Peloton Wealth Strategists

CIK

1080132

Location

INDIANAPOLIS, IN

Portfolio Value

Small $175,156,757

Diversification

Diversified

Filing Date

Global Rank

#4,169 / 8,232 ▲ 68

Top Industry

Internet Content & Information 6.8%

3Y Alpha vs SPY

-8.4%

Period ended 2 months ago

Filed May 14, 2026 · 31d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+42.0%

SPY

+76.3%

Annualised alpha

-8.4%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

66 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.5%

−0.3 pts

Top 5

22.4%

−1.5 pts

Top 10

37.3%

−2.4 pts

HHI

248

Diversified−7

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	17.8%	$31,160,130	13
Technology	17.0%	$29,803,432	14
Financial Services	16.7%	$29,313,243	10
Industrials	13.4%	$23,422,379	5
Consumer Cyclical	11.9%	$20,885,650	7
Consumer Defensive	8.5%	$14,878,716	5
Communication Services	8.3%	$14,613,677	3
Basic Materials	3.1%	$5,451,920	2
Energy	2.0%	$3,464,525	4
Unclassified	1.0%	$1,756,085	2
Utilities	0.2%	$407,000	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
ZTS	Zoetis Inc.	+13,748	22,910	$2,708,191
NVO	Novo Nordisk A S	+13,650	74,830	$2,750,002
FBTC	Fidelity Wise Origin Bitcoin Fund	+13,504	24,571	$1,450,426
KMB	Kimberly Clark Corp	+12,725	36,420	$3,513,437
DHI	Horton D R Inc /De/	+7,375	24,365	$3,343,365
VRT	Vertiv Holdings Co	+7,235	21,150	$5,299,767
COF	Capital One Financial Corp	+6,505	18,755	$3,421,474
NKE	NIKE, Inc.	+6,425	61,295	$3,237,601
FCX	Freeport-Mcmoran Inc	+6,025	89,000	$5,231,420
ACN	Accenture plc	+3,849	11,247	$2,230,167
HPE	Hewlett Packard Enterprise Co	+3,810	27,820	$662,394
MDT	Medtronic plc	+3,750	17,180	$1,488,647
UBER	Uber Technologies, Inc	+3,658	48,985	$3,523,491
ISRG	Intuitive Surgical Inc	+2,505	5,489	$2,530,374
SLB	Slb Limited/Nv	+2,000	45,750	$2,351,092
TGT	Target Corp	+1,735	24,422	$2,959,946
GRMN	Garmin Ltd	+1,655	10,980	$2,547,469
ABNB	Airbnb, Inc.	+1,005	22,245	$2,809,098
HNRG	Hallador Energy Co	+1,000	25,000	$407,000
META	Meta Platforms, Inc.	+365	730	$417,654
VRTX	Vertex Pharmaceuticals Inc / Ma	+100	9,140	$4,081,375
CSCO	Cisco Systems, Inc.	+50	44,375	$3,443,056
LLY	ELI LILLY & Co	+10	1,186	$1,090,847
SPY	Spdr S&P 500 ETF Trust	+1	470	$305,659
