Old Peak Finance LLC

CIK

2080991

Location

CHAPEL HILL, NC

Portfolio Value

Micro $47,308,970

Diversification

Diversified

Filing Date

Global Rank

#7,013 / 8,517 ▲ 347

Top Industry

Semiconductors 39.8%

3Y Alpha vs SPY

+2.6%

Period ended 47 days ago

Filed Aug 3, 2026 · 13d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–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

+15.7%

SPY

+13.9%

Annualised alpha

+4.2%

Max drawdown

−10.3%

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 3 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

31.3%

−3.5 pts

Top 5

55.7%

−4.4 pts

Top 10

68.4%

−5.9 pts

HHI

1,209

Diversified−247

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	50.5%	$23,887,764	13
Financial Services	15.7%	$7,444,204	6
Unclassified	7.8%	$3,693,494	2
Consumer Defensive	7.4%	$3,486,412	7
Healthcare	3.7%	$1,763,902	6
Consumer Cyclical	3.3%	$1,554,551	3
Communication Services	2.7%	$1,294,600	2
Basic Materials	2.6%	$1,249,061	3
Industrials	2.6%	$1,236,482	4
Energy	2.1%	$975,086	1
Utilities	1.5%	$723,414	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	+7,647	12,238	$4,005,864
AAPL	Apple Inc.	+1,496	9,155	$2,649,090
XOM	ExxonMobil Holdings Corp	+1,448	7,132	$975,086
AMZN	Amazon Com Inc	+690	4,587	$1,093,264
MSFT	Microsoft Corp	+656	4,583	$1,709,550
PG	PROCTER & GAMBLE Co	+478	2,023	$296,652
PEP	Pepsico Inc	+196	1,722	$233,158
MO	Altria Group, Inc.	+151	11,920	$857,643
META	Meta Platforms, Inc.	+148	749	$421,903
SCHW	Schwab Charles Corp	+142	9,480	$874,719
TGT	Target Corp	+107	3,913	$511,076
LLY	ELI LILLY & Co	+105	473	$567,329
PM	Philip Morris International Inc.	+72	5,209	$942,359
UNP	Union Pacific Corp	+62	1,109	$301,648
ISRG	Intuitive Surgical Inc	+44	736	$292,692
TMO	Thermo Fisher Scientific Inc.	+35	459	$230,123
COR	Cencora, Inc.	+22	759	$214,780
FCNCA	First Citizens Bancshares Inc /De/	+5	726	$1,510,652
AZO	Autozone Inc	+5	81	$258,870
SPY	Spdr S&P 500 ETF Trust	+4	4,233	$3,161,077
BCPC	Balchem Corp	+3	1,303	$220,141
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−20,466	74,113	$14,829,269
INTC	Intel Corp	−9,643	10,574	$1,476,446
GOOGL	Alphabet Inc.	−2,222	2,442	$872,697
PLTR	Palantir Technologies Inc.	−336	7,958	$928,459
WMT	Walmart Inc.	−30	2,764	$313,050
BRK-B	Berkshire Hathaway Inc	−21	773	$386,800
QQQ	Invesco Qqq Trust, Series 1	−10	723	$532,417
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	523	$399,122
GLW	Corning Inc /Ny	1,548	$395,404
MMM	3M Co	2,405	$389,393
KO	Coca Cola Co	4,091	$332,474
CAT	Caterpillar Inc	275	$292,847
AMD	Advanced Micro Devices Inc	473	$274,770
AVGO	Broadcom Inc.	724	$273,490
MU	Micron Technology Inc	236	$272,412
MS	Morgan Stanley	1,268	$265,062
WEC	Wec Energy Group, Inc.	2,237	$261,213
ABBV	AbbVie Inc.	1,018	$256,168
GEV	GE Vernova Inc.	215	$252,594
TSM	Taiwan Semiconductor Manufacturing Co Ltd	512	$244,515
SO	Southern Co	2,446	$234,105
CSCO	Cisco Systems, Inc.	1,948	$228,812
DUK	Duke Energy CORP	1,802	$228,096
CDNS	Cadence Design Systems Inc	550	$206,425
EW	Edwards Lifesciences Corp	2,242	$202,810
CCL	Carnival Corp Ltd.	7,085	$202,417
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	61,497	$3,940,727
VXUS	Vanguard Total International Stock ETF	43,108	$3,324,057
VIG	Vanguard Dividend Appreciation ETF	1,975	$424,743
VB	Vanguard Morningstar Small-Cap ETF	1,027	$268,991
MCD	Mcdonalds Corp	753	$234,023
NEM	NEWMONT Corp /DE/	1,921	$207,947
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $47,308,970 total · filing declares 149 positions · $206,602,238 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	74,113	-20,466	$14,829,269	−10.1%	31.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,238	+7,647	$4,005,864	+196.6%	8.47%
