Fund HoldingsPEAK6 LLC

Total Portfolio Value
$4.12B
Total Bought
$1.85B
Total Sold
$1.48B
Net Transaction
+$367.47M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
COREWEAVE INC(CRWV)6,813,9018,057,406+1,243,505527,873802,03419.48%+274,161
MICROSOFT CORP(MSFT)3340,866+340,8631127,1503.09%+127,149
APPLE INC(AAPL)3358,644+358,6411103,7772.52%+103,776
META PLATFORMS INC(META)88,364192,181+103,81750,556108,2542.63%+57,698
INTEL CORP(INTC)719,788577,944-141,84431,76480,6981.96%+48,934
WEBULL CORP(BULL)30,111,93529,645,168-466,767144,537193,2864.69%+48,749
ISHARES TR491,196957,831+466,63542,58282,7762.01%+40,194
LAM RESEARCH CORP(LRCX)52,473114,453+61,98011,21149,5961.20%+38,385
SPACE EXPLORATION TECHN CORP0217,077+217,077037,0900.90%+37,090
STRATEGY INC(MSTR)0388,347+388,347033,7590.82%+33,759
TEXAS INSTRS INC(TXN)0105,598+105,598031,4760.76%+31,476
SALESFORCE INC(CRM)24,889226,408+201,5194,64635,4690.86%+30,823
AMAZON COM INC(AMZN)0117,702+117,702028,0530.68%+28,053
PALO ALTO NETWORKS INC(PANW)95,294125,473+30,17915,27842,7891.04%+27,511
BOSTON SCIENTIFIC CORP(BSX)26,700683,808+657,1081,67529,1850.71%+27,510
MICRON TECHNOLOGY INC(MU)182,50071,657-110,84361,65682,7122.01%+21,057
CIENA CORP(CIEN)2,42944,570+42,14194321,8640.53%+20,921
ILLINOIS TOOL WKS INC(ITW)20,21793,785+73,5685,26225,3660.62%+20,104
CME GROUP INC(CME)084,980+84,980018,7660.46%+18,766
RING ENERGY INC(REI)1,150,00017,079,382+15,929,3821,76018,4460.45%+16,686
ADVANCED MICRO DEVICES INC(AMD)75,62652,765-22,86115,38530,6520.74%+15,267
SMUCKER J M CO(SJM)0132,051+132,051014,8560.36%+14,856
ENTEGRIS INC(ENTG)076,907+76,907013,8320.34%+13,832
ISHARES BITCOIN TRUST ETF(IBIT)278,244730,904+452,66010,69024,3320.59%+13,642
CHURCHILL CAP CORP XI
CL A ORD SHS
0778,940+778,940013,5930.33%+13,593
ROUNDHILL ETF TRUST0183,663+183,663013,5640.33%+13,564
FORD MTR CO(F)484,9871,352,781+867,7945,59718,8040.46%+13,207
PERFORMANCE FOOD GROUP CO(PFGC)0107,963+107,963012,0690.29%+12,069
NETFLIX INC.(NFLX)36,627216,728+180,1013,52215,4740.38%+11,953
SHOPIFY INC(SHOP)25,328130,236+104,9083,00414,8700.36%+11,866
TERADYNE INC(TER)022,956+22,956011,1070.27%+11,107
PALANTIR TECHNOLOGIES INC(PLTR)244,243400,193+155,95035,72846,6911.13%+10,963
INTERNATIONAL BUSINESS MACHS(IBM)336,632+36,629110,3010.25%+10,301
TAIWAN SEMICONDUCTOR MANUFAC(TSM)392,473298,755-93,718132,636142,6773.47%+10,040
BROADCOM INC(AVGO)4,45930,190+25,7311,38011,4040.28%+10,024
AFFILIATED MANAGERS GROUP029,555+29,555010,0010.24%+10,001
INVESCO LTD(IVZ)0370,123+370,12309,7680.24%+9,768
NEWHOLD INVTS CORP IV0950,000+950,00009,7380.24%+9,738
WENDYS CO(WEN)361,6141,470,384+1,108,7702,51312,1890.30%+9,676
ANGEL STUDIOS INC.02,593,933+2,593,93309,5200.23%+9,520
JPMORGAN CHASE & CO(JPM)22,01847,668+25,6506,47715,6030.38%+9,126
HOME DEPOT INC(HD)13,57438,260+24,6864,46413,4940.33%+9,029
BERKSHIRE HATHAWAY INC DEL1,25718,325+17,0686029,1700.22%+8,568
PETROLEO BRASILEIRO S A(PBR)0527,618+527,61808,5260.21%+8,526
STEEL DYNAMICS INC(STLD)10,69144,571+33,8801,92410,2270.25%+8,303
ALASKA AIR GROUP INC0157,410+157,41008,2170.20%+8,217
ROBINHOOD MKTS INC(HOOD)077,489+77,48907,7710.19%+7,771
