Peloton Wealth Strategists as of June 30, 2014
Portfolio Holdings for Peloton Wealth Strategists
Peloton Wealth Strategists holds 77 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MasterCard Incorporated (MA) | 3.6 | $4.6M | 63k | 73.47 | |
Johnson Controls | 2.8 | $3.7M | 74k | 49.93 | |
Tupperware Brands Corporation | 2.5 | $3.3M | 39k | 83.69 | |
Novartis (NVS) | 2.5 | $3.3M | 36k | 90.53 | |
EMC Corporation | 2.5 | $3.2M | 123k | 26.34 | |
Ecolab (ECL) | 2.4 | $3.2M | 28k | 111.34 | |
Union Pacific Corporation (UNP) | 2.4 | $3.1M | 31k | 99.74 | |
Ventas (VTR) | 2.3 | $3.0M | 47k | 64.10 | |
Canadian Natl Ry (CNI) | 2.3 | $3.0M | 46k | 65.02 | |
Pentair | 2.2 | $2.8M | 39k | 72.12 | |
Xerox Corporation | 2.1 | $2.7M | 221k | 12.44 | |
Allergan | 2.1 | $2.7M | 16k | 169.20 | |
Qualcomm (QCOM) | 2.1 | $2.7M | 35k | 79.19 | |
Waste Management | 2.1 | $2.7M | 61k | 44.73 | |
Pepsi (PEP) | 2.1 | $2.7M | 30k | 89.34 | |
Schlumberger (SLB) | 2.0 | $2.6M | 22k | 117.94 | |
Express Scripts | 2.0 | $2.6M | 38k | 69.33 | |
Cummins (CMI) | 1.9 | $2.4M | 16k | 154.30 | |
Occidental Petroleum Corporation (OXY) | 1.9 | $2.4M | 23k | 102.61 | |
Stanley Black & Decker (SWK) | 1.8 | $2.4M | 27k | 87.82 | |
Hasbro (HAS) | 1.8 | $2.4M | 45k | 53.06 | |
Monsanto Company | 1.8 | $2.3M | 19k | 124.74 | |
Tiffany & Co. | 1.8 | $2.3M | 23k | 100.26 | |
Plum Creek Timber | 1.8 | $2.3M | 50k | 45.10 | |
Thermo Fisher Scientific (TMO) | 1.7 | $2.2M | 19k | 118.00 | |
Thomson Reuters Corp | 1.7 | $2.2M | 60k | 36.36 | |
Ace Ltd Com Stk | 1.7 | $2.2M | 21k | 103.68 | |
Sinclair Broadcast | 1.6 | $2.1M | 61k | 34.75 | |
Boeing Company (BA) | 1.6 | $2.0M | 16k | 127.22 | |
Hess (HES) | 1.5 | $2.0M | 20k | 98.90 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $1.9M | 33k | 57.61 | |
Johnson & Johnson (JNJ) | 1.4 | $1.8M | 18k | 104.60 | |
Invesco (IVZ) | 1.4 | $1.8M | 49k | 37.75 | |
Bank Of America Corporation preferred (BAC.PL) | 1.4 | $1.8M | 1.6k | 1172.81 | |
Textainer Group Holdings | 1.4 | $1.8M | 47k | 38.62 | |
Procter & Gamble Company (PG) | 1.4 | $1.8M | 23k | 78.59 | |
Eaton Corporation | 1.4 | $1.8M | 23k | 77.18 | |
Dr. Pepper Snapple | 1.3 | $1.7M | 30k | 58.57 | |
Tor Dom Bk Cad (TD) | 1.3 | $1.7M | 33k | 51.41 | |
DaVita (DVA) | 1.3 | $1.7M | 23k | 72.33 | |
Seagate Technology Com Stk | 1.3 | $1.6M | 29k | 56.83 | |
Deere & Company (DE) | 1.2 | $1.6M | 18k | 90.54 | |
Sap (SAP) | 1.2 | $1.6M | 21k | 77.00 | |
Fresh Market | 1.1 | $1.5M | 44k | 33.46 | |
IDEXX Laboratories (IDXX) | 1.0 | $1.3M | 9.9k | 133.60 | |
Pfizer (PFE) | 1.0 | $1.3M | 42k | 29.67 | |
Valero Energy Corporation (VLO) | 1.0 | $1.3M | 25k | 50.10 | |
BB&T Corporation | 1.0 | $1.2M | 32k | 39.44 | |
Akamai Technologies (AKAM) | 0.9 | $1.2M | 20k | 61.08 | |
Williams-Sonoma (WSM) | 0.9 | $1.2M | 17k | 71.81 | |
Texas Capital Bancshares (TCBI) | 0.9 | $1.2M | 22k | 53.97 | |
General Mills (GIS) | 0.9 | $1.2M | 22k | 52.56 | |
Spdr S&p 500 Etf (SPY) | 0.9 | $1.1M | 5.9k | 195.74 | |
Potash Corp. Of Saskatchewan I | 0.9 | $1.1M | 30k | 37.97 | |
Total | 0.7 | $928k | 13k | 72.22 | |
Prudential Financial (PRU) | 0.7 | $921k | 10k | 88.77 | |
eBay (EBAY) | 0.7 | $849k | 17k | 50.09 | |
Steel Dynamics (STLD) | 0.6 | $835k | 47k | 17.96 | |
Cerner Corporation | 0.6 | $820k | 16k | 51.57 | |
BlackRock (BLK) | 0.5 | $703k | 2.2k | 319.55 | |
Google Inc Class C | 0.5 | $678k | 1.2k | 584.48 | |
Google Inc Class C | 0.5 | $667k | 1.2k | 575.00 | |
Teradata Corporation (TDC) | 0.5 | $617k | 15k | 40.20 | |
iShares S&P SmallCap 600 Index (IJR) | 0.5 | $612k | 5.5k | 112.13 | |
Apache Corporation | 0.5 | $584k | 5.8k | 100.69 | |
Cubist Pharmaceuticals | 0.4 | $548k | 7.9k | 69.81 | |
Louisiana-Pacific Corporation (LPX) | 0.4 | $535k | 36k | 15.03 | |
Nielsen Holdings Nv | 0.4 | $508k | 11k | 48.38 | |
Alerian Mlp Etf | 0.4 | $461k | 24k | 19.01 | |
Under Armour (UAA) | 0.2 | $327k | 5.5k | 59.45 | |
Vera Bradley (VRA) | 0.2 | $330k | 15k | 21.85 | |
Claymore/Zacks Multi-Asset Inc Idx | 0.2 | $267k | 10k | 26.18 | |
Chevron Corporation (CVX) | 0.2 | $257k | 2.0k | 130.79 | |
Apple (AAPL) | 0.2 | $246k | 2.7k | 92.83 | |
Cliffs Natural Resources | 0.2 | $245k | 16k | 15.03 | |
Gogo (GOGO) | 0.2 | $209k | 11k | 19.53 | |
Kite Realty Group Trust | 0.1 | $86k | 14k | 6.14 |