Peak Asset Management, LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$540.6M

Holdings

147

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (147 positions)

#StockSharesValue% PortfolioType
101
SCHXSCHWAB STRATEGIC TR
20,010$463K0.09%
102
IBMINTERNATIONAL BUSINESS MACHS
2,101$461K0.09%
103
TRVTRAVELERS COMPANIES INC
1,814$436K0.08%
104
NKENIKE INC
5,763$436K0.08%
105
HDHOME DEPOT INC
1,108$431K0.08%
106
LIILENNOX INTL INC
700$426K0.08%
107
MMM3M CO
3,161$407K0.08%
108
BLKBLACKROCK INC
395$404K0.07%
109
DONSPDR DOW JONES INDL AVERAGE
949$403K0.07%
110
ZTSZOETIS INC
2,377$387K0.07%
111
NEENEXTERA ENERGY INC
5,347$383K0.07%
112
ICEINTERCONTINENTAL EXCHANGE IN
2,485$370K0.07%
113
BACVERIZON COMMUNICATIONS INC
9,171$366K0.07%
114
MCDMCDONALDS CORP
1,253$363K0.07%
115
GEGE AEROSPACE
2,110$351K0.06%
116
DYHTARGET CORP
2,508$339K0.06%
117
VFCV F CORP
15,735$337K0.06%Call
118
NETCLOUDFLARE INC
3,097$333K0.06%
119
USBUS BANCORP DEL
6,959$332K0.06%
120
GLWCORNING INC
6,775$321K0.06%
121
SOSOUTHERN CO
3,870$318K0.06%
122
PECOPHILLIPS EDISON & CO INC
8,214$307K0.06%
123
IWNISHARES TR
1,822$299K0.06%
124
LLYELI LILLY & CO
383$295K0.05%
125
TGNATEGNA INC
15,000$274K0.05%
126
IWRISHARES TR
3,075$271K0.05%
127
ETNEATON CORP PLC
800$265K0.05%
128
XELXCEL ENERGY INC
3,896$263K0.05%
129
IXNISHARES TR
3,076$260K0.05%
130
BACBANK AMERICA CORP
5,805$255K0.05%
131
WYWEYERHAEUSER CO MTN BE
8,860$249K0.05%
132
EEMISHARES TR
5,865$245K0.05%
133
IEFISHARES TR
2,650$244K0.05%
134
RYROYAL BK CDA
2,000$241K0.04%
135
MARMARRIOTT INTL INC NEW
860$239K0.04%
136
TXNTEXAS INSTRS INC
1,277$239K0.04%
137
IJSISHARES TR
2,200$238K0.04%
138
SBUXSTARBUCKS CORP
2,581$235K0.04%
139
GQ9SPDR GOLD TR
950$230K0.04%
140
TJXTJX COS INC NEW
1,896$229K0.04%
141
SCHFSCHWAB STRATEGIC TR
11,954$221K0.04%
142
INTCINTEL CORP
10,795$216K0.04%
143
PANWPALO ALTO NETWORKS INC
1,188$216K0.04%
144
ADPAUTOMATIC DATA PROCESSING IN
703$205K0.04%
145
SCHDSCHWAB STRATEGIC TR
7,500$204K0.04%
146
EFRENERGY FUELS INC
10,000$51K0.01%
147
TGBTASEKO MINES LTD
12,000$23K0.00%
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