Peloton Wealth Strategists Portfolio Holdings - 13F Filings | 13F Fund Database
Peloton Wealth Strategists 13F Holdings
CIK 0001080132 · INDIANAPOLIS, IN
As of Sep 30, 2025, Peloton Wealth Strategists reported
93 positions worth $254.3K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| ALPHABET INC | GOOGL | Equity | 42,360 |
|
0.3K
4.05% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 364,960 | $9.3K | 3.66% |
| AMAZON.COM INC | AMZN | Equity | 39,931 | $8.8K | 3.45% |
| MASTERCARD INC | MA | Financial Services | 15,027 | $8.5K | 3.36% |
| MICROSOFT CORP | MSFT | Technology | 16,067 | $8.3K | 3.27% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 339,070 | $8.3K | 3.25% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 342,150 | $8.0K | 3.16% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 24,710 | $7.8K | 3.06% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 304,120 | $7.4K | 2.91% |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | IBDQ | — | 279,600 | $7.0K | 2.77% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 296,250 | $6.6K | 2.58% |
| RTX CORP | RTX | Equity | 36,150 | $6.0K | 2.38% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 12,211 | $5.9K | 2.33% |
| SALESFORCE INC | CRM | Technology | 23,870 | $5.7K | 2.22% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 6,625 | $5.3K | 2.07% |
| CUMMINS INC | CMI | Industrials | 12,050 | $5.1K | 2.00% |
| APPLIED MATERIALS INC | AMAT | Technology | 22,865 | $4.7K | 1.84% |
| EMERSON ELECTRIC CO | EMR | Industrials | 33,985 | $4.5K | 1.75% |
| BANK OF AMERICA CORP | BAC-PL | Financial Services | 3,365 | $4.3K | 1.69% |
| UBER TECHNOLOGIES INC | UBER | Technology | 43,832 | $4.3K | 1.69% |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | — | 201,350 | $4.3K | 1.68% |
| ISHARES S&P 100 ETF | OEF | — | 12,501 | $4.2K | 1.64% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 10,735 | $3.7K | 1.46% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 3,703 | $3.4K | 1.35% |
| AMGEN INC | AMGN | Healthcare | 11,525 | $3.3K | 1.28% |