Free Trial

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

About Peloton Wealth Strategists

Investment Activity

  • Peloton Wealth Strategists has $247.24 thousand in total holdings as of March 31, 2026.
  • Peloton Wealth Strategists owns shares of 86 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 11.85% of the portfolio was purchased this quarter.
  • About 12.27% of the portfolio was sold this quarter.
  • This quarter, Peloton Wealth Strategists has purchased 90 new stocks and bought additional shares in 35 stocks.
  • Peloton Wealth Strategists sold shares of 31 stocks and completely divested from 14 stocks this quarter.

Largest New Holdings this Quarter

64110L106 - Netflix
$2,843 Holding
G8473T100 - STERIS
$2,253 Holding
464287481 - iShares Russell Mid-Cap Growth ETF
$1,918 Holding
040413205 - ARISTA NETWORKS INC COM SHS
$1,486 Holding
743315103 - Progressive
$1,422 Holding

Largest Purchases this Quarter

Netflix
29,570 shares (about $2.84K)
STERIS
10,190 shares (about $2.25K)
iShares Russell Mid-Cap Growth ETF
14,972 shares (about $1.92K)
Vertiv
7,235 shares (about $1.81K)
Zoetis
13,748 shares (about $1.63K)

Largest Sales this Quarter

Applied Materials
9,260 shares (about $3.17K)
iShares MSCI EAFE Small-Cap ETF
23,082 shares (about $1.81K)
Thermo Fisher Scientific
2,895 shares (about $1.42K)
Salesforce
5,550 shares (about $1.04K)
Kinsale Capital Group
2,117 shares (about $723.49)

