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Peloton Wealth Strategists Top Holdings and 13F Report (2026)

About Peloton Wealth Strategists

Investment Activity

  • Peloton 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 New Holdings this Quarter

874039100 - Taiwan Semiconductor Manufacturing
$2,359 Holding
127190304 - CACI International
$1,369 Holding
438516205 - HONEYWELL INTL INC COM
$1,024 Holding
43849R105 - HONEYWELL AEROSPACE INC COM
$1,011 Holding
11135F101 - 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 Time

Map of 500 Largest Holdings ofPeloton Wealth Strategists

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alphabet Inc. stock logo
GOOGL
Alphabet
$14,265$155 â–²1.1%39,9155.3%Communication Services
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$10,382$303 â–²3.0%411,1883.8%ETF
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$9,383$266 â–²2.9%405,1453.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,234$5 â–²0.1%38,7453.4%Consumer Discretionary
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$8,727$206 â–²2.4%360,3203.2%ETF
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$8,590$423 â–²5.2%394,0503.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$7,395$74 â–¼-1.0%14,3992.7%Finance
Cummins Inc. stock logo
CMI
Cummins
$7,345$243 â–¼-3.2%10,2982.7%Industrials
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$7,175$73 â–¼-1.0%296,1402.7%ETF
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$7,164$759 â–²11.8%343,7502.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,967$98 â–¼-1.4%21,2852.6%Finance
Vertiv Holdings Co. stock logo
VRT
Vertiv
$6,787$295 â–¼-4.2%20,2702.5%Industrials
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$5,629$31 â–²0.6%89,5002.1%Materials
RTX Corporation stock logo
RTX
RTX
$5,526$531 â–¼-8.8%29,1252.0%Industrials
Microsoft Corporation stock logo
MSFT
Microsoft
$5,366$91 â–¼-1.7%14,3852.0%Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,920$25 â–¼-0.5%4,8651.8%Finance
HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV
$4,853$265 â–¼-5.2%41,9591.8%Convertible Preferred
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$4,725$197 â–²4.4%12,9151.7%ETF
iShares iBonds Dec 2032 Term Corporate ETF stock logo
IBDX
iShares iBonds Dec 2032 Term Corporate ETF
$4,641$1,278 â–²38.0%184,2501.7%ETF
Capital One Financial Corporation stock logo
COF
Capital One Financial
$4,634$872 â–²23.2%23,1001.7%Finance
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$4,610$70 â–²1.5%9,2801.7%Healthcare
BANK AMERICA CORP 7.25CNV PFD L
$4,579$6 â–²0.1%3,6501.7%Convertible Preferred
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,555$38 â–¼-0.8%9,0861.7%Healthcare
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,407$64 â–¼-1.4%30,7851.6%Industrials
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$4,209$240 â–²6.1%25,8401.6%Consumer Discretionary
Citigroup Inc. stock logo
C
Citigroup
$4,193$38 â–²0.9%29,9551.5%Finance
Amgen Inc. stock logo
AMGN
Amgen
$4,077$36 â–¼-0.9%11,2601.5%Healthcare
KIMBERLY-CLARK CORP COM
$4,053$55 â–²1.4%36,9201.5%Stock
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,840$306 â–²8.6%53,2201.4%Industrials
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$3,770$182 â–²5.1%78,6301.4%Healthcare
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$3,362$91 â–¼-2.6%34,9751.2%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$3,215$38 â–¼-1.2%12,7751.2%Healthcare
Airbnb, Inc. stock logo
ABNB
Airbnb
$3,212$29 â–²0.9%22,4451.2%Consumer Discretionary
Amphenol Corporation stock logo
APH
Amphenol
$3,134$1,865 â–²146.9%17,7751.2%Technology
Target Corporation stock logo
TGT
Target
$3,098$91 â–¼-2.9%23,7221.1%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,054$1 â–²0.0%3,2651.1%Consumer Staples
ARISTA NETWORKS INC COM SHS
$2,795$739 â–²35.9%16,4551.0%Stock
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$2,668$485 â–²22.2%6,7091.0%Healthcare
Garmin Ltd. stock logo
GRMN
Garmin
$2,6080.0%10,9801.0%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$2,504$392 â–²18.6%35,0650.9%Communication Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,502$2,711 â–¼-52.0%21,3000.9%Technology
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$2,441$194 â–²8.6%14,4850.9%Healthcare
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$2,407$114 â–²5.0%14,6230.9%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,359$2,359 â–²New Holding4,9400.9%Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$2,331$139 â–²6.3%15,9220.9%ETF
