PEAK FINANCIAL ADVISORS LLC MC — MOELIS & CO

Ownership history in PEAK FINANCIAL ADVISORS LLC  ·  20 quarters on record

AI Ownership Summary

PEAK FINANCIAL ADVISORS LLC reported MOELIS & CO (MC) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2024 Q4. The latest visible filing shows MC at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PEAK FINANCIAL ADVISORS LLC's position in MOELIS & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MC was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MC stock page PEAK FINANCIAL ADVISORS LLC fund profile PEAK FINANCIAL ADVISORS LLC full holdings
How PEAK FINANCIAL ADVISORS LLC held MC — position size vs. price
% of Fund (quarterly)    MC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 8,421 -86 -1.0% 0.21% $480K 2026-04-22 $66.50
2025 Q4 REDUCED — — — 8,507 -272 -3.1% 0.26% $585K 2026-01-12 $73.54
2025 Q3 REDUCED — — — 8,779 -35 -0.4% 0.30% $626K 2025-10-08 $63.76
2025 Q2 ADDED — — — 8,814 +247 +2.9% 0.28% $549K 2025-07-07 $63.03
2025 Q1 ADDED — — — 8,567 +204 +2.4% 0.25% $500K 2025-04-10 $48.23
2024 Q4 REDUCED — — — 8,363 -134 -1.6% 0.32% $618K 2025-01-14 $68.56
2024 Q3 REDUCED — — — 8,497 -252 -2.9% 0.30% $582K 2024-10-10 $62.27
2024 Q2 ADDED — — — 8,749 +34 +0.4% 0.29% $497K 2024-07-12 $56.39
2024 Q1 ADDED — — — 8,715 +245 +2.9% 0.30% $495K 2024-04-12 $47.54
2023 Q4 ADDED — — — 8,470 +820 +10.7% 0.32% $475K 2024-01-10 $48.55
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MC

As of 2026 Q1 — sorted by position size

CAPITAL MANAGEMENT CORP /VA 3Y 7Y 3.46% TIMUCUAN ASSET MANAGEMENT INC/FL 3Y 7Y 3.18% Heard Capital LLC 3Y 2.89% Tributary Capital Management, LLC 3Y 7Y 2.63% PARK CIRCLE Co 3Y 7Y 2.63% KETTLE HILL CAPITAL MANAGEMENT, LLC 3Y 7Y 2.22% Channing Capital Management, LLC 3Y 7Y 1.91% WINSLOW ASSET MANAGEMENT INC 3Y 7Y 1.83% Palisades Investment Partners, LLC 3Y 7Y 1.73% WASATCH ADVISORS LP 3Y 7Y 1.42%

FAQ About PEAK FINANCIAL ADVISORS LLC and MC

These are the practical questions this page is built to answer before you even open the full history table.

How long has PEAK FINANCIAL ADVISORS LLC reported owning MC?

PEAK FINANCIAL ADVISORS LLC reported MC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MC position in PEAK FINANCIAL ADVISORS LLC's portfolio?

The largest reported portfolio weight for MC was 0.32% in 2024 Q4.

What is the latest reported MC position on this page?

The most recent filing on this page is 2026 Q1, when PEAK FINANCIAL ADVISORS LLC reported 8,421 shares, equal to 0.21% of portfolio, with an estimated market value of $480K.

What does the chart on this MC ownership page compare?

The chart compares PEAK FINANCIAL ADVISORS LLC's quarterly MC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PEAK FINANCIAL ADVISORS LLC time their MC position?

Based on 13F filing dates vs. subsequent MC price moves, PEAK FINANCIAL ADVISORS LLC correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on MC relative to SPY over the holding period was -3.3%.

← Back to PEAK FINANCIAL ADVISORS LLC Holdings