Peloton Wealth Strategists as of Dec. 31, 2015
Portfolio Holdings for Peloton Wealth Strategists
Peloton Wealth Strategists holds 74 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MasterCard Incorporated (MA) | 4.6 | $5.3M | 55k | 97.36 | |
Express Scripts | 2.8 | $3.2M | 37k | 87.41 | |
Dow Chemical Company | 2.7 | $3.1M | 61k | 51.48 | |
Pepsi (PEP) | 2.6 | $3.0M | 30k | 99.93 | |
Ecolab (ECL) | 2.6 | $3.0M | 26k | 114.38 | |
Hasbro (HAS) | 2.5 | $2.9M | 43k | 67.36 | |
Stanley Black & Decker (SWK) | 2.5 | $2.9M | 27k | 106.72 | |
Ventas (VTR) | 2.5 | $2.8M | 50k | 56.42 | |
Johnson Controls | 2.4 | $2.8M | 70k | 39.49 | |
United Parcel Service (UPS) | 2.2 | $2.6M | 27k | 96.24 | |
Bank Of America 7.25% Pfd 7.25%cnv pfd l | 2.2 | $2.6M | 2.3k | 1093.36 | |
Canadian Natl Ry (CNI) | 2.1 | $2.5M | 44k | 55.89 | |
Plum Creek Timber | 2.1 | $2.4M | 51k | 47.71 | |
JPMorgan Chase & Co. (JPM) | 2.1 | $2.4M | 37k | 66.04 | |
Thermo Fisher Scientific (TMO) | 2.1 | $2.4M | 17k | 141.88 | |
EMC Corporation | 2.0 | $2.3M | 89k | 25.68 | |
Boeing Company (BA) | 1.9 | $2.3M | 16k | 144.57 | |
Alphabet Inc Class A cs (GOOGL) | 1.9 | $2.2M | 2.9k | 777.85 | |
Ace Ltd Com Stk | 1.8 | $2.1M | 18k | 116.87 | |
Occidental Petroleum Corporation (OXY) | 1.8 | $2.1M | 31k | 67.63 | |
Fiserv (FI) | 1.7 | $2.0M | 22k | 91.45 | |
Gilead Sciences (GILD) | 1.7 | $2.0M | 19k | 101.19 | |
Invesco (IVZ) | 1.6 | $1.9M | 57k | 33.47 | |
Pentair | 1.6 | $1.9M | 38k | 49.53 | |
Valero Energy Corporation (VLO) | 1.6 | $1.8M | 26k | 70.72 | |
Sinclair Broadcast | 1.6 | $1.8M | 56k | 32.54 | |
Qualcomm (QCOM) | 1.5 | $1.8M | 36k | 49.97 | |
Coach | 1.5 | $1.8M | 54k | 32.73 | |
Tiffany & Co. | 1.5 | $1.7M | 23k | 76.28 | |
Sap (SAP) | 1.5 | $1.7M | 22k | 79.12 | |
Procter & Gamble Company (PG) | 1.4 | $1.7M | 21k | 79.43 | |
DaVita (DVA) | 1.4 | $1.7M | 24k | 69.71 | |
Johnson & Johnson (JNJ) | 1.4 | $1.6M | 16k | 102.70 | |
Textainer Group Holdings | 1.4 | $1.6M | 113k | 14.11 | |
Cummins (CMI) | 1.3 | $1.6M | 18k | 87.99 | |
Tupperware Brands Corporation | 1.3 | $1.5M | 28k | 55.64 | |
Union Pacific Corporation (UNP) | 1.3 | $1.5M | 19k | 78.22 | |
Pfizer (PFE) | 1.2 | $1.4M | 43k | 32.29 | |
IDEXX Laboratories (IDXX) | 1.1 | $1.3M | 18k | 72.93 | |
Deere & Company (DE) | 1.1 | $1.3M | 17k | 76.27 | |
CVS Caremark Corporation (CVS) | 1.1 | $1.3M | 13k | 97.74 | |
Helmerich & Payne (HP) | 1.1 | $1.3M | 24k | 53.56 | |
ConocoPhillips (COP) | 1.1 | $1.2M | 27k | 46.68 | |
Prudential Financial (PRU) | 1.0 | $1.2M | 15k | 81.42 | |
Waddell & Reed Financial | 1.0 | $1.2M | 42k | 28.66 | |
Novartis (NVS) | 1.0 | $1.1M | 13k | 86.04 | |
Align Technology (ALGN) | 1.0 | $1.1M | 17k | 65.85 | |
Schlumberger (SLB) | 0.9 | $1.1M | 16k | 69.75 | |
Towers Watson & Co | 0.9 | $1.0M | 8.1k | 128.52 | |
Seagate Technology Com Stk | 0.9 | $1.0M | 28k | 36.67 | |
Monsanto Company | 0.8 | $980k | 10k | 98.49 | |
Cerner Corporation | 0.8 | $969k | 16k | 60.19 | |
Akamai Technologies (AKAM) | 0.8 | $971k | 19k | 52.63 | |
Eaton Corporation | 0.8 | $947k | 18k | 52.03 | |
Triangle Capital Corporation | 0.8 | $946k | 50k | 19.11 | |
Hess (HES) | 0.8 | $916k | 19k | 48.47 | |
Texas Capital Bancshares (TCBI) | 0.8 | $919k | 19k | 49.41 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $897k | 4.4k | 203.91 | |
Fresh Market | 0.7 | $844k | 36k | 23.41 | |
Transcanada Corp | 0.7 | $810k | 25k | 32.60 | |
Fortune Brands (FBIN) | 0.6 | $713k | 13k | 55.49 | |
Williams-Sonoma (WSM) | 0.6 | $695k | 12k | 58.39 | |
Alphabet Inc Class C cs (GOOG) | 0.6 | $698k | 920.00 | 758.70 | |
Dollar Tree (DLTR) | 0.5 | $568k | 7.4k | 77.28 | |
Franklin Electric (FELE) | 0.5 | $516k | 19k | 27.02 | |
Box Inc cl a (BOX) | 0.5 | $524k | 38k | 13.97 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $472k | 4.3k | 110.15 | |
Old Dominion Freight Line (ODFL) | 0.4 | $452k | 7.7k | 59.08 | |
Under Armour (UAA) | 0.4 | $443k | 5.5k | 80.55 | |
Gogo (GOGO) | 0.3 | $386k | 22k | 17.79 | |
Apple (AAPL) | 0.3 | $357k | 3.4k | 105.34 | |
D Tumi Holdings | 0.3 | $299k | 18k | 16.61 | |
Vanguard Health Care ETF (VHT) | 0.2 | $250k | 1.9k | 132.84 | |
Potash Corp. Of Saskatchewan I | 0.2 | $223k | 13k | 17.15 |