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

Page 3 of 5

Sort by:

TREX CO INC

TREX|89531P105

Shares:37.8K

Value:$2.2M

% of Portfolio:917.1% ($2.2M/$239.2K)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:19.6K

Value:$2.2M

% of Portfolio:902.5% ($2.2M/$239.2K)

ADOBE INC.

ADBE|00724F101

Shares:5.4K

Value:$2.1M

% of Portfolio:866.1% ($2.1M/$239.2K)

Zoetis Inc.

ZTS|98978V103

Shares:12.5K

Value:$2.1M

% of Portfolio:860.3% ($2.1M/$239.2K)

464288273

Shares:31.8K

Value:$2.0M

% of Portfolio:844.4% ($2.0M/$239.2K)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:11.1K

Value:$2.0M

% of Portfolio:834.0% ($2.0M/$239.2K)

STARBUCKS CORP

SBUX|855244109

Shares:20.3K

Value:$2.0M

% of Portfolio:830.6% ($2.0M/$239.2K)

TARGET CORP

TGT|87612E106

Shares:18.9K

Value:$2.0M

% of Portfolio:825.6% ($2.0M/$239.2K)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:8.1K

Value:$1.9M

% of Portfolio:788.8% ($1.9M/$239.2K)

464287473

IWS|464287473

Shares:13.9K

Value:$1.8M

% of Portfolio:732.4% ($1.8M/$239.2K)

HOME DEPOT, INC.

HD|437076102

Shares:4.7K

Value:$1.7M

% of Portfolio:725.3% ($1.7M/$239.2K)

MCDONALDS CORP

MCD|580135101

Shares:5.3K

Value:$1.7M

% of Portfolio:696.4% ($1.7M/$239.2K)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:15.0K

Value:$1.7M

% of Portfolio:693.1% ($1.7M/$239.2K)

464287630

IWN|464287630

Shares:10.4K

Value:$1.6M

% of Portfolio:659.6% ($1.6M/$239.2K)

CITIGROUP INC

C|172967424

Shares:21.3K

Value:$1.5M

% of Portfolio:632.0% ($1.5M/$239.2K)

Accenture plc

ACN|G1151C101

Shares:4.4K

Value:$1.4M

% of Portfolio:578.1% ($1.4M/$239.2K)

SYNOPSYS INC

SNPS|871607107

Shares:3.2K

Value:$1.4M

% of Portfolio:565.2% ($1.4M/$239.2K)

46436E312

Shares:52.5K

Value:$1.3M

% of Portfolio:548.4% ($1.3M/$239.2K)

42824C208

Shares:26.3K

Value:$1.3M

% of Portfolio:525.5% ($1.3M/$239.2K)

US BANCORP \DE\

USB|902973304

Shares:28.6K

Value:$1.2M

% of Portfolio:505.4% ($1.2M/$239.2K)