SPY	Spdr S&P 500 ETF Trust	Added	4,233	+4	$3,161,077	+14.9%	6.68%
AAPL	Apple Inc. Technology	Added	9,155	+1,496	$2,649,090	+36.3%	5.60%
MSFT	Microsoft Corp Technology	Added	4,583	+656	$1,709,550	+17.6%	3.61%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Added	726	+5	$1,510,652	+11.2%	3.19%
INTC	Intel Corp Technology	Reduced	10,574	-9,643	$1,476,446	+65.5%	3.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,587	+690	$1,093,264	+34.7%	2.31%
XOM	ExxonMobil Holdings Corp Energy	Added	7,132	+1,448	$975,086	+1.1%	2.06%
PM	Philip Morris International Inc. Consumer Defensive	Added	5,209	+72	$942,359	+11.0%	1.99%
PLTR	Palantir Technologies Inc. Technology	Reduced	7,958	-336	$928,459	−23.5%	1.96%
SCHW	Schwab Charles Corp Financial Services	Added	9,480	+142	$874,719	−0.3%	1.85%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,442	-2,222	$872,697	−34.8%	1.84%
MO	Altria Group, Inc. Consumer Defensive	Added	11,920	+151	$857,643	+10.4%	1.81%
LLY	ELI LILLY & Co Healthcare	Added	473	+105	$567,329	+67.6%	1.20%
PAAS	Pan American Silver Corp Basic Materials	Held	12,644	0	$566,323	−18.0%	1.20%
QQQ	Invesco Qqq Trust, Series 1	Reduced	723	-10	$532,417	+25.8%	1.13%
TGT	Target Corp Consumer Defensive	Added	3,913	+107	$511,076	+10.8%	1.08%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	2,982	0	$462,597	−23.6%	0.98%
META	Meta Platforms, Inc. Communication Services	Added	749	+148	$421,903	+22.7%	0.89%
RY	Royal Bank Of Canada Financial Services	Held	1,938	0	$401,107	+27.9%	0.85%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	523	NEW	$399,122	NEW	0.84%
GLW	Corning Inc /Ny Technology	NEW	1,548	NEW	$395,404	NEW	0.84%
MMM	3M Co Industrials	NEW	2,405	NEW	$389,393	NEW	0.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	773	-21	$386,800	+1.7%	0.82%
KO	Coca Cola Co Consumer Defensive	NEW	4,091	NEW	$332,474	NEW	0.70%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,764	-30	$313,050	−9.8%	0.66%
UNP	Union Pacific Corp Industrials	Added	1,109	+62	$301,648	+18.7%	0.64%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,023	+478	$296,652	+32.9%	0.63%
CAT	Caterpillar Inc Industrials	NEW	275	NEW	$292,847	NEW	0.62%
ISRG	Intuitive Surgical Inc Healthcare	Added	736	+44	$292,692	−8.2%	0.62%
AMD	Advanced Micro Devices Inc Technology	NEW	473	NEW	$274,770	NEW	0.58%
AVGO	Broadcom Inc. Technology	NEW	724	NEW	$273,490	NEW	0.58%
MU	Micron Technology Inc Technology	NEW	236	NEW	$272,412	NEW	0.58%
MS	Morgan Stanley Financial Services	NEW	1,268	NEW	$265,062	NEW	0.56%
WEC	Wec Energy Group, Inc. Utilities	NEW	2,237	NEW	$261,213	NEW	0.55%
AZO	Autozone Inc Consumer Cyclical	Added	81	+5	$258,870	+0.8%	0.55%
ABBV	AbbVie Inc. Healthcare	NEW	1,018	NEW	$256,168	NEW	0.54%
GEV	GE Vernova Inc. Industrials	NEW	215	NEW	$252,594	NEW	0.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	512	NEW	$244,515	NEW	0.52%
SO	Southern Co Utilities	NEW	2,446	NEW	$234,105	NEW	0.49%
PEP	Pepsico Inc Consumer Defensive	Added	1,722	+196	$233,158	−1.6%	0.49%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	459	+35	$230,123	+10.4%	0.49%
CSCO	Cisco Systems, Inc. Technology	NEW	1,948	NEW	$228,812	NEW	0.48%
DUK	Duke Energy CORP Utilities	NEW	1,802	NEW	$228,096	NEW	0.48%
BCPC	Balchem Corp Basic Materials	Added	1,303	+3	$220,141	−0.1%	0.47%
COR	Cencora, Inc. Healthcare	Added	759	+22	$214,780	−7.2%	0.45%
CDNS	Cadence Design Systems Inc Technology	NEW	550	NEW	$206,425	NEW	0.44%
EW	Edwards Lifesciences Corp Healthcare	NEW	2,242	NEW	$202,810	NEW	0.43%
CCL	Carnival Corp Ltd. Consumer Cyclical	NEW	7,085	NEW	$202,417	NEW	0.43%

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.