Peloton Wealth Strategists Top Holdings and 13F Report (2026) About Peloton Wealth StrategistsInvestment ActivityPeloton Wealth Strategists has $270.55 thousand in total holdings as of June 30, 2026.Peloton Wealth Strategists owns shares of 91 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 6.75% of the portfolio was purchased this quarter.About 6.05% of the portfolio was sold this quarter.This quarter, Peloton Wealth Strategists has purchased 86 new stocks and bought additional shares in 42 stocks.Peloton Wealth Strategists sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings Alphabet $14,265iShares iBonds Dec 2028 Term Corporate ETF $10,382iShares iBonds Dec 2029 Term Corporate ETF $9,383Amazon.com $9,234iShares iBonds Dec 2027 Term Corporate ETF $8,727 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $2,359 Holding127190304 - CACI International $1,369 Holding438516205 - HONEYWELL INTL INC COM $1,024 Holding43849R105 - HONEYWELL AEROSPACE INC COM $1,011 Holding11135F101 - Broadcom $728 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 4,940 shares (about $2.36K)Amphenol 10,575 shares (about $1.86K)CACI International 2,955 shares (about $1.37K)iShares iBonds Dec 2032 Term Corporate ETF 50,750 shares (about $1.28K)HONEYWELL INTL INC COM 4,575 shares (about $1.02K) Largest Sales this Quarter Applied Materials 5,180 shares (about $3.75K)Cisco Systems 23,075 shares (about $2.71K)Salesforce 5,438 shares (about $851.98)S&P Global 1,310 shares (about $533.29)RTX 2,800 shares (about $531.25) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeloton Wealth Strategists Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$14,265$155 ▲1.1%39,9155.3%Communication ServicesIBDTiShares iBonds Dec 2028 Term Corporate ETF$10,382$303 ▲3.0%411,1883.8%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$9,383$266 ▲2.9%405,1453.5%ETFAMZNAmazon.com$9,234$5 ▲0.1%38,7453.4%Consumer DiscretionaryIBDSiShares iBonds Dec 2027 Term Corporate ETF$8,727$206 ▲2.4%360,3203.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$8,590$423 ▲5.2%394,0503.2%ETFMAMastercard$7,395$74 ▼-1.0%14,3992.7%FinanceCMICummins$7,345$243 ▼-3.2%10,2982.7%IndustrialsIBDRiShares iBonds Dec 2026 Term Corporate ETF$7,175$73 ▼-1.0%296,1402.7%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$7,164$759 ▲11.8%343,7502.6%ETFJPMJPMorgan Chase & Co.$6,967$98 ▼-1.4%21,2852.6%FinanceVRTVertiv$6,787$295 ▼-4.2%20,2702.5%IndustrialsFCXFreeport-McMoRan$5,629$31 ▲0.6%89,5002.1%MaterialsRTXRTX$5,526$531 ▼-8.8%29,1252.0%IndustrialsMSFTMicrosoft$5,366$91 ▼-1.7%14,3852.0%TechnologyGSThe Goldman Sachs Group$4,920$25 ▼-0.5%4,8651.8%FinanceHEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV$4,853$265 ▼-5.2%41,9591.8%Convertible PreferredOEFiShares S&P 100 ETF$4,725$197 ▲4.4%12,9151.7%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$4,641$1,278 ▲38.0%184,2501.7%ETFCOFCapital One Financial$4,634$872 ▲23.2%23,1001.7%FinanceVRTXVertex Pharmaceuticals$4,610$70 ▲1.5%9,2801.7%HealthcareBANK AMERICA CORP 7.25CNV PFD L$4,579$6 ▲0.1%3,6501.7%Convertible PreferredTMOThermo Fisher Scientific$4,555$38 ▼-0.8%9,0861.7%HealthcareEMREmerson Electric$4,407$64 ▼-1.4%30,7851.6%IndustrialsDHID.R. Horton$4,209$240 ▲6.1%25,8401.6%Consumer DiscretionaryCCitigroup$4,193$38 ▲0.9%29,9551.5%FinanceAMGNAmgen$4,077$36 ▼-0.9%11,2601.5%HealthcareKIMBERLY-CLARK CORP COM$4,053$55 ▲1.4%36,9201.5%StockUBERUber Technologies$3,840$306 ▲8.6%53,2201.4%IndustrialsNVONovo Nordisk A/S$3,770$182 ▲5.1%78,6301.4%HealthcareMNSTMonster Beverage$3,362$91 ▼-2.6%34,9751.2%Consumer