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 $270.5M across 91 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($14.3M, 5.27%), IBDT ($10.4M, 3.84%), IBDU ($9.4M, 3.47%), AMZN ($9.2M, 3.41%), IBDS ($8.7M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STK CL A | $14.3M | 5.27% | 39,915 | Added |
| 2 | IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $10.4M | 3.84% | 411,188 | Added |
| 3 | IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $9.4M | 3.47% | 405,145 | Added |
| 4 | AMZN | AMAZON COM INC COM | $9.2M | 3.41% | 38,745 | Added |
| 5 | IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $8.7M | 3.23% | 360,320 | Added |
| 6 | IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $8.6M | 3.18% | 394,050 | Added |
| 7 | MA | MASTERCARD INCORPORATED CL A | $7.4M | 2.73% | 14,399 | Trimmed |
| 8 | CMI | CUMMINS INC COM | $7.3M | 2.71% | 10,298 | Trimmed |
| 9 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $7.2M | 2.65% | 296,140 | Trimmed |
| 10 | IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $7.2M | 2.65% | 343,750 | Added |
| 11 | JPM | JPMORGAN CHASE & CO COM | $7.0M | 2.58% | 21,285 | Trimmed |
| 12 | VRT | VERTIV HOLDINGS CO COM CL A | $6.8M | 2.51% | 20,270 | Trimmed |
| 13 | FCX | FREEPORT MCMORAN INC CL B | $5.6M | 2.08% | 89,500 | Added |
| 14 | RTX | RTX CORPORATION COM | $5.5M | 2.04% | 29,125 | Trimmed |
| 15 | MSFT | MICROSOFT CORP COM | $5.4M | 1.98% | 14,385 | Trimmed |
| 16 | GS | GOLDMAN SACHS GROUP INC COM | $4.9M | 1.82% | 4,865 | Trimmed |
| 17 | HPEPRC | HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV | $4.9M | 1.79% | 41,959 | Trimmed |
| 18 | OEF | ISHARES S&P 100 ETF | $4.7M | 1.75% | 12,915 | Added |
| 19 | IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $4.6M | 1.72% | 184,250 | Added |
| 20 | COF | CAPITAL ONE FINL CORP COM | $4.6M | 1.71% | 23,100 | Added |
| 21 | VRTX | VERTEX PHARMACEUTICALS INC COM | $4.6M | 1.70% | 9,280 | Added |
| 22 | BAC-PL | BANK AMERICA CORP 7.25CNV PFD L | $4.6M | 1.69% | 3,650 | Added |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC COM | $4.6M | 1.68% | 9,086 | Trimmed |
| 24 | EMR | EMERSON ELEC CO COM | $4.4M | 1.63% | 30,785 | Trimmed |
| 25 | DHI | D R HORTON INC COM | $4.2M | 1.56% | 25,840 | Added |
Source: SEC Form 13F filings · as of 2026-06-30