Peloton Wealth Strategists as of March 31, 2016
Portfolio Holdings for Peloton Wealth Strategists
Peloton Wealth Strategists holds 72 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MasterCard Incorporated (MA) | 4.3 | $5.1M | 54k | 94.50 | |
Cummins (CMI) | 3.5 | $4.1M | 37k | 109.95 | |
Hasbro (HAS) | 2.9 | $3.4M | 42k | 80.10 | |
Ventas (VTR) | 2.7 | $3.2M | 51k | 62.96 | |
Dow Chemical Company | 2.7 | $3.1M | 62k | 50.86 | |
Pepsi (PEP) | 2.6 | $3.1M | 30k | 102.49 | |
United Parcel Service (UPS) | 2.5 | $3.0M | 29k | 105.47 | |
Bank Of America Corporation preferred (BAC.PL) | 2.5 | $2.9M | 2.6k | 1138.16 | |
Ecolab (ECL) | 2.4 | $2.9M | 26k | 111.52 | |
Canadian Natl Ry (CNI) | 2.4 | $2.8M | 45k | 62.46 | |
Stanley Black & Decker (SWK) | 2.4 | $2.8M | 27k | 105.21 | |
Johnson Controls | 2.3 | $2.7M | 69k | 38.96 | |
Apple (AAPL) | 2.3 | $2.7M | 25k | 108.99 | |
JPMorgan Chase & Co. (JPM) | 2.2 | $2.6M | 44k | 59.23 | |
Weyerhaeuser C conv prf | 2.1 | $2.5M | 81k | 30.98 | |
Gilead Sciences (GILD) | 2.1 | $2.5M | 27k | 91.87 | |
Express Scripts | 2.1 | $2.5M | 36k | 68.68 | |
Thermo Fisher Scientific (TMO) | 2.0 | $2.4M | 17k | 141.59 | |
Fiserv (FI) | 2.0 | $2.3M | 23k | 102.56 | |
Alphabet Inc Class A cs (GOOGL) | 2.0 | $2.3M | 3.0k | 762.89 | |
Coach | 2.0 | $2.3M | 58k | 40.09 | |
salesforce (CRM) | 1.9 | $2.2M | 30k | 73.82 | |
Boeing Company (BA) | 1.9 | $2.2M | 17k | 126.94 | |
Chubb (CB) | 1.8 | $2.2M | 18k | 119.16 | |
Occidental Petroleum Corporation (OXY) | 1.8 | $2.1M | 31k | 68.45 | |
Invesco (IVZ) | 1.6 | $1.8M | 60k | 30.77 | |
Procter & Gamble Company (PG) | 1.5 | $1.7M | 21k | 82.33 | |
Sinclair Broadcast | 1.5 | $1.7M | 56k | 30.76 | |
DaVita (DVA) | 1.4 | $1.7M | 23k | 73.39 | |
Textainer Group Holdings | 1.4 | $1.7M | 113k | 14.84 | |
Tiffany & Co. | 1.4 | $1.6M | 23k | 73.36 | |
Valero Energy Corporation (VLO) | 1.4 | $1.6M | 26k | 64.13 | |
Johnson & Johnson (JNJ) | 1.4 | $1.6M | 15k | 108.17 | |
Qualcomm (QCOM) | 1.3 | $1.6M | 31k | 51.15 | |
Union Pacific Corporation (UNP) | 1.3 | $1.5M | 19k | 79.53 | |
Waddell & Reed Financial | 1.2 | $1.5M | 63k | 23.54 | |
CVS Caremark Corporation (CVS) | 1.2 | $1.4M | 14k | 103.71 | |
IDEXX Laboratories (IDXX) | 1.2 | $1.4M | 18k | 78.31 | |
Helmerich & Payne (HP) | 1.2 | $1.4M | 24k | 58.73 | |
Align Technology (ALGN) | 1.1 | $1.3M | 18k | 72.67 | |
Deere & Company (DE) | 1.1 | $1.3M | 17k | 76.97 | |
Pfizer (PFE) | 1.1 | $1.3M | 43k | 29.63 | |
Fortune Brands (FBIN) | 1.0 | $1.2M | 21k | 56.05 | |
Schlumberger (SLB) | 1.0 | $1.2M | 16k | 73.76 | |
ConocoPhillips (COP) | 0.9 | $1.1M | 28k | 40.25 | |
Dollar Tree (DLTR) | 0.9 | $1.1M | 13k | 82.43 | |
Akamai Technologies | 0.9 | $1.0M | 19k | 55.56 | |
Sap (SAP) | 0.9 | $1.0M | 13k | 80.40 | |
Triangle Capital Corporation | 0.8 | $982k | 48k | 20.58 | |
Novartis (NVS) | 0.8 | $967k | 13k | 72.43 | |
Transcanada Corp | 0.8 | $961k | 25k | 39.30 | |
Seagate Technology Com Stk | 0.8 | $949k | 28k | 34.45 | |
Box Inc cl a (BOX) | 0.8 | $948k | 77k | 12.26 | |
Hess (HES) | 0.8 | $916k | 17k | 52.64 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $907k | 4.4k | 205.53 | |
Monsanto Company | 0.7 | $855k | 9.8k | 87.69 | |
Cerner Corporation | 0.7 | $837k | 16k | 52.97 | |
Texas Capital Bancshares (TCBI) | 0.6 | $745k | 19k | 38.40 | |
Williams-Sonoma (WSM) | 0.6 | $652k | 12k | 54.77 | |
Alphabet Inc Class C cs (GOOG) | 0.6 | $648k | 870.00 | 744.83 | |
Diageo | 0.5 | $599k | 5.6k | 107.93 | |
Intrexon | 0.5 | $590k | 17k | 33.91 | |
Franklin Electric (FELE) | 0.5 | $576k | 18k | 32.18 | |
Flowers Foods (FLO) | 0.5 | $563k | 31k | 18.46 | |
Old Dominion Freight Line (ODFL) | 0.4 | $505k | 7.3k | 69.66 | |
Under Armour (UAA) | 0.4 | $467k | 5.5k | 84.91 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $477k | 4.2k | 112.63 | |
Bank of America Corporation (BAC) | 0.3 | $414k | 31k | 13.53 | |
Gogo (GOGO) | 0.2 | $291k | 26k | 11.02 | |
Health Care SPDR (XLV) | 0.2 | $212k | 1.7k | 123.40 | |
Potash Corp. Of Saskatchewan I | 0.2 | $213k | 13k | 17.04 | |
Facebook Inc cl a (META) | 0.2 | $205k | 1.8k | 113.89 |