Peloton Wealth Strategists
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Peloton Wealth Strategists reported 84 stock positions worth $240.0 million. Its top holding was Alphabet Class A (GOOGL) at 4.7% of the portfolio, followed by iShares Ibonds Dec 2028 ETF (IBDT, 4.2%) and iShares Ibonds Dec 2029 Term (IBDU, 3.8%). Compared with Q4 2025, it opened 10 new positions, sold out of 14, added to 33 and reduced 31. The biggest buy was Vertiv Class A (VRT, shares +52%) and the biggest sale Salesforce (CRM, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- INDIANAPOLIS, IN
- CIK
- 0001080132
- Portfolio Value
- $240.0M (Q1 2026)
- SEC Filing
- 0001080132-26-000002 ↗ filed May 14, 2026
Holdings Value
Holdings 84 stocks · $240.0M
| GOOGL Alphabet Inc. Class A | 4.73% | 39,480 | $11.4M | Reduce -2.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 4.21% | 399,188 | $10.1M | Add +2.2% |
| IBDU iShares Ibonds Dec 2029 Term | 3.81% | 393,645 | $9.2M | Add +4.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 3.55% | 351,820 | $8.5M | Add +0.4% |
| IBDV iShares Ibonds Dec 2030 Corp. | 3.42% | 374,650 | $8.2M | Add +4.1% |
| AMZN Amazon.com Inc. | 3.36% | 38,725 | $8.1M | Reduce -0.8% |
| MA Mastercard Inc. Class A | 3.03% | 14,544 | $7.3M | Reduce -2.8% |
| IBDR iShares Ibonds Dec 2026 Term | 3.02% | 299,140 | $7.3M | Reduce -0.9% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.68% | 307,350 | $6.4M | Add +24.8% |
| JPM JPMorgan Chase & Co. | 2.64% | 21,585 | $6.3M | Reduce -6.8% |
| RTX RTX Corp. | 2.57% | 31,925 | $6.2M | Reduce -3.0% |
| CMI Cummins Inc. | 2.38% | 10,638 | $5.7M | Reduce -6.8% |
| MSFT Microsoft Corp. | 2.26% | 14,630 | $5.4M | Reduce -2.0% |
| VRT Vertiv Holdings Co. Class A | 2.21% | 21,150 | $5.3M | Add +52.0% |
| FCX Freeport-McMoran Inc. | 2.18% | 89,000 | $5.2M | Add +7.3% |
| TMO Thermo Fisher Scientific Inc. | 1.88% | 9,161 | $4.5M | Reduce -24.0% |
| GS Goldman Sachs Group Inc. | 1.72% | 4,890 | $4.1M | Reduce -12.4% |
| EMR Emerson Electric Co. | 1.70% | 31,235 | $4.1M | Reduce -2.2% |
| VRTX Vertex Pharmaceuticals Inc. | 1.70% | 9,140 | $4.1M | Add +1.1% |
| AMGN Amgen Inc. | 1.67% | 11,360 | $4.0M | Reduce -1.1% |
| OEF iShares S&P 100 ETF | 1.64% | 12,376 | $3.9M | Reduce -3.3% |
| UBER Uber Technologies Inc. | 1.47% | 48,985 | $3.5M | Add +8.1% |
| KMB Kimberly-Clark Corp. | 1.46% | 36,420 | $3.5M | Add +53.7% |
| CSCO Cisco Systems Inc. | 1.43% | 44,375 | $3.4M | Add +0.1% |
| COF Capital One Financial Corp. | 1.43% | 18,755 | $3.4M | Add +53.1% |
| IBDX iShares Ibonds Dec 2032 TC | 1.41% | 133,500 | $3.4M | Add +41.3% |
| C Citigroup Inc. | 1.40% | 29,680 | $3.4M | Reduce -3.8% |
| DHI D.R. Horton Inc. | 1.39% | 24,365 | $3.3M | Add +43.4% |
| COST Costco Wholesale Corp. | 1.35% | 3,264 | $3.3M | Reduce -1.4% |
| NKE Nike Inc. Class B | 1.35% | 61,295 | $3.2M | Add +11.7% |
| CRM Salesforce Inc. | 1.32% | 16,978 | $3.2M | Reduce -24.6% |
| TGT Target Corp. | 1.23% | 24,422 | $3.0M | Add +7.7% |
| NFLX Netflix Inc. | 1.18% | 29,570 | $2.8M | New |
| ABBV Abbvie Inc. | 1.17% | 12,925 | $2.8M | Reduce -1.1% |
| ABNB Airbnb Inc. Class A | 1.17% | 22,245 | $2.8M | Add +4.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.15% | 74,830 | $2.8M | Add +22.3% |
| ZTS Zoetis Inc. | 1.13% | 22,910 | $2.7M | Add +150.1% |
| MNST Monster Beverage Corp. | 1.08% | 35,925 | $2.6M | Reduce -5.2% |
