Peloton Wealth Strategists
SEC Form 13F institutional filer · CIK 0001080132
13F-HR · 63 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
36.3%
Peloton Wealth Strategists — $180K AUM allocation strategy
Peloton Wealth Strategists files SEC Form 13F and reports $180K of long US equity value across 63 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 13.8%, followed by Financials 12.3% and Health Care 7.0%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Peloton Wealth Strategists — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$180K
total across 63 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ZTS +13.7K sh · +$1.55K+$KMB +12.7K sh · +$1.12K+$DHI +7.38K sh · +$896
Biggest trims (shares)
−$AMAT −9.26K sh · −$1.75K−$CRM −5.55K sh · −$2.8K−$TMO −2.9K sh · −$2.48K
Exited to nil (held last quarter, gone now)
$TFC ($2.35K last qtr)$BBY ($1.94K last qtr)$JNJ ($1.78K last qtr)$VEEV ($1.65K last qtr)$SBUX ($1.51K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services6.3%—
- Diversified Banks5.9%—
- Electrical Components & Equipment5.2%—
- Biotechnology4.5%—
- Broadline Retail4.5%—
- Transaction & Payment Processing Services4.0%—
- Aerospace & Defense3.4%—
- Construction Machinery & Heavy Transportation Equipment3.2%—
- Other holdings62.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 39.5K | $11.4K | -970 | 6.3% |
| $AMZN | Amazon.com Inc | 38.7K | $8.06K | -305 | 4.5% |
| $MA | Mastercard Incorporated | 14.5K | $7.27K | -418 | 4.0% |
| $JPM | JP Morgan Chase & Co | 21.6K | $6.35K | -1.57K | 3.5% |
| $RTX | RTX Corporation | 31.9K | $6.16K | -975 | 3.4% |
| $CMI | Cummins Inc | 10.6K | $5.72K | -775 | 3.2% |
| $MSFT | Microsoft Corporation | 14.6K | $5.42K | -297 | 3.0% |
| $VRT | Vertiv Holdings LLC | 21.1K | $5.3K | +7.24K | 2.9% |
| $FCX | Freeport-McMoRan Inc | 89K | $5.23K | +6.03K | 2.9% |
| $TMO | Thermo Fisher Scientific Inc | 9.16K | $4.5K | -2.9K | 2.5% |
…and 53 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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