Old Peak Finance LLC
CIK
2080991
Location
CHAPEL HILL, NC
Portfolio Value
Micro
$21,997,430
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,146
/ 8,586
▲ 287
Top Industry
Semiconductors
49.2%
3Y Alpha vs SPY
-7.7%
Period ended 3 months ago
Filed Apr 24, 2026 · 53d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+9.1%
SPY
+11.2%
Annualised alpha
-7.7%
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, 2025Top 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 |
|---|---|---|
| Technology | 57.1% | $21,997,430 |
| Financial Services | 11.1% | $4,280,923 |
| Unclassified | 8.2% | $3,173,359 |
| Consumer Defensive | 7.5% | $2,894,640 |
| Basic Materials | 4.5% | $1,724,296 |
| Consumer Cyclical | 3.4% | $1,302,361 |
| Healthcare | 2.8% | $1,097,407 |
| Energy | 2.5% | $964,346 |
| Communication Services | 2.1% | $821,773 |
| Industrials | 0.7% | $254,023 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exited
5 positions
5 positions ·
$21,997,430 total
· Technology only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| INTC |
Intel Corp
Technology
|
Reduced | 20,217 | $892,175 | 4.06% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 8,294 | $1,213,245 | 5.52% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,927 | $1,453,657 | 6.61% | |
| AAPL |
Apple Inc.
Technology
|
Added | 7,659 | $1,943,777 | 8.84% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 94,579 | $16,494,576 | 74.98% |