Universe · entity
Peloton Wealth Strategists
Institutional manager (13F) · CIK 1080132
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $219k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC CAP STK CL A | $11k | 39,480 |
| 2 | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $10k | 399,188 |
| 3 | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $9k | 393,645 |
| 4 | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $9k | 351,820 |
| 5 | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $8k | 374,650 |
| 6 | AMAZON COM INC COM | $8k | 38,725 |
| 7 | MASTERCARD INCORPORATED CL A | $7k | 14,544 |
| 8 | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $7k | 299,140 |
| 9 | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $6k | 307,350 |
| 10 | JPMORGAN CHASE & CO COM | $6k | 21,585 |
| 11 | RTX CORPORATION COM | $6k | 31,925 |
| 12 | CUMMINS INC COM | $6k | 10,638 |
| 13 | MICROSOFT CORP COM | $5k | 14,630 |
| 14 | VERTIV HOLDINGS CO COM CL A | $5k | 21,150 |
| 15 | FREEPORT MCMORAN INC CL B | $5k | 89,000 |
| 16 | THERMO FISHER SCIENTIFIC INC COM | $5k | 9,161 |
| 17 | BANK AMERICA CORP 7.25CNV PFD L | $4k | 3,645 |
| 18 | GOLDMAN SACHS GROUP INC COM | $4k | 4,890 |
| 19 | EMERSON ELEC CO COM | $4k | 31,235 |
| 20 | VERTEX PHARMACEUTICALS INC COM | $4k | 9,140 |
| 21 | AMGEN INC COM | $4k | 11,360 |
| 22 | ISHARES S&P 100 ETF | $4k | 12,376 |
| 23 | UBER TECHNOLOGIES INC COM | $4k | 48,985 |
| 24 | KIMBERLY-CLARK CORP COM | $4k | 36,420 |
| 25 | CISCO SYS INC COM | $3k | 44,375 |
| 26 | CAPITAL ONE FINL CORP COM | $3k | 18,755 |
| 27 | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $3k | 133,500 |
| 28 | CITIGROUP INC COM NEW | $3k | 29,680 |
| 29 | D R HORTON INC COM | $3k | 24,365 |
| 30 | COSTCO WHOLESALE CORPORATION COM | $3k | 3,264 |
| 31 | NIKE INC CL B | $3k | 61,295 |
| 32 | SALESFORCE INC COM | $3k | 16,978 |
| 33 | TARGET CORP COM | $3k | 24,422 |
| 34 | HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV | $3k | 44,250 |
| 35 | NETFLIX INC. COM | $3k | 29,570 |
| 36 | ABBVIE INC COM | $3k | 12,925 |
| 37 | AIRBNB INC COM CL A | $3k | 22,245 |
| 38 | NOVO-NORDISK A S ADR | $3k | 74,830 |
| 39 | ZOETIS INC CL A | $3k | 22,910 |
| 40 | MONSTER BEVERAGE CORP NEW COM | $3k | 35,925 |
| 41 | APPLIED MATLS INC COM | $3k | 7,480 |
| 42 | PEPSICO INC COM | $3k | 16,420 |
| 43 | GARMIN LTD SHS | $3k | 10,980 |
| 44 | INTUITIVE SURGICAL INC COM NEW | $3k | 5,489 |
| 45 | SLB LIMITED COM STK | $2k | 45,750 |
| 46 | STERIS PLC SHS USD | $2k | 10,190 |
| 47 | ACCENTURE PLC IRELAND SHS CLASS A | $2k | 11,247 |
| 48 | HONEYWELL INTL INC COM | $2k | 9,505 |
| 49 | ISHARES RUSSELL MID-CAP VALUE ETF | $2k | 13,931 |
| 50 | INTUIT COM | $2k | 4,546 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.