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 |
|---|---|---|---|---|---|---|---|---|---|
| SIMON PPTY GROUP INC NEW | COM | 51 | $2,231,461 | 15,644 | 0.00 | 0.00 | 26 | 0.17 | 12-31-2023 |
| STANLEY BLACK & DECKER INC | COM | 52 | $2,230,108 | 22,733 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MERCK & CO INC | COM | 53 | $2,212,670 | 20,296 | 0.00 | 0.00 | 128 | 0.63 | 12-31-2023 |
| VANGUARD INDEX FDS | SMALL CP ETF | 54 | $2,167,007 | 10,158 | 0.00 | 0.00 | -2,337 | -18.70 | 12-31-2023 |
