Peak Asset Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$531M
Signature - Title
John McCorvie - Partner
Location
Louisville, CO
Summary
This page shows a list of all the recent 13F filings made by Peak Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Peak Asset Management, LLC reported 150 stock holdings with total value $531M as of Q3 2024. Top holdings included AAPL, MSFT, SPGI, ORCL, and JPM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 150 $531M +$11.9M -$17.4M -$5.49M AAPL, MSFT, SPGI, ORCL, JPM 13F-HR 11/5/2024, 08:34 PM
Q2 2024 147 $511M +$20M -$15M +$4.96M MSFT, AAPL, GOOGL, SPGI, JPM 13F-HR 8/12/2024, 01:03 PM
Q1 2024 146 $505M +$30.2M -$14M +$16.2M MSFT, AAPL, SYK, JPM, SPGI 13F-HR 5/10/2024, 03:45 PM
Q4 2023 140 $454M +$19.3M -$14.2M +$5.14M MSFT, AAPL, SPGI, GOOGL, JPM 13F-HR 2/12/2024, 01:08 PM
Q3 2023 135 $414M +$14.7M -$17.3M -$2.64M MSFT, AAPL, SPGI, GOOGL, SYK 13F-HR 11/14/2023, 03:25 PM
Q2 2023 137 $432M +$22.6M -$25.2M -$2.61M AAPL, MSFT, SPGI, SYK, ORCL 13F-HR 8/11/2023, 07:10 PM
Q1 2023 142 $409M +$35.9M -$26M +$9.97M AAPL, MSFT, SYK, SPGI, PEP 13F-HR 5/10/2023, 08:09 PM
Q4 2022 138 $384M +$4.5M -$7.02M -$2.53M BIL, AAPL, MSFT, SPGI, PEP 13F-HR 1/30/2023, 01:15 PM
Q3 2022 136 $351M +$31.7M -$17.4M +$14.3M BIL, AAPL, MSFT, PEP, SPGI 13F-HR 11/14/2022, 01:22 PM
Q2 2022 137 $366M +$18.1M -$25.3M -$7.21M AAPL, MSFT, BIL, SPGI, PEP 13F-HR 8/10/2022, 06:07 PM
Q1 2022 137 $430M +$14.8M -$9.02M +$5.82M AAPL, MSFT, SPGI, BRKB, SYK 13F-HR 5/12/2022, 10:47 AM
Q4 2021 140 $433M +$8.07M -$7.13M +$939K AAPL, MSFT, SPGI, GOOGL, SYK 13F-HR 2/11/2022, 06:26 PM
Q3 2021 136 $406M +$10.3M -$6.94M +$3.41M AAPL, MSFT, SPGI, SYK, JPM 13F-HR 11/12/2021, 09:08 AM
Q2 2021 139 $402M +$5.55M -$41.5M -$36M AAPL, MSFT, SPGI, DIS, SYK 13F-HR 8/6/2021, 01:18 PM
Q1 2021 149 $414M +$25.3M -$12.8M +$12.5M AAPL, MSFT, MINT, SPGI, DIS 13F-HR 5/13/2021, 03:12 PM
Q4 2020 146 $383M +$22.2M -$11.2M +$11M AAPL, MSFT, DIS, SPGI, SYK 13F-HR 2/12/2021, 02:53 PM
Q3 2020 137 $335M +$31.7M -$11.6M +$20.1M AAPL, MSFT, SPGI, SYK, V 13F-HR 11/13/2020, 12:25 PM
Q2 2020 126 $314M +$36.1M -$21.4M +$14.7M AAPL, MSFT, SPGI, V, BIL 13F-HR 8/14/2020, 02:15 PM
Q1 2020 117 $257M +$22.3M -$34.2M -$11.9M MSFT, AAPL, SPGI, V, BSV 13F-HR 5/13/2020, 11:00 AM
Q4 2019 124 $327M +$6.6M -$6.51M +$98.1K AAPL, MSFT, SPGI, DIS, MINT 13F-HR 2/14/2020, 12:57 PM
Q3 2019 121 $303M +$7.62M -$9.91M -$2.28M MSFT, AAPL, SPGI, SYK, MINT 13F-HR 11/8/2019, 06:01 PM
Q2 2019 128 $303M +$8.05M -$6.46M +$1.59M MSFT, DIS, SPGI, SYK, MINT 13F-HR 8/15/2019, 11:55 AM
Q1 2019 128 $290M +$10.7M -$13.3M -$2.6M MSFT, SPGI, MINT, SYK, AAPL 13F-HR 5/8/2019, 04:20 PM
Q4 2018 128 $263M +$16.8M -$10.6M +$6.16M MINT, MSFT, DIS, SPGI, SYK 13F-HR 2/14/2019, 07:34 PM
Q3 2018 129 $293M +$5.99M -$5.23M +$764K AAPL, MSFT, MINT, DIS, V 13F-HR 11/9/2018, 05:17 PM
Q2 2018 127 $272M +$20.2M -$22.9M -$2.63M MINT, MSFT, AAPL, SPGI, SYK 13F-HR 8/14/2018, 02:38 PM
Q1 2018 129 $269M +$7.4M -$9M -$1.6M MINT, MSFT, SPGI, AAPL, SYK 13F-HR 5/14/2018, 04:15 PM
Q4 2017 131 $270M +$4.15M -$23.6M -$19.4M MINT, MSFT, DIS, AAPL, SPGI 13F-HR 2/13/2018, 04:39 PM
Q3 2017 142 $276M +$6.67M -$7.68M -$1.01M MINT, MSFT, DIS, AAPL, SPGI 13F-HR 11/13/2017, 10:45 AM
Q2 2017 142 $267M +$10M -$8.51M +$1.5M MINT, DIS, MSFT, SPGI, SYK 13F-HR 7/31/2017, 05:00 PM
Q1 2017 149 $261M +$8.53M -$8.23M +$295K MINT, DIS, MSFT, AAPL, SYK 13F-HR 5/11/2017, 05:28 PM
Q4 2016 147 $247M +$20.1M -$12.1M +$8.01M MINT, DIS, MSFT, SYK, AAPL 13F-HR 2/1/2017, 03:04 PM
Q3 2016 142 $235M +$7.97M -$4.19M +$3.78M MINT, DIS, MSFT, SPGI, BDX 13F-HR 11/2/2016, 03:59 PM
Q2 2016 134 $223M +$23M -$12M +$11M MINT, DIS, SYK, PJP, MSFT 13F-HR 8/1/2016, 05:57 PM
Q1 2016 124 $208M +$19.7M -$14.5M +$5.23M MINT, DIS, MSFT, PJP, SYK 13F-HR 5/10/2016, 03:25 PM
Q4 2015 120 $201M +$16.2M -$8.96M +$7.22M MINT, PJP, DIS, HD, MSFT 13F-HR 2/12/2016, 03:47 PM
Q3 2015 116 $185M +$25M -$12.4M +$12.5M MINT, PJP, DIS, HD, MSFT 13F-HR 11/12/2015, 06:41 PM
Q2 2015 120 $188M +$19.5M -$30.6M -$11.1M PJP, DIS, HD, MSFT, AAPL 13F-HR 8/14/2015, 05:05 PM
Q1 2015 118 $199M +$23.8M -$10.7M +$13.1M PJP, MINT, DIS, IWM, HD 13F-HR 5/15/2015, 03:08 PM
Q4 2014 112 $187M $0 $0 MINT, DIS, PJP, HD, QQQ 13F-HR 2/13/2015, 06:29 PM