PeakShares LLC
Filing Date
Global Rank
#6,036
/ 8,517
▲ 636
Top Industry
Semiconductors
14.2%
3Y Alpha vs SPY
+61.6%
Period ended 47 days ago
Filed Aug 11, 2026 · 5d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical 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
+37.7%
SPY
+13.9%
Annualised alpha
+59.7%
Max drawdown
−7.2%
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
102 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
5.0%
+2.3 pts
Top 5
17.6%
+5.4 pts
Top 10
30.4%
+7.3 pts
HHI
190
Diversified+31
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 46.0% | $43,394,220 |
| Consumer Cyclical | 9.6% | $9,079,955 |
| Financial Services | 8.6% | $8,128,360 |
| Communication Services | 7.9% | $7,461,566 |
| Healthcare | 7.7% | $7,306,289 |
| Industrials | 6.1% | $5,730,863 |
| Consumer Defensive | 4.3% | $4,084,542 |
| Energy | 3.2% | $3,021,414 |
| Utilities | 2.6% | $2,469,585 |
| Real Estate | 1.4% | $1,363,408 |
| Unclassified | 1.4% | $1,281,189 |
| Basic Materials | 1.0% | $977,898 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KLAC | Kla Corp | +7,338 | 8,097 | $2,442,945 | |
| BABA | Alibaba Group Holding Ltd | +4,022 | 5,582 | $535,760 | |
| MSFT | Microsoft Corp | +2,588 | 7,000 | $2,611,140 | |
| WDC | Western Digital Corp | +2,035 | 2,535 | $1,619,155 | |
| AMZN | Amazon Com Inc | +1,920 | 9,863 | $2,350,747 | |
| NEM | NEWMONT Corp /DE/ | +1,438 | 10,470 | $977,898 | |
| IBM | International Business Machines Corp | +1,381 | 5,897 | $1,658,295 | |
| GOOGL | Alphabet Inc. | +1,362 | 6,985 | $2,468,010 | |
| MO | Altria Group, Inc. | +1,338 | 17,780 | $1,279,271 | |
| UBER | Uber Technologies, Inc | +1,242 | 20,458 | $1,476,249 | |
| META | Meta Platforms, Inc. | +1,127 | 4,270 | $2,405,248 | |
| XLB | State Street Materials Select Sector SPDR ETF | +1,070 | 21,956 | $1,116,023 | |
| THC | Tenet Healthcare Corp | +1,060 | 2,753 | $515,031 | |
| ANET | Arista Networks, Inc. | +877 | 9,262 | $1,573,428 | |
| CEG | Constellation Energy Corp | +812 | 4,697 | $1,166,593 | |
| AVGO | Broadcom Inc. | +764 | 4,200 | $1,586,550 | |
| MCD | Mcdonalds Corp | +717 | 4,585 | $1,239,371 | |
| WMT | Walmart Inc. | +711 | 9,812 | $1,111,307 | |
| BA | Boeing Co | +700 | 1,400 | $303,058 | |
| NVDA | Nvidia Corp | +690 | 12,128 | $2,426,691 | |
| PLTR | Palantir Technologies Inc. | +669 | 10,407 | $1,214,184 | |
| GLW | Corning Inc /Ny | +651 | 9,497 | $2,425,818 | |
| GEN | Gen Digital Inc. | +600 | 9,272 | $230,780 | |
| MMM | 3M Co | +593 | 7,581 | $1,227,439 | |
| TJX | Tjx Companies Inc /De/ | +570 | 7,894 | $1,195,941 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CRM | Salesforce, Inc. | −6,030 | 2,040 | $319,586 | |
| MU | Micron Technology Inc | −1,375 | 4,116 | $4,751,057 | |
| AMD | Advanced Micro Devices Inc | −1,338 | 6,864 | $3,987,366 | |
| UNH | Unitedhealth Group Inc | −1,030 | 793 | $329,594 | |
| KO | Coca Cola Co | −840 | 1,670 | $135,720 | |
| GM | General Motors Co | −660 | 2,716 | $209,349 | |
| SPY | Spdr S&P 500 ETF Trust | −500 | 38 | $28,377 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −500 | 110 | $52,532 | |
| NFLX | Netflix Inc | −395 | 16,243 | $1,159,750 | |
| MRK | Merck & Co., Inc. | −390 | 4,018 | $516,313 | |
| SNPS | Synopsys Inc | −100 | 300 | $133,821 | |
| XOM | ExxonMobil Holdings Corp | −91 | 8,703 | $1,189,874 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CAT | Caterpillar Inc | 1,365 | $1,453,588 | |
| WELL | Welltower Inc. | 6,007 | $1,363,408 | |
| DELL | Dell Technologies Inc. | 2,975 | $1,283,593 | |
| CDNS | Cadence Design Systems Inc | 3,017 | $1,132,340 | |
| GILD | Gilead Sciences, Inc. | 7,920 | $1,000,612 | |
| CME | Cme Group Inc. | 3,707 | $818,616 | |
| QCOM | Qualcomm Inc/De | 1,500 | $277,185 | |
| LMT | Lockheed Martin Corp | 500 | $254,730 | |
| NOC | Northrop Grumman Corp /De/ | 500 | $254,655 | |
| SPCX | Space Exploration Technologies Corp | 1,000 | $170,860 | |
| SMCI | Super Micro Computer, Inc. | 3,000 | $87,990 | |
| GFS | GLOBALFOUNDRIES Inc. | 1,000 | $82,410 | |
| NOK | Nokia Corp | 5,000 | $66,400 | |
| ENPH | Enphase Energy, Inc. | 1,000 | $49,240 | |
| IREN | IREN Ltd | 1,000 | $45,730 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WM | Waste Management Inc | 4,919 | $1,130,337 | |
| TMO | Thermo Fisher Scientific Inc. | 2,241 | $1,101,518 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | 2,458 | $1,097,595 | |
| V | Visa Inc. | 3,597 | $1,087,157 | |
| BX | Blackstone Inc. | 9,277 | $1,066,762 | |
