Peloton Wealth Strategists

CIK

1080132

Location

INDIANAPOLIS, IN

Portfolio Value

Small $257,985,035

Diversification

Diversified

Filing Date

Global Rank

#5,672 / 8,794 ▲ 333 · as of Jun 2026

Top Industry

Internet Content & Information 8.1%

Period ended 3 months ago

Filed Aug 10, 2026 · 57d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

73 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.7%

+19.1 pts

Top 5

40.7%

+18.4 pts

Top 10

52.4%

+15.4 pts

HHI

804

Diversified+559

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	27.7%	$71,509,597	5
Healthcare	13.1%	$33,682,562	13
Financial Services	12.4%	$32,001,392	10
Technology	11.5%	$29,618,742	16
Industrials	10.2%	$26,302,078	7
Consumer Cyclical	8.6%	$22,252,589	8
Communication Services	6.8%	$17,541,045	3
Consumer Defensive	6.1%	$15,790,412	5
Basic Materials	2.3%	$5,909,743	2
Energy	1.1%	$2,942,125	3
Utilities	0.2%	$434,750	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+149,216	2,492,779	$66,290,062
APH	Amphenol Corp /De/	+10,575	17,775	$3,134
NFLX	Netflix Inc	+5,495	35,065	$2,503,641
HPE	Hewlett Packard Enterprise Co	+4,500	32,320	$1,457,955
ANET	Arista Networks, Inc.	+4,350	16,455	$2,795,375
COF	Capital One Financial Corp	+4,345	23,100	$4,634,322
ZTS	Zoetis Inc.	+4,270	27,180	$1,953,154
UBER	Uber Technologies, Inc	+4,235	53,220	$3,840,355
NVO	Novo Nordisk A S	+3,800	78,630	$3,769,522
TOST	Toast, Inc.	+3,000	18,800	$523,016
FNDA	Schwab Fundamental U.S. Small Company ETF	+1,745	50,773	$1,202,304
SLB	Slb Limited/Nv	+1,700	47,450	$2,205,950
FBTC	Fidelity Wise Origin Bitcoin Fund	+1,582	26,153	$1,335,110
DHI	Horton D R Inc /De/	+1,475	25,840	$4,208,819
PGR	Progressive Corp/Oh/	+1,250	8,425	$1,840,441
ISRG	Intuitive Surgical Inc	+1,220	6,709	$2,668,035
NBIX	Neurocrine Biosciences Inc	+1,150	14,485	$2,441,301
—		+950	15,922	$2,331,140
MDT	Medtronic plc	+800	17,980	$1,406,575
STE	STERIS plc	+780	10,970	$2,309,952
FCX	Freeport-Mcmoran Inc	+500	89,500	$5,628,655
KMB	Kimberly Clark Corp	+500	36,920	$4,052,708
GOOGL	Alphabet Inc.	+435	40,915	$14,617,753
C	Citigroup Inc	+275	29,955	$4,192,501
ABNB	Airbnb, Inc.	+200	22,445	$3,211,879
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−23,075	21,300	$2,501,898
NKE	NIKE, Inc.	−10,850	50,445	$2,070,767
CRM	Salesforce, Inc.	−5,438	11,540	$1,807,856
AMAT	Applied Materials Inc /De	−5,180	2,300	$1,662,900
HON	Honeywell International Inc	−4,930	4,575	$1,024,342
ACN	Accenture plc	−3,847	7,400	$920,856
RTX	RTX Corp	−2,800	29,125	$5,525,886
SPGI	S&P Global Inc.	−1,310	2,707	$1,102,452
MNST	Monster Beverage Corp	−950	34,975	$3,361,797
VRT	Vertiv Holdings Co	−880	20,270	$6,786,801
TGT	Target Corp	−700	23,722	$3,098,330
EMR	Emerson Electric Co	−450	30,785	$4,406,872
CMI	Cummins Inc	−340	10,298	$7,344,636
JPM	Jpmorgan Chase & Co	−300	21,285	$6,967,219
MSFT	Microsoft Corp	−245	14,385	$5,365,892
HD	Home Depot, Inc.	−220	3,751	$1,322,902
ABBV	AbbVie Inc.	−150	12,775	$3,214,701
MA	Mastercard Inc	−145	14,399	$7,395,326
AMGN	Amgen Inc	−100	11,260	$4,077,471
TMO	Thermo Fisher Scientific Inc.	−75	9,086	$4,555,356
NVDA	Nvidia Corp	−60	4,413	$882,997
GS	Goldman Sachs Group Inc	−25	4,865	$4,920,315
LLY	ELI LILLY & Co	−25	1,161	$1,392,538
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	4,940	$2,359,195
CACI	Caci International Inc /De/	2,955	$1,368,933
HONA	Honeywell Aerospace Inc.	4,575	$1,011,441
AVGO	Broadcom Inc.	1,927	$727,924
TSLA	Tesla, Inc.	524	$220,394
BRK-B	Berkshire Hathaway Inc	426	$213,166
UPS	United Parcel Service Inc	1,880	$202,100
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	4,546	$1,965,599
KNSL	Kinsale Capital Group, Inc.	2,850	$973,731
COP	Conocophillips	2,052	$270,864
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 tracked positions · $257,985,035 total · filing declares 91 positions · $270,548,462 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 73 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,492,779	+149,216	$66,290,062	—	25.70%
