$95.6 Billion is the total value of Peloton Wealth Strategists's 92 reported holdings in Q4 2011. The portfolio turnover from Q3 2011 to Q4 2011 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2011 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2012-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MASTERCARD INCORPORATED CL A | 44 | Q2 2024 | 7.1% |
| THERMO FISHER SCIENTIFIC INC COM | 44 | Q2 2024 | 4.4% |
| JPMORGAN CHASE & CO. COM | 44 | Q2 2024 | 3.2% |
| CUMMINS INC COM | 44 | Q2 2024 | 4.1% |
| PEPSICO INC COM | 44 | Q2 2024 | 2.6% |
| PFIZER INC COM | 43 | Q1 2024 | 2.9% |
| UNITED PARCEL SERVICE INC CL B | 40 | Q2 2024 | 2.9% |
| SPDR S&P 500 Index | 39 | Q2 2024 | 1.3% |
| Alphabet Inc Class A Capital S | 36 | Q2 2024 | 3.6% |
| BOX INC CL A | 36 | Q2 2024 | 4.2% |
View Peloton Wealth Strategists's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-15 |
| 13F-HR | 2024-05-14 |
| 13F-HR/A | 2024-02-16 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View Peloton Wealth Strategists's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.