Peloton Wealth Strategists: 13F holdings
CIK 10801322026Q2
| Positions | 91 |
|---|---|
| Reported value | $270.5m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC CAP STK CL A | 39,915 | $14.3m | 5.3% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 411,188 | $10.4m | 3.8% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 405,145 | $9.4m | 3.5% |
| AMZN AMAZON COM INC COM | 38,745 | $9.2m | 3.4% |
| IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 360,320 | $8.7m | 3.2% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 394,050 | $8.6m | 3.2% |
| MA MASTERCARD INCORPORATED CL A | 14,399 | $7.4m | 2.7% |
| CMI CUMMINS INC COM | 10,298 | $7.3m | 2.7% |
| IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 296,140 | $7.2m | 2.7% |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | 343,750 | $7.2m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1080132")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.