| AMAT Applied Materials Inc. | 1.07% | 7,480 | $2.6M | Reduce -55.3% |
| PEP Pepsico Inc. | 1.06% | 16,420 | $2.5M | Reduce -12.2% |
| GRMN Garmin Ltd. | 1.06% | 10,980 | $2.5M | Add +17.8% |
| ISRG Intuitive Surgical Inc. | 1.05% | 5,489 | $2.5M | Add +84.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.98% | 45,750 | $2.4M | Add +4.6% |
| STE Steris PLC | 0.94% | 10,190 | $2.3M | New |
| ACN Accenture PLC Class A | 0.93% | 11,247 | $2.2M | Add +52.0% |
| HON Honeywell International Inc. | 0.89% | 9,505 | $2.1M | No change |
| IWS iShares Russell Mid-Cap Valu | 0.85% | 13,931 | $2.0M | Add +1.7% |
| INTU Intuit Inc. | 0.82% | 4,546 | $2.0M | Reduce -17.3% |
| IWP iShares Russell Mid-Cap Grow | 0.80% | 14,972 | $1.9M | New |
| NBIX Neurocrine Biosciences Inc. | 0.73% | 13,335 | $1.8M | Reduce -1.7% |
| SPGI S&P Global Inc. | 0.71% | 4,017 | $1.7M | Reduce -5.2% |
| MCD McDonald's Corp. | 0.69% | 5,335 | $1.7M | No change |
| MDT Medtronic PLC | 0.62% | 17,180 | $1.5M | Add +27.9% |
| ANET Arista Networks Inc. | 0.62% | 12,105 | $1.5M | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.60% | 24,571 | $1.4M | Add +122.0% |
| PGR Progressive Corp. | 0.59% | 7,175 | $1.4M | New |
| HD Home Depot Inc. | 0.54% | 3,971 | $1.3M | Reduce -6.3% |
| LLY Eli Lilly & Co. | 0.45% | 1,186 | $1.1M | Add +0.8% |
| SCHH Schwab US REIT ETF | 0.44% | 49,028 | $1.1M | New |
| KNSL Kinsale Capital Group Inc. | 0.41% | 2,850 | $974K | Reduce -42.6% |
| IDXX Idexx Laboratories Inc. | 0.40% | 1,703 | $957K | Reduce -39.9% |
| APH Amphenol Corp. Class A | 0.38% | 7,200 | $910K | New |
| NVDA Nvidia Corp. | 0.32% | 4,473 | $780K | Reduce -2.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.29% | 13,328 | $701K | Add +12.3% |
| AAPL Apple Inc. | 0.29% | 2,738 | $695K | Reduce -3.5% |
| HPE Hewlett Packard Enterprise | 0.28% | 27,820 | $662K | Add +15.9% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 4,584 | $570K | Add +8.1% |
| TPL Texas Pacific Land Corp. | 0.21% | 1,050 | $498K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.20% | 6,051 | $474K | Reduce -79.2% |
| SW Smurfit Westrock PLC | 0.19% | 11,700 | $466K | New |
| AFL Aflac Inc. | 0.18% | 4,000 | $439K | No change |
| TOST Toast Inc. Class A | 0.17% | 15,800 | $419K | New |
| META Meta Platforms Inc. Class A | 0.17% | 730 | $418K | Add +100.0% |
| HNRG Hallador Energy Co. | 0.17% | 25,000 | $407K | Add +4.2% |
| CVX Chevron Corp. | 0.14% | 1,664 | $344K | Reduce -3.4% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.14% | 13,000 | $332K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 470 | $306K | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.12% | 1,000 | $287K | No change |
| IBMO iShares Ibonds Dec 2026 Term | 0.12% | 11,000 | $282K | No change |
| COP Conocophillips | 0.11% | 2,052 | $271K | New |
| IBMP iShares Ibonds Dec 2027 Term | 0.11% | 10,000 | $254K | No change |
| FDMT 4D Molecular Therapeutics Inc. | 0.10% | 25,000 | $233K | No change |
| MBIN Merchants Bancorp | 0.10% | 5,333 | $229K | Reduce -10.9% |
| STLD Steel Dynamics Inc. | 0.09% | 1,225 | $221K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $7.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 3,645 | $4.3M | Add +5.8% |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 44,250 | $2.9M | Add +2.0% |
Total filed on the 13F, all lines: $247.2M.
