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Latest Peloton Wealth Strategists Stock Portfolio

$247Million | No. of Holdings #84

Peloton Wealth Strategists Performance

2026 Q1-3.94%
YTD-3.94%
2025+7.91%

About Peloton Wealth Strategists and 13F Hedge Fund Stock Holdings

Peloton Wealth Strategists is a hedge fund based in Indianapolis, IN. On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peloton Wealth Strategists reported an equity portfolio of $247.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Peloton Wealth Strategists are GOOG, BGRN, DMXF. The fund has invested 4.6% of it's portfolio in ALPHABET INC CAP STK CL A and 4.1% of portfolio in ISHARES IBONDS DEC 2028 TERM CORPORATE ETF. <br><br> The fund managers got completely rid off TRUIST FINL CORP COM (TFC), ISHARES RUSSELL 2000 VALUE ETF (IJR) and BEST BUY INC COM (BBY) stocks. They significantly reduced their stock positions in ISHARES MSCI EAFE SMALL-CAP ETF (AAXJ), APPLIED MATLS INC COM (AMAT) and KINSALE CAP GROUP INC COM (KNSL). Peloton Wealth Strategists opened new stock positions in NETFLIX INC. COM (NFLX), STERIS PLC SHS USD (STE) and ISHARES RUSSELL MID-CAP GROWTH ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ZOETIS INC CL A (ZTS), FIDELITY WISE ORIGIN BITCOIN FUND and META PLATFORMS INC CL A (META).
Peloton Wealth Strategists Equity Portfolio Value
Last Reported on: 14 May, 2026
$247Million
  as of May 14, 2026

Peloton Wealth Strategists Annual Return Estimates Vs S&P 500

Our best estimate is that Peloton Wealth Strategists made a return of -3.94% in the last quarter. In trailing 12 months, it's portfolio return was 7.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
netflix inc. com2,843,000
steris plc shs usd2,253,000
ishares russell mid-cap growth etf1,918,000
arista networks inc com shs1,486,000
progressive corp com1,422,000
schwab u.s. reit etf1,054,000
amphenol corp cl a910,000
smurfit westrock plc shs466,000
New stocks bought by Peloton Wealth Strategists

Additions

Ticker% Inc.
zoetis inc cl a150
fidelity wise origin bitcoin fund122
meta platforms inc cl a100
intuitive surgical inc com new83.95
kimberly-clark corp com53.7
capital one finl corp com53.1
accenture plc ireland shs class a52.03
vertiv holdings co com cl a51.99
Additions to existing portfolio by Peloton Wealth Strategists

Reductions

Ticker% Reduced
ishares msci eafe small-cap etf-79.23
applied matls inc com-55.32
kinsale cap group inc com-42.62
idexx labs inc com-39.89
salesforce inc com-24.64
thermo fisher scientific inc com-24.01
intuit com-17.29
goldman sachs group inc com-12.44
Peloton Wealth Strategists reduced stake in above stock

Sold off

Ticker$ Sold
truist finl corp com-2,352,000
best buy inc com-1,939,000
us bancorp com new-1,101,000
starbucks corp com-1,510,000
chipotle mexican grill inc com-629,000
ishares russell 2000 value etf-1,957,000
johnson & johnson com-1,776,000
veeva sys inc cl a com-1,650,000
Peloton Wealth Strategists got rid off the above stocks

Sector Distribution

Peloton Wealth Strategists has about 23.5% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Basic Materials
  • Energy
Sector%
Others23.5
Financial Services14.5
Technology14.1
Healthcare12.3
Industrials10.1
Consumer Cyclical8.8
Consumer Defensive6.4
Communication Services6.4
Basic Materials2.4
Energy1.5

Market Cap. Distribution

Peloton Wealth Strategists has about 75.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
Category%
LARGE-CAP41
MEGA-CAP34.8
UNALLOCATED23.5

Stocks belong to which Index?

About 71% 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 50071
Others28.6
Top 5 Winners (%)%
TPL
texas pacific land corporation com
64.9 %
VRT
vertiv holdings co com cl a
41.5 %
CVX
chevron corporation com
35.3 %
SLB
slb limited com stk
32.9 %
MBIN
merchants bancorp ind com
24.6 %
Top 5 Winners ($)$
VRT
vertiv holdings co com cl a
1.6 M
AMAT
applied matls inc com
1.0 M
FCX
freeport mcmoran inc cl b
0.7 M
SLB
slb limited com stk
0.6 M
TGT
target corp com
0.6 M
Top 5 Losers (%)%
INTU
intuit com
-31.7 %
CRM
salesforce inc com
-25.9 %
NVO
novo-nordisk a s adr
-25.9 %
MSFT
microsoft corp com
-23.2 %
ACN
accenture plc ireland shs class a
-22.6 %
Top 5 Losers ($)$
MSFT
microsoft corp com
-1.7 M
CRM
salesforce inc com
-1.5 M
INTU
intuit com
-1.2 M
MA
mastercard incorporated cl a
-1.1 M
GOOG
alphabet inc cap stk cl a
-1.0 M

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 84 stocks in it's portfolio. About 31.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VRT was the most profitable stock for Peloton Wealth Strategists last quarter.

$247.24MTotal Value
100Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Peloton Wealth Strategists, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares 1-5 Year Investment Grade Corporate Bond Etf

Ishares 1-5 Year Investment Grade Corporate Bond Etf

AAXJ
Peloton Wealth Strategists's holding in Ishares 1-5 Year Investment Grade Corporate Bond Etf over time
0.28%13,328
$701.0K
0.28%
increased 12.26 percentadded
AAXJ
Ishares Msci Eafe Small-Cap Etf

Ishares Msci Eafe Small-Cap Etf

AAXJ
Peloton Wealth Strategists's holding in Ishares Msci Eafe Small-Cap Etf over time
0.19%6,051
$474.0K
0.19%
decreased 79.23 percentreduced
AGT
Ishares Ibonds Dec 2026 Term Corporate Etf

Ishares Ibonds Dec 2026 Term Corporate Etf

AGT
Peloton Wealth Strategists's holding in Ishares Ibonds Dec 2026 Term Corporate Etf over time
2.93%299,140
$7.25M
2.93%
decreased 0.89 percentreduced
BGRN
Ishares Ibonds Dec 2028 Term Corporate Etf

Ishares Ibonds Dec 2028 Term Corporate Etf

BGRN
Peloton Wealth Strategists's holding in Ishares Ibonds Dec 2028 Term Corporate Etf over time
4.09%399,188
$10.11M
4.09%
increased 2.21 percentadded
BGRN
Ishares Ibonds Dec 2027 Term Corporate Etf

Ishares Ibonds Dec 2027 Term Corporate Etf

BGRN
Peloton Wealth Strategists's holding in Ishares Ibonds Dec 2027 Term Corporate Etf over time
3.45%351,820
$8.53M
3.45%
increased 0.4 percentadded
BGRN
Ishares Ibonds Dec 2028 Term Muni Bond Etf

Ishares Ibonds Dec 2028 Term Muni Bond Etf

BGRN
Peloton Wealth Strategists's holding in Ishares Ibonds Dec 2028 Term Muni Bond Etf over time
0.13%13,000
$332.0K
0.13%
unchanged 0 percentunchanged
BGRN
Ishares Ibonds Dec 2026 Term Muni Bond Etf

Ishares Ibonds Dec 2026 Term Muni Bond Etf

BGRN
Peloton Wealth Strategists's holding in Ishares Ibonds Dec 2026 Term Muni Bond Etf over time
0.11%11,000
$282.0K
0.11%
unchanged 0 percentunchanged