Peloton Wealth Strategists Top Holdings and 13F Report (2026) About Peloton Wealth StrategistsInvestment ActivityPeloton Wealth Strategists has $273.07 million in total holdings as of September 30, 2026.Peloton Wealth Strategists owns shares of 79 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 12.37% of the portfolio was purchased this quarter.About 3.72% of the portfolio was sold this quarter.This quarter, Peloton Wealth Strategists has purchased 91 new stocks and bought additional shares in 35 stocks.Peloton Wealth Strategists sold shares of 30 stocks and completely divested from 15 stocks this quarter.Largest Holdings Alphabet $13,686,000iShares iBonds Dec 2028 Term Corporate ETF $10,463,000Amazon.com $9,924,000iShares iBonds Dec 2029 Term Corporate ETF $9,828,000iShares iBonds Dec 2030 Term Corporate ETF $9,235,000 Largest New Holdings this Quarter 68389X105 - Oracle $2,211,000 Holding172908105 - Cintas $1,438,000 Holding235851102 - Danaher $218,000 Holding Largest Purchases this Quarter McDonald's 10,705 shares (about $2.47M)STERIS 10,665 shares (about $2.24M)Oracle 16,105 shares (about $2.21M)Taiwan Semiconductor Manufacturing 4,655 shares (about $2.12M)Vertex Pharmaceuticals 4,010 shares (about $2.10M) Largest Sales this Quarter Thermo Fisher Scientific 2,661 shares (about $1.80M)Novo Nordisk A/S 38,900 shares (about $1.47M)Salesforce 6,015 shares (about $1.38M)Amgen 1,785 shares (about $752.43K)AbbVie 2,700 shares (about $706.42K) 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$13,686,000$48,172 ▼-0.4%39,7755.0%Communication ServicesIBDTiShares iBonds Dec 2028 Term Corporate ETF$10,463,000$199,681 ▲1.9%419,1883.8%ETFAMZNAmazon.com$9,924,000$270,337 ▲2.8%39,8303.6%Consumer DiscretionaryIBDUiShares iBonds Dec 2029 Term Corporate ETF$9,828,000$635,316 ▲6.9%433,1453.6%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$9,235,000$904,791 ▲10.9%436,8503.4%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$8,697,000$6,030 ▲0.1%360,5703.2%ETFMAMastercard$8,448,000$507,354 ▲6.4%15,3193.1%FinanceIBDWiShares iBonds Dec 2031 Term Corporate ETF$7,788,000$892,636 ▲12.9%388,2502.9%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$7,043,000$135,750 ▼-1.9%290,5402.6%ETFJPMJPMorgan Chase & Co.$6,976,000$66,170 ▼-0.9%21,0852.6%FinanceVRTXVertex Pharmaceuticals$6,948,000$2,096,424 ▲43.2%13,2902.5%HealthcareMSFTMicrosoft$6,775,000$602,621 ▼-8.2%13,2102.5%TechnologyVRTVertiv$6,328,000$1,436,920 ▲29.4%26,2252.3%IndustrialsHEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV$6,240,000$623,019 ▼-9.1%38,1502.3%Convertible PreferredFCXFreeport-McMoRan$6,167,000$98,000 ▼-1.6%88,1002.3%MaterialsIBDXiShares iBonds Dec 2032 Term Corporate ETF$6,120,000$1,684,956 ▲38.0%254,2502.2%ETFRTXRTX$5,328,000$78,899 ▼-1.5%28,7002.0%IndustrialsCMICummins$5,255,000$64,570 ▼-1.2%10,1731.9%IndustrialsCOFCapital One Financial$4,939,000$478,840 ▲10.7%25,5801.8%FinanceOEFiShares S&P 100 ETF$4,868,000$66,094 ▼-1.3%12,7421.8%ETFBANK AMERICA CORP 7.25CNV PFD L$4,774,000$317,453 ▲7.1%3,9101.7%Convertible PreferredEMREmerson Electric$4,585,000$190,008 ▼-4.0%29,5601.7%IndustrialsSTESTERIS$4,544,000$2,239,970 ▲97.2%21,6351.7%HealthcareISRGIntuitive Surgical$4,462,000$1,734,138 ▲63.6%10,9741.6%HealthcareTSMTaiwan Semiconductor Manufacturing$4,377,000$2,123,495 ▲94.2%9,5951.6%TechnologyTMOThermo Fisher Scientific$4,337,000$1,796,227 ▼-29.3%6,4251.6%HealthcareGSThe Goldman Sachs Group$4,182,000$198,071 ▼-4.5%4,6451.5%FinanceCOSTCostco Wholesale$4,053,000$1,080,618 ▲36.4%4,4521.5%Consumer StaplesAMGNAmgen$3,994,000$752,432 ▼-15.9%9,4751.5%HealthcareABNBAirbnb$3,968,000$362,261 ▲10.0%24,7001.5%Consumer DiscretionaryCCitigroup$3,904,000$25,893 ▲0.7%30,1551.4%FinanceUBERUber Technologies$3,793,000$147,281 ▲4.0%55,3701.4%IndustrialsARISTA NETWORKS INC