ITT INC(ITT)039,216+39,21607,7550.19%+7,755
FUTURECORP SPACE ACQUISITION0750,000+750,00007,5980.18%+7,598
INTUIT(INTU)228,394+28,39217,4110.18%+7,410
CONSTELLATION ENERGY CORP(CEG)27,29160,361+33,0707,62114,9920.36%+7,371
CHENIERE ENERGY INC(LNG)230,002+30,00017,1710.17%+7,170
NORDSON CORP(NDSN)022,923+22,92306,9160.17%+6,916
HUMANA INC(HUM)14,65723,547+8,8902,5419,3530.23%+6,812
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
031,791+31,79106,7640.16%+6,764
AUTOZONE INC(AZO)22,060+2,05856,5840.16%+6,579
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)18,79940,528+21,7293,71310,1310.25%+6,418
XPENG INC(XPEV)0480,362+480,36206,3600.15%+6,360
DOORDASH INC(DASH)24,59754,134+29,5373,6939,9890.24%+6,296
COHERENT CORP(COHR)22,35029,202+6,8525,32411,5190.28%+6,195
AGILENT TECHNOLOGIES INC(A)4,02547,976+43,9514596,3730.15%+5,914
LIBERTY MEDIA CORP DEL(FWONA)061,473+61,47305,8490.14%+5,849
CIRCLE INTERNET GROUP INC(CRCL)23,126125,548+102,4222,2067,8630.19%+5,657
STERLING INFRASTRUCTURE INC(STRL)3696,691+6,3221505,6160.14%+5,466
CALLAWAY GOLF CO(CALY)0289,453+289,45305,4390.13%+5,439
SCHWAB CHARLES CORP(SCHW)058,780+58,78005,4240.13%+5,424
BAIDU INC85,068128,909+43,8419,47814,7330.36%+5,255
BLOCK INC(XYZ)7,29074,601+67,3114395,6700.14%+5,231
PRICESMART INC(PSMT)026,283+26,28305,1340.12%+5,134
PACKAGING CORP AMER(PKG)021,526+21,52605,1290.12%+5,129
FLOOR & DECOR HLDGS INC(FND)1,00785,454+84,447515,0730.12%+5,021
OKTA INC(OKTA)036,799+36,79905,0210.12%+5,021
MODINE MFG CO(MOD)10,00126,434+16,4332,1677,0580.17%+4,891
BIO-TECHNE CORP(TECH)067,942+67,94204,8000.12%+4,800
TTM TECHNOLOGIES INC(TTMI)025,658+25,65804,7990.12%+4,799
HAYWARD HLDGS INC(HAYW)0276,509+276,50904,7860.12%+4,786
3M CO(MMM)028,936+28,93604,6850.11%+4,685
NASDAQ INC(NDAQ)32,69193,920+61,2292,7757,4030.18%+4,628
COMFORT SYS USA INC(FIX)4,6135,512+8996,36110,9250.27%+4,564
CLOROX CO DEL(CLX)3,13051,092+47,9623244,8760.12%+4,552
CARTESIAN GROWTH CORP IV0450,000+450,00004,5000.11%+4,500
CHAMPION HOMES INC(SKY)051,064+51,06404,5000.11%+4,500
SOMNIGROUP INTERNATIONAL INC(SGI)057,018+57,01804,4700.11%+4,470
STANLEY BLACK & DECKER INC(SWK)63,57395,412+31,8394,5178,9800.22%+4,463
REVVITY INC(RVTY)039,310+39,31004,3740.11%+4,374
RB GLOBAL INC(RBA)14,90948,448+33,5391,4295,6420.14%+4,213
BOOKING HOLDINGS INC(BKNG)123,582+23,58124,2030.10%+4,201
ONTO INNOVATION INC(ONTO)011,089+11,08904,1970.10%+4,197
COREBRIDGE FINL INC(CRBD)0143,970+143,97004,1220.10%+4,122
NICE LTD(NICE)19045,498+45,308214,1330.10%+4,113
MACH NATURAL RESOURCES LP(MNR)0316,243+316,24303,9970.10%+3,997
PHILIP MORRIS INTL INC(PM)021,896+21,89603,9610.10%+3,961
OSHKOSH CORP(OSK)6,84532,057+25,2121,0084,9200.12%+3,912
CARPENTER TECHNOLOGY CORP(CRS)06,269+6,26903,8670.09%+3,867
SYSCO CORP(SYY)045,845+45,84503,8320.09%+3,832
ADOBE INC(ADBE)64,91995,647+30,72815,78119,6100.48%+3,829
T1 ENERGY INC(TE)0397,023+397,02303,7640.09%+3,764
TARGET CORP(TGT)64,96388,741+23,7787,87411,5900.28%+3,717
ACCENTURE PLC IRELAND
SHS CLASS A
029,745+29,74503,7010.09%+3,701
UL SOLUTIONS INC(ULS)036,328+36,32803,7000.09%+3,700
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