Peloton Wealth Strategists as of June 30, 2015
Portfolio Holdings for Peloton Wealth Strategists
Peloton Wealth Strategists holds 73 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MasterCard Incorporated (MA) | 4.5 | $5.7M | 61k | 93.48 | |
Johnson Controls | 2.9 | $3.6M | 73k | 49.53 | |
Express Scripts | 2.7 | $3.4M | 39k | 88.95 | |
Hasbro (HAS) | 2.6 | $3.3M | 44k | 74.80 | |
EMC Corporation | 2.6 | $3.2M | 122k | 26.39 | |
Ventas (VTR) | 2.4 | $3.0M | 49k | 62.09 | |
Ecolab (ECL) | 2.4 | $3.0M | 27k | 113.08 | |
Dow Chemical Company | 2.4 | $3.0M | 58k | 51.17 | |
Stanley Black & Decker (SWK) | 2.3 | $2.9M | 28k | 105.23 | |
Pepsi (PEP) | 2.3 | $2.8M | 31k | 93.34 | |
Canadian Natl Ry (CNI) | 2.1 | $2.7M | 46k | 57.75 | |
Occidental Petroleum Corporation (OXY) | 2.1 | $2.6M | 34k | 77.77 | |
Pentair | 2.1 | $2.6M | 38k | 68.76 | |
United Parcel Service (UPS) | 2.0 | $2.6M | 26k | 96.90 | |
Bank Of America Corporation preferred (BAC.PL) | 2.0 | $2.5M | 2.3k | 1111.84 | |
Tupperware Brands Corporation | 1.9 | $2.4M | 38k | 64.53 | |
Thermo Fisher Scientific (TMO) | 1.9 | $2.4M | 18k | 129.78 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $2.3M | 35k | 67.76 | |
Boeing Company (BA) | 1.8 | $2.2M | 16k | 138.71 | |
Qualcomm (QCOM) | 1.7 | $2.2M | 35k | 62.63 | |
Cummins (CMI) | 1.7 | $2.2M | 17k | 131.18 | |
Plum Creek Timber | 1.7 | $2.1M | 52k | 40.56 | |
Tiffany & Co. | 1.7 | $2.1M | 23k | 91.78 | |
DaVita (DVA) | 1.6 | $2.0M | 25k | 79.47 | |
Texas Capital Bancshares (TCBI) | 1.6 | $2.0M | 32k | 62.25 | |
Ace Ltd Com Stk | 1.6 | $2.0M | 19k | 101.69 | |
Union Pacific Corporation (UNP) | 1.5 | $1.9M | 20k | 95.39 | |
Invesco (IVZ) | 1.5 | $1.8M | 49k | 37.50 | |
Novartis (NVS) | 1.4 | $1.8M | 18k | 98.32 | |
Deere & Company (DE) | 1.4 | $1.8M | 18k | 97.06 | |
Procter & Gamble Company (PG) | 1.4 | $1.7M | 22k | 78.24 | |
Gilead Sciences (GILD) | 1.4 | $1.7M | 15k | 117.07 | |
Seagate Technology Com Stk | 1.4 | $1.7M | 36k | 47.50 | |
Textainer Group Holdings | 1.4 | $1.7M | 65k | 26.02 | |
Johnson & Johnson (JNJ) | 1.3 | $1.6M | 17k | 97.49 | |
Sinclair Broadcast | 1.3 | $1.6M | 59k | 27.90 | |
Towers Watson & Co | 1.3 | $1.6M | 13k | 125.81 | |
Valero Energy Corporation (VLO) | 1.3 | $1.6M | 26k | 62.60 | |
Coach | 1.3 | $1.6M | 46k | 34.60 | |
Transcanada Corp | 1.3 | $1.6M | 39k | 40.61 | |
Pfizer (PFE) | 1.2 | $1.5M | 46k | 33.54 | |
Sap (SAP) | 1.2 | $1.5M | 21k | 70.23 | |
SanDisk Corporation | 1.2 | $1.5M | 26k | 58.22 | |
Schlumberger (SLB) | 1.2 | $1.5M | 17k | 86.21 | |
Google Inc Class C | 1.2 | $1.5M | 2.7k | 540.18 | |
Fresh Market | 1.1 | $1.4M | 45k | 32.13 | |
Eaton Corporation | 1.1 | $1.4M | 20k | 67.50 | |
CVS Caremark Corporation (CVS) | 1.1 | $1.3M | 13k | 104.90 | |
Akamai Technologies (AKAM) | 1.1 | $1.3M | 19k | 69.82 | |
Hess (HES) | 1.0 | $1.3M | 20k | 66.89 | |
Prudential Financial (PRU) | 1.0 | $1.3M | 15k | 87.51 | |
Tor Dom Bk Cad (TD) | 1.0 | $1.3M | 30k | 42.51 | |
IDEXX Laboratories (IDXX) | 1.0 | $1.2M | 19k | 64.15 | |
Monsanto Company | 0.9 | $1.1M | 11k | 106.57 | |
Triangle Capital Corporation | 0.9 | $1.1M | 48k | 23.45 | |
Cerner Corporation | 0.9 | $1.1M | 16k | 69.07 | |
Align Technology (ALGN) | 0.8 | $988k | 16k | 62.73 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $937k | 4.6k | 205.80 | |
eBay (EBAY) | 0.7 | $913k | 15k | 60.26 | |
Steel Dynamics (STLD) | 0.6 | $798k | 39k | 20.73 | |
Potash Corp. Of Saskatchewan I | 0.6 | $759k | 25k | 30.98 | |
BlackRock (BLK) | 0.6 | $727k | 2.1k | 346.19 | |
Teradata Corporation (TDC) | 0.5 | $616k | 17k | 37.00 | |
0.4 | $536k | 1.0k | 520.39 | ||
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $493k | 4.2k | 117.94 | |
Under Armour (UAA) | 0.4 | $459k | 5.5k | 83.45 | |
Fortune Brands (FBIN) | 0.3 | $444k | 9.7k | 45.77 | |
Franklin Electric (FELE) | 0.3 | $365k | 11k | 32.30 | |
D Tumi Holdings | 0.3 | $363k | 18k | 20.51 | |
Apple (AAPL) | 0.3 | $333k | 2.7k | 125.52 | |
Gogo (GOGO) | 0.2 | $319k | 15k | 21.41 | |
Chevron Corporation (CVX) | 0.2 | $288k | 3.0k | 96.61 | |
Vanguard Health Care ETF (VHT) | 0.2 | $249k | 1.8k | 139.81 |