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CIK: 0001080132
Total reported value
$270.5M
$270.5M
90 檔
18.1%
According to the latest 13F quarterly dataset, Peloton Wealth Strategists managed an equity portfolio of $270.5M at the end of Q4 2025, spanning 90 distinct U.S. exchange-listed positions.
Peloton Wealth Strategists executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 7 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.91% | +0.68% | -4.51% | |
| 2 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 3.85% | -0.25% | +7.01% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.49% | +0.15% | -2.26% | |
| 4 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 3.41% | -0.23% | +9.78% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.31% | -0.21% | -0.43% | |
| 6 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 3.30% | -0.22% | +3.35% | |
| 7 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 3.08% | -0.14% | +21.47% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.89% | +0.01% | -6.27% | |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.83% | -0.28% | -0.75% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.80% | -0.21% | -7.10% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.71% | -0.14% | -1.27% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.34% | -0.45% | -8.99% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 2.31% | -0.61% | -5.62% | |
| 14 | CMI | Cummins Inc | Stock-Industrials | 2.26% | +0.40% | -5.29% | |
| 15 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.02% | +0.05% | +22.35% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.90% | +0.15% | -15.70% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.70% | +0.16% | +2.37% | |
| 18 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 1.67% | -0.07% | +2.38% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.67% | -0.42% | -26.79% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 1.64% | -0.03% | -6.03% | |
| 21 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.63% | -0.04% | +7.93% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.59% | +0.05% | +14.79% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 1.46% | -0.11% | -0.35% | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 1.44% | — | +3.41% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 1.41% | -0.80% | EXIT | |
| 26 | C | Citigroup Inc | Stock-Financials | 1.40% | +0.19% | -1.75% | |
| 27 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.35% | -0.54% | — | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 1.32% | -0.47% | -2.42% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.21% | +0.28% | +65.89% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | +0.05% | -3.33% | |
| 31 | COF | Capital One Financial CORP | Stock-Financials | 1.15% | +0.33% | -0.53% | |
| 32 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.13% | +0.19% | -6.88% | |
| 33 | HPE 7.625 09-01-27Bond | Hp Enterprise Co | Bond | 1.12% | +0.64% | +29.55% | |
| 34 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.12% | +0.05% | +64.65% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.11% | -0.19% | -10.64% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.21% | -10.38% | |
| 37 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.95% | +0.21% | — | |
| 38 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.94% | +0.36% | +68.75% | |
| 39 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.93% | +0.08% | — | |
| 40 | TFC | Truist Financial CORP | Stock-Financials | 0.91% | — | -12.93% | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.88% | — | +7.49% | |
| 42 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.87% | +0.37% | +59.76% | |
| 43 | TGT | Target CORP | Stock-Consumer Disc | 0.86% | -0.05% | -14.54% | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.86% | -0.28% | +3.77% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.77% | -0.56% | +41.10% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.76% | — | +0.93% | |
| 47 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.75% | -0.39% | EXIT | |
| 48 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.75% | — | -13.44% | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.75% | +0.07% | +2.45% | |
| 50 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.75% | +0.19% | -1.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -4.51% | Trim |
| 2 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.5% | +21.47% | Add |
| 3 | ABNB | Airbnb Inc-class A | +0.5% | +64.65% | Add |
| 4 | FCX | Freeport-mcmoran Inc | +0.4% | +7.93% | Add |
| 5 | ISRG | Intuitive Surgical Inc | +0.4% | +149.50% | Add |
| 6 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +65.89% | Add |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.4% | -1.27% | Trim |
| 8 | VRTX | Vertex Pharmaceuticals Inc | +0.4% | +14.79% | Add |
| 9 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.4% | +68.75% | Add |
| 10 | VRT | Vertiv Holdings Co-a | +0.4% | +59.76% | Add |
| 11 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.3% | +22.35% | Add |
| 12 | KNSL | Kinsale Capital Group Inc | +0.3% | +95.01% | Add |
| 13 | CMI | Cummins Inc | +0.3% | -5.29% | Trim |
| 14 | INTU | Intuit Inc | +0.3% | +27.84% | Add |
| 15 | ACN | Accenture plc | +0.3% | +41.10% | Add |
| 16 | IBDU | Ishares Ibonds Dec 2029 Term | +0.3% | +9.78% | Add |
| 17 | HPE 7.625 09-01-27Bond | Hp Enterprise Co | +0.2% | +29.55% | Add |
| 18 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.2% | +7.01% | Add |
| 19 | AMGN | Amgen Inc | +0.2% | -0.35% | Trim |
| 20 | C | Citigroup Inc | +0.2% | -1.75% | Trim |
| 21 | LLY | Eli Lilly & Co | +0.2% | +4.07% | Add |
| 22 | SLB | Slb LTD | +0.1% | +15.28% | Add |
| 23 | HPE | Hewlett Packard Enterprise | +0.1% | +185.49% | Add |
| 24 | COF | Capital One Financial CORP | +0.1% | -0.53% | Trim |
| 25 | CRM | Salesforce Inc | +0.1% | -5.62% | Trim |
| 26 | AMAT | Applied Materials Inc | -0.2% | -26.79% | Trim |
| 27 | GS | Goldman Sachs Group Inc | -0.2% | -15.70% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | -0.2% | -6.27% | Trim |
| 29 | TPL | Texas Pacific Land CORP | -0.2% | +29.15% | Add |
| 30 | HD | Home Depot Inc | -0.2% | -9.60% | Trim |
| 31 | COST | Costco Wholesale CORP | -0.2% | -10.64% | Trim |
| 32 | BBY | Best Buy Co Inc | -0.3% | -13.44% | Trim |
| 33 | UBER | Uber Technologies Inc | -0.3% | +3.41% | Add |
| 34 | ZTS | Zoetis Inc | -0.3% | -26.63% | Trim |
| 35 | VEEV | Veeva Systems Inc-class A | -0.3% | -5.98% | Trim |
| 36 | MSFT | Microsoft CORP | -0.5% | -7.10% | Trim |
| 37 | ADBE | Adobe Inc | -0.5% | -61.11% | Trim |
| 38 | CMG | Chipotle Mexican Grill Inc | -0.6% | -70.24% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.9% | -61.57% | Trim |
| 40 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 41 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 42 | DHI | Dr Horton Inc | — | NEW | New buy |
| 43 | YETI | Yeti Holdings Inc | — | EXIT | Sold out |
| 44 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 45 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 46 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 47 | TREX | Trex Company Inc | — | EXIT | Sold out |
| 48 | LULU | Lululemon Athletica Inc | — | EXIT | Sold out |
| 49 | SNPS | Synopsys Inc | — | EXIT | Sold out |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | — | 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 90 disclosed positions in Q4 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 GOOGL, IBDT, AMZN) accounted for 18.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
NKE
市值: $3.5M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $7.0M
During Q4 2025, Peloton Wealth Strategists's top holdings by market value included GOOGL (4.9%)、IBDT (3.9%)、AMZN (3.5%). The largest single position, GOOGL, represented 4.9% of total portfolio value.
In Q4 2025, Peloton Wealth Strategists made 50 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 19 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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