Portfolio (Quarterly) Guide ↗

Peak Planning Group, LLC

· CIK 0002097384

13F Portfolio $360.8B AUM 120 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 37 Added 49 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	KKR	KKR & CO INC	Financial Services	2,610	$333K	0.09%	SOLD
2	RTX	RTX CORPORATION	Industrials	1,479	$271K	0.08%	SOLD
3	AR	ANTERO RESOURCES CORP	Energy	7,391	$255K	0.07%	SOLD

Sector Allocation

Financial Services 42.3%

Technology 35.2%

Communication Services 8.0%

Consumer Cyclical 5.0%

Energy 3.3%

Industrials 1.8%

Healthcare 1.7%

Consumer Defensive 1.7%

Utilities 0.5%

Real Estate 0.4%