Institutions / Peloton Wealth Strategists / Activity
Activity — Peloton Wealth Strategists
90 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 78462F103 Common stock | $1 | +1 +0.21% | 470 0.12% of portfolio | low |
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $4 | +50 +0.11% | 44,375 1.39% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $9 | +10 +0.85% | 1,186 0.44% of portfolio | low |
| Q1 2026 as of | Trim | Chevron Corp Common stock | $-12 | -58 -3.37% | 1,664 0.14% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-16 | -90 -1.97% | 4,473 0.32% of portfolio | low |
| Q1 2026 as of | Add | Hallador Energy Co Common stock | $16 | +1K +4.17% | 25,000 0.16% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-25 | -100 -3.52% | 2,738 0.28% of portfolio | low |
| Q1 2026 as of | Trim | MBIN Merchants Bancorp Common Stock | $-28 | -652 -10.89% | 5,333 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Neurocrine Biosciences Inc Common stock | $-30 | -225 -1.66% | 13,335 0.71% of portfolio | low |
| Q1 2026 as of | Trim | AbbVie Inc. Common stock | $-33 | -150 -1.15% | 12,925 1.14% of portfolio | low |
| Q1 2026 as of | Add | 464287473 Common stock | $34 | +231 +1.69% | 13,931 0.82% of portfolio | low |
| Q1 2026 as of | Add | 46435Uaa9 Common stock | $34 | +1K +0.40% | 351,820 3.45% of portfolio | low |
| Q1 2026 as of | Add | 464287804 Common stock | $43 | +345 +8.14% | 4,584 0.23% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-44 | -125 -1.09% | 11,360 1.62% of portfolio | low |
| Q1 2026 as of | Add | Vertex Pharmaceuticals Inc / Ma Common stock | $45 | +100 +1.11% | 9,140 1.65% of portfolio | low |
| Q1 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-45 | -45 -1.36% | 3,264 1.32% of portfolio | low |
| Q1 2026 as of | Add | 42824C208 Common stock | $55 | +850 +1.96% | 44,250 1.15% of portfolio | low |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-64 | -305 -0.78% | 38,725 3.26% of portfolio | low |
| Q1 2026 as of | Trim | 46435Gaa0 Common stock | $-65 | -3K -0.89% | 299,140 2.93% of portfolio | low |
| Q1 2026 as of | Add | 464288646 Common stock | $77 | +1K +12.26% | 13,328 0.28% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-87 | -265 -6.26% | 3,971 0.53% of portfolio | low |
| Q1 2026 as of | Add | Hewlett Packard Enterprise Co Common stock | $91 | +4K +15.87% | 27,820 0.27% of portfolio | low |
| Q1 2026 as of | Trim | Emerson Electric Co Common stock | $-92 | -700 -2.19% | 31,235 1.66% of portfolio | low |
| Q1 2026 as of | Trim | S&P Global Inc. Common stock | $-94 | -222 -5.24% | 4,017 0.69% of portfolio | low |
| Q1 2026 as of | Add | Slb LIMITED/NV Common stock | $103 | +2K +4.57% | 45,750 0.95% of portfolio | low |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-110 | -297 -1.99% | 14,630 2.19% of portfolio | low |
| Q1 2026 as of | Add | Airbnb, Inc. Common stock | $127 | +1K +4.73% | 22,245 1.14% of portfolio | low |
| Q1 2026 as of | Trim | Citigroup Inc Common stock | $-133 | -1K -3.79% | 29,680 1.36% of portfolio | low |
| Q1 2026 as of | Trim | 464287101 Common stock | $-134 | -421 -3.29% | 12,376 1.59% of portfolio | low |
| Q1 2026 as of | Trim | Monster Beverage Corp Common stock | $-143 | -2K -5.20% | 35,925 1.05% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-188 | -975 -2.96% | 31,925 2.49% of portfolio | low |
| Q1 2026 as of | Exit | Warren E. Buffett Common stock | $-204 | -406 -100.00% | 0 | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-209 | -418 -2.79% | 14,544 2.94% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $209 | +365 +100.00% | 730 0.17% of portfolio | low |
| Q1 2026 as of | Add | Target Corp Common stock | $210 | +2K +7.65% | 24,422 1.20% of portfolio | low |
| Q1 2026 as of | Add | 46435U515 Common stock | $219 | +9K +2.21% | 399,188 4.09% of portfolio | low |
| Q1 2026 as of | Exit | Tesla Inc Common stock | $-229 | -510 -100.00% | 0 | low |
| Q1 2026 as of | Add | 060505682 Common stock | $238 | +200 +5.81% | 3,645 1.76% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $263 | +4K +8.07% | 48,985 1.42% of portfolio | low |
| Q1 2026 as of | New | ConocoPhillips Common stock | $271 | +2K | 2,052 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-279 | -970 -2.40% | 39,480 4.59% of portfolio | low |
| Q1 2026 as of | Add | 46436E726 Common stock | $324 | +15K +4.11% | 374,650 3.32% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $325 | +4K +27.92% | 17,180 0.60% of portfolio | low |
| Q1 2026 as of | Add | NIKE, Inc. Common stock | $339 | +6K +11.71% | 61,295 1.31% of portfolio | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-353 | -2K -12.17% | 16,420 1.03% of portfolio | low |
| Q1 2026 as of | Add | Freeport-McMoran Inc Common stock | $354 | +6K +7.26% | 89,000 2.12% of portfolio | low |
| Q1 2026 as of | Add | Garmin Ltd Common stock | $384 | +2K +17.75% | 10,980 1.03% of portfolio | low |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-411 | -950 -17.29% | 4,546 0.80% of portfolio | low |
| Q1 2026 as of | Trim | Cummins Inc Common stock | $-417 | -775 -6.79% | 10,638 2.31% of portfolio | low |
| Q1 2026 as of | New | Toast, Inc. Common stock | $419 | +16K | 15,800 0.17% of portfolio | low |