Holdings of Peak Planning Group, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 105 in 2 countries
- Top ten
- 62.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Ecolab Inc | 800 | 212.9K $ | |
| 102 | Netflix Inc | 2,180 | 209.6K $ | |
| 103 | 3M Co | 1,434 | 208.3K $ | |
| 104 | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1,641 | 205.3K $ | |
| 105 | METAGENOMI THERAPEUTICS INC | 12,500 | 16.8K $ |
Sector breakdown
- Technology 18.7 %
- Funds 14.4 %
- Financials 10.8 %
- Communication 4.2 %
- Consumer discretionary 2.7 %
- Energy 1.2 %
- Consumer staples 0.9 %
- Health care 0.9 %
- Real estate 0.2 %
- Industrials 0.2 %
- Utilities 0.1 %
- Materials 0.1 %
- Unattributed 45.7 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.6 %
- Taiwan 0.4 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 104 | 343M $ | 99.60 % |
| 2 | Taiwan | 1 | 1.4M $ | 0.40 % |
Cite this page
Titelia. "Holdings of Peak Planning Group, LLC". https://titelia.com/en/funds/US13F2097384