Peloton Wealth Strategists
Peloton Wealth Strategists reported 91 holdings worth US$271M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Peloton Wealth Strategists reported 91 holdings worth US$271M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Mastercard Incorporated. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 91
- Value as reported
- US$271M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 40,904 | US$14.6M | 5.4% |
| Amazon.com, Inc. | 38,745 | US$9.23M | 3.4% |
| Mastercard Incorporated | 14,399 | US$7.39M | 2.7% |
| Cummins Inc. | 10,298 | US$7.34M | 2.7% |
| Jp Morgan Chase & Co. | 21,285 | US$6.97M | 2.6% |
| Vertiv Holdings, Llc | 20,270 | US$6.79M | 2.5% |
| Hewlett Packard Enterprise Company | 140K | US$6.31M | 2.3% |
| Freeport-mcmoran, Inc. | 89,500 | US$5.63M | 2.1% |
| Rtx Corporation | 29,125 | US$5.53M | 2.0% |
| Microsoft Corp. | 14,385 | US$5.37M | 2.0% |
| Goldman Sachs Group, Inc. (the) | 4,865 | US$4.92M | 1.8% |
| Capital One Financial Corporation | 23,100 | US$4.63M | 1.7% |
| Vertex Pharmaceuticals Incorporated | 9,280 | US$4.61M | 1.7% |
| Bank Of America Corporation | 80,360 | US$4.58M | 1.7% |
| Thermo Fisher Scientific Inc | 9,086 | US$4.55M | 1.7% |
| Emerson Electric Company | 30,785 | US$4.41M | 1.6% |
| D.r. Horton, Inc. | 25,840 | US$4.21M | 1.6% |
| Citigroup, Inc. | 29,955 | US$4.19M | 1.5% |
| Amgen Inc. | 11,260 | US$4.08M | 1.5% |
| Kimberly-clark Corporation | 36,920 | US$4.05M | 1.5% |
| Uber Technologies, Inc. | 53,220 | US$3.84M | 1.4% |
| Novo Nordisk A/s Class B | 78,630 | US$3.77M | 1.4% |
| Monster Beverage Corporation | 34,975 | US$3.36M | 1.2% |
| Abbvie Inc. | 12,775 | US$3.21M | 1.2% |
| Airbnb, Inc. | 22,445 | US$3.21M | 1.2% |
| Amphenol Corporation | 17,775 | US$3.13M | 1.2% |
| Target Corporation | 23,722 | US$3.1M | 1.1% |
| Costco Wholesale Corporation | 3,265 | US$3.05M | 1.1% |
| Arista Networks, Inc. | 16,455 | US$2.79M | 1.0% |
| Intuitive Surgical, Inc. | 6,709 | US$2.67M | 0.99% |
| Netflix, Inc. | 35,065 | US$2.5M | 0.93% |
| Cisco Systems, Inc. | 21,300 | US$2.5M | 0.92% |
| Neurocrine Biosciences, Inc. | 14,485 | US$2.44M | 0.90% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4,940 | US$2.36M | 0.87% |
| Pepsico, Inc. | 16,420 | US$2.22M | 0.82% |
| Nike, Inc. | 50,445 | US$2.07M | 0.77% |
| Zoetis Inc. | 27,180 | US$1.95M | 0.72% |
| Progressive Corporation (the) | 8,425 | US$1.84M | 0.68% |
| Salesforce, Inc. | 11,540 | US$1.81M | 0.67% |
| Applied Materials, Inc. | 2,300 | US$1.66M | 0.61% |
| Mcdonald's Corporation | 5,335 | US$1.44M | 0.53% |
| Eli Lilly And Company | 1,161 | US$1.39M | 0.51% |
| Caci International, Inc. | 2,955 | US$1.37M | 0.51% |
| Home Depot, Inc. (the) | 3,751 | US$1.32M | 0.49% |
| S&p Global Inc. | 2,707 | US$1.1M | 0.41% |
| Idexx Laboratories, Inc. | 1,808 | US$952K | 0.35% |
| Nvidia Corporation | 4,413 | US$883K | 0.33% |
| Apple Inc | 2,738 | US$792K | 0.29% |
| Broadcom Inc. | 1,927 | US$728K | 0.27% |
| Toast, Inc. | 18,800 | US$523K | 0.19% |
| Aflac Incorporated | 4,000 | US$469K | 0.17% |
| Texas Pacific Land Corporation | 1,050 | US$460K | 0.17% |
| Hallador Energy Company | 25,000 | US$435K | 0.16% |
| Meta Platforms, Inc. | 745 | US$420K | 0.16% |
| 4d Molecular Therapeutics, Inc. | 25,000 | US$333K | 0.12% |
| Steel Dynamics, Inc. | 1,225 | US$281K | 0.10% |
| Chevron Corporation | 1,669 | US$277K | 0.10% |
| Merchants Bancorp | 5,333 | US$267K | 0.10% |
| Tesla, Inc. | 524 | US$220K | 0.08% |
| Berkshire Hathaway Inc. | 426 | US$213K | 0.08% |
| United Parcel Service, Inc. | 1,880 | US$202K | 0.07% |
| Kinsale Capital Group, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
Source
View original at SEC
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