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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
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLV AMERICAN CENTY ETF TR 4,473.0 $343K 0.10% -45.0 -1.0% $76.68 +4.7%
42 IJH ISHARES TR 4,892.0 $330K 0.09% -272.0 -5.3% $67.53 +6.8%
43 DUK DUKE ENERGY CORP NEW Utilities 2,304.0 $302K 0.08% -66.0 -2.8% $130.93 -7.6%
44 HD HOME DEPOT INC Consumer Cyclical 878.0 $289K 0.08% -186.0 -17.5% $328.85 -9.5%
45 JNJ JOHNSON & JOHNSON Healthcare 1,034.0 $253K 0.07% -10.0 -1.0% $244.38 -7.2%
46 EFV ISHARES TR 3,291.0 $245K 0.07% -142.0 -4.1% $74.35 +5.2%
47 GILD GILEAD SCIENCES INC Healthcare 1,709.0 $238K 0.07% -229.0 -11.8% $139.36 -7.0%
48 MCD MCDONALDS CORP Consumer Cyclical 700.0 $217K 0.06% -36.0 -4.9% $310.65 -11.0%
49 NFLX NETFLIX INC. Communication Services 2,180.0 $210K 0.06% -82.0 -3.6% $96.15 -9.5%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%