Peloton Wealth Strategists
CIK 1080132 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $271K
- Posisi
- 91
- Per tanggal
- 30 Juni 2026
#9.315 dari 9.443 berdasarkan nilai 13F · top 98.6%
Nilai portofolio QoQ: +9.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 33,14%
- Bobot 25 kepemilikan teratas
- 61,38%
- Posisi di atas 1%
- 37
- Jumlah posisi efektif
- 48,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 6,32% Perkiraan pembelian $18.261 · penjualan $16.375
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 71,1% masih dipegang
- Posisi baru
- 9
- Meningkat
- 42
- Menurun
- 25
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
30,7%
Portofolio lengkap 91 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $14.265 | 5,27% | 39.915 | $2.912 | Naik ×1 | ||
| IBDT | $10.382 | 3,84% | 411.188 | $271 | Naik ×2 | ||
| IBDU | $9.383 | 3,47% | 405.145 | $227 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9.234 | 3,41% | 38.745 | $1.169 | Naik ×1 | ||
| IBDS | $8.727 | 3,23% | 360.320 | $199 | Naik ×2 | ||
| IBDV | $8.590 | 3,18% | 394.050 | $389 | Naik ×2 | ||
| MA Mastercard Incorporated Common Stock | $7.395 | 2,73% | 14.399 | $128 | Turun ×2 | ||
| CMI Cummins Inc. Common Stock | $7.345 | 2,71% | 10.298 | $1.622 | Turun ×2 | ||
| IBDR | $7.175 | 2,65% | 296.140 | $-76 | Turun ×2 | ||
| IBDW | $7.164 | 2,65% | 343.750 | $731 | Naik ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $6.967 | 2,58% | 21.285 | $618 | Turun ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $6.787 | 2,51% | 20.270 | $1.487 | Turun ×1 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $5.629 | 2,08% | 89.500 | $398 | Naik ×2 | ||
| RTX RTX Corporation Common Stock | $5.526 | 2,04% | 29.125 | $-632 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $5.366 | 1,98% | 14.385 | $-50 | Turun ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $4.920 | 1,82% | 4.865 | $783 | Turun ×2 | ||
| HPEPRC | $4.853 | 1,79% | 41.959 | $1.998 | Turun ×1 | ||
| OEF | $4.725 | 1,75% | 12.915 | $789 | Naik ×1 | ||
| IBDX | $4.641 | 1,72% | 184.250 | $1.267 | Naik ×2 | ||
| COF Capital One Financial Corporation Common Stock | $4.634 | 1,71% | 23.100 | $1.213 | Naik ×2 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $4.610 | 1,70% | 9.280 | $529 | Naik ×2 | ||
| BACPRL | $4.579 | 1,69% | 3.650 | $236 | Naik ×2 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $4.555 | 1,68% | 9.086 | $52 | Turun ×2 | ||
| EMR Emerson Electric Company Common Stock | $4.407 | 1,63% | 30.785 | $315 | Turun ×2 | ||
| DHI D.R. Horton, Inc. Common Stock | $4.209 | 1,56% | 25.840 | $866 | Naik ×2 | ||
| C Citigroup, Inc. Common Stock | $4.193 | 1,55% | 29.955 | $827 | Naik ×1 | ||
| AMGN Amgen Inc. - Common Stock | $4.077 | 1,51% | 11.260 | $80 | Turun ×2 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $4.053 | 1,50% | 36.920 | $540 | Naik ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $3.840 | 1,42% | 53.220 | $317 | Naik ×2 | ||
| NVO Novo Nordisk A/S Common Stock | $3.770 | 1,39% | 78.630 | $1.020 | Naik ×2 | ||
| MNST Monster Beverage Corporation - Common Stock | $3.362 | 1,24% | 34.975 | $759 | Turun ×2 | ||
| ABBV AbbVie Inc. Common Stock | $3.215 | 1,19% | 12.775 | $404 | Turun ×2 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $3.212 | 1,19% | 22.445 | $403 | Naik ×2 | ||
| APH Amphenol Corporation Common Stock | $3.134 | 1,16% | 17.775 | $2.224 | Naik ×1 | ||
| TGT Target Corporation Common Stock | $3.098 | 1,15% | 23.722 | $138 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $3.054 | 1,13% | 3.265 | $-198 | Naik ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $2.795 | 1,03% | 16.455 | $1.309 | Naik ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $2.668 | 0,99% | 6.709 | $138 | Naik ×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 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2.502 | 0,92% | 21.300 | $-941 | Turun ×1 | ||
| NBIX Neurocrine Biosciences, Inc. - Common Stock | $2.441 | 0,90% | 14.485 | $684 | Naik ×1 | ||
| IWS | $2.407 | 0,89% | 14.623 | $377 | Naik ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2.359 | 0,87% | 4.940 | Naik ×1 | |||
| IWP | $2.331 | 0,86% | 15.922 | $413 | Naik ×1 | ||
| STE STERIS plc (Ireland) Ordinary Shares | $2.310 | 0,85% | 10.970 | $57 | Naik ×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 | Naik ×2 | ||
| NKE Nike, Inc. Common Stock | $2.071 | 0,77% | 50.445 | $-1.167 | Turun ×1 | ||
| ZTS Zoetis Inc. Class A Common Stock | $1.953 | 0,72% | 27.180 | $-755 | Naik ×2 | ||
| PGR Progressive Corporation (The) Common Stock | $1.840 | 0,68% | 8.425 | $418 | Naik ×1 | ||
| CRM Salesforce, Inc. Common Stock | $1.808 | 0,67% | 11.540 | $-1.361 | Turun ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1.663 | 0,61% | 2.300 | $-894 | Turun ×2 | ||
| HPE Hewlett Packard Enterprise Company Common Stock | $1.458 | 0,54% | 32.320 | $796 | Naik ×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 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1.393 | 0,51% | 1.161 | $302 | Turun ×1 | ||
| CACI CACI International, Inc. Class A Common Stock | $1.369 | 0,51% | 2.955 | Naik ×1 | |||
| FBTC | $1.335 | 0,49% | 26.153 | $-115 | Naik ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.323 | 0,49% | 3.751 | $17 | Turun ×2 | ||
| SCHH | $1.202 | 0,44% | 50.773 | $148 | Naik ×1 | ||
| SPGI S&P Global Inc. Common Stock | $1.102 | 0,41% | 2.707 | $-607 | Turun ×2 | ||
| Penerbit tidak dikenal (CUSIP: 438516205) | $1.024 | 0,38% | 4.575 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 43849R105) | $1.011 | 0,37% | 4.575 | Naik ×1 | |||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $952 | 0,35% | 1.808 | $-5 | Naik ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $921 | 0,34% | 7.400 | $-1.309 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $883 | 0,33% | 4.413 | $103 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $792 | 0,29% | 2.738 | $97 | |||
| AVGO Broadcom Inc. - Common Stock | $728 | 0,27% | 1.927 | Naik ×1 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $705 | 0,26% | 13.453 | $4 | Naik ×2 | ||
| IJR | $698 | 0,26% | 4.709 | $128 | Naik ×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 | Naik ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $513 | 0,19% | 6.236 | $39 | Naik ×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 | Naik ×2 | ||
| IBDY | $386 | 0,14% | 15.000 | Naik ×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 | Naik ×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 | Turun ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $202 | 0,07% | 1.880 | ||||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| TSM | $2.359 | 4.940 | 0,87% |
| CACI | $1.369 | 2.955 | 0,51% |
| Penerbit tidak dikenal (CUSIP: 438516205) | $1.024 | 4.575 | 0,38% |
| Penerbit tidak dikenal (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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| GOOGL | Beli lebih banyak | +435 | +$3K |
| APH | Beli lebih banyak | +11K | +$2K |
| HPEPRC | Dipangkas | -2K | +$2K |
| CMI | Dipangkas | -340 | +$2K |
| VRT | Dipangkas | -880 | +$1K |
| CRM | Dipangkas | -5K | -$1K |
| ACN | Dipangkas | -4K | -$1K |
| ANET | Beli lebih banyak | +4K | +$1K |
| IBDX | Beli lebih banyak | +51K | +$1K |
| COF | Beli lebih banyak | +4K | +$1K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| GRMN | 31 Maret 2025 | 11.490 | $2.370 | 35,4% |
| TFC | 31 Maret 2026 | 47.800 | $2.352 | 10,2% |
| LYB | 31 Maret 2025 | 29.100 | $2.161 | -3,1% |
| HON | 30 Juni 2026 | 9.505 | $2.148 | -1,2% |
| INTU | 30 Juni 2026 | 4.546 | $1.966 | 38,7% |
| IWN | 31 Maret 2026 | 10.799 | $1.957 | Tidak lagi dilacak |
| BBY | 31 Maret 2026 | 28.975 | $1.939 | 36,5% |
| JNJ | 31 Maret 2026 | 8.580 | $1.776 | 11,2% |
| IWD | 31 Maret 2025 | 9.367 | $1.734 | Tidak lagi dilacak |
| SCHH | 31 Maret 2025 | 79.271 | $1.669 | Tidak lagi dilacak |
| VEEV | 31 Maret 2026 | 7.390 | $1.650 | 43,4% |
| GNRC | 31 Maret 2025 | 10.435 | $1.618 | 64,6% |
| SBUX | 31 Maret 2026 | 17.930 | $1.510 | 17,6% |
| UNH | 31 Maret 2026 | 4.125 | $1.362 | 45,0% |
| EXEL | 30 Juni 2025 | 31.830 | $1.175 | 23,0% |
| DHR | 31 Maret 2026 | 5.070 | $1.161 | 13,2% |
| USB | 31 Maret 2026 | 20.625 | $1.101 | 20,3% |
| KNSL | 30 Juni 2026 | 2.850 | $974 | 16,7% |
| MANH | 31 Maret 2026 | 4.840 | $839 | 57,4% |
| ADBE | 31 Maret 2026 | 2.205 | $772 | 12,7% |
| KEYS | 30 Juni 2025 | 5.145 | $771 | 93,7% |
| DVN | 30 Juni 2025 | 20.450 | $765 | 55,4% |
| CMG | 31 Maret 2026 | 17.000 | $629 | 7,1% |
| EG | 30 Juni 2025 | 1.663 | $604 | 7,5% |
| RMD | 31 Maret 2025 | 2.225 | $509 | 2,9% |
| ELF | 30 Juni 2025 | 7.602 | $477 | -18,5% |
| FTNT | 30 Juni 2025 | 4.330 | $417 | 43,5% |
| TECH | 30 Juni 2025 | 5.710 | $335 | 40,6% |
| COP | 30 Juni 2026 | 2.052 | $271 | 29,7% |
| RBA | 31 Maret 2025 | 2.845 | $257 | -13,2% |
| TSLA | 31 Maret 2026 | 510 | $229 | -7,1% |
| BRKB | 31 Maret 2026 | 406 | $204 | Tidak lagi dilacak |