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CIK: 0001080132
Total reported value
$270.5M
$270.5M
92 檔
16.1%
During the Q4 2024 filing period, Peloton Wealth Strategists (CIK: 0001080132) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $270.5M across 92 reported positions.
In Q4 2024, Peloton Wealth Strategists adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.70% | +0.15% | +3.46% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.60% | +0.68% | -1.20% | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 3.56% | -0.21% | -1.01% | |
| 4 | CRM | Salesforce Inc | Stock-Tech | 3.36% | -0.61% | +0.31% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.32% | +0.01% | -6.09% | |
| 6 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 3.21% | -0.25% | +9.32% | |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 3.00% | -0.22% | +6.16% | |
| 8 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.99% | — | +4.22% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.85% | -0.21% | -1.15% | |
| 10 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.82% | -0.23% | +12.28% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.72% | -0.28% | +5.46% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.71% | -0.14% | -0.77% | |
| 13 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 2.17% | — | +17.83% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 2.14% | -0.45% | -2.14% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.08% | — | -1.12% | |
| 16 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.04% | -0.14% | +22.28% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.92% | +0.15% | -1.60% | |
| 18 | CMI | Cummins Inc | Stock-Industrials | 1.80% | +0.40% | -1.93% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.79% | -0.42% | +0.18% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 1.77% | -0.03% | +0.37% | |
| 21 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 1.67% | -0.07% | -2.94% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.60% | +0.05% | -0.16% | |
| 23 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.57% | — | +2.21% | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.54% | +0.16% | -1.13% | |
| 25 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.40% | +0.05% | +15.10% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.36% | -0.19% | +4.20% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.35% | -0.21% | -3.50% | |
| 28 | YETI | Yeti Holdings Inc | Stock-Consumer Disc | 1.35% | — | +0.58% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 1.30% | -0.87% | EXIT | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 1.19% | -0.11% | -15.22% | |
| 31 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.18% | — | -1.52% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.14% | +0.07% | NEW | |
| 33 | TFC | Truist Financial CORP | Stock-Financials | 1.12% | — | -3.63% | |
| 34 | INTU | Intuit Inc | Stock-Tech | 1.12% | -0.80% | EXIT | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 1.11% | -0.47% | -2.93% | |
| 36 | TREX | Trex Company Inc | Stock-Industrials | 1.09% | — | +1.89% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.98% | +0.05% | +177.43% | |
| 38 | GRMN | Garmin Ltd. | Stock-Tech | 0.96% | -0.07% | -37.86% | |
| 39 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.94% | +0.19% | +6.09% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | — | -3.48% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.88% | — | -19.01% | |
| 42 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.87% | — | -27.11% | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.86% | -0.28% | — | |
| 44 | ✓ | On Holding AG | Stock-Other | 0.85% | — | +0.26% | |
| 45 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.78% | +0.19% | +301.56% | |
| 46 | TGT | Target CORP | Stock-Consumer Disc | 0.77% | -0.05% | — | |
