Stock Taper 
PEAK ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 15.35K | $11.1M |
 Johnson & Johnson | JNJ | 16.96K | $4.31M |
 Merck & Co., Inc. | MRK | 21.54K | $2.77M |
 Amphenol Corporation | APH | 22.01K | $3.88M |
 Stanley Black & Decker, Inc. | SWK | 22.73K | $2.14M |
 Amentum Holdings, Inc. | AMTM | 24K | $496.08K |
 The Procter & Gamble Company | PG | 24.93K | $3.66M |
 Medtronic plc | MDT | 25.03K | $1.96M |
 Amazon.com, Inc. | AMZN | 25.57K | $6.1M |
 Exxon Mobil Corporation | XOM | 26.48K | $3.62M |
 O'Reilly Automotive, Inc. | ORLY | 28.84K | $2.66M |
 Wells Fargo & Company | WFC | 29.18K | $2.41M |
 Zoom Communications, Inc. | ZM | 29.41K | $2.54M |
 Pfizer Inc. | PFE | 29.7K | $715.27K |
 Bristol-Myers Squibb Company | BMY | 32.17K | $1.85M |
 Chevron Corporation | CVX | 33.94K | $5.63M |
 Salesforce, Inc. | CRM | 36.93K | $5.79M |
 Snap Inc. | SNAP | 40K | $177.6K |
 Uber Technologies, Inc. | UBER | 40.17K | $2.9M |
 S&P Global Inc. | SPGI | 40.64K | $16.55M |