,925
MTG	Mgic Investment Corp	−168	21,482	$563,902
META	Meta Platforms, Inc.	−122	1,289	$737,475
MO	Altria Group, Inc.	−65	36,196	$2,388,574
GILD	Gilead Sciences, Inc.	−17	16,590	$2,312,148
CBOE	Cboe Global Markets, Inc.	−11	7,994	$2,246,873
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
HALO	Halozyme Therapeutics, Inc.	46,617	$3,012,856
TOST	Toast, Inc.	113,473	$3,008,169
AOS	Smith A O Corp	30,718	$2,025,544
CVX	Chevron Corp	1,479	$306,005
NOC	Northrop Grumman Corp /De/	354	$241,512
VRT	Vertiv Holdings Co	953	$238,802
TSM	Taiwan Semiconductor Manufacturing Co Ltd	654	$221,019
DUK	Duke Energy CORP	1,680	$219,979
MS	Morgan Stanley	1,298	$213,611
PM	Philip Morris International Inc.	1,283	$212,131
RTX	RTX Corp	1,054	$203,316
COST	Costco Wholesale Corp /New	202	$201,278
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
GLDM	World Gold Trust	178,128	$15,206,787
PANW	Palo Alto Networks Inc	15,486	$2,852,521
CHTR	Charter Communications, Inc. /Mo/	13,540	$2,826,475
PINS	Pinterest, Inc.	106,401	$2,754,721
USB	US Bancorp De	38,008	$2,028,106
TFC	Truist Financial Corp	5,034	$247,723
SPPP	Sprott Physical Platinum & Palladium Trust	13,928	$234,547
AMD	Advanced Micro Devices Inc	1,031	$220,798
V	Visa Inc.	620	$217,440
MDT	Medtronic plc	2,186	$209,987
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

92 positions · $188,957,390 total · as of Mar 31, 2026

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

Showing 1–50 of 92 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	21,007	-18,456	$12,124,820	−50.0%	6.42%
NVDA	Nvidia Corp Technology	Added	39,306	+5,617	$6,854,966	+9.1%	3.63%
MSFT	Microsoft Corp Technology	Added	12,687	+2,544	$4,696,346	−4.3%	2.49%
GOOGL	Alphabet Inc. Communication Services	Added	15,286	+2,991	$4,395,642	+14.2%	2.33%
HIMS	Hims & Hers Health, Inc. Healthcare	Added	198,427	+115,860	$4,119,344	+53.7%	2.18%
AVGO	Broadcom Inc. Technology	Added	13,078	+3,048	$4,047,771	+16.6%	2.14%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	6,598	+1,017	$3,912,482	+43.9%	2.07%
LLY	ELI LILLY & Co Healthcare	Added	4,066	+3,423	$3,739,784	+441.2%	1.98%
AAPL	Apple Inc. Technology	Added	14,649	+776	$3,717,769	−1.4%	1.97%
ZM	Zoom Communications, Inc. Technology	Added	44,862	+12,300	$3,606,456	+28.4%	1.91%
EXEL	Exelixis, Inc. Healthcare	Added	82,120	+19,614	$3,522,126	+28.6%	1.86%
FLEX	Flex Ltd. Technology	Added	53,786	+7,824	$3,520,831	+26.8%	1.86%
MPWR	Monolithic Power Systems Inc Technology	Added	3,162	+121	$3,457,172	+25.4%	1.83%
CHWY	Chewy, Inc. Consumer Cyclical	Added	125,746	+39,689	$3,395,142	+19.4%	1.80%
NBIX	Neurocrine Biosciences Inc Healthcare	Added	25,606	+5,989	$3,373,334	+21.2%	1.79%
ABT	Abbott Laboratories Healthcare	Added	31,451	+5,491	$3,229,074	−0.7%	1.71%
ELAN	Elanco Animal Health Inc Healthcare	Added	134,608	+12,838	$3,221,169	+16.9%	1.70%
MU	Micron Technology Inc Technology	Reduced	9,510	-1,370	$3,212,858	+3.5%	1.70%
RL	Ralph Lauren Corp Consumer Cyclical	Added	9,301	+1,445	$3,199,450	+15.2%	1.69%
DECK	Deckers Outdoor Corp Consumer Cyclical	Added	31,098	+3,161	$3,112,598	+7.5%	1.65%
MMSI	Merit Medical Systems Inc Healthcare	Added	45,143	+12,671	$3,111,706	+8.7%	1.65%
APP	AppLovin Corp Communication Services	Added	7,757	+3,556	$3,087,286	+9.1%	1.63%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Added	26,157	+2,175	$3,076,324	+9.4%	1.63%
HALO	Halozyme Therapeutics, Inc. Healthcare	NEW	46,617	NEW	$3,012,856	NEW	1.59%
TOST	Toast, Inc. Technology	NEW	113,473	NEW	$3,008,169	NEW	1.59%
PODD	Insulet Corp Healthcare	Added	13,893	+4,151	$2,915,307	+5.3%	1.54%
JNJ	Johnson & Johnson Healthcare	Added	11,747	+305	$2,871,436	+21.3%	1.52%
CF	CF Industries Holdings, Inc. Basic Materials	Reduced	22,028	-3,948	$2,860,115	+42.4%	1.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	19,593	+1,375	$2,830,012	+8.4%	1.50%
THC	Tenet Healthcare Corp Healthcare	Added	14,472	+113	$2,731,011	−4.3%	1.45%
EOG	Eog Resources Inc Energy	Reduced	18,503	-829	$2,674,978	+31.8%	1.42%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,036	+968	$2,658,029	+2.2%	1.41%
MRK	Merck & Co., Inc. Healthcare	Added	21,599	+1,362	$2,598,143	+22.0%	1.37%
VZ	Verizon Communications Inc Communication Services	Reduced	49,907	-2,214	$2,505,331	+18.0%	1.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,153	-423	$2,469,317	−11.9%	1.31%
PEP	Pepsico Inc Consumer Defensive	Added	15,741	+846	$2,444,419	+14.3%	1.29%
FOXA	Fox Corp Communication Services	Added	41,103	+12,759	$2,400,415	+15.9%	1.27%
MO	Altria Group, Inc. Consumer Defensive	Reduced	36,196	-65	$2,388,574	+14.2%	1.26%
TROW	Price T Rowe Group Inc Financial Services	Added	25,700	+5,987	$2,316,598	+14.8%	1.23%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	16,590	-17	$2,312,148	+13.4%	1.22%
SNA	Snap-on Inc Industrials	Added	6,289	+482	$2,284,290	+14.2%	1.21%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	26,762	-193	$2,280,925	+7.1%	1.21%
CME	Cme Group Inc. Financial Services	Added	7,691	+324	$2,271,536	+12.9%	1.20%
ITW	Illinois Tool Works Inc Industrials	Added	8,658	+351	$2,253,590	+10.1%	1.19%
KHC	Kraft Heinz Co Consumer Defensive	Added	100,047	+17,079	$2,250,057	+11.8%	1.19%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	7,994	-11	$2,246,873	+11.8%	1.19%
KMB	Kimberly Clark Corp Consumer Defensive	Added	23,138	+2,951	$2,232,122	+9.6%	1.18%
ACN	Accenture plc Technology	Added	11,091	+3,769	$2,199,234	+11.9%	1.16%
CMCSA	Comcast Corp Communication Services	Added	76,279	+8,445	$2,189,970	+15.2%	1.16%
VICI	Vici Properties Inc. Real Estate	Added	78,857	+7,821	$2,154,373	+7.9%	1.14%