Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PEAK ASSET MANAGEMENT LLC | 02-09-2024 | 12-31-2023 | 141 | 454,477,610 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $25,669,431 | 68,263 | 0.01 | 0.01 | -575 | -0.84 | 12-31-2023 |
| APPLE INC | COM | 2 | $24,133,126 | 125,347 | 0.01 | 0.01 | -1,545 | -1.22 | 12-31-2023 |
| S&P GLOBAL INC | COM | 3 | $18,566,156 | 42,146 | 0.00 | 0.00 | -106 | -0.25 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 4 | $16,272,628 | 116,491 | 0.00 | 0.00 | -1,293 | -1.10 | 12-31-2023 |