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMAT	Applied Materials Inc /De	−9,260	7,480	$2,556,589
CRM	Salesforce, Inc.	−5,550	16,978	$3,169,283
TMO	Thermo Fisher Scientific Inc.	−2,895	9,161	$4,502,906
PEP	Pepsico Inc	−2,275	16,420	$2,549,861
KNSL	Kinsale Capital Group, Inc.	−2,117	2,850	$973,731
MNST	Monster Beverage Corp	−1,970	35,925	$2,603,125
JPM	Jpmorgan Chase & Co	−1,575	21,585	$6,349,443
C	Citigroup Inc	−1,170	29,680	$3,366,008
IDXX	Idexx Laboratories Inc /De	−1,130	1,703	$956,898
RTX	RTX Corp	−975	31,925	$6,158,332
GOOGL	Alphabet Inc.	−970	39,480	$11,352,868
INTU	Intuit Inc.	−950	4,546	$1,965,599
CMI	Cummins Inc	−775	10,638	$5,723,456
EMR	Emerson Electric Co	−700	31,235	$4,092,409
GS	Goldman Sachs Group Inc	−695	4,890	$4,136,891
MBIN	Merchants Bancorp	−652	5,333	$228,839
MA	Mastercard Inc	−418	14,544	$7,267,055
AMZN	Amazon Com Inc	−305	38,725	$8,065,255
MSFT	Microsoft Corp	−297	14,630	$5,415,587
HD	Home Depot, Inc.	−265	3,971	$1,306,022
NBIX	Neurocrine Biosciences Inc	−225	13,335	$1,756,752
SPGI	S&P Global Inc.	−222	4,017	$1,708,590
ABBV	AbbVie Inc.	−150	12,925	$2,811,058
AMGN	Amgen Inc	−125	11,360	$3,997,016
AAPL	Apple Inc.	−100	2,738	$694,877
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	29,570	$2,843,155
STE	STERIS plc	10,190	$2,253,314
ANET	Arista Networks, Inc.	12,105	$1,486,251
PGR	Progressive Corp/Oh/	7,175	$1,422,372
APH	Amphenol Corp /De/	7,200	$909,720
SW	Smurfit Westrock plc	11,700	$466,245
TOST	Toast, Inc.	15,800	$418,858
COP	Conocophillips	2,052	$270,864
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
TFC	Truist Financial Corp	47,800	$2,352,238
BBY	Best Buy Co Inc	28,975	$1,939,296
JNJ	Johnson & Johnson	8,580	$1,775,631
VEEV	Veeva Systems Inc	7,390	$1,649,669
SBUX	Starbucks Corp	17,930	$1,509,885
UNH	Unitedhealth Group Inc	4,125	$1,361,703
DHR	Danaher Corp /De/	5,070	$1,160,624
USB	US Bancorp De	20,625	$1,100,550
MANH	Manhattan Associates Inc	4,840	$838,820
ADBE	Adobe Inc.	2,205	$771,727
CMG	Chipotle Mexican Grill Inc	17,000	$629,000
TSLA	Tesla, Inc.	510	$229,357
BRK-B	Berkshire Hathaway Inc	406	$204,075
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 positions · $175,156,757 total · as of Mar 31, 2026

