Old Peak Finance LLC

CIK

2080991

Location

CHAPEL HILL, NC

Portfolio Value

Micro $38,510,558

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,796 / 8,232 ▲ 405

Top Industry

Semiconductors 49.2%

3Y Alpha vs SPY

-3.4%

Period ended 2 months ago

Filed Apr 24, 2026 · 50d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+8.3%

SPY

+9.1%

Annualised alpha

-3.0%

Max drawdown

−9.9%

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

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

Top Position

42.8%

+15.5 pts

Top 5

62.3%

+9.4 pts

Top 10

76.1%

+5.3 pts

HHI

2,008

Moderately concentrated+977

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	57.1%	$21,997,430	5
Financial Services	11.1%	$4,280,923	5
Unclassified	8.2%	$3,173,359	2
Consumer Defensive	7.5%	$2,894,640	6
Basic Materials	4.5%	$1,724,296	4
Consumer Cyclical	3.4%	$1,302,361	3
Healthcare	2.8%	$1,097,407	4
Energy	2.5%	$964,346	1
Communication Services	2.1%	$821,773	2
Industrials	0.7%	$254,023	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+46,778	94,579	$16,494,576
AAPL	Apple Inc.	+384	7,659	$1,943,777
META	Meta Platforms, Inc.	+145	601	$343,849
MSFT	Microsoft Corp	+120	3,927	$1,453,657
GOOGL	Alphabet Inc.	+82	1,662	$477,924
XOM	Exxon Mobil Corp	+79	5,684	$964,346
WMT	Walmart Inc.	+77	2,794	$347,237
SCHW	Schwab Charles Corp	+61	9,338	$877,584
PEP	Pepsico Inc	+34	1,526	$236,972
TGT	Target Corp	+24	3,806	$461,287
UNP	Union Pacific Corp	+17	1,047	$254,023
MCD	Mcdonalds Corp	+15	753	$234,023
BRK-B	Berkshire Hathaway Inc	+14	794	$380,484
MO	Altria Group, Inc.	+14	11,769	$776,635
ISRG	Intuitive Surgical Inc	+2	692	$319,004
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−6,042	20,217	$892,175
PM	Philip Morris International Inc.	−445	5,137	$849,350
AMZN	Amazon Com Inc	−216	3,897	$811,627
JPM	Jpmorgan Chase & Co	−117	4,591	$1,350,487
SPY	Spdr S&P 500 ETF Trust	−109	4,229	$2,750,287
LLY	ELI LILLY & Co	−7	368	$338,474
PLTR	Palantir Technologies Inc.	−6	8,294	$1,213,245
TMO	Thermo Fisher Scientific Inc.	−3	424	$208,408
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
PG	PROCTER & GAMBLE Co	1,545	$223,159
BCPC	Balchem Corp	1,300	$220,323
NEM	NEWMONT Corp /DE/	1,921	$207,947
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
RJF	Raymond James Financial Inc	1,938	$311,223
CRM	Salesforce, Inc.	1,028	$272,326
CRWD	CrowdStrike Holdings, Inc.	510	$239,067
CCL	Carnival Corp Ltd.	6,855	$209,351
IDXX	Idexx Laboratories Inc /De	302	$204,312
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 positions · $38,510,558 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	94,579	+46,778	$16,494,576	+85.0%	42.83%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,229	-109	$2,750,287	−7.0%	7.14%
AAPL	Apple Inc. Technology	Added	7,659	+384	$1,943,777	−1.7%	5.05%
MSFT	Microsoft Corp Technology	Added	3,927	+120	$1,453,657	−21.0%	3.77%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Held	721	0	$1,358,839	−12.2%	3.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,591	-117	$1,350,487	−11.0%	3.51%
PLTR	Palantir Technologies Inc. Technology	Reduced	8,294	-6	$1,213,245	−17.8%	3.15%
XOM	Exxon Mobil Corp Energy	Added	5,684	+79	$964,346	+43.0%	2.50%
INTC	Intel Corp Technology	Reduced	20,217	-6,042	$892,175	−7.9%	2.32%
SCHW	Schwab Charles Corp Financial Services	Added	9,338	+61	$877,584	−5.3%	2.28%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	5,137	-445	$849,350	−5.1%	2.21%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,897	-216	$811,627	−14.5%	2.11%
MO	Altria Group, Inc. Consumer Defensive	Added	11,769	+14	$776,635	+14.6%	2.02%
PAAS	Pan American Silver Corp Basic Materials	Held	12,644	0	$690,741	+5.4%	1.79%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	2,982	0	$605,285	+19.7%	1.57%
GOOGL	Alphabet Inc. Communication Services	Added	1,662	+82	$477,924	−3.4%	1.24%
TGT	Target Corp Consumer Defensive	Added	3,806	+24	$461,287	+24.8%	1.20%
QQQ	Invesco Qqq Trust, Series 1	Held	733	0	$423,072	−6.0%	1.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	794	+14	$380,484	−3.0%	0.99%
WMT	Walmart Inc. Consumer Defensive	Added	2,794	+77	$347,237	+14.7%	0.90%
META	Meta Platforms, Inc. Communication Services	Added	601	+145	$343,849	+14.2%	0.89%
LLY	ELI LILLY & Co Healthcare	Reduced	368	-7	$338,474	−16.0%	0.88%
ISRG	Intuitive Surgical Inc Healthcare	Added	692	+2	$319,004	−18.4%	0.83%
RY	Royal Bank Of Canada Financial Services	Held	1,938	0	$313,529	−5.1%	0.81%
AZO	Autozone Inc Consumer Cyclical	Held	76	0	$256,711	−0.4%	0.67%
UNP	Union Pacific Corp Industrials	Added	1,047	+17	$254,023	+6.6%	0.66%
PEP	Pepsico Inc Consumer Defensive	Added	1,526	+34	$236,972	+10.7%	0.62%
MCD	Mcdonalds Corp Consumer Cyclical	Added	753	+15	$234,023	+3.8%	0.61%
COR	Cencora, Inc. Healthcare	Held	737	0	$231,521	−7.0%	0.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	1,545	NEW	$223,159	NEW	0.58%
BCPC	Balchem Corp Basic Materials	NEW	1,300	NEW	$220,323	NEW	0.57%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	424	-3	$208,408	−15.8%	0.54%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	1,921	NEW	$207,947	NEW	0.54%