Peak Retirement Planning, Inc.
CIK 2056697 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $631.6M
- Posisi
- 194
- Per tanggal
- 30 Juni 2026
#3.262 dari 9.443 berdasarkan nilai 13F · top 34.5%
Nilai portofolio QoQ: +26.0% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 39,96%
- Bobot 25 kepemilikan teratas
- 61,26%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 37,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 16,01% Perkiraan pembelian $191.334.335 · penjualan $90.700.997
Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q2 2026 · 81,5% masih dipegang
- Posisi baru
- 49
- Meningkat
- 106
- Menurun
- 34
- Tertutup
- 7
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Healthcare
10,1%
Technology
9,2%
Industrials
3,8%
Financial Services
2,8%
Communication Services
2,6%
Consumer Staples
2,2%
Consumer products
1,8%
Retail
1,3%
Financials
1,2%
Consumer Discretionary
1,1%
Energy
0,8%
Packaging
0,5%
Materials
0,5%
Real Estate
0,5%
Telecommunication
0,5%
Utilities
0,4%
Logistics & Transportation
0,1%
Communications
0,1%
Lainnya/Tidak terpetakan
60,4%
Portofolio lengkap 194 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $65.819.057 | 10,42% | 653.810 | $-1.372.964 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $34.651.395 | 5,49% | 47.055 | $22.526.543 | Naik ×1 | ||
| VEA | $28.718.182 | 4,55% | 403.062 | $33.562 | Turun ×1 | ||
| VWO | $18.944.712 | 3,00% | 317.385 | $-4.493.776 | Turun ×1 | ||
| XLV XLV | $18.420.837 | 2,92% | 116.103 | $5.926.855 | Naik ×1 | ||
| VBK | $17.506.388 | 2,77% | 47.871 | $6.696.980 | Naik ×4 | ||
| XLE XLE | $17.499.881 | 2,77% | 329.503 | $1.407.193 | Naik ×2 | ||
| XLY XLY | $17.150.956 | 2,72% | 146.239 | $16.806.917 | Naik ×1 | ||
| XLRE XLRE | $17.029.320 | 2,70% | 386.766 | $16.582.413 | Naik ×1 | ||
| XLC XLC | $16.688.577 | 2,64% | 155.779 | $3.860.251 | Naik ×2 | ||
| VBR | $13.730.105 | 2,17% | 56.505 | $2.821.641 | Naik ×6 | ||
| VTV | $13.616.124 | 2,16% | 62.479 | $3.812.790 | Naik ×6 | ||
| VUG | $13.473.566 | 2,13% | 156.415 | $5.278.798 | Naik ×1 | ||
| VOE | $11.368.250 | 1,80% | 57.532 | $1.952.025 | Naik ×4 | ||
| VOO | $11.239.224 | 1,78% | 16.364 | $6.963.478 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $10.857.769 | 1,72% | 54.264 | $4.002.795 | Naik ×6 | ||
| VB | $10.683.749 | 1,69% | 35.246 | $1.638.785 | Naik ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $7.022.587 | 1,11% | 19.651 | $2.626.836 | Naik ×2 | ||
| VNQ | $6.897.136 | 1,09% | 71.525 | $2.135.640 | Naik ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $6.865.272 | 1,09% | 5.948 | $3.652.577 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $6.223.296 | 0,99% | 16.684 | $1.526.972 | Naik ×6 | ||
| LLY Eli Lilly and Company Common Stock | $6.064.308 | 0,96% | 5.056 | $2.324.883 | Naik ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $5.909.088 | 0,94% | 10.172 | ||||
