IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Peak Asset Management, LLC

Q3 2018 Holdings

Filed 2018-11-09 | 129 holdings | $17.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Cisco SYS Inc(CSCO)COM17275R102$8.7M178,83849.4%
Conocophillips(COP)COM20825C104$7.9M101,53344.6%
Costco Whsl Corp New(COST)COM22160K105$416.0K1,7702.4%
Corning Inc(GLW)COM219350105$357.0K10,1232.0%
Apple Inc(AAPL)COM037833100$13.2K58,5160.1%
Microsoft Corp(MSFT)COM594918104$13.0K113,5880.1%
Pimco ETF TR(MINT)ENHAN SHRT MA AC72201R833$13.0K127,8020.1%
Disney Walt Co(DIS)COM DISNEY254687106$11.3K96,6820.1%
Visa Inc(V)COM CL A92826C839$11.0K73,0470.1%
Stryker Corp(SYK)COM863667101$10.9K61,3230.1%
S&P Global Inc(SPGI)COM78409V104$10.5K53,6840.1%
Becton Dickinson & Co(BDX)COM075887109$10.3K39,4980.1%
Invesco Exchange Traded FD T(PJP)DYNMC PHRMCTLS46137V662$9.4K127,7110.1%
Raytheon Co(RTN1USD)COM NEW755111507$8.8K42,6280.1%
Oracle Corp(ORCL)COM68389X105$8.4K162,7020.0%
Pepsico Inc(PEP)COM713448108$8.2K73,6780.0%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$8.2K38,2650.0%
Emerson Elec Co(EMR)COM291011104$8.0K103,9420.0%
Paccar Inc(PCAR)COM693718108$6.9K101,6750.0%
Gilead Sciences Inc(GILD)COM375558103$6.7K86,2750.0%
JPMorgan Chase & Co(JPM)COM46625H100$6.6K58,4870.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$6.5K22,2880.0%
Spdr S&P Midcap 400 ETF TR(MDY)UTSER1 S&PDCRP78467Y107$6.2K16,7410.0%
Wells Fargo Co New(WFC)COM949746101$5.5K105,3770.0%
Ishares TR(IVV)CORE S&P500 ETF464287200$5.3K18,0300.0%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$4.9K29,0400.0%
Ishares TR(SHY)1 3 YR TREAS BD464287457$3.7K43,9720.0%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$3.6K72,1090.0%
Berkshire Hathaway Inc del(BRK/A)CL A084670108$3.5K1,1000.0%
Canon Inc(CAJPY)SPONSORED ADR138006309$3.4K106,6380.0%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$3.0K73,1040.0%
Pimco ETF TR(BOND)ACTIVE BD ETF72201R775$2.8K26,8790.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$2.2K1,8490.0%
Procter and Gamble Co(PG)COM742718109$2.1K25,1190.0%
Invesco Exchange Traded FD T(RSP)S&P500 EQL WGT46137V357$2.1K19,4750.0%
Golar LNG LTD Bermuda(GLNG)SHSG9456A100$1.9K69,8360.0%
Spdr DOW Jones Indl Avrg ETF(DIA)UT SER 178467X109$1.8K6,8350.0%
Ishares TR(AGG)CORE US AGGBD ET464287226$1.8K16,7550.0%
Vaneck Vectors ETF TRHIGH YLD MUN ETF92189F361$1.7K55,1600.0%
Johnson & Johnson(JNJ)COM478160104$1.7K12,3090.0%
Mastercard Incorporated(MA)CL A57636Q104$1.6K7,4000.0%
Invesco Actively Managd ETF(GSY)ULTRA SHRT DUR46090A887$1.6K32,3550.0%
Republic Svcs Inc(RSG)COM760759100$1.6K21,6500.0%
Ishares TR(MTUM)USA MOMENTUM FCT46432F396$1.5K12,9850.0%
Pfizer Inc(PFE)COM717081103$1.5K33,4210.0%
Merck & Co Inc(MRK)COM58933Y105$1.4K19,1320.0%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$1.3K7,1600.0%
Abbott Labs(ABT)COM002824100$1.3K17,7340.0%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$1.3K18,3920.0%
Exxon Mobil Corp(XOM)COM30231G102$1.2K13,7190.0%
Page 1 of 3Next