Peloton Wealth Strategists

CIK

1080132

Location

INDIANAPOLIS, IN

Portfolio Value

Small $188,158,395

Diversification

Diversified

Filing Date

Global Rank

#4,569 / 8,517 ▲ 140

Top Industry

Internet Content & Information 8.1%

3Y Alpha vs SPY

+22.1%

Period ended 48 days ago

Filed Aug 10, 2026 · 7d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+191.7%

SPY

+77.9%

Annualised alpha

+21.7%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

7.8%

+1.1 pts

Top 5

24.2%

+1.6 pts

Top 10

39.2%

+1.6 pts

HHI

268

Diversified+16

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	17.9%	$33,682,562	13
Financial Services	17.0%	$32,001,392	10
Technology	15.7%	$29,615,608	16
Industrials	14.0%	$26,302,078	7
Consumer Cyclical	11.8%	$22,252,589	8
Communication Services	9.3%	$17,541,045	3
Consumer Defensive	8.4%	$15,790,412	5
Basic Materials	3.1%	$5,909,743	2
Energy	1.6%	$2,942,125	3
Unclassified	0.9%	$1,686,091	2
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
APH	Amphenol Corp /De/	+10,575	17,775	$0
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
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
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
VRTX	Vertex Pharmaceuticals Inc / Ma	+140	9,280	$4,609,654
IDXX	Idexx Laboratories Inc /De	+105	1,808	$951,803
AMZN	Amazon Com Inc	+20	38,745	$9,234,483
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
LLY	ELI LILLY & Co	−25	1,161	$1,392,538
GS	Goldman Sachs Group Inc	−25	4,865	$4,920,315
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

70 tracked positions · $188,158,395 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 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	40,915	+435	$14,617,753	+25.6%	7.77%
AMZN	Amazon Com Inc Consumer Cyclical	Added	38,745	+20	$9,234,483	+14.5%	4.91%
MA	Mastercard Inc Financial Services	Reduced	14,399	-145	$7,395,326	+1.8%	3.93%
CMI	Cummins Inc Industrials	Reduced	10,298	-340	$7,344,636	+28.3%	3.90%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	21,285	-300	$6,967,219	+9.7%	3.70%
VRT	Vertiv Holdings Co Industrials	Reduced	20,270	-880	$6,786,801	+28.1%	3.61%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	89,500	+500	$5,628,655	+7.6%	2.99%
RTX	RTX Corp Industrials	Reduced	29,125	-2,800	$5,525,886	−10.3%	2.94%
MSFT	Microsoft Corp Technology	Reduced	14,385	-245	$5,365,892	−0.9%	2.85%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,865	-25	$4,920,315	+18.9%	2.61%
COF	Capital One Financial Corp Financial Services	Added	23,100	+4,345	$4,634,322	+35.4%	2.46%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	9,280	+140	$4,609,654	+12.9%	2.45%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	9,086	-75	$4,555,356	+1.2%	2.42%
EMR	Emerson Electric Co Industrials	Reduced	30,785	-450	$4,406,872	+7.7%	2.34%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	25,840	+1,475	$4,208,819	+25.9%	2.24%
C	Citigroup Inc Financial Services	Added	29,955	+275	$4,192,501	+24.6%	2.23%
AMGN	Amgen Inc Healthcare	Reduced	11,260	-100	$4,077,471	+2.0%	2.17%
KMB	Kimberly Clark Corp Consumer Defensive	Added	36,920	+500	$4,052,708	+15.3%	2.15%
UBER	Uber Technologies, Inc Technology	Added	53,220	+4,235	$3,840,355	+9.0%	2.04%
NVO	Novo Nordisk A S Healthcare	Added	78,630	+3,800	$3,769,522	+37.1%	2.00%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	34,975	-950	$3,361,797	+29.1%	1.79%
ABBV	AbbVie Inc. Healthcare	Reduced	12,775	-150	$3,214,701	+14.4%	1.71%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	22,445	+200	$3,211,879	+14.3%	1.71%
TGT	Target Corp Consumer Defensive	Reduced	23,722	-700	$3,098,330	+4.7%	1.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,265	+1	$3,054,309	−6.1%	1.62%
ANET	Arista Networks, Inc. Technology	Added	16,455	+4,350	$2,795,375	+88.1%	1.49%
ISRG	Intuitive Surgical Inc Healthcare	Added	6,709	+1,220	$2,668,035	+5.4%	1.42%
GRMN	Garmin Ltd Technology	Held	10,980	0	$2,608,189	+2.4%	1.39%
NFLX	Netflix Inc Communication Services	Added	35,065	+5,495	$2,503,641	−11.9%	1.33%
CSCO	Cisco Systems, Inc. Technology	Reduced	21,300	-23,075	$2,501,898	−27.3%	1.33%
NBIX	Neurocrine Biosciences Inc Healthcare	Added	14,485	+1,150	$2,441,301	+39.0%	1.30%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	4,940	NEW	$2,359,195	NEW	1.25%
STE	STERIS plc Healthcare	Added	10,970	+780	$2,309,952	+2.5%	1.23%
PEP	Pepsico Inc Consumer Defensive	Held	16,420	0	$2,223,268	−12.8%	1.18%
SLB	Slb Limited/Nv Energy	Added	47,450	+1,700	$2,205,950	−6.2%	1.17%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	50,445	-10,850	$2,070,767	−36.0%	1.10%
ZTS	Zoetis Inc. Healthcare	Added	27,180	+4,270	$1,953,154	−27.9%	1.04%
PGR	Progressive Corp/Oh/ Financial Services	Added	8,425	+1,250	$1,840,441	+29.4%	0.98%
CRM	Salesforce, Inc. Technology	Reduced	11,540	-5,438	$1,807,856	−43.0%	0.96%
AMAT	Applied Materials Inc /De Technology	Reduced	2,300	-5,180	$1,662,900	−35.0%	0.88%
HPE	Hewlett Packard Enterprise Co Technology	Added	32,320	+4,500	$1,457,955	+120.1%	0.77%
MCD	Mcdonalds Corp Consumer Cyclical	Held	5,335	0	$1,442,103	−13.0%	0.77%
MDT	Medtronic plc Healthcare	Added	17,980	+800	$1,406,575	−5.5%	0.75%
LLY	ELI LILLY & Co Healthcare	Reduced	1,161	-25	$1,392,538	+27.7%	0.74%
CACI	Caci International Inc /De/ Technology	NEW	2,955	NEW	$1,368,933	NEW	0.73%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	26,153	+1,582	$1,335,110	−8.0%	0.71%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,751	-220	$1,322,902	+1.3%	0.70%
SPGI	S&P Global Inc. Financial Services	Reduced	2,707	-1,310	$1,102,452	−35.5%	0.59%
HON	Honeywell International Inc Industrials	Reduced	4,575	-4,930	$1,024,342	−52.3%	0.54%
HONA	Honeywell Aerospace Inc. Industrials	NEW	4,575	NEW	$1,011,441	NEW	0.54%

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.