| AAPL Apple Inc. - Common Stock | $5.300.702 | 0,84% | 18.319 | $1.582.947 | Naik ×6 | ||
| HALO Halozyme Therapeutics, Inc. - Common Stock | $5.285.028 | 0,84% | 67.523 | $2.272.163 | Naik ×1 | ||
| THC Tenet Healthcare Corporation Common Stock | $5.198.791 | 0,82% | 27.789 | $2.467.688 | Naik ×5 | ||
| EXEL Exelixis, Inc. - Common Stock | $5.136.681 | 0,81% | 94.407 | $1.614.537 | Naik ×3 | ||
| MMSI Merit Medical Systems, Inc. - Common Stock | $5.131.743 | 0,81% | 74.008 | $2.020.051 | Naik ×6 | ||
| V Visa Inc. | $5.074.570 | 0,80% | 14.791 | ||||
| AVGO Broadcom Inc. - Common Stock | $5.055.772 | 0,80% | 13.384 | $1.007.981 | Naik ×6 | ||
| FLEX Flex Ltd. - Ordinary Shares | $5.055.193 | 0,80% | 31.191 | $1.534.355 | Turun ×1 | ||
| NBIX Neurocrine Biosciences, Inc. - Common Stock | $5.011.156 | 0,79% | 29.734 | $1.637.879 | Naik ×6 | ||
| RL Ralph Lauren Corporation Common Stock | $4.986.637 | 0,79% | 12.423 | $1.787.015 | Naik ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $4.836.941 | 0,77% | 8.587 | $4.099.389 | Naik ×1 | ||
| TOST Toast, Inc. Class A Common Stock | $4.831.715 | 0,76% | 173.678 | $1.823.540 | Naik ×1 | ||
| PODD Insulet Corporation - Common Stock | $4.767.181 | 0,75% | 31.312 | $1.851.896 | Naik ×6 | ||
| ELAN Elanco Animal Health Incorporated Common Stock | $4.722.580 | 0,75% | 191.897 | $1.501.416 | Naik ×2 | ||
| UHS Universal Health Services, Inc. Common Stock | $4.652.089 | 0,74% | 31.287 | Naik ×1 | |||
| UTHR United Therapeutics Corporation - Common Stock | $4.545.649 | 0,72% | 8.389 | $633.089 | Naik ×2 | ||
| VTI | $4.265.103 | 0,68% | 11.526 | $267.374 | Turun ×3 | ||
| APP Applovin Corporation - Class A Common Stock | $4.250.725 | 0,67% | 8.250 | $1.163.361 | Naik ×2 | ||
| CHWY Chewy, Inc. Class A Common Stock | $4.206.675 | 0,67% | 214.080 | $811.537 | Naik ×4 | ||
| VOT | $4.069.262 | 0,64% | 13.285 | $-607.254 | Turun ×1 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $4.052.142 | 0,64% | 2.931 | $594.458 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $4.043.983 | 0,64% | 15.923 | $1.172.488 | Naik ×6 | ||
| PG Procter & Gamble Company (The) Common Stock | $3.974.321 | 0,63% | 27.103 | $1.144.248 | Naik ×5 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $3.758.369 | 0,60% | 29.248 | $1.160.279 | Naik ×2 | ||
| ZM Zoom Communications, Inc. - Class A Common Stock | $3.703.863 | 0,59% | 42.913 | $97.396 | Turun ×1 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $3.627.582 | 0,57% | 33.047 | $1.395.460 | Naik ×6 | ||
| CL Colgate-Palmolive Company Common Stock | $3.524.513 | 0,56% | 38.444 | $1.243.601 | Naik ×1 | ||
| TROW T. Rowe Price Group, Inc. - Common Stock | $3.516.775 | 0,56% | 30.933 | $1.200.202 | Naik ×5 | ||
| ITW Illinois Tool Works Inc. Common Stock | $3.515.605 | 0,56% | 12.998 | $1.261.995 | Naik ×3 | ||
| SNA Snap-On Incorporated Common Stock | $3.455.467 | 0,55% | 8.587 | $1.171.239 | Naik ×6 | ||
