$243 Million is the total value of Peloton Wealth Strategists's 138 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NKE | New | Nike Inc. | $25,126,000 | – | 25,126 | +100.0% | 1.33% | – |
| AKAM | New | Akamai Technologies | $20,452,000 | – | 20,452 | +100.0% | 1.09% | – |
| VHT | New | Healthcare SPDR ETF | $12,137,000 | – | 12,137 | +100.0% | 0.64% | – |
| HSIC | New | Henry Schein Inc | $8,131,000 | – | 8,131 | +100.0% | 0.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MASTERCARD INCORPORATED CL A | 41 | Q3 2023 | 7.1% |
| THERMO FISHER SCIENTIFIC INC COM | 41 | Q3 2023 | 4.4% |
| JPMORGAN CHASE & CO COM | 41 | Q3 2023 | 3.1% |
| CUMMINS INC COM | 41 | Q3 2023 | 4.1% |
| PEPSICO INC COM | 41 | Q3 2023 | 2.6% |
| PFIZER INC COM | 41 | Q3 2023 | 2.9% |
| UNITED PARCEL SERVICE INC CL B | 37 | Q3 2023 | 2.9% |
| STANLEY BLACK & DECKER INC COM | 36 | Q1 2023 | 2.5% |
| SPDR S&P 500 Index | 36 | Q3 2023 | 1.3% |
| ECOLAB INC COM | 34 | Q4 2021 | 3.3% |
View Peloton Wealth Strategists's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-09 |
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.