Peloton Wealth Strategists
CIK 1080132 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $271K
- Posiciones
- 91
- A fecha de
- 30 de junio de 2026
#9 315 de 9 443 por valor de 13F · top 98.6%
Valor de cartera interanual: +9.4% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 33,14%
- Peso de las 25 principales tenencias
- 61,38%
- Posiciones superiores al 1%
- 37
- Número efectivo de posiciones
- 48,8
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 6,32% Est. compras $18 261 · ventas $16 375
Tenencia mediana: 6,0 trimestres Rastreado Q4 2024–Q2 2026 · 71,1% aún se mantiene
- Nuevas posiciones
- 9
- Aumentado
- 42
- Disminuido
- 25
- Cerrada
- 4
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
Healthcare
12,5%
Industrials
12,0%
Financial Services
7,0%
Communication Services
6,5%
Retail
6,2%
Technology
5,9%
Financials
5,0%
Consumer products
4,0%
Consumer Discretionary
2,6%
Materials
2,2%
Consumer Staples
2,1%
Communications
2,0%
Energy
1,1%
Packaging
0,2%
Utilities
0,2%
Logistics & Transportation
0,1%
Otro/No mapeado
30,7%
Cartera completa 91 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $14 265 | 5,27% | 39 915 | $2 912 | Subir ×1 | ||
| IBDT | $10 382 | 3,84% | 411 188 | $271 | Subir ×2 | ||
| IBDU | $9 383 | 3,47% | 405 145 | $227 | Subir ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9 234 | 3,41% | 38 745 | $1 169 | Subir ×1 | ||
| IBDS | $8 727 | 3,23% | 360 320 | $199 | Subir ×2 | ||
| IBDV | $8 590 | 3,18% | 394 050 | $389 | Subir ×2 | ||
| MA Mastercard Incorporated Common Stock | $7 395 | 2,73% | 14 399 | $128 | Bajar ×2 | ||
| CMI Cummins Inc. Common Stock | $7 345 | 2,71% | 10 298 | $1 622 | Bajar ×2 | ||
| IBDR | $7 175 | 2,65% | 296 140 | $-76 | Bajar ×2 | ||
| IBDW | $7 164 | 2,65% | 343 750 | $731 | Subir ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $6 967 | 2,58% | 21 285 | $618 | Bajar ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $6 787 | 2,51% | 20 270 | $1 487 | Bajar ×1 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $5 629 | 2,08% | 89 500 | $398 | Subir ×2 | ||
| RTX RTX Corporation Common Stock | $5 526 | 2,04% | 29 125 | $-632 | Bajar ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $5 366 | 1,98% | 14 385 | $-50 | Bajar ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $4 920 | 1,82% | 4 865 | $783 | Bajar ×2 | ||
| HPEPRC | $4 853 | 1,79% | 41 959 | $1 998 | Bajar ×1 | ||
| OEF | $4 725 | 1,75% | 12 915 | $789 | Subir ×1 | ||
| IBDX | $4 641 | 1,72% | 184 250 | $1 267 | Subir ×2 | ||
| COF Capital One Financial Corporation Common Stock | $4 634 | 1,71% | 23 100 | $1 213 | Subir ×2 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $4 610 | 1,70% | 9 280 | $529 | Subir ×2 | ||
| BACPRL | $4 579 | 1,69% | 3 650 | $236 | Subir ×2 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $4 555 | 1,68% | 9 086 | $52 | Bajar ×2 | ||
| EMR Emerson Electric Company Common Stock | $4 407 | 1,63% | 30 785 | $315 | Bajar ×2 | ||
| DHI D.R. Horton, Inc. Common Stock | $4 209 | 1,56% | 25 840 | $866 | Subir ×2 | ||
| C Citigroup, Inc. Common Stock | $4 193 | 1,55% | 29 955 | $827 | Subir ×1 | ||
| AMGN Amgen Inc. - Common Stock | $4 077 | 1,51% | 11 260 | $80 | Bajar ×2 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $4 053 | 1,50% | 36 920 | $540 | Subir ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $3 840 | 1,42% | 53 220 | $317 | Subir ×2 | ||
| NVO Novo Nordisk A/S Common Stock | $3 770 | 1,39% | 78 630 | $1 020 | Subir ×2 | ||
| MNST Monster Beverage Corporation - Common Stock | $3 362 | 1,24% | 34 975 | $759 | Bajar ×2 | ||