| 47 | COF | Capital One Financial CORP | Stock-Financials | 0.76% | +0.33% | +104.52% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.75% | — | +1.83% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.04% | -39.27% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.71% | +0.07% | +0.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LULU | Lululemon Athletica Inc | +0.9% | +17.83% | Add |
| 2 | TGT | Target CORP | +0.8% | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | +0.7% | +3.46% | Add |
| 4 | CRM | Salesforce Inc | +0.7% | +0.31% | Add |
| 5 | NBIX | Neurocrine Biosciences Inc | +0.6% | +301.56% | Add |
| 6 | VRTX | Vertex Pharmaceuticals Inc | +0.6% | +177.43% | Add |
| 7 | FCX | Freeport-mcmoran Inc | +0.5% | NEW | New buy |
| 8 | COF | Capital One Financial CORP | +0.5% | +104.52% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.20% | Trim |
| 10 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.3% | +22.28% | Add |
| 11 | HPE 7.625 09-01-27Bond | Hp Enterprise Co | +0.3% | NEW | New buy |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | +0.3% | +12.28% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.3% | -1.60% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | +0.3% | -6.09% | Trim |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.3% | +9.32% | Add |
| 16 | MA | Mastercard Inc - A | +0.2% | -1.01% | Trim |
| 17 | EMR | Emerson Electric Co | +0.2% | +0.37% | Add |
| 18 | HON | Honeywell International Inc | +0.2% | +9.56% | Add |
| 19 | INTU | Intuit Inc | +0.2% | +20.16% | Add |
| 20 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.2% | +6.16% | Add |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +5.46% | Add |
| 22 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.2% | +4.22% | Add |
| 23 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.2% | +15.10% | Add |
| 24 | EXEL | Exelixis Inc | +0.1% | -3.86% | Trim |
| 25 | BAC 7.25 PERP LBond | Bank Of America CORP | -0.1% | -2.94% | Trim |
| 26 | UPS | United Parcel Service-cl B | -0.1% | -1.93% | Trim |
| 27 | RTX | Rtx CORP | -0.1% | -2.14% | Trim |
| 28 | JNJ | Johnson & Johnson | -0.1% | -3.48% | Trim |
| 29 | LLY | Eli Lilly & Co | -0.1% | -18.98% | Trim |
| 30 | VMI | Valmont Industries | -0.2% | EXIT | Sold out |
| 31 | ABBV | Abbvie Inc | -0.2% | -0.16% | Trim |
| 32 | PEP | Pepsico Inc | -0.2% | -3.50% | Trim |
| 33 | TLT | iShares 20+ Year Treasury Bond ETF | -0.2% | EXIT | Sold out |
| 34 | RMD | Resmed Inc | -0.2% | -46.83% | Trim |
| 35 | DVN | Devon Energy CORP | -0.2% | -31.27% | Trim |
| 36 | BBY | Best Buy Co Inc | -0.2% | -1.52% | Trim |
| 37 | ALB | Albemarle CORP | -0.3% | EXIT | Sold out |
| 38 | SBUX | Starbucks CORP | -0.3% | -19.01% | Trim |
| 39 | FIVE | Five Below | -0.3% | EXIT | Sold out |
| 40 | UNH | Unitedhealth Group Inc | -0.3% | -1.12% | Trim |
| 41 | GRMN | Garmin Ltd. | -0.3% | -37.86% | Trim |
| 42 | AMAT | Applied Materials Inc | -0.4% | +0.18% | Add |
| 43 | SWKS | Skyworks Solutions Inc | -0.5% | EXIT | Sold out |
| 44 | TMO | Thermo Fisher Scientific Inc | -0.5% | -0.77% | Trim |
| 45 | AMGN | Amgen Inc | -0.5% | -15.22% | Trim |
| 46 | HD | Home Depot Inc | -0.5% | -39.27% | Trim |
| 47 | ALGN | Align Technology Inc | -0.5% | EXIT | Sold out |
| 48 | LYB | LyondellBasell Industries N.V. | -0.7% | -27.11% | Trim |
| 49 | IBHD | Ishares Ibonds 2024 H/y Inc | -1% | EXIT | Sold out |
| 50 | IBDP | Ishares Ibonds Dec 2024 Term | -2.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Peloton Wealth Strategists reported a total U.S. public equity portfolio value of $270.5M across 92 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, GOOGL, MA) accounted for 16.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
TGT
市值: $1.9M
Top Position Liquidated / Trimmed
IBDP
前期市值: $5.3M
During Q4 2024, Peloton Wealth Strategists's top holdings by market value included AMZN (3.7%)、GOOGL (3.6%)、MA (3.6%). The largest single position, AMZN, represented 3.7% of total portfolio value.
In Q4 2024, Peloton Wealth Strategists made 50 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 22 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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