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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 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HD HOME DEPOT INC Consumer Cyclical 878.0 $289K 0.08% -186.0 -17.5% $328.85 -9.2%
102 CSCO CISCO SYS INC Technology 3,496.0 $271K 0.07% $77.60 +52.5%
103 QTUM ETF SER SOLUTIONS 2,377.0 $255K 0.07% +44.0 +1.9% $107.29 +33.1%
104 JNJ JOHNSON & JOHNSON Healthcare 1,034.0 $253K 0.07% -10.0 -1.0% $244.38 -7.6%
105 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 28,897.0 $249K 0.07% +497.0 +1.8% $8.62 +4.4%
106 EFV ISHARES TR 3,291.0 $245K 0.07% -142.0 -4.1% $74.35 +4.7%
107 IGLB ISHARES TR 4,907.0 $244K 0.07% $49.63 -1.1%
108 TOTALENERGIES SE 2,665.0 $242K 0.07% NEW $90.98
109 GILD GILEAD SCIENCES INC Healthcare 1,709.0 $238K 0.07% -229.0 -11.8% $139.36 -6.5%
110 MRK MERCK & CO INC Healthcare 1,963.0 $236K 0.07% $120.26 -7.4%
111 CAT CATERPILLAR INC Industrials 319.0 $226K 0.06% NEW $708.46 +24.9%
112 PH PARKER-HANNIFIN CORP Industrials 247.0 $221K 0.06% $895.04 -3.7%
113 MCD MCDONALDS CORP Consumer Cyclical 700.0 $217K 0.06% -36.0 -4.9% $310.65 -11.0%
114 SPGI S&P GLOBAL INC Financial Services 511.0 $217K 0.06% $425.02 -4.3%
115 ECL ECOLAB INC Basic Materials 800.0 $213K 0.06% $266.14 -6.6%
116 FV FIRST TR EXCHANGE TRADED FD 3,477.0 $210K 0.06% $60.44 +14.9%
117 NFLX NETFLIX INC. Communication Services 2,180.0 $210K 0.06% -82.0 -3.6% $96.15 -9.1%
118 MMM 3M CO Industrials 1,434.0 $208K 0.06% $145.23 +1.9%
119 GSLC GOLDMAN SACHS ETF TR 1,641.0 $205K 0.06% $125.13 +12.0%
120 MGX METAGENOMI THERAPEUTICS INC Healthcare 12,500.0 $17K 0.01% $1.34 -3.7%
Page 6 of 6  ·  120 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%