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Portfolio (Quarterly) Guide ↗

Peak Planning Group, LLC

· CIK 0002097384
13F Portfolio $443M AUM 128 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 42 Added 40 Reduced 3 Exited
Page 6 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NUE NUCOR CORP Basic Materials 1,298.0 $289K 0.07% NEW $222.67 +9.4%
102 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,612.0 $288K 0.07% $178.59 +4.2%
103 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 307.0 $287K 0.07% $934.36 +1.4%
104 JNJ JOHNSON & JOHNSON Healthcare 1,089.0 $276K 0.06% +55.0 +5.3% $253.89 +6.4%
105 GLW CORNING INC Technology 1,071.0 $274K 0.06% NEW $255.53 -41.4%
106 XLE SELECT SECTOR SPDR TR 5,113.0 $272K 0.06% +180.0 +3.6% $53.10 +19.8%
107 MSI MOTOROLA SOLUTIONS INC Technology 652.0 $271K 0.06% -648.0 -49.9% $415.59 +15.6%
108 DUK DUKE ENERGY CORP NEW Utilities 2,061.0 $261K 0.06% -243.0 -10.6% $126.57 -5.3%
109 ACIO ETF SER SOLUTIONS 5,540.0 $256K 0.06% -8K -57.7% $46.14 +1.6%
110 EFV ISHARES TR 3,314.0 $254K 0.06% +23.0 +0.7% $76.55 +7.4%
111 MRK MERCK & CO INC Healthcare 1,967.0 $253K 0.06% $128.47 +18.7%
112 GDX VANECK ETF TRUST 3,301.0 $249K 0.06% -225.0 -6.4% $75.45 +36.3%
113 GDXJ VANECK ETF TRUST 2,524.0 $248K 0.06% $98.26 +34.9%
114 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,426.0 $247K 0.06% -8K -51.9% $33.29 +31.2%
115 IGLB ISHARES TR 4,907.0 $246K 0.06% $50.04 -4.5%
116 PH PARKER-HANNIFIN CORP Industrials 251.0 $245K 0.06% +4.0 +1.6% $977.91 +2.4%
117 FV FIRST TR EXCHANGE TRADED FD 3,127.0 $237K 0.05% -350.0 -10.1% $75.88 -2.5%
118 MMM 3M CO Industrials 1,446.0 $234K 0.05% +12.0 +0.8% $161.91 +10.5%
119 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 24,367.0 $233K 0.05% -5K -15.7% $9.57 +2.3%
120 GSLC GOLDMAN SACHS ETF TR 1,641.0 $233K 0.05% $141.89 +3.0%
Page 6 of 7  ·  128 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 42.1%
Technology 41.6%
Consumer Cyclical 4.6%
Communication Services 3.5%
Energy 2.2%
Industrials 1.8%
Healthcare 1.6%
Consumer Defensive 1.4%
Utilities 0.4%
Real Estate 0.4%