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| Peak Asset Management LLC
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| |
|---|---|
| CRD # | 106944 |
| SEC # | 801-52118 |
| CIK # | 0001632512 |
| AUM | $825.1 MM (2024-03-27) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 303-926-0100 |
| Address | 1371 E Hecla Drive Louisville, CO 80027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001632512 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 29.7 | |
| Apple Inc | 2,382,844.0 | 26.8 | |
| Alphabet Inc | 1,475,138.5 | 20.7 | |
| McGraw-hill Companies Inc | 113,084.7 | 18.9 | |
| J P Morgan Chase & Co | 340,169.2 | 18.5 | |
| Stryker Corp | 74,798.9 | 17.8 | |
| Oracle Corp | 182,760.6 | 17.8 | |
| VISA Inc | 419,260.5 | 15.6 | |
| Paccar Inc | 28,930.7 | 14.2 | |
| United Technologies Corp /DE/ | 139,471.0 | 13.7 | |
| Emerson Electric Co | 48,422.9 | 13.1 | |
| Becton Dickinson & Co | 69,706.9 | 11.4 | |
| Cisco Systems Inc | 178,309.9 | 11.4 | |
| Priceline Com Inc | 74,682.6 | 11.2 | |
| Walt Disney Co | 174,716.7 | 11.0 | |
| Fortinet Inc | 45,169.3 | 7.6 | |
| Conocophillips | 123,162.3 | 7.5 | |
| Amazon Com Inc | 1,092,997.8 | 5.0 | |
| Chevron Corp | 294,604.1 | 4.9 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 53.4 |
| (b) Individuals (high net worth individuals) | 167 | 622.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.1 |
| (h) Charitable organizations | 9 | 24.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 948 | 702.6 |
| By Discretionary | ||
| Discretionary | 923 | 676.9 |
| Non-Discretionary | 25 | 25.8 |
| Total | 948 | 702.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 702.6 | |
| Total | 948 | 702.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001632512] |
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|---|---|---|
|
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