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 (1983 days), 291 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +16.5% · all +66.9%
  • Max drawdown -2.5% · Sharpe 0.48 · win rate 21% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • QQQ · 11.6% · long · since 2021-03-31
  • 464287200 · 11.3% · long · since 2021-03-31
  • 69344A107 · 8.4% · long · since 2025-03-31
  • BRK-B · 6.1% · long · since 2021-03-31
  • AAPL · 5.3% · long · since 2021-03-31
  • 46137V464 · 4.2% · long · since 2026-06-30
  • AMAT · 4.2% · long · since 2021-03-31
  • 33738R506 · 4.1% · long · since 2024-09-30
  • NVDA · 2.7% · long · since 2024-09-30
  • MSFT · 2.3% · long · since 2021-03-31
  • 02079K107 · 2.3% · long · since 2021-03-31
  • KLAC · 2.3% · long · since 2021-03-31

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