Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| XLFState Street Financial Select Sector SPDR ETF USD Class | $5.9B | 4.4% | +17.2% |
| VGTVanguard Information Technology ETF | $5.5B | 4.1% | −20.5% |
| XLKState Street Technology Select Sector SPDR ETF USD Class | $5.1B | 3.8% | −35.1% |
| MUMicron Technology Inc. | $4.8B | 3.5% | −25.0% |
| XLVState Street Health Care Select Sector SPDR ETF USD Class | $4.5B | 3.4% | +9.5% |
| AMDAdvanced Micro Devices Inc. | $4.0B | 3.0% | −16.3% |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $3.1B | 2.3% | +3.4% |
| XLCState Street Communication Services Select Sector SPDR ETF | $3.1B | 2.3% | +7.4% |
| PANWPalo Alto Networks Inc. | $2.7B | 2.0% | +7.3% |
| XLIState Street Industrial Select Sector SPDR ETF USD Class | $2.7B | 2.0% | −14.6% |
| MSFTMicrosoft Corporation | $2.6B | 1.9% | +58.7% |
| GOOGAlphabet Inc. | $2.5B | 1.8% | +24.2% |
| KLACKLA Corporation | $2.4B | 1.8% | +966.8% |
| NVDANVIDIA Corporation | $2.4B | 1.8% | +6.0% |
| GLWCorning Inc. | $2.4B | 1.8% | +7.4% |
| AMATApplied Materials Inc. | $2.4B | 1.8% | +8.3% |
| METAMeta Platforms Inc. | $2.4B | 1.8% | +35.9% |
| AMZNAmazon.com Inc. | $2.4B | 1.7% | +24.2% |
| CRWDCrowdstrike Holdings Inc. | $2.3B | 1.7% | +7.1% |
| XLYState Street Consumer Discretionary Select Sector SPDR ETF | $2.0B | 1.5% | +10.3% |
| AAPLApple Inc. | $1.7B | 1.3% | +2.0% |
| ORCLOracle Corporation | $1.7B | 1.3% | +5.1% |
| XLUState Street Utilities Select Sector SPDR ETF USD Class | $1.7B | 1.3% | +3.8% |
| IBMInternational Business Machines Corporation | $1.7B | 1.2% | +30.6% |
| WDCWestern Digital Corporation | $1.6B | 1.2% | +407.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc. | December 31, 2025 | +191.7% | $2.4B |
| AMDAdvanced Micro Devices Inc. | December 31, 2025 | +171.3% | $4.0B |
| WDCWestern Digital Corporation | March 31, 2026 | +136.1% | $1.6B |
| AMATApplied Materials Inc. | March 31, 2026 | +111.5% | $2.4B |
| PANWPalo Alto Networks Inc. | December 31, 2025 | +85.1% | $2.7B |
| CRWDCrowdstrike Holdings Inc. | December 31, 2025 | +62.8% | $2.3B |
| XLKState Street Technology Select Sector SPDR ETF USD Class | December 31, 2025 | +32.3% | $5.1B |
| ANETArista Networks Inc. | December 31, 2025 | +29.6% | $1.6B |
| VGTVanguard Information Technology ETF | December 31, 2025 | +26.8% | $5.5B |
| GEGeneral Electric Company | December 31, 2025 | +21.3% | $1.5B |
Sold off last quarter
- WMWaste Management Inc. was $1.1M
- TMOThermo Fisher Scientific Inc. was $1.1M
- VRTXVertex Pharmaceuticals Inc. was $1.1M
- VVisa Inc. was $1.1M
- BXBlackstone Inc. was $1.1M
- AMTAmerican Tower Corporation was $1.1M
- SNDKSandisk Corp was $445K
- VOOVanguard S&P 500 ETF was $359K
- ZTSZoetis Inc. was $171K
- INTCIntel Corporation was $154K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.3% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: PeakShares LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2113507&type=13F-HR&dateb=&owner=include&count=40CIK 2113507
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2113507/000139834426013991/Filed August 11, 2026 · accession 0001398344-26-013991