Peloton Wealth Strategists as of March 31, 2015
Portfolio Holdings for Peloton Wealth Strategists
Peloton Wealth Strategists holds 75 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MasterCard Incorporated (MA) | 4.1 | $5.3M | 61k | 86.38 | |
Johnson Controls | 2.9 | $3.7M | 73k | 50.44 | |
Ventas (VTR) | 2.8 | $3.5M | 49k | 73.01 | |
Novartis (NVS) | 2.7 | $3.5M | 35k | 98.60 | |
Express Scripts | 2.6 | $3.3M | 39k | 86.77 | |
EMC Corporation | 2.4 | $3.1M | 122k | 25.56 | |
Canadian Natl Ry (CNI) | 2.4 | $3.1M | 46k | 66.88 | |
Ecolab (ECL) | 2.3 | $3.0M | 26k | 114.39 | |
Pepsi (PEP) | 2.3 | $2.9M | 31k | 95.61 | |
Hasbro (HAS) | 2.2 | $2.8M | 44k | 63.25 | |
Dow Chemical Company | 2.1 | $2.7M | 57k | 47.98 | |
Tupperware Brands Corporation | 2.1 | $2.7M | 39k | 69.03 | |
Stanley Black & Decker (SWK) | 2.1 | $2.7M | 28k | 95.38 | |
Thermo Fisher Scientific (TMO) | 1.9 | $2.5M | 19k | 134.32 | |
Pentair | 1.9 | $2.4M | 39k | 62.89 | |
Bank Of America 7.25% Pfd 7.25%cnv pfd l | 1.9 | $2.4M | 2.1k | 1156.84 | |
Qualcomm (QCOM) | 1.9 | $2.4M | 35k | 69.33 | |
Boeing Company (BA) | 1.9 | $2.4M | 16k | 150.10 | |
Occidental Petroleum Corporation (OXY) | 1.9 | $2.4M | 33k | 72.99 | |
Cummins (CMI) | 1.8 | $2.3M | 17k | 138.66 | |
Plum Creek Timber | 1.8 | $2.3M | 52k | 43.46 | |
United Parcel Service (UPS) | 1.7 | $2.2M | 23k | 96.96 | |
Ace Ltd Com Stk | 1.7 | $2.2M | 20k | 111.51 | |
Union Pacific Corporation (UNP) | 1.7 | $2.2M | 20k | 108.32 | |
Waste Management | 1.6 | $2.1M | 39k | 54.22 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $2.1M | 35k | 60.58 | |
Tiffany & Co. | 1.6 | $2.0M | 23k | 88.03 | |
DaVita (DVA) | 1.6 | $2.0M | 25k | 81.22 | |
Invesco (IVZ) | 1.5 | $1.9M | 49k | 39.69 | |
Sinclair Broadcast | 1.4 | $1.9M | 59k | 31.41 | |
Seagate Technology Com Stk | 1.4 | $1.8M | 35k | 52.02 | |
Procter & Gamble Company (PG) | 1.4 | $1.8M | 22k | 81.94 | |
Fresh Market | 1.4 | $1.8M | 44k | 40.64 | |
Johnson & Johnson (JNJ) | 1.3 | $1.7M | 17k | 100.59 | |
Xerox Corporation | 1.3 | $1.7M | 133k | 12.85 | |
Monsanto Company | 1.3 | $1.7M | 15k | 112.53 | |
Valero Energy Corporation (VLO) | 1.3 | $1.7M | 26k | 63.63 | |
Pfizer (PFE) | 1.2 | $1.6M | 46k | 34.78 | |
Deere & Company (DE) | 1.2 | $1.6M | 18k | 87.67 | |
Texas Capital Bancshares (TCBI) | 1.2 | $1.5M | 32k | 48.63 | |
Sap (SAP) | 1.2 | $1.5M | 21k | 72.18 | |
IDEXX Laboratories (IDXX) | 1.1 | $1.5M | 9.5k | 154.53 | |
Schlumberger (SLB) | 1.1 | $1.5M | 17k | 83.45 | |
Actavis | 1.1 | $1.5M | 4.9k | 297.53 | |
Eaton Corporation | 1.1 | $1.4M | 21k | 67.95 | |
Akamai Technologies (AKAM) | 1.1 | $1.4M | 19k | 71.07 | |
Hess (HES) | 1.1 | $1.4M | 20k | 67.86 | |
Textainer Group Holdings | 1.1 | $1.4M | 46k | 29.99 | |
Williams-Sonoma (WSM) | 1.1 | $1.3M | 17k | 79.70 | |
Transcanada Corp | 1.0 | $1.3M | 32k | 42.73 | |
Google Inc Class C | 1.0 | $1.3M | 2.4k | 554.81 | |
Tor Dom Bk Cad (TD) | 1.0 | $1.3M | 31k | 42.83 | |
Spdr S&p 500 Etf (SPY) | 0.9 | $1.2M | 6.1k | 195.57 | |
Cerner Corporation | 0.9 | $1.2M | 16k | 73.27 | |
CVS Caremark Corporation (CVS) | 0.9 | $1.1M | 11k | 103.18 | |
Prudential Financial (PRU) | 0.8 | $1.1M | 14k | 80.29 | |
Triangle Capital Corporation | 0.8 | $1.1M | 47k | 22.80 | |
eBay (EBAY) | 0.7 | $908k | 16k | 57.65 | |
Steel Dynamics (STLD) | 0.7 | $894k | 45k | 20.09 | |
Potash Corp. Of Saskatchewan I | 0.6 | $806k | 25k | 32.24 | |
Coach | 0.6 | $789k | 19k | 41.42 | |
BlackRock (BLK) | 0.6 | $768k | 2.1k | 365.71 | |
Teradata Corporation (TDC) | 0.6 | $722k | 16k | 44.16 | |
Gilead Sciences (GILD) | 0.5 | $687k | 7.0k | 98.14 | |
0.5 | $581k | 1.1k | 548.11 | ||
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $555k | 4.7k | 118.09 | |
Under Armour (UAA) | 0.3 | $444k | 5.5k | 80.73 | |
Franklin Electric (FELE) | 0.3 | $412k | 11k | 38.15 | |
Total | 0.3 | $412k | 8.3k | 49.64 | |
Apple (AAPL) | 0.3 | $330k | 2.7k | 124.39 | |
Chevron Corporation (CVX) | 0.2 | $313k | 3.0k | 105.00 | |
Ingersoll-rand Co Ltd-cl A | 0.2 | $289k | 4.3k | 68.00 | |
Gogo (GOGO) | 0.2 | $265k | 14k | 19.06 | |
Vanguard Health Care ETF (VHT) | 0.2 | $252k | 1.9k | 135.78 | |
D Tumi Holdings | 0.2 | $215k | 8.8k | 24.43 |