| PGR Progressive Corporation (The) Common Stock | $3.437.983 | 0,54% | 15.738 | Naik ×1 | |||
| AOS A.O. Smith Corporation Common Stock | $3.421.747 | 0,54% | 54.556 | $1.396.184 | Naik ×1 | ||
| MO Altria Group, Inc. | $3.418.156 | 0,54% | 47.507 | $1.029.550 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3.382.104 | 0,54% | 10.332 | $724.211 | Naik ×5 | ||
| GIS General Mills, Inc. Common Stock | $3.331.721 | 0,53% | 95.739 | $1.325.368 | Naik ×6 | ||
| KHC The Kraft Heinz Company - Common Stock | $3.285.700 | 0,52% | 139.107 | $1.035.635 | Naik ×3 | ||
| AVY Avery Dennison Corporation Common Stock | $3.252.303 | 0,51% | 20.033 | $1.140.758 | Naik ×2 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $3.204.001 | 0,51% | 25.360 | $891.840 | Naik ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $3.199.644 | 0,51% | 23.631 | $755.221 | Naik ×6 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $3.166.196 | 0,50% | 128.969 | $976.224 | Naik ×3 | ||
| CF CF Industries Holdings, Inc. Common Stock | $3.078.428 | 0,49% | 28.436 | $218.269 | Naik ×1 | ||
| VICI VICI Properties Inc. Common Stock | $3.077.734 | 0,49% | 115.922 | $923.352 | Naik ×6 | ||
| PAYX Paychex, Inc. - Common Stock | $3.045.651 | 0,48% | 30.974 | Naik ×1 | |||
| EOG EOG Resources, Inc. Common Stock | $3.006.902 | 0,48% | 23.178 | $331.893 | Naik ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $2.961.910 | 0,47% | 69.955 | $456.585 | Naik ×1 | ||
| VIG | $2.863.442 | 0,45% | 12.101 | $588.890 | Naik ×6 | ||
| CME CME Group Inc. - Class A Common Stock | $2.837.102 | 0,45% | 12.847 | $565.642 | Naik ×6 | ||
| CBOE | $2.824.157 | 0,45% | 11.638 | $577.230 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.661.813 | 0,42% | 11.168 | $1.037.770 | Naik ×6 | ||
| BRKB | $2.644.058 | 0,42% | 5.284 | $174.682 | Naik ×1 | ||
| GLDM | $2.509.517 | 0,40% | 31.598 | ||||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $2.177.136 | 0,34% | 17.495 | $-22.031 | Naik ×2 | ||
| RSP | $2.153.069 | 0,34% | 10.119 | $612.624 | Naik ×5 | ||
| VO | $1.964.780 | 0,31% | 24.386 | $-4.500.811 | Naik ×4 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.769.981 | 0,28% | 12.946 | $-268.282 | Naik ×6 | ||
| BND Vanguard Total Bond Market ETF | $1.640.407 | 0,26% | 22.346 | $-3.370.952 | Turun ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $1.520.200 | 0,24% | 11.112 | $117.965 | Naik ×2 | ||
| GE GE Aerospace Common Stock | $1.473.305 | 0,23% | 3.942 | $341.995 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.416.923 | 0,22% | 4.010 | $962.926 | Naik ×3 | ||
| GEV GE Vernova Inc. Common Stock | $1.276.517 | 0,20% | 1.087 | $341.337 | Naik ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1.245.661 | 0,20% | 2.962 | $449.766 | Naik ×4 | ||
| VGT | $1.149.353 | 0,18% | 9.616 | $334.414 | Naik ×1 | ||
| IVV | $1.089.791 | 0,17% | 1.455 | $177.669 | Naik ×2 | ||
| VYM | $1.042.475 | 0,17% | 6.597 | $-72.672 | Turun ×2 | ||
