Peloton Wealth Strategists has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by President Matthew K. Bradley, lists a total of 79 separate equity positions held by the firm.
The portfolio is diversified across various sectors, with notable positions held in technology and healthcare. The largest individual equity holding listed is Monster Beverage Corporation, for which the firm holds 82,400 shares. Other significant technology positions include Alphabet Inc. Class A with 39,775 shares, Netflix Inc. with 52,230 shares, and Mastercard Incorporated Class A with 15,319 shares.
Healthcare exposure is represented by Vertex Pharmaceuticals Inc. (13,290 shares) and Novo-Nordisk A/S ADR (39,730 shares). The filing also includes a substantial allocation to exchange-traded funds (ETFs), including the SPDR S&P 500 ETF Trust, the iShares Core S&P Small Cap ETF, and various iShares bond ETFs covering corporate and municipal debt with maturities ranging from 2026 to 2033.
Additionally, the portfolio includes convertible preferred shares of Hewlett Packard Enterprise Co. (38,150 shares) and Bank of America Corp. (3,910 shares), as well as a position in the Fidelity Wise Origin Bitcoin Fund ETF.
