Redefining Investment Strategy: Analyzing Q3 and Q4 2022 13F Holdings of Peak Asset Management, LLC

As we move closer towards the end of 2022, the financial world is abuzz with discussions and debates about investment strategies and trends. Understandably, investors are eager to identify market trends and see the performance of previous investments to evaluate their financial positions. Recently released 13F filing data has revealed insight into the investment strategy changes of Peak Asset Management, LLC between Q3 and Q4 of 2022.

In this blog post, we will analyze the changes in the holdings of Peak Asset Management, LLC, and identify trends that may impact the financial market in the future. Our analysis is based on the holdings of 13F and is merely indicative of the organization's investment strategy in that specific time frame.

Apple Loses Position of Most Valuable Holdings

One of the most significant changes in Peak Asset Management's investment portfolio is the loss of Apple's title of most valuable holding. In Q3, Apple was the most valuable holding with a value of $18,577,000, but in Q4, Apple's value decreased by 6.9%, to $17,301,000. This decline resulted in S&P Global Inc taking over the title of Peak Asset Management's most valuable holding.

Microsoft Shows Steady Growth

In contrast to Apple, Microsoft's holdings exhibited steadfast growth, with a 3.4% increase in shares from Q3 to Q4, bringing the value from $16,561,000 to $17,120,000. If this trend persists, Microsoft could potentially outpace Apple in terms of value by the next filing.

Healthcare and Finance Continue to Be Dominant

Peak Asset Management continues to favor stocks in the healthcare and finance sectors, with thirteen holdings in the healthcare space and nine in finance. Among the healthcare companies, Stryker Corporation stood out, with a 20.2% increase in value from $11,517,000 in Q3 2022 to $13,839,000 in Q4 2022.

Interestingly, JPMorgan Chase & Co was the most significant contributor to the finance sector's growth, with an increase in value by 28.8%, from $9,848,000 to $12,679,000.

Tech Sector Remains Unpredictable

The tech sector continues to be a volatile market, with Alphabet Inc, the parent company of Google, experiencing a decline of 1.5%, from $10,582,000 in Q3 to $10,420,000 in Q4. Contrarily, VMware Inc exhibited a 13.4% increase in value from $7,700,000 in Q3 to $8,732,000 in Q4.

Apart from these notable changes, the remaining holdings of Peak Asset Management, LLC showcased stable growth and were unaffected by the volatility of the market.

In conclusion, the latest 13F filings of Peak Asset Management, LLC indicate that the organization mainly focuses on stable and growing sectors, such as healthcare and finance. This investment strategy has been successful thus far, with nearly all of the company's holdings showing steady growth. The analysis of these filings provides essential insights into the current trends, and investors could use this knowledge to make sound investment decisions.