| XLB XLB | $984.327 | 0,16% | 19.365 | $-12.208.047 | Turun ×1 | ||
| SPY SPY | $902.876 | 0,14% | 1.209 | $-702.763 | Turun ×1 | ||
| VTEB | $882.404 | 0,14% | 17.446 | $-95.650 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $794.073 | 0,13% | 2.252 | $148.238 | Naik ×6 | ||
| XLP XLP | $689.452 | 0,11% | 8.300 | $-11.990.996 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $654.097 | 0,10% | 614 | $233.461 | Naik ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $581.490 | 0,09% | 1.342 | Naik ×1 | |||
| VGIT Vanguard Intermediate-Term Treasury ETF | $578.964 | 0,09% | 9.816 | $83.473 | Naik ×3 | ||
| VV | $569.227 | 0,09% | 1.655 | $74.581 | |||
| ABBV AbbVie Inc. Common Stock | $566.930 | 0,09% | 2.253 | $43.130 | Turun ×1 | ||
| IEFA | $564.848 | 0,09% | 5.848 | $53.842 | Naik ×3 | ||
| MTG MGIC Investment Corporation Common Stock | $557.573 | 0,09% | 19.772 | $-6.320 | Turun ×2 | ||
| XLI XLI | $553.839 | 0,09% | 2.990 | $143.510 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VBK | $17.506.388 | 2,77% | naik ×4 |
| VBR | $13.730.105 | 2,17% | naik ×6 |
| VTV | $13.616.124 | 2,16% | naik ×6 |
| VOE | $11.368.250 | 1,80% | naik ×4 |
| NVDA | $10.857.769 | 1,72% | naik ×6 |
| VB | $10.683.749 | 1,69% | naik ×4 |
| VNQ | $6.897.136 | 1,09% | naik ×3 |
| MSFT | $6.223.296 | 0,99% | naik ×6 |
| LLY | $6.064.308 | 0,96% | naik ×6 |
| AAPL | $5.300.702 | 0,84% | naik ×6 |
| THC | $5.198.791 | 0,82% | naik ×5 |
| EXEL | $5.136.681 | 0,81% | naik ×3 |
| MMSI | $5.131.743 | 0,81% | naik ×6 |
| AVGO | $5.055.772 | 0,80% | naik ×6 |
| NBIX | $5.011.156 | 0,79% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| AMD | $5.909.088 | 10.172 | 0,94% |
| V | $5.074.570 | 14.791 | 0,80% |
| UHS | $4.652.089 | 31.287 | 0,74% |
| PGR | $3.437.983 | 15.738 | 0,54% |
| PAYX | $3.045.651 | 30.974 | 0,48% |
| GLDM | $2.509.517 | 31.598 | 0,40% |
| LRCX | $581.490 | 1.342 | 0,09% |
| PANW | $402.244 | 1.180 | 0,06% |
| AXSM | $394.332 | 1.611 | 0,06% |
| INTC | $387.737 | 2.777 | 0,06% |
| ICSH | $369.508 | 7.305 | 0,06% |
| KO | $328.329 | 4.040 | 0,05% |
| USHY | $325.016 | 8.779 | 0,05% |
| FLOT | $321.438 | 6.297 | 0,05% |
| CSCO | $318.325 | 2.710 | 0,05% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| QQQ | Beli lebih banyak | +26K | +$22.5M |
| VOO | Beli lebih banyak | +9K | +$7.0M |
| VBK | Beli lebih banyak | +12K | +$6.7M |
| XLV | Beli lebih banyak | +31K | +$5.9M |
| VUG | Beli lebih banyak | +138K | +$5.3M |
| VO | Beli lebih banyak | +2K | -$4.5M |
| VWO | Dipangkas | -116K | -$4.5M |
| NVDA | Beli lebih banyak | +15K | +$4.0M |
| XLC | Beli lebih banyak | +40K | +$3.9M |
| VTV | Beli lebih banyak | +13K | +$3.8M |
6 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| TIPX | 30 Juni 2026 | 190.121 | $17.622.296 | Tidak lagi dilacak |
| GLDM | 31 Maret 2026 | 170.109 | $14.522.197 | Tidak lagi dilacak |
| XLV | 30 Sep. 2025 | 55.489 | $7.479.396 | Tidak lagi dilacak |
