Peloton Wealth Strategists

Q1 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$247,243
Net value change ($000)
-10,810 (-4.2%)
New positions
10
Sold out positions
14
Turnover %
12.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VRT 3,046 135.1%
NFLX 2,843 NEW
STE 2,253 NEW
IWP 1,918 NEW
ZTS 1,555 134.9%
ANET 1,486 NEW
PGR 1,422 NEW
IBDW 1,223 23.5%
KMB 1,122 46.9%
SCHH 1,054 NEW
Top Reduces (Value $000, Stocks/ETFs)
CRM -2,799 -46.9%
TMO -2,483 -35.5%
TFC -2,352 -100.0%
IWN -1,957 -100.0%
BBY -1,939 -100.0%
MSFT -1,803 -25.0%
SCZ -1,785 -79.0%
JNJ -1,776 -100.0%
AMAT -1,745 -40.6%
INTU -1,675 -46.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type