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John McCorvie

Peak Asset Management, Llc

Assets Managed
$566.87M
Holdings
147
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-3.51%(2Q avg: -0.48%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Peak Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 147 positions.

Assets under management

The assets under management (AUM) of Peak Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 566.87M in assets, with a quarterly growth rate of -3.51% and a 2-quarter average growth rate of -0.48%. The portfolio is managed by John McCorvie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.51%
5.11%
$28.964M
114,124 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -8.84%
4.7%
$26.633M
92,618 shares@ $287.57 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.45%
4.01%
$22.701M
77,171 shares@ $294.17 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 0.79%
3.98%
$22.553M
385,252 shares@ $58.54 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.45%
3.87%
$21.913M
59,196 shares@ $370.18 avg price
BILS
Spdr Bloomberg 3-12 Month T-
Recent Activity
Increased 1.74%
3.69%
$20.912M
210,297 shares@ $99.45 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -2.24%
3.28%
$18.544M
238,998 shares@ $77.6 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 5.25%
3.19%
$18.038M
163,285 shares@ $110.48 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 0.12%
3.07%
$17.386M
90,588 shares@ $191.93 avg price
PCAR
Paccar Inc
Recent Activity
Decreased -1.34%
2.97%
$16.833M
145,740 shares@ $115.5 avg price

1-10 of 147