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CIK: 0001080132
Total reported value
$270.5M
$270.5M
92 檔
15.4%
At the close of Q1 2025, Peloton Wealth Strategists disclosed equity holdings valued at approximately $270.5M, spread across 92 reported holdings.
In Q1 2025, Peloton Wealth Strategists displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 3.83% | -0.25% | +13.64% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 3.63% | -0.21% | -5.35% | |
| 3 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 3.43% | -0.22% | +9.46% | |
| 4 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 3.28% | -0.23% | +10.64% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.28% | +0.15% | -1.56% | |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 3.08% | — | -1.11% | |
| 7 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 3.01% | -0.28% | +6.37% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.94% | +0.68% | -3.62% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 2.63% | -0.61% | -5.78% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.60% | -0.14% | -2.91% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.60% | +0.01% | -26.24% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.56% | -0.21% | -2.57% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 2.52% | -0.45% | -1.08% | |
| 14 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.48% | -0.14% | +15.35% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.26% | — | +1.45% | |
| 16 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.73% | +0.05% | +17.26% | |
| 17 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 1.73% | -0.07% | -1.59% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.68% | +0.15% | -11.54% | |
| 19 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.62% | — | -2.45% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 1.62% | -0.03% | -0.14% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.61% | +0.05% | +31.82% | |
| 22 | CMI | Cummins Inc | Stock-Industrials | 1.61% | +0.40% | -4.05% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 1.59% | -0.42% | -3.84% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.49% | -0.11% | +1.77% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.46% | -0.19% | +0.87% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.45% | +0.16% | -2.59% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 1.35% | +0.05% | -31.28% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.32% | -0.21% | -4.53% | |
| 29 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.23% | — | -9.28% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 1.22% | -0.87% | EXIT | |
| 31 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.19% | -0.04% | +148.96% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 1.17% | -0.47% | -2.05% | |
| 33 | YETI | Yeti Holdings Inc | Stock-Consumer Disc | 1.14% | — | -5.42% | |
| 34 | INTU | Intuit Inc | Stock-Tech | 1.13% | -0.80% | EXIT | |
| 35 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.07% | +0.19% | -1.69% | |
| 36 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.03% | — | -1.69% | |
| 37 | TFC | Truist Financial CORP | Stock-Financials | 1.02% | — | -7.62% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.97% | — | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | — | -10.64% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.93% | -0.28% | +2.97% | |
| 41 | TREX | Trex Company Inc | Stock-Industrials | 0.92% | — | -3.45% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.90% | +0.07% | NEW | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.87% | — | +29.64% | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.86% | -0.38% | +19.05% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.84% | — | +756.15% | |
| 46 | COF | Capital One Financial CORP | Stock-Financials | 0.83% | +0.33% | +4.71% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.83% | — | -15.09% | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 0.83% | -0.05% | +33.37% | |
| 49 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.79% | — | +8.63% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.73% | +0.07% | +2.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBDT | Ishares Ibonds Dec 2028 ETF | — | NEW | New buy |
| 2 | MA | Mastercard Inc - A | — | NEW | New buy |
| 3 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | NEW | New buy |
| 4 | IBDU | Ishares Ibonds Dec 2029 Term | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | — | NEW | New buy |
| 7 | IBDR | Ishares Ibonds Dec 2026 Term | — | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 9 | CRM | Salesforce Inc | — | NEW | New buy |
| 10 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | MSFT | Microsoft CORP | — | NEW | New buy |
| 13 | RTX | Rtx CORP | — | NEW | New buy |
| 14 | IBDV | Ishares Ibonds Dec 2030 CORP | — | NEW | New buy |
| 15 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 16 | IBDW | Ishares Ibonds Dec 2031 CORP | — | NEW | New buy |
| 17 | BAC 7.25 PERP LBond | Bank Of America CORP | — | NEW | New buy |
| 18 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 19 | LULU | Lululemon Athletica Inc | — | NEW | New buy |
| 20 | EMR | Emerson Electric Co | — | NEW | New buy |
| 21 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 22 | CMI | Cummins Inc | — | NEW | New buy |
| 23 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 24 | AMGN | Amgen Inc | — | NEW | New buy |
| 25 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 26 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 27 | ABBV | Abbvie Inc | — | NEW | New buy |
| 28 | PEP | Pepsico Inc | — | NEW | New buy |
| 29 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 30 | HON | Honeywell International Inc | — | NEW | New buy |
| 31 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 32 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 33 | YETI | Yeti Holdings Inc | — | NEW | New buy |
| 34 | INTU | Intuit Inc | — | NEW | New buy |
| 35 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 36 | BBY | Best Buy Co Inc | — | NEW | New buy |
| 37 | TFC | Truist Financial CORP | — | NEW | New buy |
| 38 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 39 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 40 | SPGI | S&p Global Inc | — | NEW | New buy |
| 41 | TREX | Trex Company Inc | — | NEW | New buy |
| 42 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 43 | ADBE | Adobe Inc | — | NEW | New buy |
| 44 | ZTS | Zoetis Inc | — | NEW | New buy |
| 45 | SCZ | Ishares Msci Eafe Small-cap | — | NEW | New buy |
| 46 | COF | Capital One Financial CORP | — | NEW | New buy |
| 47 | SBUX | Starbucks CORP | — | NEW | New buy |
| 48 | TGT | Target CORP | — | NEW | New buy |
| 49 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 50 | IWS | Ishares Russell Mid-cap Valu | — | NEW | New buy |
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 Q1 2025.
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 IBDT, MA, IBDS) accounted for 15.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IBDT
市值: $9.2M
During Q1 2025, Peloton Wealth Strategists's top holdings by market value included IBDT (3.8%)、MA (3.6%)、IBDS (3.4%). The largest single position, IBDT, represented 3.8% of total portfolio value.
In Q1 2025, Peloton Wealth Strategists made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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