StaplesABBVAbbVie$3,215$38 ▼-1.2%12,7751.2%HealthcareABNBAirbnb$3,212$29 ▲0.9%22,4451.2%Consumer DiscretionaryAPHAmphenol$3,134$1,865 ▲146.9%17,7751.2%TechnologyTGTTarget$3,098$91 ▼-2.9%23,7221.1%Consumer StaplesCOSTCostco Wholesale$3,054$1 ▲0.0%3,2651.1%Consumer StaplesARISTA NETWORKS INC COM SHS$2,795$739 ▲35.9%16,4551.0%StockISRGIntuitive Surgical$2,668$485 ▲22.2%6,7091.0%HealthcareGRMNGarmin$2,6080.0%10,9801.0%Consumer DiscretionaryNFLXNetflix$2,504$392 ▲18.6%35,0650.9%Communication ServicesCSCOCisco Systems$2,502$2,711 ▼-52.0%21,3000.9%TechnologyNBIXNeurocrine Biosciences$2,441$194 ▲8.6%14,4850.9%HealthcareIWSiShares Russell Mid-Cap Value ETF$2,407$114 ▲5.0%14,6230.9%ETFTSMTaiwan Semiconductor Manufacturing$2,359$2,359 ▲New Holding4,9400.9%TechnologyIWPiShares Russell Mid-Cap Growth ETF$2,331$139 ▲6.3%15,9220.9%ETFSTESTERIS$2,310$164 ▲7.7%10,9700.9%HealthcarePEPPepsiCo$2,2230.0%16,4200.8%Consumer StaplesSLBSLB$2,206$79 ▲3.7%47,4500.8%EnergyNKENIKE$2,071$445 ▼-17.7%50,4450.8%Consumer DiscretionaryZTSZoetis$1,953$307 ▲18.6%27,1800.7%HealthcarePGRProgressive$1,840$273 ▲17.4%8,4250.7%FinanceCRMSalesforce$1,808$852 ▼-32.0%11,5400.7%TechnologyAMATApplied Materials$1,663$3,745 ▼-69.3%2,3000.6%TechnologyHPEHewlett Packard Enterprise$1,458$203 ▲16.2%32,3200.5%TechnologyMCDMcDonald's$1,4420.0%5,3350.5%Consumer DiscretionaryMDTMedtronic$1,407$63 ▲4.7%17,9800.5%HealthcareLLYEli Lilly and Company$1,393$30 ▼-2.1%1,1610.5%HealthcareCACICACI International$1,369$1,369 ▲New Holding2,9550.5%IndustrialsFIDELITY WISE ORIGIN BITCOIN FUND$1,335$81 ▲6.4%26,1530.5%ETFHDHome Depot$1,323$78 ▼-5.5%3,7510.5%Consumer DiscretionarySCHHSchwab U.S. REIT ETF$1,202$41 ▲3.6%50,7730.4%ETFSPGIS&P Global$1,102$533 ▼-32.6%2,7070.4%FinanceHONEYWELL INTL INC COM$1,024$1,024 ▲New Holding4,5750.4%StockHONEYWELL AEROSPACE INC COM$1,011$1,011 ▲New Holding4,5750.4%StockIDXXIDEXX Laboratories$952$55 ▲6.2%1,8080.4%HealthcareACNAccenture$921$479 ▼-34.2%7,4000.3%TechnologyNVDANVIDIA$883$12 ▼-1.3%4,4130.3%TechnologyAAPLApple$7920.0%2,7380.3%TechnologyAVGOBroadcom$728$728 ▲New Holding1,9270.3%TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$705$7 ▲0.9%13,4530.3%ETFIJRiShares Core S&P Small-Cap ETF$698$19 ▲2.7%4,7090.3%ETFSMURFIT WESTROCK PLC SHS$5410.0%11,7000.2%StockTOSTToast$523$83 ▲19.0%18,8000.2%FinanceSCZiShares MSCI EAFE Small-Cap ETF$513$15 ▲3.1%6,2360.2%ETFAFLAflac$4690.0%4,0000.2%FinanceTPLTexas Pacific Land$4600.0%1,0500.2%EnergyHNRGHallador Energy$4350.0%25,0000.2%UtilitiesMETAMeta Platforms$420$8 ▲2.1%7450.2%Communication ServicesIBDYiShares iBonds Dec 2033 Term Corporate ETF$386$386 ▲New Holding15,0000.1%ETFGOOGAlphabet$3530.0%1,0000.1%Communication ServicesSPYSPDR S&P 500 ETF Trust$3510.0%4700.1%ETFFDMT4D Molecular Therapeutics$3330.0%25,0000.1%HealthcareIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$3330.0%13,0000.1%ETFSTLDSteel Dynamics$2810.0%1,2250.1%MaterialsCVXChevron$277$1 ▲0.3%1,6690.1%EnergyMBINMerchants Bancorp$2670.0%5,3330.1%FinanceIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$2540.0%10,0000.1%ETFTSLATesla$220$220 ▲New Holding5240.1%Consumer DiscretionaryBRK.BBerkshire Hathaway$213$213 ▲New Holding4260.1%FinanceIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$205$77 ▼-27.3%8,0000.1%ETFUPSUnited Parcel Service$202$202 ▲New Holding1,8800.1%IndustrialsHONHoneywell International$0$2,148 ▼-100.0%00.0%IndustrialsINTUIntuit$0$1,966 ▼-100.0%00.0%TechnologyKNSLKinsale Capital Group$0$974 ▼-100.0%00.0%FinanceCOPConocoPhillips$0$271 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
