Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STK CL A | $11.4M | 4.59% | 39,480 | Trimmed |
| 2 | IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $10.1M | 4.09% | 399,188 | Added |
| 3 | IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $9.2M | 3.70% | 393,645 | Added |
| 4 | IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $8.5M | 3.45% | 351,820 | Added |
| 5 | IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $8.2M | 3.32% | 374,650 | Added |
| 6 | AMZN | AMAZON COM INC COM | $8.1M | 3.26% | 38,725 | Trimmed |
| 7 | MA | MASTERCARD INCORPORATED CL A | $7.3M | 2.94% | 14,544 | Trimmed |
| 8 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $7.3M | 2.93% | 299,140 | Trimmed |
| 9 | IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $6.4M | 2.60% | 307,350 | Added |
| 10 | JPM | JPMORGAN CHASE & CO COM | $6.3M | 2.57% | 21,585 | Trimmed |
| 11 | RTX | RTX CORPORATION COM | $6.2M | 2.49% | 31,925 | Trimmed |
| 12 | CMI | CUMMINS INC COM | $5.7M | 2.31% | 10,638 | Trimmed |
| 13 | MSFT | MICROSOFT CORP COM | $5.4M | 2.19% | 14,630 | Trimmed |
| 14 | VRT | VERTIV HOLDINGS CO COM CL A | $5.3M | 2.14% | 21,150 | Added |
| 15 | FCX | FREEPORT MCMORAN INC CL B | $5.2M | 2.12% | 89,000 | Added |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC COM | $4.5M | 1.82% | 9,161 | Trimmed |
| 17 | BAC-PL | BANK AMERICA CORP 7.25CNV PFD L | $4.3M | 1.76% | 3,645 | Added |
| 18 | GS | GOLDMAN SACHS GROUP INC COM | $4.1M | 1.67% | 4,890 | Trimmed |
| 19 | EMR | EMERSON ELEC CO COM | $4.1M | 1.66% | 31,235 | Trimmed |
| 20 | VRTX | VERTEX PHARMACEUTICALS INC COM | $4.1M | 1.65% | 9,140 | Added |
| 21 | AMGN | AMGEN INC COM | $4.0M | 1.62% | 11,360 | Trimmed |
| 22 | OEF | ISHARES S&P 100 ETF | $3.9M | 1.59% | 12,376 | Trimmed |
| 23 | KMB | KIMBERLY-CLARK CORP COM | $3.5M | 1.42% | 36,420 | Added |
| 24 | UBER | UBER TECHNOLOGIES INC COM | $3.5M | 1.42% | 48,985 | Added |
| 25 | CSCO | CISCO SYS INC COM | $3.4M | 1.39% | 44,375 | Added |
Source: SEC Form 13F filings · as of 2026-03-31