Peloton Wealth Strategists (1080132) Portfolio


Number of Companies: 61
Inflow: $11,468 K
Outflow: $-7,500 K
Net Flow: $3,968 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3079 54 Apple Inc (AAPL) Communications Equipment 24,506 Added More 21,117 $108.98 $2,301 $2,670
2986 89 Salesforcecom Inc (CRM) Application Software 30,250 New Holding 30,250 $73.83 $2,233 $2,233
2788 12 Cummins Inc (CMI) Commercial Vehicles 37,200 Added More 19,550 $109.94 $2,149 $4,089
3051 57 Gilead Sciences Inc (GILD) Biotech 27,070 Added More 7,770 $91.86 $713 $2,486
444 8 Flowers Foods Inc (FLO) Packaged Food 30,500 New Holding 30,500 $18.45 $563 $563
773 5 Waddell And Reed Financial-A (WDR) Investment Management 62,700 Added More 21,000 $23.54 $494 $1,475
2845 6 Dollar Tree Inc (DLTR) Mass Merchants 13,150 Added More 5,800 $82.45 $478 $1,084
2336 15 Fortune Brands Home And Securi (FBHS) Home Improvement 21,000 Added More 8,150 $56.04 $456 $1,176
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 43,950 Added More 7,200 $59.22 $426 $2,602
2778 11 Bank Of America Corp (BAC) Diversified Banks 30,600 New Holding 30,600 $13.52 $413 $413
3056 27 Boeing Cothe (BA) Aircraft And Parts 17,378 Added More 1,801 $126.94 $228 $2,205
3074 26 Facebook Inc-A (FB) Internet Media 1,800 New Holding 1,800 $114.09 $205 $205
2759 28 Coach Inc (COH) Specialty Apparel Stores 57,800 Added More 4,150 $40.09 $166 $2,317
3035 2 United Parcel Service-Cl B (UPS) Courier Services 28,540 Added More 1,451 $105.47 $153 $3,010
2425 16 Invesco Ltd (IVZ) Investment Management 59,900 Added More 2,900 $30.77 $89 $1,843
44 1 Align Technology Inc (ALGN) Medical Equipment 18,150 Added More 1,050 $72.69 $76 $1,319
2970 31 Fiserv Inc (FISV) Consumer Finance 22,650 Added More 650 $102.58 $66 $2,323
3002 31 Dow Chemical Cothe (DOW) Basic And Diversified Chemicals 61,814 Added More 1,204 $50.86 $61 $3,143
3032 17 Cvs Health Corp (CVS) Food And Drug Stores 13,750 Added More 500 $103.73 $51 $1,426
2886 77 Conocophillips (COP) Exploration And Production 27,600 Added More 1,100 $40.27 $44 $1,111
2043 228 Texas Capital Bancshares Inc (TCBI) Banks 19,400 Added More 800 $38.38 $30 $744
2969 7 Canadian Natl Railway Co (CNI) Rail Freight 44,650 Added More 400 $62.45 $24 $2,788
2736 118 Ventas Inc (VTR) Reit 50,600 Added More 300 $62.95 $18 $3,185
2620 48 Helmerich And Payne (HP) Oil And Gas Services And Equip 23,600 Added More 150 $58.72 $8 $1,385
49 1 Novartis Ag (NVS) Large Pharma 13,350 Added More 100 $72.44 $7 $967
1013 6 Textainer Group Holdings Ltd (TGH) Commercial Finance 113,200 Added More 300 $14.84 $4 $1,679
18 1 Williams-Sonoma Inc (WSM) Home Products Stores 11,904 Added More 1 $54.74 $0 $651
2906 16 Valero Energy Corp (VLO) Refining And Marketing 25,650 No Change 0 $64.13 $0 $1,645
3059 25 Pepsico Inc (PEP) Beverages 30,100 No Change 0 $102.48 $0 $3,084
854 6 Sinclair Broadcast Group -A (SBGI) Publishing And Broadcasting 56,050 No Change 0 $30.75 $0 $1,723
