Long-term investor
Peak Financial Management, Inc. @peakfinancialmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001669662).
Record
- Tracked since 2025-06-30 (484 days), 72 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -2.8% · 1 year -0.2% · all -0.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921909768 · 11.7% · long · since 2025-09-30
- 922908769 · 7.8% · long · since 2025-09-30
- 78463X475 · 7.2% · long · since 2025-09-30
- 46137V357 · 4.8% · long · since 2025-09-30
- 46641Q852 · 3.9% · long · since 2025-09-30
- 922908363 · 3.8% · long · since 2025-09-30
- 808524102 · 3.4% · long · since 2025-09-30
- 78463X509 · 3.1% · long · since 2025-09-30
- 92206C870 · 3.1% · long · since 2025-09-30
- 808524508 · 3.1% · long · since 2025-09-30
- 26923G707 · 3.0% · long · since 2025-09-30
- 46137V258 · 2.8% · long · since 2025-09-30