0001062993-17-002381.txt : 20170511 0001062993-17-002381.hdr.sgml : 20170511 20170511172812 ACCESSION NUMBER: 0001062993-17-002381 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170511 DATE AS OF CHANGE: 20170511 EFFECTIVENESS DATE: 20170511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peak Asset Management, LLC CENTRAL INDEX KEY: 0001632512 IRS NUMBER: 841291580 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16621 FILM NUMBER: 17835573 BUSINESS ADDRESS: STREET 1: 1371 E. HECLA DRIVE CITY: LOUISVILLE STATE: CO ZIP: 80027 BUSINESS PHONE: 303-926-0100 MAIL ADDRESS: STREET 1: 1371 E. HECLA DRIVE CITY: LOUISVILLE STATE: CO ZIP: 80027 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001632512 XXXXXXXX 03-31-2017 03-31-2017 Peak Asset Management, LLC

1371 E. HECLA DRIVE LOUISVILLE CO 80027

13F HOLDINGS REPORT 028-16621 N Joe Glasman 303-926-0100 Joe Glasman Louisville CO 05-11-2017 0 149 263974 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M CO COM 88579Y101 934 4882 SH SOLE 4882 0 0 ABBOTT LABS COM 002824100 840 18920 SH SOLE 18920 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 256 2139 SH SOLE 2139 0 0 ADVISORSHARES TR PERITUS HG YLD 00768Y503 1596 44855 SH SOLE 42736 0 2119 ALPHABET INC CAP STK CL A 02079K305 1352 1595 SH SOLE 1588 0 7 AMAZON COM INC COM 023135106 443 500 SH SOLE 500 0 0 AMPHENOL CORP NEW CL A 032095101 236 3322 SH SOLE 3322 0 0 APPLE INC COM 037833100 9011 62728 SH SOLE 61922 0 806 APTEVO THERAPEUTICS INC COM 03835L108 21 10000 SH SOLE 10000 0 0 AT&T INC COM 00206R102 777 18692 SH SOLE 17895 0 797 ATLANTIC PWR CORP COM NEW 04878Q863 152 57400 SH SOLE 57400 0 0 BANK AMER CORP COM 060505104 399 16900 SH SOLE 16900 0 0 BECTON DICKINSON & CO COM 075887109 7889 43008 SH SOLE 41671 0 1337 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6104 36619 SH SOLE 36303 0 316 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2748 1100 SH SOLE 1000 0 100 BLACKROCK RES & COMM STRAT T SHS 09257A108 419 48728 SH SOLE 47528 0 1200 BRISTOL MYERS SQUIBB CO COM 110122108 749 13781 SH SOLE 13416 0 365 CANON INC SPONSORED ADR 138006309 2339 74815 SH SOLE 73104 0 1711 CAPITAL ONE FINL CORP COM 14040H105 485 5600 SH SOLE 5600 0 0 CHEVRON CORP NEW COM 166764100 411 3832 SH SOLE 3832 0 0 CISCO SYS INC COM 17275R102 5626 166450 SH SOLE 162638 0 3812 CLAYMORE EXCHANGE TRD FD TR GUGG ENH SHT DUR 18383M654 1355 26957 SH SOLE 24697 0 2260 CLAYMORE EXCHANGE TRD FD TR GUGG S&P SPINOFF 18383M605 706 15375 SH SOLE 15375 0 0 CONOCOPHILLIPS COM 20825C104 4540 91040 SH SOLE 89090 0 1950 COSTCO WHSL CORP NEW COM 22160K105 267 1590 SH SOLE 1590 0 0 DISNEY WALT CO COM DISNEY 254687106 10627 93720 SH SOLE 89713 0 4007 ECOLAB INC COM 278865100 216 1722 SH SOLE 1722 0 0 EMERSON ELEC CO COM 291011104 5466 91318 SH SOLE 89023 0 2295 ENTERPRISE PRODS PARTNERS 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SOLE 3478 0 255 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3064 77152 SH SOLE 73835 0 3317 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 553 11565 SH SOLE 11044 0 521 VANGUARD SCOTTSDALE FDS SHTRM GVT BD ETF 92206C102 1170 19245 SH SOLE 17680 0 1565 VANGUARD SCOTTSDALE FDS INT-TERM GOV 92206C706 1032 16049 SH SOLE 14169 0 1880 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 550 6896 SH SOLE 6736 0 160 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 334 8499 SH SOLE 7979 0 520 VERIZON COMMUNICATIONS INC COM 92343V104 537 11017 SH SOLE 10897 0 120 VERMILION ENERGY INC COM 923725105 422 11250 SH SOLE 11250 0 0 VISA INC COM CL A 92826C839 7501 84402 SH SOLE 81197 0 3205 WELLS FARGO & CO NEW COM 949746101 5194 93312 SH SOLE 91435 0 1877 WEYERHAEUSER CO COM 962166104 340 10000 SH SOLE 10000 0 0 WISDOMTREE TR HIGH DIV FD 97717W208 238 3471 SH SOLE 3471 0 0 WOLVERINE WORLD WIDE INC COM 978097103 531 21250 SH SOLE 21250 0 0 ZELTIQ AESTHETICS INC COM 98933Q108 219 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