Peloton Wealth Strategists

Q4 2025 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$258,053
Net value change ($000)
+3,751 (1.5%)
New positions
6
Sold out positions
9
Turnover %
10.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NKE 3,496 NEW
DHI 2,447 NEW
KMB 2,391 NEW
GOOGL 2,363 22.9%
GARMIN LTD 1,892 NEW
IBDV 1,380 21.0%
ABNB 1,317 84.1%
FCX 1,199 39.8%
ISRG 1,155 215.9%
NVO 1,067 52.2%
Top Reduces (Value $000, Stocks/ETFs)
IBDQ -7,043 -100.0%
YETI -2,430 -100.0%
UNH -2,345 -63.3%
UPS -1,877 -100.0%
TREX -1,646 -100.0%
CMG -1,609 -71.9%
LULU -1,510 -100.0%
SNPS -1,294 -100.0%
ADBE -1,228 -61.4%
MSFT -1,103 -13.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type