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Peloton Wealth Strategists

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$247.2M

Reporting period: 2026-03-31 · Number of holdings: 86

Peloton Wealth Strategists disclosed 86 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $247.2M and a quarterly turnover rate of 28.1%.

Personality snowflake

Concentration
8.15
Portfolio Stability
28.09
Momentum/Contrarian
100
Sector conviction
42.8
Diversification
100
Sizing Uniformity
91.27

Recent moves

  • Add VRT

    +52.0%　$3.0M

  • Trim CRM

    -24.6%　-$2.8M

  • Trim TMO

    -24.0%　-$2.5M

  • Trim SCZ

    -79.2%　-$1.8M

  • Add ZTS

    +150.1%　$1.6M

  • Trim AMAT

    -55.3%　-$1.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1GOOGLAlphabet Inc-cl AStock-Comm Services4.59%-0.32%-2.40%
2IBDTIshares Ibonds Dec 2028 ETFETF-Other4.09%—+2.21%
3IBDUIshares Ibonds Dec 2029 TermETF-Other3.70%—+4.81%
4IBDSIshrs Ibnds Dec 27 CORP ETFETF-Other3.45%—+0.40%
5IBDVIshares Ibonds Dec 2030 CORPETF-Other3.32%—+4.11%
6AMZNAmazon.com INCStock-Consumer Disc3.26%-0.23%-0.78%
7MAMastercard INC - AStock-Financials2.94%-0.37%-2.79%
8IBDRIshares Ibonds Dec 2026 TermETF-Other2.93%—-0.89%
9IBDWIshares Ibonds Dec 2031 CORPETF-Other2.60%+0.58%+24.76%
10JPMJpmorgan Chase & CoStock-Financials2.57%-0.32%-6.80%
11RTXRtx CORPStock-Industrials2.49%—-2.96%
12CMICummins INCStock-Industrials2.31%—-6.79%
13MSFTMicrosoft CORPStock-Tech2.19%-0.61%-1.99%
14VRTVertiv Holdings Co-aStock-Industrials2.14%+1.27%+51.99%
15FCXFreeport-mcmoran INCStock-Materials2.12%+0.49%+7.26%
16TMOThermo Fisher Scientific INCStock-Healthcare1.82%-0.89%-24.01%
17BAC 7.25 PERP LBank Of America CORPStock-Financials1.76%—+5.81%
18GSGoldman Sachs Group INCStock-Financials1.67%-0.23%-12.44%
19EMREmerson Electric CoStock-Industrials1.66%—-2.19%
20VRTXVertex Pharmaceuticals INCStock-Healthcare1.65%—+1.11%
21AMGNAmgen INCStock-Healthcare1.62%—-1.09%
22OEFIshares S&p 100 ETFETF-Other1.59%-0.11%-3.29%
23UBERUber Technologies INCStock-Industrials1.42%—+8.07%
24KMBKimberly-clark CORPStock-Consumer Staples1.42%+0.49%+53.70%
25CSCOCisco Systems INCStock-Tech1.39%—+0.11%
26COFCapital One Financial CORPStock-Financials1.38%+0.23%+53.10%
27IBDXIshares Ibonds Dec 2032 TcETF-Other1.36%+0.42%+41.27%
28CCitigroup INCStock-Financials1.36%—-3.79%
29DHIDr Horton INCStock-Consumer Disc1.35%+0.40%+43.41%
30COSTCostco Wholesale CORPStock-Consumer Staples1.32%+0.21%-1.36%
31NKENike INC -cl BStock-Consumer Disc1.31%—+11.71%
32CRMSalesforce INCStock-Tech1.28%-1.03%-24.64%
33TGTTarget CORPStock-Consumer Disc1.20%+0.34%+7.65%
34HPE 7.625 09-01-27Hp Enterprise CoStock-Tech1.15%—+1.96%
35NFLXNetflix INCStock-Comm Services1.15%+1.15%NEW
36ABBVAbbvie INCStock-Healthcare1.14%—-1.15%
37ABNBAirbnb Inc-class AStock-Consumer Disc1.14%—+4.73%
38NVONovo-nordisk A/s-spons AdrStock-Healthcare1.11%—+22.31%
39ZTSZoetis INCStock-Healthcare1.10%+0.65%+150.05%
40MNSTMonster Beverage CORPStock-Consumer Staples1.05%—-5.20%
41AMATApplied Materials INCStock-Tech1.03%-0.64%-55.32%
42PEPPepsico INCStock-Consumer Staples1.03%—-12.17%
43GRMNGarmin Ltd.Stock-Tech1.03%+0.30%+17.75%
44ISRGIntuitive Surgical INCStock-Healthcare1.02%+0.37%+83.95%
45SLBSlb LTDStock-Energy0.95%+0.30%+4.57%
46STESTERIS plcStock-Healthcare0.91%+0.91%NEW
47ACNAccenture plcStock-Tech0.90%—+52.03%
48HONHoneywell International INCStock-Industrials0.87%——
49IWSIshares Russell Mid-cap ValuETF-Other0.82%—+1.69%
50INTUIntuit INCStock-Tech0.80%-0.61%-17.29%
1–50 of 86

Holding changes this quarter

Peloton Wealth Strategists's most significant position changes for 2026-03-31: New buy: Netflix INC (NFLX); Sold out: Truist Financial CORP (TFC); New buy: STERIS plc (STE); Sold out: Ishares Russell 2000 Value E (IWN); Sold out: Best Buy Co INC (BBY).

