Old Peak Finance LLC
All 13F Filings
- Location
- Chapel Hill, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 206,602
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 102 | 206,602 | 13F-HR | Old Peak Finance LLC |
| Q1 2026 | 4/24/2026 | 84 | 171,248 | 13F-HR | Old Peak Finance LLC |
| Q4 2025 | 2/10/2026 | 87 | 162,028 | 13F-HR | Old Peak Finance LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.91 K | 21.7% | 8.71 K | 0 | 8.71 K |
| ETFs | 117.4 K | 56.8% | 22.02 K | 0 | 22.02 K |
| Debt | 44.25 K | 21.4% | 4.62 K | 0 | 4.62 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
206,602
Holdings
102
QoQ value change ($000)
35,354
(20.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.