Portfolio Sells Q4 2025 → Q1 2026
| CRM Salesforce Inc. | Reduce -24.6% | 1.32% | −1.06 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.94 |
| TMO Thermo Fisher Scientific Inc. | Reduce -24.0% | 1.88% | −0.91 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.78 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.77 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.71 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -79.2% | 0.20% | −0.70 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.66 |
| AMAT Applied Materials Inc. | Reduce -55.3% | 1.07% | −0.65 |
| INTU Intuit Inc. | Reduce -17.3% | 0.82% | −0.63 |
| MSFT Microsoft Corp. | Reduce -2.0% | 2.26% | −0.62 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.60 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.54 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.46 |
| USB US Bancorp | Sold out | 0.00% | −0.44 |
| MA Mastercard Inc. Class A | Reduce -2.8% | 3.03% | −0.38 |
| KNSL Kinsale Capital Group Inc. | Reduce -42.6% | 0.41% | −0.37 |
| IDXX Idexx Laboratories Inc. | Reduce -39.9% | 0.40% | −0.37 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.33 |
| JPM JPMorgan Chase & Co. | Reduce -6.8% | 2.64% | −0.33 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 4.73% | −0.32 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.31 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.25 |
| GS Goldman Sachs Group Inc. | Reduce -12.4% | 1.72% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 3.36% | −0.23 |
| SPGI S&P Global Inc. | Reduce -5.2% | 0.71% | −0.17 |
| OEF iShares S&P 100 ETF | Reduce -3.3% | 1.64% | −0.11 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.08 |
| MNST Monster Beverage Corp. | Reduce -5.2% | 1.08% | −0.07 |
| HD Home Depot Inc. | Reduce -6.3% | 0.54% | −0.04 |
| NBIX Neurocrine Biosciences Inc. | Reduce -1.7% | 0.73% | −0.03 |
| C Citigroup Inc. | Reduce -3.8% | 1.40% | −0.03 |
| ABBV Abbvie Inc. | Reduce -1.1% | 1.17% | −0.02 |
| AAPL Apple Inc. | Reduce -3.5% | 0.29% | −0.02 |
| NVDA Nvidia Corp. | Reduce -2.0% | 0.32% | −0.01 |
| PEP Pepsico Inc. | Reduce -12.2% | 1.06% | −0.01 |
| MBIN Merchants Bancorp | Reduce -10.9% | 0.10% | +0.01 |
| EMR Emerson Electric Co. | Reduce -2.2% | 1.70% | +0.02 |
| CVX Chevron Corp. | Reduce -3.4% | 0.14% | +0.04 |
| CMI Cummins Inc. | Reduce -6.8% | 2.38% | +0.06 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -0.9% | 3.02% | +0.11 |
| RTX RTX Corp. | Reduce -3.0% | 2.57% | +0.16 |
| AMGN Amgen Inc. | Reduce -1.1% | 1.67% | +0.17 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 1.35% | +0.22 |
Portfolio Buys Q4 2025 → Q1 2026
| VRT Vertiv Holdings Co. Class A | Add +52.0% | 2.21% | +1.31 |
| NFLX Netflix Inc. | New | 1.18% | +1.18 |
| STE Steris PLC | New | 0.94% | +0.94 |
| IWP iShares Russell Mid-Cap Grow | New | 0.80% | +0.80 |
| ZTS Zoetis Inc. | Add +150.1% | 1.13% | +0.67 |
| ANET Arista Networks Inc. | New | 0.62% | +0.62 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +24.8% | 2.68% | +0.60 |
