Peloton-Wealth-Strategists

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ONON",
  "ACN",
  "ABBV",
  "ADBE",
  "GOOGL",
  null,
  null,
  "COF",
  "CMI",
  null,
  null,
  "FCX",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "AMAT",
  "EMR",
  "NBIX",
  null,
  null,
  "MBIN",
  null,
  "IWS",
  "MA",
  "EXEL",
  "MDT",
  "MSFT",
  "ELF",
  "IJR",
  null,
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  null,
  "KEYS",
  "AMGN",
  "SPGI",
  "SLB",
  "RTX",
  "SBUX",
  "SNPS",
  "TGT",
  "TMO",
  "TFC",
  "UBER",
  "UPS",
  "MNST",
  "FDMT",
  "IWN",
  "VRTX",
  "AFL",
  "FTNT",
  "IDXX",
  "NVO",
  "AMZN",
  "TPL",
  "USB",
  "VEEV",
  "YETI",
  "HNRG",
  "JCI",
  "CRM",
  "EG",
  "LULU",
  "BBY",
  "TECH",
  "CVX",
  "CMG",
  "CSCO",
  "C",
  "COST",
  "DHR",
  "DVN",
  "FANG",
  "JNJ",
  "LLY",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 92
Total Value: 239222
Accession Number: 0001080132-25-000002
Form Type: 13F-HR
CIK: peloton-wealth-strategists
Manager Name: Peloton-Wealth-Strategists

Data Enrichment

80% identified

74 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

92 positions • $239.2K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:8.0K

Value:$3.9M

% of Portfolio:1611.9% ($3.9M/$239.2K)

CUMMINS INC

CMI|231021106

Shares:12.3K

Value:$3.8M

% of Portfolio:1606.5% ($3.8M/$239.2K)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:26.3K

Value:$3.8M

% of Portfolio:1594.8% ($3.8M/$239.2K)

AMGEN INC

AMGN|031162100

Shares:11.5K

Value:$3.6M

% of Portfolio:1494.8% ($3.6M/$239.2K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.7K

Value:$3.5M

% of Portfolio:1463.9% ($3.5M/$239.2K)

464287101

Shares:12.8K

Value:$3.5M

% of Portfolio:1453.9% ($3.5M/$239.2K)

AbbVie Inc.

ABBV|00287Y109

Shares:15.4K

Value:$3.2M

% of Portfolio:1346.9% ($3.2M/$239.2K)

PEPSICO INC

PEP|713448108

Shares:21.1K

Value:$3.2M

% of Portfolio:1321.4% ($3.2M/$239.2K)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:58.7K

Value:$2.9M

% of Portfolio:1231.5% ($2.9M/$239.2K)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:13.8K

Value:$2.9M

% of Portfolio:1220.6% ($2.9M/$239.2K)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:74.9K

Value:$2.8M

% of Portfolio:1185.1% ($2.8M/$239.2K)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:45.4K

Value:$2.8M

% of Portfolio:1171.7% ($2.8M/$239.2K)

YETI Holdings, Inc.

YETI|98585X104

Shares:82.1K

Value:$2.7M

% of Portfolio:1135.8% ($2.7M/$239.2K)

INTUIT INC.

INTU|461202103

Shares:4.4K

Value:$2.7M

% of Portfolio:1132.8% ($2.7M/$239.2K)

Monster Beverage Corp

MNST|61174X109

Shares:43.6K

Value:$2.6M

% of Portfolio:1067.6% ($2.6M/$239.2K)

BEST BUY CO INC

BBY|086516101

Shares:33.5K

Value:$2.5M

% of Portfolio:1030.0% ($2.5M/$239.2K)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:59.4K

Value:$2.4M

% of Portfolio:1021.6% ($2.4M/$239.2K)

Uber Technologies, Inc

UBER|90353T100

Shares:31.8K

Value:$2.3M

% of Portfolio:969.0% ($2.3M/$239.2K)

JOHNSON & JOHNSON

JNJ|478160104

Shares:13.6K

Value:$2.3M

% of Portfolio:945.1% ($2.3M/$239.2K)

S&P Global Inc.