| PHM | 30 Juni 2026 | 26.157 | $3.076.361 | -6,6% |
| PANW | 31 Maret 2026 | 15.486 | $2.852.486 | 114,6% |
| CHTR | 31 Maret 2026 | 13.540 | $2.826.510 | -31,8% |
| PINS | 31 Maret 2026 | 106.401 | $2.754.729 | 25,8% |
| CNC | 31 Des. 2025 | 72.201 | $2.576.141 | 55,9% |
| FOXA | 30 Juni 2026 | 41.103 | $2.400.396 | 30,9% |
| JBL | 31 Des. 2025 | 10.485 | $2.277.079 | 39,9% |
| WSM | 31 Des. 2025 | 11.619 | $2.270.922 | 32,4% |
| DHI | 31 Des. 2025 | 13.088 | $2.217.995 | 3,0% |
| USB | 31 Maret 2026 | 38.008 | $2.028.080 | 19,7% |
| CAG | 30 Juni 2026 | 127.275 | $2.000.764 | 19,4% |
| DGX | 31 Des. 2025 | 9.775 | $1.862.948 | 38,6% |
| HSY | 31 Des. 2025 | 9.271 | $1.734.180 | 3,3% |
| LAD | 30 Sep. 2025 | 4.584 | $1.548.564 | 17,6% |
| LNTH | 30 Sep. 2025 | 18.874 | $1.545.060 | 95,6% |
| OPCH | 30 Sep. 2025 | 45.532 | $1.478.867 | -14,4% |
| CSCO | 30 Sep. 2025 | 20.771 | $1.441.121 | 62,3% |
| GAP | 30 Sep. 2025 | 65.762 | $1.434.272 | -6,2% |
| COP | 30 Sep. 2025 | 15.113 | $1.356.261 | 43,2% |
| LMT | 30 Sep. 2025 | 2.710 | $1.254.905 | 13,9% |
| TOL | 30 Juni 2025 | 10.463 | $1.104.788 | 27,6% |
| AVT | 30 Juni 2025 | 22.699 | $1.091.595 | 65,5% |
| SKX | 30 Juni 2025 | 18.478 | $1.049.181 | Tidak lagi dilacak |
| DKS | 31 Maret 2025 | 4.521 | $1.035.836 | -11,4% |
| AN | 30 Juni 2025 | 6.353 | $1.028.678 | 1,1% |
| MDLZ | 30 Juni 2025 | 15.101 | $1.024.603 | -4,9% |
| INCY | 30 Juni 2025 | 15.566 | $942.521 | 87,3% |
| MCK | 31 Maret 2025 | 1.668 | $918.724 | 27,3% |
| VLO | 31 Maret 2025 | 6.701 | $821.766 | 162,0% |
| CMCSA | 31 Maret 2025 | 20.150 | $756.519 | -28,3% |
| MTG | 30 Sep. 2025 | 21.393 | $595.579 | 9,2% |
| GOVT | 30 Sep. 2025 | 17.650 | $405.587 | Tidak lagi dilacak |
| CMF | 30 Juni 2026 | 6.342 | $360.588 | Tidak lagi dilacak |
| XLU | 31 Maret 2026 | 8.309 | $354.723 | Tidak lagi dilacak |
| FTEC | 30 Sep. 2025 | 1.744 | $343.952 | Tidak lagi dilacak |
| SCHB | 31 Des. 2025 | 11.099 | $285.352 | Tidak lagi dilacak |
| USHY | 31 Maret 2026 | 7.440 | $278.254 | Tidak lagi dilacak |
| UNP | 31 Maret 2025 | 1.136 | $259.034 | 29,6% |
| TFC | 31 Maret 2026 | 5.034 | $247.715 | 10,3% |
| PYLD | 30 Juni 2026 | 9.071 | $237.660 | Tidak lagi dilacak |
| SPPP | 31 Maret 2026 | 13.928 | $234.553 | Tidak lagi dilacak |
| SCHF | 30 Sep. 2025 | 10.594 | $234.137 | Tidak lagi dilacak |
| VTEC | 30 Juni 2026 | 2.337 | $231.593 | Tidak lagi dilacak |
| AMD | 31 Maret 2026 | 1.031 | $220.787 | 131,4% |
| V | 31 Maret 2026 | 620 | $217.472 | 21,7% |
| IJR | 31 Des. 2025 | 1.815 | $215.631 | Tidak lagi dilacak |
| ORCL | 31 Maret 2025 | 1.269 | $211.416 | 4,8% |
| MDT | 31 Maret 2026 | 2.186 | $209.987 | 6,3% |
| GD | 31 Des. 2025 | 612 | $208.604 | 15,3% |
| AVUS | 31 Maret 2026 | 1.865 | $208.422 | Tidak lagi dilacak |
| FISV | 31 Des. 2025 | 1.609 | $207.421 | -23,3% |
| IWV | 31 Maret 2026 | 524 | $202.725 | Tidak lagi dilacak |
| CCO | 31 Des. 2025 | 12.614 | $19.930 | 7,9% |