COM SHS$3,784,000$433,679 ▲12.9%18,5851.4%StockKIMBERLY-CLARK CORP COM$3,777,000$180,228 ▲5.0%38,7701.4%StockMCDMcDonald's$3,704,000$2,472,027 ▲200.7%16,0401.4%Consumer DiscretionaryNFLXNetflix$3,634,000$1,194,287 ▲49.0%52,2301.3%Communication ServicesMNSTMonster Beverage$3,429,000$1,973,548 ▲135.6%82,4001.3%Consumer StaplesAPHAmphenol$3,309,000$1,810,466 ▲120.8%39,2501.2%TechnologyNBIXNeurocrine Biosciences$2,946,000$891,459 ▲43.4%20,7701.1%HealthcareGRMNGarmin$2,734,000$415,981 ▼-13.2%9,5301.0%Consumer DiscretionaryABBVAbbVie$2,636,000$706,422 ▼-21.1%10,0751.0%HealthcarePGRProgressive$2,426,000$679,073 ▲38.9%11,7000.9%FinanceIWSiShares Russell Mid-Cap Value ETF$2,379,000$28,293 ▲1.2%14,7990.9%ETFIDXXIDEXX Laboratories$2,338,000$1,394,029 ▲147.7%4,4780.9%HealthcareSLBSLB$2,309,000$2,436 ▼-0.1%47,4000.8%EnergyCACICACI International$2,235,000$435,429 ▲24.2%3,6700.8%IndustrialsIWPiShares Russell Mid-Cap Growth ETF$2,233,000$40,485 ▲1.8%16,2160.8%ETFORCLOracle$2,211,000$2,211,000 ▲New Holding16,1050.8%TechnologyHPEHewlett Packard Enterprise$2,168,000$102,873 ▲5.0%33,9300.8%TechnologyPEPPepsiCo$2,081,0000.0%16,4200.8%Consumer StaplesCSCOCisco Systems$2,066,000$225,969 ▼-9.9%19,2000.8%TechnologyFIDELITY WISE ORIGIN BITCOIN FUND$1,534,000$366,190 ▼-19.3%21,1130.6%ETFNVONovo Nordisk A/S$1,506,000$1,474,538 ▼-49.5%39,7300.6%HealthcareCTASCintas$1,438,000$1,438,000 ▲New Holding7,3700.5%IndustrialsIBDYiShares iBonds Dec 2033 Term Corporate ETF$1,346,000$978,909 ▲266.7%55,0000.5%ETFLLYEli Lilly and Company$1,344,000$1,157 ▲0.1%1,1620.5%HealthcareCRMSalesforce$1,268,000$1,380,456 ▼-52.1%5,5250.5%TechnologyAMATApplied Materials$1,176,0000.0%2,3000.4%TechnologySCHHSchwab U.S. REIT ETF$1,109,000$9,561 ▼-0.9%50,3390.4%ETFAAPLApple$1,062,000$149,906 ▲16.4%3,1880.4%TechnologyNVDANVIDIA$877,000$130,340 ▼-12.9%3,8420.3%TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$664,000$25,631 ▼-3.7%12,9530.2%ETFIJRiShares Core S&P Small-Cap ETF$588,000$52,947 ▼-8.3%4,3200.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$499,000$27,525 ▼-5.2%5,9100.2%ETFAFLAflac$447,0000.0%4,0000.2%FinanceHNRGHallador Energy$347,0000.0%25,0000.1%UtilitiesTPLTexas Pacific Land$342,0000.0%1,0500.1%EnergyGOOGAlphabet$341,0000.0%1,0000.1%Communication ServicesCVXChevron$341,0000.0%1,6690.1%EnergyIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$327,0000.0%13,0000.1%ETFMBINMerchants Bancorp$261,0000.0%5,3330.1%FinanceFDMT4D Molecular Therapeutics$258,000$100,333 ▼-28.0%18,0000.1%HealthcareMETAMeta Platforms$254,000$286,657 ▼-53.0%3500.1%Communication ServicesIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$252,0000.0%10,0000.1%ETFSTLDSteel Dynamics$227,000$44,293 ▼-16.3%1,0250.1%MaterialsDHRDanaher$218,000$218,000 ▲New Holding9850.1%HealthcareBRK.BBerkshire Hathaway$207,000$4,976 ▼-2.3%4160.1%FinanceIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$205,0000.0%8,0000.1%ETFSPYSPDR S&P 500 ETF Trust$202,000$156,264 ▼-43.6%2650.1%ETFDHID.R. Horton$0$4,209 ▼-100.0%00.0%Consumer DiscretionaryTGTTarget$0$3,098 ▼-100.0%00.0%Consumer StaplesNKENIKE$0$2,071 ▼-100.0%00.0%Consumer DiscretionaryZTSZoetis$0$1,953 ▼-100.0%00.0%HealthcareMDTMedtronic$0$1,407 ▼-100.0%00.0%HealthcareHDHome Depot$0$1,323 ▼-100.0%00.0%Consumer DiscretionarySPGIS&P Global$0$1,102 ▼-100.0%00.0%FinanceHONEYWELL INTL INC COM$0$1,024 ▼-100.0%00.0%StockHONEYWELL AEROSPACE INC COM$0$1,011 ▼-100.0%00.0%StockACNAccenture$0$921 ▼-100.0%00.0%TechnologyAVGOBroadcom$0$728 ▼-100.0%00.0%TechnologySMURFIT WESTROCK PLC SHS$0$541 ▼-100.0%00.0%StockTOSTToast$0$523 ▼-100.0%00.0%FinanceTSLATesla$0$220 ▼-100.0%00.0%Consumer DiscretionaryUPSUnited Parcel Service$0$202 ▼-100.0%00.0%IndustrialsShowing 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. 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