Peak Asset Management, LLC
RIA/Wealth
Peak Asset Management, LLC is a RIA/Wealth based in Louisville, CO led by John Neal Mccorvie, reporting $910.0M in AUM as of Q3 2025 with 33% ETF concentration.
CCOJohn Neal Mccorvie
- Portfolio Value
- $572.8M
- Positions
- 148
- Top Holding
- MSFT at 5.32%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Peak Asset Management, LLC's portfolio (40% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $30.5M | 5.32% | -$592.0K Sold | 0.00% 58.9K shares | |
Consumer Electronics Technology | $29.9M | 5.23% | -$108.2K Sold | 0.00% 117.6K shares | |
Internet Content & Information Communication Services | $26.1M | 4.56% | -$618.9K Sold | 0.00% 107.4K shares | |
Banks - Diversified Financial Services | $25.2M | 4.40% | -$199.7K Sold | 0.00% 79.9K shares | |
ETF ETF | $21.5M | 3.75% | +$1.0M Bought | — 364.8K shares | |
ETF ETF | $20.6M | 3.59% | +$772.7K Bought | — 206.7K shares | |
Software - Infrastructure Technology | $20.2M | 3.53% | -$1.4M Sold | 0.00% 71.9K shares | |
Financial - Credit Services Financial Services | $18.4M | 3.22% | +$104.1K Bought | 0.00% 54.0K shares | |
Financial - Data & Stock Exchanges Financial Services | $18.4M | 3.21% | +$182.5K Bought | 0.01% 37.8K shares | |
Medical - Devices Healthcare | $18.1M | 3.15% | +$110.2K Bought | 0.01% 48.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Peak Asset Management, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Peak Asset Management, LLC
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