| ABBV AbbVie Inc. Common Stock | $3 215 | 1,19% | 12 775 | $404 | Bajar ×2 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $3 212 | 1,19% | 22 445 | $403 | Subir ×2 | ||
| APH Amphenol Corporation Common Stock | $3 134 | 1,16% | 17 775 | $2 224 | Subir ×1 | ||
| TGT Target Corporation Common Stock | $3 098 | 1,15% | 23 722 | $138 | Bajar ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $3 054 | 1,13% | 3 265 | $-198 | Subir ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $2 795 | 1,03% | 16 455 | $1 309 | Subir ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $2 668 | 0,99% | 6 709 | $138 | Subir ×2 | ||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $2 608 | 0,96% | 10 980 | $61 | |||
| NFLX Netflix, Inc. - Common Stock | $2 504 | 0,93% | 35 065 | $-339 | Subir ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2 502 | 0,92% | 21 300 | $-941 | Bajar ×1 | ||
| NBIX Neurocrine Biosciences, Inc. - Common Stock | $2 441 | 0,90% | 14 485 | $684 | Subir ×1 | ||
| IWS | $2 407 | 0,89% | 14 623 | $377 | Subir ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2 359 | 0,87% | 4 940 | Subir ×1 | |||
| IWP | $2 331 | 0,86% | 15 922 | $413 | Subir ×1 | ||
| STE STERIS plc (Ireland) Ordinary Shares | $2 310 | 0,85% | 10 970 | $57 | Subir ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $2 223 | 0,82% | 16 420 | $-327 | |||
| SLB SLB Limited Common Shares | $2 206 | 0,82% | 47 450 | $-145 | Subir ×2 | ||
| NKE Nike, Inc. Common Stock | $2 071 | 0,77% | 50 445 | $-1 167 | Bajar ×1 | ||
| ZTS Zoetis Inc. Class A Common Stock | $1 953 | 0,72% | 27 180 | $-755 | Subir ×2 | ||
| PGR Progressive Corporation (The) Common Stock | $1 840 | 0,68% | 8 425 | $418 | Subir ×1 | ||
| CRM Salesforce, Inc. Common Stock | $1 808 | 0,67% | 11 540 | $-1 361 | Bajar ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1 663 | 0,61% | 2 300 | $-894 | Bajar ×2 | ||
| HPE Hewlett Packard Enterprise Company Common Stock | $1 458 | 0,54% | 32 320 | $796 | Subir ×2 | ||
| MCD McDonald's Corporation Common Stock | $1 442 | 0,53% | 5 335 | $-216 | |||
| MDT Medtronic plc. Ordinary Shares | $1 407 | 0,52% | 17 980 | $-82 | Subir ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1 393 | 0,51% | 1 161 | $302 | Bajar ×1 | ||
| CACI CACI International, Inc. Class A Common Stock | $1 369 | 0,51% | 2 955 | Subir ×1 | |||
| FBTC | $1 335 | 0,49% | 26 153 | $-115 | Subir ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $1 323 | 0,49% | 3 751 | $17 | Bajar ×2 | ||
| SCHH | $1 202 | 0,44% | 50 773 | $148 | Subir ×1 | ||
| SPGI S&P Global Inc. Common Stock | $1 102 | 0,41% | 2 707 | $-607 | Bajar ×2 | ||
| Emisor desconocido (CUSIP: 438516205) | $1 024 | 0,38% | 4 575 | Subir ×1 | |||
| Emisor desconocido (CUSIP: 43849R105) | $1 011 | 0,37% | 4 575 | Subir ×1 | |||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $952 | 0,35% | 1 808 | $-5 | Subir ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $921 | 0,34% | 7 400 | $-1 309 | Bajar ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $883 | 0,33% | 4 413 | $103 | Bajar ×2 | ||
| AAPL Apple Inc. - Common Stock | $792 | 0,29% | 2 738 | $97 | |||
| AVGO Broadcom Inc. - Common Stock | $728 | 0,27% | 1 927 | Subir ×1 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $705 | 0,26% | 13 453 | $4 | Subir ×2 | ||
| IJR | $698 | 0,26% | 4 709 | $128 | Subir ×2 | ||
| SW Smurfit WestRock plc Ordinary Shares | $541 | 0,20% | 11 700 | $75 | |||
| TOST Toast, Inc. Class A Common Stock | $523 | 0,19% | 18 800 | $104 | Subir ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $513 | 0,19% | 6 236 | $39 | Subir ×1 | ||