Position changes disclosed by Peloton Wealth Strategists for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VRTVertiv Holdings Co-a+1.3%+51.99%Add
2ZTSZoetis INC+0.7%+150.05%Add
3IBDWIshares Ibonds Dec 2031 CORP+0.6%+24.76%Add
4KMBKimberly-clark CORP+0.5%+53.70%Add
5FCXFreeport-mcmoran INC+0.5%+7.26%Add
6IBDXIshares Ibonds Dec 2032 Tc+0.4%+41.27%Add
7DHIDr Horton INC+0.4%+43.41%Add
8ISRGIntuitive Surgical INC+0.4%+83.95%Add
9TGTTarget CORP+0.3%+7.65%Add
10SLBSlb LTD+0.3%+4.57%Add
11GRMNGarmin Ltd.+0.3%+17.75%Add
12FBTCFidelity Wise Origin Bitcoin+0.3%+122.02%Add
13COFCapital One Financial CORP+0.2%+53.10%Add
14COSTCostco Wholesale CORP+0.2%-1.36%Trim
15OEFIshares S&p 100 ETF-0.1%-3.29%Trim
16SPGIS&p Global INC-0.2%-5.24%Trim
17AMZNAmazon.com INC-0.2%-0.78%Trim
18GSGoldman Sachs Group INC-0.2%-12.44%Trim
19GOOGLAlphabet Inc-cl A-0.3%-2.40%Trim
20JPMJpmorgan Chase & Co-0.3%-6.80%Trim
21IDXXIdexx Laboratories INC-0.4%-39.89%Trim
22KNSLKinsale Capital Group INC-0.4%-42.62%Trim
23MAMastercard INC - A-0.4%-2.79%Trim
24MSFTMicrosoft CORP-0.6%-1.99%Trim
25INTUIntuit INC-0.6%-17.29%Trim
26AMATApplied Materials INC-0.6%-55.32%Trim
27SCZIshares Msci Eafe Small-cap-0.7%-79.23%Trim
28TMOThermo Fisher Scientific INC-0.9%-24.01%Trim
29CRMSalesforce INC-1%-24.64%Trim
30NFLXNetflix INC—NEWNew buy
31TFCTruist Financial CORP—EXITSold out
32STESTERIS plc—NEWNew buy
33IWNIshares Russell 2000 Value E—EXITSold out
34BBYBest Buy Co INC—EXITSold out
35IWPIshares Russell Mid-cap Grow—NEWNew buy
36JNJJohnson & Johnson—EXITSold out
37VEEVVeeva Systems Inc-class A—EXITSold out
38SBUXStarbucks CORP—EXITSold out
39ANETArista Networks INC—NEWNew buy
40PGRProgressive CORP—NEWNew buy
41UNHUnitedhealth Group INC—EXITSold out
42DHRDanaher CORP—EXITSold out
43USBUS Bancorp—EXITSold out
44SCHHSchwab US Reit ETF—NEWNew buy
45APHAmphenol Corp-cl A—NEWNew buy
46MANHManhattan Associates INC—EXITSold out
47ADBEAdobe INC—EXITSold out
48CMGChipotle Mexican Grill INC—EXITSold out
49SWSmurfit Westrock Plc—NEWNew buy
50TOSTToast Inc-class A—NEWNew buy

FAQ

What is Peloton Wealth Strategists and what type of investor is it?
Peloton Wealth Strategists is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $247.2M, spread across 86 disclosed positions.
What are Peloton Wealth Strategists's largest equity positions?
Based on the latest 13F filing, Peloton Wealth Strategists's top holdings by market value are: 1. Alphabet Inc-cl A (GOOGL) — $11.4M (4.6%) 2. Ishares Ibonds Dec 2028 ETF (IBDT) — $10.1M (4.1%) 3. Ishares Ibonds Dec 2029 Term (IBDU) — $9.2M (3.7%) 4. Ishrs Ibnds Dec 27 CORP ETF (IBDS) — $8.5M (3.5%) 5. Ishares Ibonds Dec 2030 CORP (IBDV) — $8.2M (3.3%)
What changes did Peloton Wealth Strategists make in its most recent portfolio filing?
In the latest reported quarter, Peloton Wealth Strategists made 50 notable position adjustments: 9 new positions were initiated, 13 existing holdings were added to, 16 positions were partially reduced, and 12 were completely exited. The largest of these moves: New buy: Netflix INC (NFLX); Sold out: Truist Financial CORP (TFC); New buy: STERIS plc (STE); Sold out: Ishares Russell 2000 Value E (IWN); Sold out: Best Buy Co INC (BBY)
What sectors does Peloton Wealth Strategists focus on?
Peloton Wealth Strategists is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 18.6% • Health Care: 17.2% • Information Technology: 16.2% • Industrials: 15.0% • Consumer Discretionary: 13.3% • Communication Services: 8.3%