Peak Asset Management, LLC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1632512
LOUISVILLE, CO
Position in ADX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$822,710
New position
Shares Held
32,200
first reported quarter
Ownership
0.026%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#85
of 216 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 92%
Shared 0%
None 8%
Position in Asset Management
Financial Services · as of Jun 30, 2026Peak Asset Management, LLC holds $4,609,968 across 5 Asset Management names. ADX ranks #4 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHD |
Blackrock Muniholdings Fund, Inc.
|
127,261 | $1,514,405 | |
| 2 | NAD |
Nuveen Quality Municipal Income Fund
|
82,432 | $999,075 | |
| 3 | STEW |
SRH Total Return Fund, Inc.
|
51,285 | $918,001 | |
| 4 | ADX |
Adams Diversified Equity Fund, Inc.
This page
|
32,200 | $822,710 | |
| 5 | BLK |
BlackRock, Inc.
|
370 | $355,777 |
All Filings in ADX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,710 | 32,200 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||