1653 13 Under Armour Inc-Class A (UA) Apparel Footwear And Acc Design 5,500 No Change 0 $84.83 $0 $466
2993 54 Schlumberger Ltd (SLB) Oil And Gas Services And Equip 15,700 No Change 0 $73.75 $0 $1,157
3031 8 Pfizer Inc (PFE) Large Pharma 43,300 No Change 0 $29.63 $0 $1,283
23 2 Seagate Technology (STX) Computer Hardware And Storage 27,550 Sold Some -100 $34.45 $-3 $949
3019 8 Union Pacific Corp (UNP) Rail Freight 19,050 Sold Some -100 $79.55 $-7 $1,515
3077 22 Procter And Gamble Cothe (PG) Household Products 21,050 Sold Some -100 $82.30 $-8 $1,732
2746 13 Potash Corp Of Saskatchewan (POT) Agricultural Chemicals 12,500 Sold Some -500 $17.02 $-8 $212
3028 34 Thermo Fisher Scientific Inc (TMO) Life Science Equipment 16,837 Sold Some -100 $141.58 $-14 $2,383
2682 17 Transcanada Corp (TRP) Midstream Oil And Gas 24,450 Sold Some -400 $39.31 $-15 $961
150 7 Cerner Corp (CERN) Application Software 15,800 Sold Some -300 $52.95 $-15 $836
2870 14 Monsanto Co (MON) Agricultural Chemicals 9,750 Sold Some -200 $87.73 $-17 $855
2806 7 Deere And Co (DE) Agricultural Machinery 16,850 Sold Some -300 $76.98 $-23 $1,297
2971 79 Occidental Petroleum Corp (OXY) Exploration And Production 30,550 Sold Some -400 $68.43 $-27 $2,090
2625 13 Old Dominion Freight Line (ODFL) Trucking 7,250 Sold Some -400 $69.62 $-27 $504
2634 3 Tiffany And Co (TIF) Jewelry And Watch Stores 22,450 Sold Some -400 $73.37 $-29 $1,647
111 1 Johnson Controls Inc (JCI) Auto Parts 69,040 Sold Some -800 $38.97 $-31 $2,690
16 2 Idexx Laboratories Inc (IDXX) Life Science Equipment 17,700 Sold Some -400 $78.32 $-31 $1,386
2961 20 Stanley Black And Decker Inc (SWK) Home Improvement 26,500 Sold Some -300 $105.20 $-31 $2,788
2951 12 Ecolab Inc (ECL) Other Commercial Services 25,700 Sold Some -300 $111.51 $-33 $2,866
807 3 Franklin Electric Co Inc (FELE) Flow Control Equipment 17,900 Sold Some -1,200 $32.16 $-38 $575
2929 20 Davita Healthcare Partners I (DVA) Health Care Facilities 23,300 Sold Some -700 $73.37 $-51 $1,709
3076 10 Johnson And Johnson (JNJ) Large Pharma 15,050 Sold Some -500 $108.19 $-54 $1,628
333 1 Hasbro Inc (HAS) Toys And Games 41,950 Sold Some -700 $80.09 $-56 $3,360
316 16 Hess Corp (HES) Exploration And Production 17,400 Sold Some -1,500 $52.65 $-78 $916
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 54,010 Sold Some -900 $94.50 $-85 $5,103
2977 67 Qualcomm Inc (QCOM) Semiconductor Devices 30,500 Sold Some -5,200 $51.13 $-265 $1,559
2482 22 Tumi Holdings Inc (TUMI) Apparel Footwear And Acc Design 0 Sold All -18,000 $26.82 $-482 $0
2809 30 Akamai Technologies Inc (AKAM) Infrastructure Software 0 Sold All -18,450 $55.57 $-1,025 $0
2829 19 Prudential Financial Inc (PRU) Life Insurance 0 Sold All -14,750 $72.22 $-1,065 $0
209 3 Tupperware Brands Corp (TUP) Home And Office Furnishings 0 Sold All -27,750 $57.98 $-1,608 $0
2633 17 Emc Corpma (EMC) Computer Hardware And Storage 0 Sold All -88,600 $26.65 $-2,361 $0