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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 7 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ECL ECOLAB INC Basic Materials 800.0 $223K 0.05% $278.74 +1.0%
122 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 806.0 $219K 0.05% NEW $271.95 -15.2%
123 GILD GILEAD SCIENCES INC Healthcare 1,710.0 $216K 0.05% $126.34 +15.7%
124 PROSHARES TR II 5,987.0 $210K 0.05% NEW $35.02
125 SPGI S&P GLOBAL INC Financial Services 512.0 $208K 0.05% $407.06 +6.0%
126 HD HOME DEPOT INC Consumer Cyclical 590.0 $208K 0.05% -288.0 -32.8% $352.90 -4.9%
127 XLG INVESCO EXCHANGE TRADED FD T 3,309.0 $203K 0.05% NEW $61.23 +1.4%
128 MGX METAGENOMI THERAPEUTICS INC Healthcare 12,500.0 $15K 0.00% $1.19 +3.4%
Page 7 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%