$99 Billion is the total value of Peloton Wealth Strategists's 85 reported holdings in Q2 2012. The portfolio turnover from Q1 2012 to Q2 2012 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2012 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2012-08-06
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.