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Latest Peloton Wealth Strategists Stock Portfolio

$270Million | No. of Holdings #89

Peloton Wealth Strategists Performance

2026 Q2+8.40%
YTD+4.13%
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 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peloton Wealth Strategists reported an equity portfolio of $270.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Peloton Wealth Strategists are GOOG, BGRN, DMXF. The fund has invested 5.3% of it's portfolio in ALPHABET INC CAP STK CL A and 3.8% of portfolio in ISHARES IBONDS DEC 2028 TERM CORPORATE ETF. <br><br> The fund managers got completely rid off HONEYWELL INTL INC COM (HON), INTUIT COM (INTU) and KINSALE CAP GROUP INC COM (KNSL) stocks. They significantly reduced their stock positions in APPLIED MATLS INC COM (AMAT), CISCO SYS INC COM (CSCO) and ACCENTURE PLC IRELAND SHS CLASS A (ACN). Peloton Wealth Strategists opened new stock positions in TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TSM), CACI INTL INC CL A (CACI) and HONEYWELL INTL INC COM (HON). The fund showed a lot of confidence in some stocks as they added substantially to AMPHENOL CORP CL A (APH), ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (DMXF) and ARISTA NETWORKS INC COM SHS (ANET).
Peloton Wealth Strategists Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$270Million
  as of Aug 10, 2026

Peloton Wealth Strategists Annual Return Estimates Vs S&P 500

Our best estimate is that Peloton Wealth Strategists made a return of 8.4% in the last quarter. In trailing 12 months, it's portfolio return was 11.89%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
taiwan semiconductor manufact sponsored ads2,359,000
caci intl inc cl a1,369,000
honeywell intl inc com1,024,000
honeywell aerospace inc com1,011,000
broadcom inc com728,000
ishares ibonds dec 2033 term corporate etf386,000
tesla inc com220,000
berkshire hathaway inc del cl b new213,000
New stocks bought by Peloton Wealth Strategists

Additions

Ticker% Inc.
amphenol corp cl a146
ishares ibonds dec 2032 term corporate etf38.01
arista networks inc com shs35.94
capital one finl corp com23.17
intuitive surgical inc com new22.23
toast inc cl a18.99
zoetis inc cl a18.64
netflix inc. com18.58
Additions to existing portfolio by Peloton Wealth Strategists

Reductions

Ticker% Reduced
applied matls inc com-69.25
cisco sys inc com-52.00
accenture plc ireland shs class a-34.2
s&p global inc com-32.61
salesforce inc com-32.03
ishares ibonds dec 2026 term muni bond etf-27.27
nike inc cl b-17.7
rtx corporation com-8.77
Peloton Wealth Strategists reduced stake in above stock

Sold off

Ticker$ Sold
honeywell intl inc com-2,148,000
intuit com-1,966,000
kinsale cap group inc com-974,000
conocophillips com-271,000
Peloton Wealth Strategists got rid off the above stocks

Sector Distribution

Peloton Wealth Strategists has about 25.1% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Basic Materials
  • Energy
Sector%
Others25.1
Financial Services14.3
Technology13.8
Healthcare11.7
Industrials9.9
Consumer Cyclical8.5
Communication Services6.9
Consumer Defensive6.2
Basic Materials2.3
Energy1.1

Market Cap. Distribution

Peloton Wealth Strategists has about 74.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
Category%
LARGE-CAP39
MEGA-CAP35.5
UNALLOCATED25.1

Stocks belong to which Index?

About 68.6% 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 50068.6
Others31
Top 5 Winners (%)%
HPE
hewlett packard enterprise co com
78.5 %
HPE
hewlett packard enterprise co 7.625 mand conv
77.2 %
AMAT
applied matls inc com
72.9 %
FDMT
4d molecular therapeutics inc com
42.9 %
CSCO
cisco sys inc com
38.0 %
Top 5 Winners ($)$
GOOG
alphabet inc cap stk cl a
2.8 M
HPE
hewlett packard enterprise co 7.625 mand conv
2.2 M
AMAT
applied matls inc com
1.9 M
CMI
cummins inc com
1.8 M
VRT
vertiv holdings co com cl a
1.7 M
Top 5 Losers (%)%
ZTS
zoetis inc cl a
-37.3 %
ACN
accenture plc ireland shs class a
-30.9 %
NFLX
netflix inc. com
-24.2 %
NKE
nike inc cl b
-20.3 %
CVX
chevron corporation com
-19.7 %
Top 5 Losers ($)$
ZTS
zoetis inc cl a
-1.2 M
NFLX
netflix inc. com
-0.8 M
ACN
accenture plc ireland shs class a
-0.7 M
NKE
nike inc cl b
-0.7 M
CRM
salesforce inc com
-0.4 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 89 stocks in it's portfolio. About 32.3% of the portfolio is in top 10 stocks. ZTS proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Peloton Wealth Strategists last quarter.

$270.55MTotal Value
95.00Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Peloton Wealth Strategists, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
0.26%13,453
$705.0K
0.26%
increased 0.94 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%6,236
$513.0K
0.19%
increased 3.06 percentadded
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
2.65%296,140
$7.17M
2.65%
decreased 1 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
3.84%411,188
$10.38M
3.84%
increased 3.01 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
3.23%360,320
$8.73M
3.23%
increased 2.42 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
0.12%13,000
$333.0K
0.12%
unchanged 0 percentunchanged
BGRN
Ishares Ibonds Dec 2027 Term Muni Bond Etf

Ishares Ibonds Dec 2027 Term Muni Bond Etf

BGRN
Peloton Wealth Strategists's holding in Ishares Ibonds Dec 2027 Term Muni Bond Etf over time
0.09%10,000
$254.0K
0.09%
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
0.08%8,000
$205.0K
0.08%
decreased 27.27 percentreduced