Instrument	Shares		Other Manager	Value	% of Portfolio
TREX CO INC(TREXcusip89531P105)	37.8K	QoQ -3.45% (-1.4K) YoY -1.24% (-475)	All Managers (Combined)	$2.2M	917.1% ($2.2M/$239.2K)	QoQ -18.71% (-$1) YoY -42.46% (-$2)
UNITED PARCEL SERVICE INC(UPScusip911312106)	19.6K	QoQ -12.38% (-2.8K) YoY -19.41% (-4.7K)	All Managers (Combined)	$2.2M	902.5% ($2.2M/$239.2K)	QoQ -23.57% (-$1) YoY -40.37% (-$1)
ADOBE INC.(ADBEcusip00724F101)	5.4K	QoQ +29.63% (+1.2K) YoY +72.20% (+2.3K)	All Managers (Combined)	$2.1M	866.1% ($2.1M/$239.2K)	QoQ +11.81% (+$0) YoY +30.89% (+$0)
Zoetis Inc.(ZTScusip98978V103)	12.5K	QoQ +19.05% (+2.0K) YoY +23.92% (+2.4K)	All Managers (Combined)	$2.1M	860.3% ($2.1M/$239.2K)	QoQ +20.35% (+$0) YoY +20.63% (+$0)
(cusip464288273)✕	31.8K	QoQ +756.15% (+28.1K) YoY +552.34% (+26.9K)	All Managers (Combined)	$2.0M	844.4% ($2.0M/$239.2K)	QoQ +793.80% (+$2) YoY +553.72% (+$2)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	11.1K	QoQ +4.70% (+500) YoY NEW(+11.1K)	All Managers (Combined)	$2.0M	834.0% ($2.0M/$239.2K)	QoQ +5.27% (+$0) YoY NEW(+$2)
STARBUCKS CORP(SBUXcusip855244109)	20.3K	QoQ -15.09% (-3.6K) YoY -40.69% (-13.9K)	All Managers (Combined)	$2.0M	830.6% ($2.0M/$239.2K)	QoQ -8.68% (-$0) YoY -36.33% (-$1)
TARGET CORP(TGTcusip87612E106)	18.9K	QoQ +33.36% (+4.7K) YoY NEW(+18.9K)	All Managers (Combined)	$2.0M	825.6% ($2.0M/$239.2K)	QoQ +2.97% (+$0) YoY NEW(+$2)
VEEVA SYSTEMS INC(VEEVcusip922475108)	8.1K	QoQ +8.62% (+647) YoY +52.38% (+2.8K)	All Managers (Combined)	$1.9M	788.8% ($1.9M/$239.2K)	QoQ +19.73% (+$0) YoY +52.42% (+$1)
(IWScusip464287473)	13.9K	QoQ +2.31% (-314) YoY +3.66% (+492)	All Managers (Combined)	$1.8M	732.4% ($1.8M/$239.2K)	QoQ -0.34% (-$0) YoY +4.22% (+$0)
HOME DEPOT, INC.(HDcusip437076102)	4.7K	QoQ 0.00% (-0) YoY -39.74% (-3.1K)	All Managers (Combined)	$1.7M	725.3% ($1.7M/$239.2K)	QoQ -5.75% (-$0) YoY -42.43% (-$1)
MCDONALDS CORP(MCDcusip580135101)	5.3K	QoQ -1.38% (-75) YoY -5.15% (-290)	All Managers (Combined)	$1.7M	696.4% ($1.7M/$239.2K)	QoQ +6.25% (-$0) YoY +5.04% (-$0)
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	15.0K	QoQ +6.19% (-875) YoY NEW(+15.0K)	All Managers (Combined)	$1.7M	693.1% ($1.7M/$239.2K)	QoQ -13.95% (-$0) YoY NEW(+$2)
(IWNcusip464287630)	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$1.6M	659.6% ($1.6M/$239.2K)	QoQ NEW(+$2) YoY NEW(+$2)
CITIGROUP INC(Ccusip172967424)	21.3K	QoQ NEW(+21.3K) YoY NEW(+21.3K)	All Managers (Combined)	$1.5M	632.0% ($1.5M/$239.2K)	QoQ NEW(+$2) YoY NEW(+$2)
Accenture plc(ACNcusipG1151C101)	4.4K	QoQ 0.00% (-0) YoY -3.27% (-150)	All Managers (Combined)	$1.4M	578.1% ($1.4M/$239.2K)	QoQ -11.28% (-$0) YoY -12.96% (-$0)
SYNOPSYS INC(SNPScusip871607107)	3.2K	QoQ +7.68% (-225) YoY +311.61% (+2.4K)	All Managers (Combined)	$1.4M	565.2% ($1.4M/$239.2K)	QoQ -4.85% (-$0) YoY +208.67% (+$1)
(cusip46436E312)✕	52.5K	QoQ +16.66% (+7.5K) YoY +81.03% (+23.5K)	All Managers (Combined)	$1.3M	548.4% ($1.3M/$239.2K)	QoQ +18.62% (+$0) YoY +82.47% (+$1)
(cusip42824C208)✕	26.3K	QoQ +109.76% (+13.8K) YoY NEW(+26.3K)	All Managers (Combined)	$1.3M	525.5% ($1.3M/$239.2K)	QoQ +59.72% (+$0) YoY NEW(+$1)
US BANCORP \DE\(USBcusip902973304)	28.6K	QoQ +1.41% (-400) YoY +3.80% (-1.1K)	All Managers (Combined)	$1.2M	505.4% ($1.2M/$239.2K)	QoQ -10.44% (-$0) YoY -1.94% (-$0)