Peloton Capital Management is an SEC-registered investment adviser based in Indianapolis, IN that reports managing 1 hedge fund on Form ADV. It reports $282.0 million in regulatory assets under management. Its private funds, of all types, hold $4.6 million in gross assets. Over a longer period they returned an estimated +4.5% from Q1 2025 to Q2 2026, compared with +9.6% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $282.0 millionForm ADV Item 5.F
- Gross assets of private funds
- $4.6 millionAll private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 4Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 109775
- Latest Form ADV
- 03/31/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +8.3% | +14.8% |
| Q1 2025 | -3.5% | -4.5% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Alphabet, Inc Voting Class$14.3 million
- Ishares Ibonds Corp Dec 2028$10.4 million
- Ishares Ibonds Dec 2029 Corp T$9.4 million
- Amazon Com Inc Com$9.2 million
- Ishares TR Ibonds 27 ETF$8.7 million
- Ishares Ibnd Dec 2030 TRM Corp$8.6 million
- Mastercard Inc.$7.4 million
- Cummins Inc Com$7.3 million
- Ishares Ibonds Dec 2026 Term C$7.2 million
- Ishares Ibond Dec 2031 TRM CRP$7.2 million
As of 2026-06-30, from 13F filing by Peloton Wealth Strategists.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures