Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Peloton Wealth Strategists 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Peloton Wealth Strategists (CIK 1080132) reported $247.2M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($11.4M, 4.59%), IBDT ($10.1M, 4.09%), IBDU ($9.2M, 3.70%), IBDS ($8.5M, 3.45%), IBDV ($8.2M, 3.32%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GOOGLALPHABET INC CAP STK CL A$11.4M4.59%39,480Trimmed
2IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF$10.1M4.09%399,188Added
3IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF$9.2M3.70%393,645Added
4IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF$8.5M3.45%351,820Added
5IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF$8.2M3.32%374,650Added
6AMZNAMAZON COM INC COM$8.1M3.26%38,725Trimmed
7MAMASTERCARD INCORPORATED CL A$7.3M2.94%14,544Trimmed
8IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF$7.3M2.93%299,140Trimmed
9IBDWISHARES IBONDS DEC 2031 TERM CORPORATE ETF$6.4M2.60%307,350Added
10JPMJPMORGAN CHASE & CO COM$6.3M2.57%21,585Trimmed
11RTXRTX CORPORATION COM$6.2M2.49%31,925Trimmed
12CMICUMMINS INC COM$5.7M2.31%10,638Trimmed
13MSFTMICROSOFT CORP COM$5.4M2.19%14,630Trimmed
14VRTVERTIV HOLDINGS CO COM CL A$5.3M2.14%21,150Added
15FCXFREEPORT MCMORAN INC CL B$5.2M2.12%89,000Added
16TMOTHERMO FISHER SCIENTIFIC INC COM$4.5M1.82%9,161Trimmed
17BAC-PLBANK AMERICA CORP 7.25CNV PFD L$4.3M1.76%3,645Added
18GSGOLDMAN SACHS GROUP INC COM$4.1M1.67%4,890Trimmed
19EMREMERSON ELEC CO COM$4.1M1.66%31,235Trimmed
20VRTXVERTEX PHARMACEUTICALS INC COM$4.1M1.65%9,140Added
21AMGNAMGEN INC COM$4.0M1.62%11,360Trimmed
22OEFISHARES S&P 100 ETF$3.9M1.59%12,376Trimmed
23KMBKIMBERLY-CLARK CORP COM$3.5M1.42%36,420Added
24UBERUBER TECHNOLOGIES INC COM$3.5M1.42%48,985Added
25CSCOCISCO SYS INC COM$3.4M1.39%44,375Added

Source: SEC Form 13F filings · as of 2026-03-31