Latest Peloton Wealth Strategists Stock Portfolio
Peloton Wealth Strategists Performance:
2025 Q4: 4.07%YTD: 7.91%2024: 64.92%
Performance for 2025 Q4 is 4.07%, and YTD is 7.91%, and 2024 is 64.92%.
About Peloton Wealth Strategists and 13F Hedge Fund Stock Holdings
Peloton Wealth Strategists is a hedge fund based in Indianapolis, IN. On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peloton Wealth Strategists reported an equity portfolio of $258.1 Millions as of 31 Dec, 2025.
The top stock holdings of Peloton Wealth Strategists are GOOG, BGRN, AMZN. The fund has invested 4.9% of it's portfolio in ALPHABET INC CAP STK CL A and 3.9% of portfolio in ISHARES IBONDS DEC 2028 TERM CORPORATE ETF.
The fund managers got completely rid off YETI HLDGS INC COM (YETI), UNITED PARCEL SERVICE INC CL B (UPS) and TREX CO INC COM (TREX) stocks. They significantly reduced their stock positions in CHIPOTLE MEXICAN GRILL INC COM (CMG), UNITEDHEALTH GROUP INC COM (UNH) and ADOBE INC COM (ADBE). Peloton Wealth Strategists opened new stock positions in NIKE INC CL B (NKE), D R HORTON INC COM (DHI) and KIMBERLY-CLARK CORP COM (KMB). The fund showed a lot of confidence in some stocks as they added substantially to HEWLETT PACKARD ENTERPRISE CO COM (HPE), INTUITIVE SURGICAL INC COM NEW (ISRG) and KINSALE CAP GROUP INC COM (KNSL).
The top stock holdings of Peloton Wealth Strategists are GOOG, BGRN, AMZN. The fund has invested 4.9% of it's portfolio in ALPHABET INC CAP STK CL A and 3.9% of portfolio in ISHARES IBONDS DEC 2028 TERM CORPORATE ETF.
The fund managers got completely rid off YETI HLDGS INC COM (YETI), UNITED PARCEL SERVICE INC CL B (UPS) and TREX CO INC COM (TREX) stocks. They significantly reduced their stock positions in CHIPOTLE MEXICAN GRILL INC COM (CMG), UNITEDHEALTH GROUP INC COM (UNH) and ADOBE INC COM (ADBE). Peloton Wealth Strategists opened new stock positions in NIKE INC CL B (NKE), D R HORTON INC COM (DHI) and KIMBERLY-CLARK CORP COM (KMB). The fund showed a lot of confidence in some stocks as they added substantially to HEWLETT PACKARD ENTERPRISE CO COM (HPE), INTUITIVE SURGICAL INC COM NEW (ISRG) and KINSALE CAP GROUP INC COM (KNSL).
Peloton Wealth Strategists Annual Return Estimates Vs S&P 500
Our best estimate is that Peloton Wealth Strategists made a return of 4.07% in the last quarter. In trailing 12 months, it's portfolio return was 7.91%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| nike inc cl b | 3,496,000 |
| d r horton inc com | 2,447,000 |
| kimberly-clark corp com | 2,391,000 |
| garmin ltd shs | 1,892,000 |
| steel dynamics inc com | 208,000 |
| berkshire hathaway inc del cl b new | 204,000 |
New stocks bought by Peloton Wealth Strategists
Additions
| Ticker | % Inc. |
|---|---|
| hewlett packard enterprise co com | 185 |
| intuitive surgical inc com new | 149 |
| kinsale cap group inc com | 95.01 |
| ishares ibonds dec 2032 term corporate etf | 68.75 |
| novo-nordisk a s adr | 65.89 |
| airbnb inc com cl a | 64.65 |
| vertiv holdings co com cl a | 59.76 |
| ishares core s&p small cap etf | 42.06 |
Additions to existing portfolio by Peloton Wealth Strategists
Reductions
| Ticker | % Reduced |
|---|---|
| chipotle mexican grill inc com | -70.24 |
| unitedhealth group inc com | -61.57 |
| adobe inc com | -61.11 |
| state street spdr s&p 500 etf | -33.85 |
| us bancorp com new | -28.2 |
| applied matls inc com | -26.79 |
| zoetis inc cl a | -26.63 |
| nvidia corporation com | -20.55 |
Peloton Wealth Strategists reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares ibonds dec 2025 term corporate etf | -7,043,000 |
| yeti hldgs inc com | -2,430,000 |
| trex co inc com | -1,646,000 |
| united parcel service inc cl b | -1,877,000 |
| ishares ibonds dec 2025 term muni bond etf | -549,000 |
| lululemon athletica inc com | -1,510,000 |
| utilities select sector spdr fund | -222,000 |
| synopsys inc com | -1,294,000 |
Peloton Wealth Strategists got rid off the above stocks
Sector Distribution
Peloton Wealth Strategists has about 21.3% of it's holdings in Others sector.
