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Peak Asset Management, LLC
Peak Asset Management, LLC is an SEC-registered investment adviser headquartered in Louisville, Colorado, established in 1994. With approximately 16 employees, the firm delivers discretionary investment management and supervisory services primarily to individual investors, especially high-net-worth individuals. They offer services such as investment analysis, portfolio allocation, ongoing monitoring, and financial planning, operating on a fiduciary, fee-based structure and subject to a Code of Ethics. The firm is regulated by the SEC and has a transparent fee structure without performance-based fees.
Investment Strategy
Peak Asset Management's strategy focuses on discretionary investment management for individuals—mainly high-net-worth—by allocating client assets across cash, individual stocks, bonds, ETFs, and mutual funds. The firm employs investment analysis, portfolio diversification, and ongoing monitoring to manage risk and maximize long-term growth. They utilize third-party platforms for managing held-away assets and provide financial planning in addition to investment management, abiding by fiduciary standards and full conflict of interest disclosures.
Latest 13F Filing Activity
Peak Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 148 equity positions and 2 options positions with a total 13F market value of $546M. The fund increased holdings in Microsoft Corp., Oracle Corp., Booking Holdings Inc. among other positions. Peak Asset Management, LLC reduced exposure to RTX Corporation, Becton Dickinson & Co., Apple Inc. among others.
Top Holdings
Equity Positions (148)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.47% | $29.8M | 60,011 | $59.54 | $497.41 | +$6.9M |
A AAPL | APPLE INC | 4.44% | $24.2M | 118,034 | $32.35 | $205.17 | -$1.8M |
J JPM | JPMORGAN CHASE & CO. | 4.28% | $23.3M | 80,513 | $81.84 | $289.91 | +$3.4M |
V VGSH | VANGUARD SCOTTSDALE FDS | 3.74% | $20.4M | 347,029 | $59.27 | $58.78 | +$1.5M |
B BILS | SPDR SERIES TRUST | 3.62% | $19.8M | 198,943 | $99.45 | $99.43 | +$240.9K |
Options Positions (2)
Industry Allocation
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