Long-term investor
Peak Planning Group, LLC @peakplanninggroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002097384).
Record
- Tracked since 2021-03-31 (2025 days), 380 trades recorded
- Returns: week n/a · month n/a · 90 days -4.0% · 6 months +7.3% · 1 year +6.2% · all +10.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 11.6% · long · since 2025-06-30
- 464287200 · 11.3% · long · since 2025-06-30
- 69344A107 · 8.4% · long · since 2025-06-30
- BRK-B · 6.1% · long · since 2025-06-30
- AAPL · 5.3% · long · since 2025-06-30
- 46137V464 · 4.2% · long · since 2025-12-31
- AMAT · 4.2% · long · since 2025-06-30
- 33738R506 · 4.1% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- 02079K107 · 2.3% · long · since 2025-06-30
- KLAC · 2.3% · long · since 2025-12-31