| AFL AFLAC Incorporated Common Stock | $469 | 0,17% | 4 000 | $30 | |||
| TPL Texas Pacific Land Corporation Common Stock | $460 | 0,17% | 1 050 | $-38 | |||
| HNRG Hallador Energy Company - Common Stock | $435 | 0,16% | 25 000 | $28 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $420 | 0,16% | 745 | $2 | Subir ×2 | ||
| IBDY | $386 | 0,14% | 15 000 | Subir ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $353 | 0,13% | 1 000 | $66 | |||
| SPY SPY | $351 | 0,13% | 470 | $45 | |||
| IBMQ | $333 | 0,12% | 13 000 | $1 | |||
| FDMT 4D Molecular Therapeutics, Inc. - Common Stock | $333 | 0,12% | 25 000 | $100 | |||
| STLD Steel Dynamics, Inc. - Common Stock | $281 | 0,10% | 1 225 | $60 | |||
| CVX Chevron Corporation Common Stock | $277 | 0,10% | 1 669 | $-67 | Subir ×1 | ||
| MBIN Merchants Bancorp - Common Stock | $267 | 0,10% | 5 333 | $38 | |||
| IBMP | $254 | 0,09% | 10 000 | $0 | |||
| TSLA Tesla, Inc. - Common Stock | $220 | 0,08% | 524 | ||||
| BRKB | $213 | 0,08% | 426 | ||||
| IBMO | $205 | 0,08% | 8 000 | $-77 | Bajar ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $202 | 0,07% | 1 880 | ||||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
| Valor | Valor | Acciones | % de la cartera |
|---|---|---|---|
| TSM | $2 359 | 4 940 | 0,87% |
| CACI | $1 369 | 2 955 | 0,51% |
| Emisor desconocido (CUSIP: 438516205) | $1 024 | 4 575 | 0,38% |
| Emisor desconocido (CUSIP: 43849R105) | $1 011 | 4 575 | 0,37% |
| AVGO | $728 | 1 927 | 0,27% |
| IBDY | $386 | 15 000 | 0,14% |
| TSLA | $220 | 524 | 0,08% |
| BRKB | $213 | 426 | 0,08% |
| UPS | $202 | 1 880 | 0,07% |
Principales movimientos (trimestre a trimestre)
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| GRMN | 31 de marzo de 2025 | 11 490 | $2 370 | 35,4% |
| TFC | 31 de marzo de 2026 | 47 800 | $2 352 | 10,2% |
| LYB | 31 de marzo de 2025 | 29 100 | $2 161 | -3,1% |
| HON | 30 de junio de 2026 | 9 505 | $2 148 | -1,2% |
| INTU | 30 de junio de 2026 | 4 546 | $1 966 | 38,7% |
| IWN | 31 de marzo de 2026 | 10 799 | $1 957 | Ya no se rastrea |
| BBY | 31 de marzo de 2026 | 28 975 | $1 939 | 36,5% |
| JNJ | 31 de marzo de 2026 | 8 580 | $1 776 | 11,2% |
| IWD | 31 de marzo de 2025 | 9 367 | $1 734 | Ya no se rastrea |
| SCHH | 31 de marzo de 2025 | 79 271 | $1 669 | Ya no se rastrea |
| VEEV | 31 de marzo de 2026 | 7 390 | $1 650 | 43,4% |
| GNRC | 31 de marzo de 2025 | 10 435 | $1 618 | 64,6% |
| SBUX | 31 de marzo de 2026 | 17 930 | $1 510 | 17,6% |
| UNH | 31 de marzo de 2026 | 4 125 | $1 362 | 45,0% |
| EXEL | 30 de junio de 2025 | 31 830 | $1 175 | 23,0% |
| DHR | 31 de marzo de 2026 | 5 070 | $1 161 | 13,2% |
| USB | 31 de marzo de 2026 | 20 625 | $1 101 | 20,3% |
| KNSL | 30 de junio de 2026 | 2 850 | $974 | 16,7% |
| MANH | 31 de marzo de 2026 | 4 840 | $839 | 57,4% |
| ADBE | 31 de marzo de 2026 | 2 205 | $772 | 12,7% |
| KEYS | 30 de junio de 2025 | 5 145 | $771 | 93,7% |
| DVN | 30 de junio de 2025 | 20 450 | $765 | 55,4% |
| CMG | 31 de marzo de 2026 | 17 000 | $629 | 7,1% |
| EG | 30 de junio de 2025 | 1 663 | $604 | 7,5% |
| RMD | 31 de marzo de 2025 | 2 225 | $509 | 2,9% |
| ELF | 30 de junio de 2025 | 7 602 | $477 | -18,5% |
| FTNT | 30 de junio de 2025 | 4 330 | $417 | 43,5% |
| TECH | 30 de junio de 2025 | 5 710 | $335 | 40,6% |
| COP | 30 de junio de 2026 | 2 052 | $271 | 29,7% |
| RBA | 31 de marzo de 2025 | 2 845 | $257 | -13,2% |
| TSLA | 31 de marzo de 2026 | 510 | $229 | -7,1% |
| BRKB | 31 de marzo de 2026 | 406 | $204 | Ya no se rastrea |