| PGR Progressive Corp. | New | 0.59% | +0.59 |
| KMB Kimberly-Clark Corp. | Add +53.7% | 1.46% | +0.51 |
| FCX Freeport-McMoran Inc. | Add +7.3% | 2.18% | +0.50 |
| IBDX iShares Ibonds Dec 2032 TC | Add +41.3% | 1.41% | +0.44 |
| SCHH Schwab US REIT ETF | New | 0.44% | +0.44 |
| DHI D.R. Horton Inc. | Add +43.4% | 1.39% | +0.42 |
| ISRG Intuitive Surgical Inc. | Add +84.0% | 1.05% | +0.38 |
| APH Amphenol Corp. Class A | New | 0.38% | +0.38 |
| TGT Target Corp. | Add +7.7% | 1.23% | +0.35 |
| SLB SLB Ltd. | Add +4.6% | 0.98% | +0.31 |
| IBDU iShares Ibonds Dec 2029 Term | Add +4.8% | 3.81% | +0.31 |
| GRMN Garmin Ltd. | Add +17.8% | 1.06% | +0.31 |
| FBTC Fidelity Wise Origin Bitcoin | Add +122.0% | 0.60% | +0.27 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +4.1% | 3.42% | +0.25 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +2.2% | 4.21% | +0.25 |
| COF Capital One Financial Corp. | Add +53.1% | 1.43% | +0.24 |
| SW Smurfit Westrock PLC | New | 0.19% | +0.19 |
| TOST Toast Inc. Class A | New | 0.17% | +0.17 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +0.4% | 3.55% | +0.16 |
| ACN Accenture PLC Class A | Add +52.0% | 0.93% | +0.14 |
| COP Conocophillips | New | 0.11% | +0.11 |
| MDT Medtronic PLC | Add +27.9% | 0.62% | +0.11 |
| META Meta Platforms Inc. Class A | Add +100.0% | 0.17% | +0.08 |
| IWS iShares Russell Mid-Cap Valu | Add +1.7% | 0.85% | +0.08 |
| CSCO Cisco Systems Inc. | Add +0.1% | 1.43% | +0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.1% | 1.70% | +0.07 |
| HPE Hewlett Packard Enterprise | Add +15.9% | 0.28% | +0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +12.3% | 0.29% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +8.1% | 0.24% | +0.03 |
| ABNB Airbnb Inc. Class A | Add +4.7% | 1.17% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.13% | −0.00 |
| UBER Uber Technologies Inc. | Add +8.1% | 1.47% | −0.01 |
| HNRG Hallador Energy Co. | Add +4.2% | 0.17% | −0.01 |
| NKE Nike Inc. Class B | Add +11.7% | 1.35% | −0.04 |
| LLY Eli Lilly & Co. | Add +0.8% | 0.45% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +22.3% | 1.15% | −0.10 |
Notes & Other Activity Q4 2025 → Q1 2026
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +5.8% | 3,645 | $4.3M |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | Add +2.0% | 44,250 | $2.9M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 89 | $261.1M | GOOGL, IBDT, IBDU, AMZN, IBDS |
| Q1 2026 | 84 | $240.0M | GOOGL, IBDT, IBDU, IBDS, IBDV |
| Q4 2025 | 88 | $250.8M | GOOGL, IBDT, AMZN, IBDU, MA |
| Q3 2025 | 91 | $247.7M | GOOGL, IBDT, AMZN, MA, MSFT |
| Q2 2025 | 87 | $243.6M | IBDT, AMZN, MA, IBDS, MSFT |
| Q1 2025 | 90 | $233.8M | IBDT, MA, IBDS, IBDU, AMZN |
| Q4 2024 | 90 | $243.0M | AMZN, GOOGL, MA, CRM, JPM |
| Q3 2024 | 92 | $247.2M | MA, TMO, GOOGL, JPM, AMZN |
| Q2 2024 | 91 | $238.8M | GOOGL, MA, MSFT, JPM, TMO |
| Q1 2024 | 90 | $242.0M | MA, TMO, JPM, MSFT, CRM |