Peak Planning Group, LLC
Filing Date
Global Rank
#4,196
/ 8,605
▲ 38
· as of Mar 2026
Top Industry
Insurance - Diversified
16.8%
3Y Alpha vs SPY
-1.3%
Period ended 3 months ago
Filed Apr 22, 2026 · 3mo
21 quarters · since Sep 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+75.0%
SPY
+76.5%
Annualised alpha
-0.4%
Max drawdown
−18.7%
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
69 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
19.4%
+0.8 pts
Top 5
52.9%
−1.4 pts
Top 10
71.1%
−0.8 pts
HHI
802
Diversified+2
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.3% | $64,583,830 |
| Financial Services | 26.5% | $53,069,492 |
| Unclassified | 24.4% | $48,862,768 |
| Consumer Cyclical | 4.6% | $9,180,022 |
| Communication Services | 3.3% | $6,581,487 |
| Energy | 3.1% | $6,261,805 |
| Industrials | 1.7% | $3,369,281 |
| Consumer Defensive | 1.6% | $3,210,821 |
| Healthcare | 1.5% | $3,077,461 |
| Utilities | 0.5% | $916,521 |
| Real Estate | 0.3% | $699,893 |
| Basic Materials | 0.1% | $212,816 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FPF | First Trust Intermediate Duration Preferred & Income Fund | +8,350 | 397,793 | $7,013,090 | |
| QQQ | Invesco Qqq Trust, Series 1 | +3,956 | 67,158 | $38,762,254 | |
| IBIT | iShares Bitcoin Trust ETF | +3,684 | 15,443 | $593,320 | |
| NVDA | Nvidia Corp | +1,134 | 59,667 | $10,405,924 | |
| BDJ | BlackRock Enhanced Equity Dividend Trust | +497 | 28,897 | $249,092 | |
| BRK-B | Berkshire Hathaway Inc | +387 | 52,867 | $25,333,866 | |
| CVX | Chevron Corp | +374 | 6,356 | $1,315,056 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +363 | 4,122 | $1,393,029 | |
| IBM | International Business Machines Corp | +245 | 1,227 | $297,412 | |
| AMD | Advanced Micro Devices Inc | +194 | 3,981 | $809,854 | |
| GOOGL | Alphabet Inc. | +136 | 18,992 | $5,461,339 | |
| AMAT | Applied Materials Inc /De | +105 | 25,368 | $8,670,528 | |
| WMT | Walmart Inc. | +92 | 17,929 | $2,228,216 | |
| XOM | Exxon Mobil Corp | +52 | 12,795 | $2,170,799 | |
| EPD | Enterprise Products Partners L.P. | +22 | 15,058 | $569,794 | |
| MS | Morgan Stanley | +13 | 2,184 | $359,420 | |
| MPC | Marathon Petroleum Corp | +12 | 8,042 | $1,963,695 | |
| COF | Capital One Financial Corp | +10 | 1,958 | $357,197 | |
| LLY | ELI LILLY & Co | +9 | 1,282 | $1,179,145 | |
| JCI | Johnson Controls International plc | +8 | 2,314 | $303,018 | |
| CSCO | Cisco Systems, Inc. | +7 | 3,496 | $271,254 | |
| MRK | Merck & Co., Inc. | +5 | 1,963 | $236,129 | |
| MMM | 3M Co | +2 | 1,434 | $208,259 | |
| SPGI | S&P Global Inc. | +1 | 511 | $217,348 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EAD | Allspring Income Opportunities Fund | −46,322 | 1,142,766 | $7,405,123 | |
| AAPL | Apple Inc. | −4,129 | 83,102 | $21,090,456 | |
| WFC | Wells Fargo & Company/Mn | −2,297 | 5,829 | $464,046 | |
| PLTR | Palantir Technologies Inc. | −1,098 | 15,329 | $2,242,326 | |
| RJF | Raymond James Financial Inc | −1,038 | 5,140 | $744,220 | |
| AMZN | Amazon Com Inc | −695 | 36,261 | $7,552,078 | |
| TLN | Talen Energy Corp | −472 | 1,926 | $614,836 | |
| JPM | Jpmorgan Chase & Co | −235 | 19,329 | $5,685,818 | |
| GILD | Gilead Sciences, Inc. | −229 | 1,709 | $238,183 | |
| CB | Chubb Ltd | −227 | 1,468 | $478,465 | |
| INTC | Intel Corp | −224 | 22,329 | $985,378 | |
| HD | Home Depot, Inc. | −186 | 878 | $288,765 | |
| ABBV | AbbVie Inc. | −179 | 3,486 | $758,170 | |
| SCHW | Schwab Charles Corp | −166 | 11,881 | $1,116,576 | |
| ETN | Eaton Corp plc | −144 | 5,826 | $2,083,785 | |
| V | Visa Inc. | −133 | 6,313 | $1,908,041 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −110 | 1,097 | $676,585 | |
| MSFT | Microsoft Corp | −88 | 27,841 | $10,305,902 | |
| MSI | Motorola Solutions, Inc. | −88 | 1,300 | $564,161 | |
| NFLX | Netflix Inc | −82 | 2,180 | $209,607 | |
| META | Meta Platforms, Inc. | −76 | 1,082 | $619,044 | |
| DUK | Duke Energy CORP | −66 | 2,304 | $301,685 | |
| GLD | Spdr Gold Trust | −55 | 7,675 | $3,302,475 | |
| AVGO | Broadcom Inc. | −51 | 7,289 | $2,256,018 | |
| TSLA | Tesla, Inc. | −40 | 1,800 | $669,150 | |