- Others
- Financial Services
- Technology
- Healthcare
- Consumer Cyclical
- Industrials
- Communication Services
- Consumer Defensive
- Basic Materials
| Sector | % |
|---|---|
| Others | 21.3 |
| Financial Services | 16.5 |
| Technology | 16 |
| Healthcare | 13.7 |
| Consumer Cyclical | 10.4 |
| Industrials | 8.3 |
| Communication Services | 5.5 |
| Consumer Defensive | 5.4 |
| Basic Materials | 1.8 |
Market Cap. Distribution
Peloton Wealth Strategists has about 77.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 40 |
| MEGA-CAP | 37.2 |
| UNALLOCATED | 21.3 |
| MID-CAP | 1.2 |
Stocks belong to which Index?
About 73.3% of the stocks held by Peloton Wealth Strategists either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 73.3 |
| Others | 26.4 |
Peloton Wealth Strategists Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Peloton Wealth Strategists
Peloton Wealth Strategists has 88 stocks in it's portfolio. About 32.8% of the portfolio is in top 10 stocks. UBER proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Peloton Wealth Strategists last quarter.
Last Reported on: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc com | 0.30 | 2,838 | 772,000 | added | 8.82 | ||
| AAXJ | ishares msci eafe small-cap etf | 0.88 | 29,133 | 2,259,000 | added | 7.49 | ||
| AAXJ | ishares 1-5 year investment grade corporate bond etf | 0.24 | 11,872 | 628,000 | added | 5.22 | ||
| ABBV | abbvie inc com | 1.16 | 13,075 | 2,988,000 | reduced | -3.33 | ||
| ABNB | airbnb inc com cl a | 1.12 | 21,240 | 2,883,000 | added | 64.65 | ||
| ACN | accenture plc ireland shs class a | 0.77 | 7,398 | 1,985,000 | added | 41.1 | ||
| ACWF | ishares ibonds dec 2025 term corporate etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc com | 0.30 | 2,205 | 772,000 | reduced | -61.11 | ||
| AFL | aflac inc com | 0.17 | 4,000 | 441,000 | unchanged | 0.00 | ||
| AGT | ishares ibonds dec 2026 term corporate etf | 2.83 | 301,825 | 7,313,000 | reduced | -0.75 | ||
| AMAT | applied matls inc com | 1.67 | 16,740 | 4,302,000 | reduced | -26.79 | ||
| AMGN | amgen inc com | 1.46 | 11,485 | 3,759,000 | reduced | -0.35 | ||
| AMZN | amazon com inc com | 3.49 | 39,030 | 9,009,000 | reduced | -2.26 | ||
| BAC | bank america corp 7.25cnv pfd l | 1.67 | 3,445 | 4,313,000 | added | 2.38 | ||
| BBY | best buy inc com | 0.75 | 28,975 | 1,939,000 | reduced | -13.44 | ||
| BGRN | ishares ibonds dec 2028 term corporate etf | 3.85 | 390,560 | 9,942,000 | added | 7.01 | ||
| BGRN | ishares ibonds dec 2027 term corporate etf | 3.30 | 350,425 | 8,508,000 | added | 3.35 | ||
| BGRN | ishares ibonds dec 2028 term muni bond etf | 0.13 | 13,000 | 332,000 | unchanged | 0.00 | ||
| BGRN | ishares ibonds dec 2026 term muni bond etf | 0.11 | 11,000 | 282,000 | unchanged | 0.00 | ||
| BGRN | ishares ibonds dec 2027 term muni bond etf | 0.10 | 10,000 | 254,000 | unchanged | 0.00 | ||