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

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	39,480	-970	$11,352,868	−10.3%	6.48%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	38,725	-305	$8,065,255	−10.5%	4.60%
MA	Mastercard Inc Financial Services	Reduced	14,544	-418	$7,267,055	−14.9%	4.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	21,585	-1,575	$6,349,443	−14.9%	3.63%
RTX	RTX Corp Industrials	Reduced	31,925	-975	$6,158,332	+2.1%	3.52%
CMI	Cummins Inc Industrials	Reduced	10,638	-775	$5,723,456	−1.8%	3.27%
MSFT	Microsoft Corp Technology	Reduced	14,630	-297	$5,415,587	−25.0%	3.09%
VRT	Vertiv Holdings Co Industrials	Added	21,150	+7,235	$5,299,767	+135.1%	3.03%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	89,000	+6,025	$5,231,420	+24.1%	2.99%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	9,161	-2,895	$4,502,906	−35.5%	2.57%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,890	-695	$4,136,891	−15.7%	2.36%
EMR	Emerson Electric Co Industrials	Reduced	31,235	-700	$4,092,409	−3.4%	2.34%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	9,140	+100	$4,081,375	−0.4%	2.33%
AMGN	Amgen Inc Healthcare	Reduced	11,360	-125	$3,997,016	+6.3%	2.28%
UBER	Uber Technologies, Inc Technology	Added	48,985	+3,658	$3,523,491	−4.9%	2.01%
KMB	Kimberly Clark Corp Consumer Defensive	Added	36,420	+12,725	$3,513,437	+47.0%	2.01%
CSCO	Cisco Systems, Inc. Technology	Added	44,375	+50	$3,443,056	+0.8%	1.97%
COF	Capital One Financial Corp Financial Services	Added	18,755	+6,505	$3,421,474	+15.2%	1.95%
C	Citigroup Inc Financial Services	Reduced	29,680	-1,170	$3,366,008	−6.5%	1.92%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	24,365	+7,375	$3,343,365	+36.6%	1.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,264	-45	$3,252,347	+14.0%	1.86%
NKE	NIKE, Inc. Consumer Cyclical	Added	61,295	+6,425	$3,237,601	−7.4%	1.85%
CRM	Salesforce, Inc. Technology	Reduced	16,978	-5,550	$3,169,283	−46.9%	1.81%
TGT	Target Corp Consumer Defensive	Added	24,422	+1,735	$2,959,946	+33.5%	1.69%
NFLX	Netflix Inc Communication Services	NEW	29,570	NEW	$2,843,155	NEW	1.62%
ABBV	AbbVie Inc. Healthcare	Reduced	12,925	-150	$2,811,058	−5.9%	1.60%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	22,245	+1,005	$2,809,098	−2.6%	1.60%
NVO	Novo Nordisk A S Healthcare	Added	74,830	+13,650	$2,750,002	−11.7%	1.57%
ZTS	Zoetis Inc. Healthcare	Added	22,910	+13,748	$2,708,191	+134.9%	1.55%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	35,925	-1,970	$2,603,125	−10.4%	1.49%
AMAT	Applied Materials Inc /De Technology	Reduced	7,480	-9,260	$2,556,589	−40.6%	1.46%
PEP	Pepsico Inc Consumer Defensive	Reduced	16,420	-2,275	$2,549,861	−5.0%	1.46%
GRMN	Garmin Ltd Technology	Added	10,980	+1,655	$2,547,469	+34.7%	1.45%
ISRG	Intuitive Surgical Inc Healthcare	Added	5,489	+2,505	$2,530,374	+49.7%	1.44%
SLB	Slb Limited/Nv Energy	Added	45,750	+2,000	$2,351,092	+40.0%	1.34%
STE	STERIS plc Healthcare	NEW	10,190	NEW	$2,253,314	NEW	1.29%
ACN	Accenture plc Technology	Added	11,247	+3,849	$2,230,167	+12.4%	1.27%
HON	Honeywell International Inc Industrials	Held	9,505	0	$2,148,415	+15.9%	1.23%
INTU	Intuit Inc. Technology	Reduced	4,546	-950	$1,965,599	−46.0%	1.12%
NBIX	Neurocrine Biosciences Inc Healthcare	Reduced	13,335	-225	$1,756,752	−8.7%	1.00%
SPGI	S&P Global Inc. Financial Services	Reduced	4,017	-222	$1,708,590	−22.9%	0.98%
MCD	Mcdonalds Corp Consumer Cyclical	Held	5,335	0	$1,658,064	+1.7%	0.95%
MDT	Medtronic plc Healthcare	Added	17,180	+3,750	$1,488,647	+15.4%	0.85%
ANET	Arista Networks, Inc. Technology	NEW	12,105	NEW	$1,486,251	NEW	0.85%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	24,571	+13,504	$1,450,426	+71.9%	0.83%
PGR	Progressive Corp/Oh/ Financial Services	NEW	7,175	NEW	$1,422,372	NEW	0.81%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,971	-265	$1,306,022	−10.4%	0.75%
LLY	ELI LILLY & Co Healthcare	Added	1,186	+10	$1,090,847	−13.7%	0.62%
KNSL	Kinsale Capital Group, Inc. Financial Services	Reduced	2,850	-2,117	$973,731	−49.9%	0.56%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	1,703	-1,130	$956,898	−50.1%	0.55%