| No positions match the current search. | |||||
69 positions ·
$200,026,197 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 69 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 67,158 | $38,762,254 | 19.38% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 52,867 | $25,333,866 | 12.67% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 83,102 | $21,090,456 | 10.54% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 59,667 | $10,405,924 | 5.20% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 27,841 | $10,305,902 | 5.15% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 25,368 | $8,670,528 | 4.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 36,261 | $7,552,078 | 3.78% | |
| EAD |
Allspring Income Opportunities Fund
Financial Services
|
Reduced | 1,142,766 | $7,405,123 | 3.70% | |
| FPF |
First Trust Intermediate Duration Preferred & Income Fund
Financial Services
|
Added | 397,793 | $7,013,090 | 3.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 19,329 | $5,685,818 | 2.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 18,992 | $5,461,339 | 2.73% | |
| KLAC |
Kla Corp
Technology
|
Held | 3,341 | $4,919,321 | 2.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 7,494 | $4,873,647 | 2.44% | |
| GLD |
Spdr Gold Trust
|
Reduced | 7,675 | $3,302,475 | 1.65% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 7,289 | $2,256,018 | 1.13% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 15,329 | $2,242,326 | 1.12% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 17,929 | $2,228,216 | 1.11% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 12,795 | $2,170,799 | 1.09% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 5,826 | $2,083,785 | 1.04% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 8,042 | $1,963,695 | 0.98% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 6,313 | $1,908,041 | 0.95% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 4,122 | $1,393,029 | 0.70% | |
| CVX |
Chevron Corp
Energy
|
Added | 6,356 | $1,315,056 | 0.66% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,282 | $1,179,145 | 0.59% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,339 | $1,132,780 | 0.57% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 11,881 | $1,116,576 | 0.56% | |
| INTC |
Intel Corp
Technology
|
Reduced | 22,329 | $985,378 | 0.49% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 3,981 | $809,854 | 0.40% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 3,486 | $758,170 | 0.38% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
Reduced | 5,140 | $744,220 | 0.37% | |
| WELL |
Welltower Inc.
Real Estate
|
Reduced | 3,540 | $699,893 | 0.35% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 4,685 | $676,701 | 0.34% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 1,097 | $676,585 | 0.34% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,800 | $669,150 | 0.33% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 1,413 | $654,487 | 0.33% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,082 | $619,044 | 0.31% | |
| TLN |
Talen Energy Corp
Utilities
|
Reduced | 1,926 | $614,836 | 0.31% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Reduced | 3,736 | $604,410 | 0.30% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 15,443 | $593,320 | 0.30% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 15,058 | $569,794 | 0.28% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 1,300 | $564,161 | 0.28% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 1,468 | $478,465 | 0.24% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 5,829 | $464,046 | 0.23% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 1,915 | $452,476 | 0.23% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 458 | $396,334 | 0.20% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Held | 2,606 | $372,267 | 0.19% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 2,184 | $359,420 | 0.18% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 1,958 | $357,197 | 0.18% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
Held | 3,973 | $327,097 | 0.16% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 307 | $305,904 | 0.15% |