SPGI|78409V104

Shares:4.4K

Value:$2.2M

% of Portfolio:934.7% ($2.2M/$239.2K)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	8.0K	QoQ +31.81% (+1.9K) YoY NEW(+8.0K)	All Managers (Combined)	$3.9M	1611.9% ($3.9M/$239.2K)	QoQ +58.68% (+$1) YoY NEW(+$4)
CUMMINS INC(CMIcusip231021106)	12.3K	QoQ -4.05% (-518) YoY -10.15% (-1.4K)	All Managers (Combined)	$3.8M	1606.5% ($3.8M/$239.2K)	QoQ -13.71% (-$1) YoY -4.40% (-$0)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	26.3K	QoQ -3.84% (-1.1K) YoY -2.12% (-570)	All Managers (Combined)	$3.8M	1594.8% ($3.8M/$239.2K)	QoQ -14.19% (-$1) YoY -31.12% (-$2)
AMGEN INC(AMGNcusip031162100)	11.5K	QoQ +1.77% (+200) YoY -40.90% (-7.9K)	All Managers (Combined)	$3.6M	1494.8% ($3.6M/$239.2K)	QoQ +21.67% (+$1) YoY -35.24% (-$2)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.7K	QoQ +0.87% (+32) YoY +5.10% (+180)	All Managers (Combined)	$3.5M	1463.9% ($3.5M/$239.2K)	QoQ +4.10% (+$0) YoY +35.68% (+$1)
(cusip464287101)✕	12.8K	QoQ -2.59% (-342) YoY -11.49% (-1.7K)	All Managers (Combined)	$3.5M	1453.9% ($3.5M/$239.2K)	QoQ -8.66% (-$0) YoY -3.11% (-$0)
AbbVie Inc.(ABBVcusip00287Y109)	15.4K	QoQ -31.27% (-7.0K) YoY -38.07% (-9.5K)	All Managers (Combined)	$3.2M	1346.9% ($3.2M/$239.2K)	QoQ -18.98% (-$1) YoY -28.74% (-$1)
PEPSICO INC(PEPcusip713448108)	21.1K	QoQ -4.52% (-1.0K) YoY -14.01% (-3.4K)	All Managers (Combined)	$3.2M	1321.4% ($3.2M/$239.2K)	QoQ -5.86% (-$0) YoY -26.35% (-$1)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	58.7K	QoQ -9.27% (-6.0K) YoY +4017.54% (-57.3K)	All Managers (Combined)	$2.9M	1231.5% ($2.9M/$239.2K)	QoQ -24.46% (-$1) YoY -28.87% (-$1)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	13.8K	QoQ -2.98% (-425) YoY -3.73% (-535)	All Managers (Combined)	$2.9M	1220.6% ($2.9M/$239.2K)	QoQ -9.06% (-$0) YoY -0.68% (-$0)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	74.9K	QoQ +148.96% (+44.8K) YoY NEW(+74.9K)	All Managers (Combined)	$2.8M	1185.1% ($2.8M/$239.2K)	QoQ +147.59% (+$2) YoY NEW(+$3)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	45.4K	QoQ -2.04% (-950) YoY +6.07% (+2.6K)	All Managers (Combined)	$2.8M	1171.7% ($2.8M/$239.2K)	QoQ +2.11% (-$0) YoY +31.16% (+$1)
YETI Holdings, Inc.(YETIcusip98585X104)	82.1K	QoQ -5.41% (-4.7K) YoY -6.22% (-5.5K)	All Managers (Combined)	$2.7M	1135.8% ($2.7M/$239.2K)	QoQ -18.70% (-$1) YoY -19.47% (-$1)
INTUIT INC.(INTUcusip461202103)	4.4K	QoQ +0.34% (-15) YoY +984.52% (+4.0K)	All Managers (Combined)	$2.7M	1132.8% ($2.7M/$239.2K)	QoQ -1.98% (-$0) YoY +922.64% (+$2)
Monster Beverage Corp(MNSTcusip61174X109)	43.6K	QoQ -1.68% (-750) YoY +21.16% (+7.6K)	All Managers (Combined)	$2.6M	1067.6% ($2.6M/$239.2K)	QoQ +9.47% (-$0) YoY +19.62% (+$0)
BEST BUY CO INC(BBYcusip086516101)	33.5K	QoQ -1.68% (-575) YoY -7.97% (-2.9K)	All Managers (Combined)	$2.5M	1030.0% ($2.5M/$239.2K)	QoQ -15.64% (-$0) YoY -17.42% (-$1)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	59.4K	QoQ -7.62% (-4.9K) YoY -12.77% (-8.7K)	All Managers (Combined)	$2.4M	1021.6% ($2.4M/$239.2K)	QoQ -12.37% (-$0) YoY -7.94% (-$0)
Uber Technologies, Inc(UBERcusip90353T100)	31.8K	QoQ NEW(+31.8K) YoY NEW(+31.8K)	All Managers (Combined)	$2.3M	969.0% ($2.3M/$239.2K)	QoQ NEW(+$2) YoY NEW(+$2)
JOHNSON & JOHNSON(JNJcusip478160104)	13.6K	QoQ -10.64% (-1.6K) YoY -16.12% (-2.6K)	All Managers (Combined)	$2.3M	945.1% ($2.3M/$239.2K)	QoQ +2.49% (-$0) YoY -12.05% (-$0)
S&P Global Inc.(SPGIcusip78409V104)	4.4K	QoQ +2.97% (+127) YoY -1.25% (-56)	All Managers (Combined)	$2.2M	934.7% ($2.2M/$239.2K)	QoQ +5.07% (+$0) YoY +17.93% (-$0)