STERIS plc stock logo
STE
STERIS
$2,310$164 â–²7.7%10,9700.9%Healthcare
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,2230.0%16,4200.8%Consumer Staples
SLB Limited stock logo
SLB
SLB
$2,206$79 â–²3.7%47,4500.8%Energy
NIKE, Inc. stock logo
NKE
NIKE
$2,071$445 â–¼-17.7%50,4450.8%Consumer Discretionary
Zoetis Inc. stock logo
ZTS
Zoetis
$1,953$307 â–²18.6%27,1800.7%Healthcare
The Progressive Corporation stock logo
PGR
Progressive
$1,840$273 â–²17.4%8,4250.7%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$1,808$852 â–¼-32.0%11,5400.7%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,663$3,745 â–¼-69.3%2,3000.6%Technology
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$1,458$203 â–²16.2%32,3200.5%Technology
McDonald's Corporation stock logo
MCD
McDonald's
$1,4420.0%5,3350.5%Consumer Discretionary
Medtronic PLC stock logo
MDT
Medtronic
$1,407$63 â–²4.7%17,9800.5%Healthcare
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,393$30 â–¼-2.1%1,1610.5%Healthcare
CACI International, Inc. stock logo
CACI
CACI International
$1,369$1,369 â–²New Holding2,9550.5%Industrials
FIDELITY WISE ORIGIN BITCOIN FUND
$1,335$81 â–²6.4%26,1530.5%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,323$78 â–¼-5.5%3,7510.5%Consumer Discretionary
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$1,202$41 â–²3.6%50,7730.4%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$1,102$533 â–¼-32.6%2,7070.4%Finance
HONEYWELL INTL INC COM
$1,024$1,024 â–²New Holding4,5750.4%Stock
HONEYWELL AEROSPACE INC COM
$1,011$1,011 â–²New Holding4,5750.4%Stock
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$952$55 â–²6.2%1,8080.4%Healthcare
Accenture PLC stock logo
ACN
Accenture
$921$479 â–¼-34.2%7,4000.3%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$883$12 â–¼-1.3%4,4130.3%Technology
Apple Inc. stock logo
AAPL
Apple
$7920.0%2,7380.3%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$728$728 â–²New Holding1,9270.3%Technology
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$705$7 â–²0.9%13,4530.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$698$19 â–²2.7%4,7090.3%ETF
SMURFIT WESTROCK PLC SHS
$5410.0%11,7000.2%Stock
Toast, Inc. stock logo
TOST
Toast
$523$83 â–²19.0%18,8000.2%Finance
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$513$15 â–²3.1%6,2360.2%ETF
Aflac Incorporated stock logo
AFL
Aflac
$4690.0%4,0000.2%Finance
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$4600.0%1,0500.2%Energy
Hallador Energy Company stock logo
HNRG
Hallador Energy
$4350.0%25,0000.2%Utilities
Meta Platforms, Inc. stock logo
META
Meta Platforms
$420$8 â–²2.1%7450.2%Communication Services
iShares iBonds Dec 2033 Term Corporate ETF stock logo
IBDY
iShares iBonds Dec 2033 Term Corporate ETF
$386$386 â–²New Holding15,0000.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3530.0%1,0000.1%Communication Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3510.0%4700.1%ETF
4D Molecular Therapeutics, Inc. stock logo
FDMT
4D Molecular Therapeutics
$3330.0%25,0000.1%Healthcare
iShares iBonds Dec 2028 Term Muni Bond ETF stock logo
IBMQ
iShares iBonds Dec 2028 Term Muni Bond ETF
$3330.0%13,0000.1%ETF
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$2810.0%1,2250.1%Materials
Chevron Corporation stock logo
CVX
Chevron
$277$1 â–²0.3%1,6690.1%Energy
Merchants Bancorp stock logo
MBIN
Merchants Bancorp
$2670.0%5,3330.1%Finance
iShares iBonds Dec 2027 Term Muni Bond ETF stock logo
IBMP
iShares iBonds Dec 2027 Term Muni Bond ETF
$2540.0%10,0000.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$220$220 â–²New Holding5240.1%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$213$213 â–²New Holding4260.1%Finance
iShares iBonds Dec 2026 Term Muni Bond ETF stock logo
IBMO
iShares iBonds Dec 2026 Term Muni Bond ETF
$205$77 â–¼-27.3%8,0000.1%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$202$202 â–²New Holding1,8800.1%Industrials
Honeywell International Inc. stock logo
HON
Honeywell International
$0$2,148 â–¼-100.0%00.0%Industrials
Intuit Inc. stock logo
INTU
Intuit
$0$1,966 â–¼-100.0%00.0%Technology
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$0$974 â–¼-100.0%00.0%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$0$271 â–¼-100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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