| AMT | American Tower Corp /Ma/ | 6,179 | $1,066,371 | |
| SNDK | Sandisk Corp | 700 | $444,738 | |
| ZTS | Zoetis Inc. | 1,449 | $171,286 | |
| INTC | Intel Corp | 3,500 | $154,455 | |
| RKLB | Rocket Lab Corp | 1,000 | $64,220 | |
| No positions match the current search. | ||||
102 tracked positions ·
$94,299,289 total
· filing declares
122 positions · $134,381,603,000
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 102 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MU |
Micron Technology Inc
Technology
|
Reduced | 4,116 | $4,751,057 | 5.04% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 6,864 | $3,987,366 | 4.23% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 8,051 | $2,745,552 | 2.91% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,000 | $2,611,140 | 2.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 6,985 | $2,468,010 | 2.62% | |
| KLAC |
Kla Corp
Technology
|
Added | 8,097 | $2,442,945 | 2.59% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,128 | $2,426,691 | 2.57% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 9,497 | $2,425,818 | 2.57% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 3,340 | $2,414,820 | 2.56% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,270 | $2,405,248 | 2.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,863 | $2,350,747 | 2.49% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 3,034 | $2,315,366 | 2.46% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,003 | $1,737,028 | 1.84% | |
| ORCL |
Oracle Corp
Technology
|
Added | 11,591 | $1,698,661 | 1.80% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 5,897 | $1,658,295 | 1.76% | |
| WDC |
Western Digital Corp
Technology
|
Added | 2,535 | $1,619,155 | 1.72% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,200 | $1,586,550 | 1.68% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 9,262 | $1,573,428 | 1.67% | |
| GE |
General Electric Co
Industrials
|
Added | 3,967 | $1,482,586 | 1.57% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 20,458 | $1,476,249 | 1.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,217 | $1,459,706 | 1.55% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 1,365 | $1,453,588 | 1.54% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,349 | $1,364,338 | 1.45% | |
| WELL |
Welltower Inc.
Real Estate
|
NEW | 6,007 | $1,363,408 | 1.45% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 6,101 | $1,332,763 | 1.41% | |
| CVX |
Chevron Corp
Energy
|
Added | 7,974 | $1,321,770 | 1.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,006 | $1,311,283 | 1.39% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,102 | $1,304,701 | 1.38% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 2,975 | $1,283,593 | 1.36% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 17,780 | $1,279,271 | 1.36% | |
| AXP |
American Express Co
Financial Services
|
Added | 3,738 | $1,264,378 | 1.34% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,917 | $1,248,770 | 1.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,485 | $1,243,469 | 1.32% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 4,585 | $1,239,371 | 1.31% | |
| MMM |
3M Co
Industrials
|
Added | 7,581 | $1,227,439 | 1.30% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 10,407 | $1,214,184 | 1.29% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 9,467 | $1,198,332 | 1.27% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 7,894 | $1,195,941 | 1.27% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 28,242 | $1,195,766 | 1.27% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 8,703 | $1,189,874 | 1.26% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 3,346 | $1,180,067 | 1.25% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,252 | $1,171,208 | 1.24% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 4,697 | $1,166,593 | 1.24% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 16,243 | $1,159,750 | 1.23% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
NEW | 3,017 | $1,132,340 | 1.20% | |
| XLB |
State Street Materials Select Sector SPDR ETF
|
Added | 21,956 | $1,116,023 | 1.18% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 9,812 | $1,111,307 | 1.18% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
NEW | 7,920 | $1,000,612 | 1.06% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 10,470 | $977,898 | 1.04% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Added | 1,564 | $975,216 | 1.03% |
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.