GOOGL	Alphabet Inc. Communication Services	Added	40,915	+435	$14,617,753	+25.6%	5.67%
AMZN	Amazon Com Inc Consumer Cyclical	Added	38,745	+20	$9,234,483	+14.5%	3.58%
MA	Mastercard Inc Financial Services	Reduced	14,399	-145	$7,395,326	+1.8%	2.87%
CMI	Cummins Inc Industrials	Reduced	10,298	-340	$7,344,636	+28.3%	2.85%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	21,285	-300	$6,967,219	+9.7%	2.70%
VRT	Vertiv Holdings Co Industrials	Reduced	20,270	-880	$6,786,801	+28.1%	2.63%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	89,500	+500	$5,628,655	+7.6%	2.18%
RTX	RTX Corp Industrials	Reduced	29,125	-2,800	$5,525,886	−10.3%	2.14%
MSFT	Microsoft Corp Technology	Reduced	14,385	-245	$5,365,892	−0.9%	2.08%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,865	-25	$4,920,315	+18.9%	1.91%
COF	Capital One Financial Corp Financial Services	Added	23,100	+4,345	$4,634,322	+35.4%	1.80%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	9,280	+140	$4,609,654	+12.9%	1.79%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	9,086	-75	$4,555,356	+1.2%	1.77%
EMR	Emerson Electric Co Industrials	Reduced	30,785	-450	$4,406,872	+7.7%	1.71%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	25,840	+1,475	$4,208,819	+25.9%	1.63%
C	Citigroup Inc Financial Services	Added	29,955	+275	$4,192,501	+24.6%	1.63%
AMGN	Amgen Inc Healthcare	Reduced	11,260	-100	$4,077,471	+2.0%	1.58%
KMB	Kimberly Clark Corp Consumer Defensive	Added	36,920	+500	$4,052,708	+15.3%	1.57%
UBER	Uber Technologies, Inc Technology	Added	53,220	+4,235	$3,840,355	+9.0%	1.49%
NVO	Novo Nordisk A S Healthcare	Added	78,630	+3,800	$3,769,522	+37.1%	1.46%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	34,975	-950	$3,361,797	+29.1%	1.30%
ABBV	AbbVie Inc. Healthcare	Reduced	12,775	-150	$3,214,701	+14.4%	1.25%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	22,445	+200	$3,211,879	+14.3%	1.24%
TGT	Target Corp Consumer Defensive	Reduced	23,722	-700	$3,098,330	+4.7%	1.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,265	+1	$3,054,309	−6.1%	1.18%
ANET	Arista Networks, Inc. Technology	Added	16,455	+4,350	$2,795,375	+88.1%	1.08%
ISRG	Intuitive Surgical Inc Healthcare	Added	6,709	+1,220	$2,668,035	+5.4%	1.03%
GRMN	Garmin Ltd Technology	Held	10,980	0	$2,608,189	+2.4%	1.01%
NFLX	Netflix Inc Communication Services	Added	35,065	+5,495	$2,503,641	−11.9%	0.97%
CSCO	Cisco Systems, Inc. Technology	Reduced	21,300	-23,075	$2,501,898	−27.3%	0.97%
NBIX	Neurocrine Biosciences Inc Healthcare	Added	14,485	+1,150	$2,441,301	+39.0%	0.95%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	4,940	NEW	$2,359,195	NEW	0.91%
		Added	15,922	+950	$2,331,140	+21.5%	0.90%
STE	STERIS plc Healthcare	Added	10,970	+780	$2,309,952	+2.5%	0.90%
PEP	Pepsico Inc Consumer Defensive	Held	16,420	0	$2,223,268	−12.8%	0.86%
SLB	Slb Limited/Nv Energy	Added	47,450	+1,700	$2,205,950	−6.2%	0.86%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	50,445	-10,850	$2,070,767	−36.0%	0.80%
ZTS	Zoetis Inc. Healthcare	Added	27,180	+4,270	$1,953,154	−27.9%	0.76%
PGR	Progressive Corp/Oh/ Financial Services	Added	8,425	+1,250	$1,840,441	+29.4%	0.71%
CRM	Salesforce, Inc. Technology	Reduced	11,540	-5,438	$1,807,856	−43.0%	0.70%
AMAT	Applied Materials Inc /De Technology	Reduced	2,300	-5,180	$1,662,900	−35.0%	0.64%
HPE	Hewlett Packard Enterprise Co Technology	Added	32,320	+4,500	$1,457,955	+120.1%	0.57%
MCD	Mcdonalds Corp Consumer Cyclical	Held	5,335	0	$1,442,103	−13.0%	0.56%
MDT	Medtronic plc Healthcare	Added	17,980	+800	$1,406,575	−5.5%	0.55%
LLY	ELI LILLY & Co Healthcare	Reduced	1,161	-25	$1,392,538	+27.7%	0.54%
CACI	Caci International Inc /De/ Technology	NEW	2,955	NEW	$1,368,933	NEW	0.53%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	26,153	+1,582	$1,335,110	−8.0%	0.52%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,751	-220	$1,322,902	+1.3%	0.51%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	50,773	+1,745	$1,202,304	+14.1%	0.47%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.