Peloton Wealth Strategists as of Sept. 30, 2015
Portfolio Holdings for Peloton Wealth Strategists
Peloton Wealth Strategists holds 75 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MasterCard Incorporated (MA) | 4.5 | $5.2M | 57k | 90.12 | |
Hasbro (HAS) | 2.8 | $3.2M | 44k | 72.14 | |
Express Scripts | 2.7 | $3.1M | 39k | 80.96 | |
Johnson Controls | 2.6 | $3.0M | 72k | 41.36 | |
Ecolab (ECL) | 2.5 | $2.9M | 27k | 109.74 | |
EMC Corporation | 2.5 | $2.9M | 120k | 24.16 | |
Pepsi (PEP) | 2.5 | $2.9M | 31k | 94.30 | |
Ventas (VTR) | 2.5 | $2.8M | 50k | 56.06 | |
Stanley Black & Decker (SWK) | 2.4 | $2.7M | 28k | 96.98 | |
United Parcel Service (UPS) | 2.3 | $2.6M | 27k | 98.70 | |
Canadian Natl Ry (CNI) | 2.3 | $2.6M | 46k | 56.76 | |
Dow Chemical Company | 2.2 | $2.5M | 59k | 42.39 | |
Bank Of America 7.25% Pfd 7.25%cnv pfd l | 2.2 | $2.5M | 2.3k | 1077.12 | |
Occidental Petroleum Corporation (OXY) | 2.1 | $2.4M | 36k | 66.14 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $2.1M | 35k | 60.98 | |
Thermo Fisher Scientific (TMO) | 1.8 | $2.1M | 17k | 122.27 | |
Boeing Company (BA) | 1.8 | $2.1M | 16k | 130.94 | |
Plum Creek Timber | 1.8 | $2.0M | 52k | 39.52 | |
Qualcomm (QCOM) | 1.7 | $2.0M | 37k | 53.74 | |
Pentair | 1.7 | $1.9M | 38k | 51.05 | |
Ace Ltd Com Stk | 1.7 | $1.9M | 19k | 103.38 | |
Fiserv (FI) | 1.6 | $1.9M | 22k | 86.62 | |
Textainer Group Holdings | 1.6 | $1.9M | 113k | 16.49 | |
Alphabet Inc Class A cs (GOOGL) | 1.6 | $1.9M | 2.9k | 638.49 | |
Cummins (CMI) | 1.6 | $1.8M | 17k | 108.58 | |
DaVita (DVA) | 1.6 | $1.8M | 25k | 72.32 | |
Tiffany & Co. | 1.5 | $1.7M | 23k | 77.21 | |
Union Pacific Corporation (UNP) | 1.5 | $1.7M | 20k | 88.39 | |
Seagate Technology Com Stk | 1.4 | $1.7M | 37k | 44.79 | |
Texas Capital Bancshares (TCBI) | 1.4 | $1.7M | 32k | 52.41 | |
Gilead Sciences (GILD) | 1.4 | $1.6M | 16k | 98.20 | |
Tupperware Brands Corporation | 1.4 | $1.6M | 32k | 49.48 | |
Johnson & Johnson (JNJ) | 1.4 | $1.6M | 17k | 93.35 | |
Valero Energy Corporation (VLO) | 1.4 | $1.5M | 26k | 60.12 | |
Procter & Gamble Company (PG) | 1.4 | $1.6M | 22k | 71.93 | |
Invesco (IVZ) | 1.4 | $1.5M | 49k | 31.24 | |
Coach | 1.3 | $1.5M | 51k | 28.93 | |
Sinclair Broadcast | 1.3 | $1.5M | 59k | 25.32 | |
Pfizer (PFE) | 1.3 | $1.5M | 46k | 31.40 | |
Novartis (NVS) | 1.3 | $1.4M | 16k | 91.91 | |
Sap (SAP) | 1.2 | $1.4M | 22k | 64.79 | |
IDEXX Laboratories (IDXX) | 1.2 | $1.3M | 18k | 74.25 | |
Akamai Technologies (AKAM) | 1.1 | $1.3M | 19k | 69.07 | |
Deere & Company (DE) | 1.1 | $1.3M | 18k | 73.98 | |
CVS Caremark Corporation (CVS) | 1.1 | $1.3M | 13k | 96.48 | |
Transcanada Corp | 1.1 | $1.2M | 39k | 31.57 | |
Schlumberger (SLB) | 1.1 | $1.2M | 17k | 68.97 | |
Prudential Financial (PRU) | 1.0 | $1.1M | 15k | 76.23 | |
Tor Dom Bk Cad (TD) | 0.9 | $1.1M | 28k | 39.42 | |
Fresh Market | 0.9 | $1.1M | 48k | 22.59 | |
Eaton Corporation | 0.9 | $1.0M | 20k | 51.31 | |
Hess (HES) | 0.8 | $976k | 20k | 50.05 | |
Towers Watson & Co | 0.8 | $974k | 8.3k | 117.35 | |
Cerner Corporation | 0.8 | $965k | 16k | 59.94 | |
Align Technology (ALGN) | 0.8 | $959k | 17k | 56.75 | |
Williams-Sonoma (WSM) | 0.8 | $909k | 12k | 76.37 | |
Monsanto Company | 0.8 | $875k | 10k | 85.37 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $856k | 4.5k | 191.54 | |
Triangle Capital Corporation | 0.7 | $799k | 49k | 16.49 | |
Helmerich & Payne (HP) | 0.7 | $768k | 16k | 47.26 | |
ConocoPhillips (COP) | 0.6 | $729k | 15k | 47.96 | |
Fortune Brands (FBIN) | 0.6 | $648k | 14k | 47.47 | |
BlackRock (BLK) | 0.6 | $625k | 2.1k | 297.62 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $560k | 920.00 | 608.70 | |
Under Armour (UAA) | 0.5 | $532k | 5.5k | 96.73 | |
Potash Corp. Of Saskatchewan I | 0.4 | $442k | 22k | 20.56 | |
Old Dominion Freight Line (ODFL) | 0.4 | $448k | 7.4k | 60.95 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $449k | 4.2k | 106.52 | |
Franklin Electric (FELE) | 0.4 | $408k | 15k | 27.20 | |
Apple (AAPL) | 0.3 | $364k | 3.3k | 110.17 | |
Steel Dynamics (STLD) | 0.3 | $318k | 19k | 17.19 | |
D Tumi Holdings | 0.3 | $312k | 18k | 17.63 | |
Vanguard Health Care ETF (VHT) | 0.2 | $231k | 1.9k | 122.74 | |
Gogo (GOGO) | 0.2 | $229k | 15k | 15.27 | |
Box Inc cl a (BOX) | 0.1 | $147k | 12k | 12.56 |