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
$11,353$279 â–¼-2.4%39,4804.6%Computer and Technology
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$10,111$219 â–²2.2%399,1884.1%ETF
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$9,156$420 â–²4.8%393,6453.7%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$8,528$34 â–²0.4%351,8203.4%ETF
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$8,201$324 â–²4.1%374,6503.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,065$64 â–¼-0.8%38,7253.3%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$7,267$209 â–¼-2.8%14,5442.9%Business Services
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$7,251$65 â–¼-0.9%299,1402.9%ETF
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$6,433$1,277 â–²24.8%307,3502.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,349$463 â–¼-6.8%21,5852.6%Finance
RTX Corporation stock logo
RTX
RTX
$6,158$188 â–¼-3.0%31,9252.5%Aerospace
Cummins Inc. stock logo
CMI
Cummins
$5,723$417 â–¼-6.8%10,6382.3%Auto/Tires/Trucks
Microsoft Corporation stock logo
MSFT
Microsoft
$5,416$110 â–¼-2.0%14,6302.2%Computer and Technology
Vertiv Holdings Co. stock logo
VRT
Vertiv
$5,300$1,813 â–²52.0%21,1502.1%Computer and Technology
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$5,231$354 â–²7.3%89,0002.1%Basic Materials
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,503$1,423 â–¼-24.0%9,1611.8%Medical
BANK AMERICA CORP 7.25CNV PFD L
$4,343$238 â–²5.8%3,6451.8%Convertible Preferred
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,137$588 â–¼-12.4%4,8901.7%Finance
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,092$92 â–¼-2.2%31,2351.7%Industrials
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$4,081$45 â–²1.1%9,1401.7%Medical
Amgen Inc. stock logo
AMGN
Amgen
$3,997$44 â–¼-1.1%11,3601.6%Medical
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$3,936$134 â–¼-3.3%12,3761.6%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,523$263 â–²8.1%48,9851.4%Computer and Technology
KIMBERLY-CLARK CORP COM
$3,513$1,227 â–²53.7%36,4201.4%Stock
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,443$4 â–²0.1%44,3751.4%Computer and Technology
Capital One Financial Corporation stock logo
COF
Capital One Financial
$3,421$1,187 â–²53.1%18,7551.4%Finance
iShares iBonds Dec 2032 Term Corporate ETF stock logo
IBDX
iShares iBonds Dec 2032 Term Corporate ETF
$3,374$986 â–²41.3%133,5001.4%ETF
Citigroup Inc. stock logo
C
Citigroup
$3,366$133 â–¼-3.8%29,6801.4%Financial Services
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$3,343$1,012 â–²43.4%24,3651.4%Construction
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,252$45 â–¼-1.4%3,2641.3%Retail/Wholesale
NIKE, Inc. stock logo
NKE
NIKE
$3,238$339 â–²11.7%61,2951.3%Consumer Discretionary
Salesforce Inc. stock logo
CRM
Salesforce
$3,169$1,036 â–¼-24.6%16,9781.3%Computer and Technology
Target Corporation stock logo
TGT
Target
$2,960$210 â–²7.6%24,4221.2%Retail/Wholesale
HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV
$2,855$55 â–²2.0%44,2501.2%Convertible Preferred
Netflix, Inc. stock logo
NFLX
Netflix
$2,843$2,843 â–²New Holding29,5701.1%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$2,811$33 â–¼-1.1%12,9251.1%Medical
Airbnb, Inc. stock logo
ABNB
Airbnb
$2,809$127 â–²4.7%22,2451.1%Consumer Discretionary
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,750$502 â–²22.3%74,8301.1%Medical
Zoetis Inc. stock logo
ZTS
Zoetis
$2,708$1,625 â–²150.1%22,9101.1%Medical
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$2,603$143 â–¼-5.2%35,9251.1%Consumer Staples
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,557$3,165 â–¼-55.3%7,4801.0%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,550$353 â–¼-12.2%16,4201.0%Consumer Staples
Garmin Ltd. stock logo
GRMN
Garmin
$2,547$384 â–²17.7%10,9801.0%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$2,530$1,155 â–²83.9%5,4891.0%Medical
SLB Limited stock logo
SLB
SLB
$2,351$103 â–²4.6%45,7501.0%Energy
STERIS plc stock logo
STE
STERIS
$2,253$2,253 â–²New Holding10,1900.9%Medical
Accenture PLC stock logo
ACN
Accenture
$2,230$763 â–²52.0%11,2470.9%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$2,1480.0%9,5050.9%Multi-Sector Conglomerates
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$2,030$34 â–²1.7%13,9310.8%ETF
Intuit Inc. stock logo
INTU
Intuit
$1,966$411 â–¼-17.3%4,5460.8%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$1,918$1,918 â–²New Holding14,9720.8%ETF
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$1,757$30 â–¼-1.7%13,3350.7%Medical
S&P Global Inc. stock logo
SPGI
S&P Global
$1,709$94 â–¼-5.2%4,0170.7%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$1,6580.0%5,3350.7%Retail/Wholesale
Medtronic PLC stock logo
MDT
Medtronic
$1,489$325 â–²27.9%17,1800.6%Medical
ARISTA NETWORKS INC COM SHS
$1,486$1,486 â–²New Holding12,1050.6%Stock
FIDELITY WISE ORIGIN BITCOIN FUND
$1,450$797 â–²122.0%24,5710.6%ETF
The Progressive Corporation stock logo
PGR
Progressive
$1,422$1,422 â–²New Holding7,1750.6%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$1,306$87 â–¼-6.3%3,9710.5%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,091$9 â–²0.9%1,1860.4%Medical
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$1,054$1,054 â–²New Holding49,0280.4%ETF
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$974$723 â–¼-42.6%2,8500.4%Finance
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$957$635 â–¼-39.9%1,7030.4%Medical
Amphenol Corporation stock logo
APH
Amphenol
$910$910 â–²New Holding7,2000.4%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$780$16 â–¼-2.0%4,4730.3%Computer and Technology
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$701$77 â–²12.3%13,3280.3%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$695$25 â–¼-3.5%2,7380.3%Computer and Technology
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$662$91 â–²15.9%27,8200.3%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$570$43 â–²8.1%4,5840.2%ETF
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$4980.0%1,0500.2%Energy
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$474$1,808 â–¼-79.2%6,0510.2%ETF
SMURFIT WESTROCK PLC SHS
$466$466 â–²New Holding11,7000.2%Stock
Aflac Incorporated stock logo
AFL
Aflac
$4390.0%4,0000.2%Finance
Toast, Inc. stock logo
TOST
Toast
$419$419 â–²New Holding15,8000.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$418$209 â–²100.0%7300.2%Computer and Technology
Hallador Energy Company stock logo
HNRG
Hallador Energy
$407$16 â–²4.2%25,0000.2%Energy
Chevron Corporation stock logo
CVX
Chevron
$344$12 â–¼-3.4%1,6640.1%Energy
iShares iBonds Dec 2028 Term Muni Bond ETF stock logo
IBMQ
iShares iBonds Dec 2028 Term Muni Bond ETF
$3320.0%13,0000.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$306$1 â–²0.2%4700.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$2870.0%1,0000.1%Computer and Technology
iShares iBonds Dec 2026 Term Muni Bond ETF stock logo
IBMO
iShares iBonds Dec 2026 Term Muni Bond ETF
$2820.0%11,0000.1%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$271$271 â–²New Holding2,0520.1%Energy
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
4D Molecular Therapeutics, Inc. stock logo
FDMT
4D Molecular Therapeutics
$2330.0%25,0000.1%Medical
Merchants Bancorp stock logo
MBIN
Merchants Bancorp
$229$28 â–¼-10.9%5,3330.1%Finance
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$2210.0%1,2250.1%Basic Materials
Truist Financial Corporation stock logo
TFC
Truist Financial
$0$2,352 â–¼-100.0%00.0%Finance
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$0$1,957 â–¼-100.0%00.0%ETF
Best Buy Co., Inc. stock logo
BBY
Best Buy
$0$1,939 â–¼-100.0%00.0%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$1,776 â–¼-100.0%00.0%Medical
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$0$1,650 â–¼-100.0%00.0%Medical
Starbucks Corporation stock logo
SBUX
Starbucks
$0$1,510 â–¼-100.0%00.0%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$1,362 â–¼-100.0%00.0%Medical
Danaher Corporation stock logo
DHR
Danaher
$0$1,161 â–¼-100.0%00.0%Medical
U.S. Bancorp stock logo
USB
U.S. Bancorp
$0$1,101 â–¼-100.0%00.0%Finance
Manhattan Associates, Inc. stock logo
MANH
Manhattan Associates
$0$839 â–¼-100.0%00.0%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$0$772 â–¼-100.0%00.0%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$0$629 â–¼-100.0%00.0%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$0$229 â–¼-100.0%00.0%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$0$204 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data