Peterson Wealth Services
- SEC CIK
- 0001906799
- Latest filing
- Jul 27, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 27, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 245
- +30 vs. Q1 2026
- Portfolio value
- $458.7M
- +$54.0M (+13.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FIXComfort Systems USA Inc | COM | 16,094 | $31.9M | 7.0% | −276−1.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 135,869 | $27.2M | 5.9% | −1,519−1.1% | Reduced | History |
| AAPLApple Inc. | Stock | 93,355 | $27.0M | 5.9% | −52−0.1% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 275,181 | $23.7M | 5.2% | −22,869−7.7% | ReducedConverted for a 6-for-1 split | – |
| TSLATesla, Inc. | Stock | 43,340 | $18.2M | 4.0% | −496−1.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 49,713 | $16.3M | 3.5% | −184−0.4% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 40,885 | $15.4M | 3.4% | −377−0.9% | Reduced | History |
| ASMLASML Holding NV | ADR | 7,216 | $14.4M | 3.1% | −133−1.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 59,370 | $14.2M | 3.1% | −689−1.1% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 13,864 | $13.0M | 2.8% | −225−1.6% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 62,013 | $9.43M | 2.1% | +152+0.2% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 76,625 | $8.94M | 1.9% | −491−0.6% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 17,662 | $8.84M | 1.9% | −40−0.2% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 44,271 | $8.01M | 1.7% | +9,539+27.5% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 193,805 | $7.66M | 1.7% | +1,416+0.7% | Added | History |
| VVisa Inc. | Stock | 22,232 | $7.63M | 1.7% | +128+0.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 17,901 | $6.68M | 1.5% | +617+3.6% | Added | History |
| HDHome Depot, Inc. | Stock | 17,587 | $6.20M | 1.4% | +901+5.4% | Added | History |
| NFLXNetflix Inc | Stock | 85,160 | $6.08M | 1.3% | +748+0.9% | Added | History |
| LLYEli Lilly & Co | Stock | 4,914 | $5.89M | 1.3% | +12+0.2% | Added | History |
| UNPUnion Pacific Corp | Stock | 20,698 | $5.63M | 1.2% | +296+1.5% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 18,461 | $4.72M | 1.0% | +31+0.2% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 12,207 | $4.58M | 1.0% | +9+0.1% | Added | History |
| ALABAstera Labs, Inc. | Stock | 9,349 | $4.52M | 1.0% | +88+1.0% | Added | History |
| SYKStryker Corp | Stock | 14,341 | $4.52M | 1.0% | +135+1.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 7,708 | $4.34M | 0.9% | +34+0.4% | Added | History |
| GRMNGarmin Ltd | SHS | 18,270 | $4.34M | 0.9% | −52−0.3% | Reduced | History |
| ETNEaton Corp plc | Stock | 9,775 | $4.17M | 0.9% | +265+2.8% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 19,044 | $4.12M | 0.9% | +352+1.9% | Added | History |
| CBChubb Ltd | Stock | 12,078 | $4.12M | 0.9% | +413+3.5% | Added | History |
| WMTWalmart Inc. | Stock | 35,657 | $4.04M | 0.9% | +590+1.7% | Added | History |
| EMEEMCOR Group, Inc. | Stock | 4,824 | $4.00M | 0.9% | +46+1.0% | Added | History |
| STRLSterling Infrastructure, Inc. | COM | 4,674 | $3.92M | 0.9% | −181−3.7% | Reduced | History |
| ORCLOracle Corp | Stock | 26,258 | $3.85M | 0.8% | −555−2.1% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 9,046 | $3.76M | 0.8% | +536+6.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 14,557 | $3.66M | 0.8% | +987+7.3% | Added | History |
| JNJJohnson & Johnson | Stock | 14,383 | $3.65M | 0.8% | +328+2.3% | Added | History |
| ADIAnalog Devices Inc | Stock | 9,024 | $3.58M | 0.8% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,743 | $3.54M | 0.8% | +20.0% | Added | History |
| VSTVistra Corp. | Stock | 22,127 | $3.51M | 0.8% | +201+0.9% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 25,371 | $3.47M | 0.8% | +707+2.9% | Added | History |
| MCDMcDonalds Corp | Stock | 12,252 | $3.31M | 0.7% | −226−1.8% | Reduced | History |
| POWLPowell Industries Inc | Stock | 10,740 | $3.08M | 0.7% | +183+1.7% | AddedConverted for a 3-for-1 split | History |
| APDAir Products & Chemicals, Inc. | Stock | 9,357 | $2.74M | 0.6% | +553+6.3% | Added | History |
| IESCIES Holdings, Inc. | COM | 3,710 | $2.73M | 0.6% | +53+1.4% | Added | History |
| JCIJohnson Controls International plc | Stock | 17,829 | $2.60M | 0.6% | −270−1.5% | Reduced | History |
| AEISAdvanced Energy Industries Inc | COM | 6,934 | $2.59M | 0.6% | +618+9.8% | Added | History |
| CMICummins Inc | Stock | 3,550 | $2.53M | 0.6% | +15+0.4% | Added | History |
| DRIDarden Restaurants Inc | COM | 11,764 | $2.42M | 0.5% | +477+4.2% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 7,006 | $2.35M | 0.5% | +252+3.7% | Added | History |
| ORealty Income Corp | REIT | 37,453 | $2.32M | 0.5% | +1,662+4.6% | Added | History |
| CMECME Group Inc. | COM | 10,484 | $2.32M | 0.5% | +440+4.4% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,951 | $2.30M | 0.5% | −100−2.5% | Reduced | History |
| PACSPACS Group, Inc. | COM SHS | 51,004 | $2.17M | 0.5% | −2,668−5.0% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 22,272 | $2.15M | 0.5% | +4,287+23.8% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 4,973 | $2.07M | 0.5% | +395+8.6% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,937 | $2.02M | 0.4% | +34+1.2% | Added | – |
| MPWRMonolithic Power Systems, Inc. | COM | 1,304 | $1.80M | 0.4% | +81+6.6% | Added | History |
| ACLSAxcelis Technologies Inc | Stock | 9,191 | $1.74M | 0.4% | +1,302+16.5% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 8,458 | $1.49M | 0.3% | +602+7.7% | Added | History |
| VZVerizon Communications Inc | Stock | 34,771 | $1.47M | 0.3% | +1,608+4.8% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,081 | $1.46M | 0.3% | +312+17.6% | Added | History |
| AMATApplied Materials Inc | Stock | 1,907 | $1.38M | 0.3% | −9−0.5% | Reduced | History |
| ETREntergy Corp | COM | 11,745 | $1.35M | 0.3% | +785+7.2% | Added | History |
| RSReliance, Inc. | COM | 3,482 | $1.30M | 0.3% | +169+5.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 3,581 | $1.28M | 0.3% | −146−3.9% | Reduced | History |
| ZTSZoetis Inc. | Stock | 17,599 | $1.26M | 0.3% | +1,542+9.6% | Added | History |
| BCBrunswick Corp | COM | 14,771 | $1.24M | 0.3% | +333+2.3% | Added | History |
| ENSGEnsign Group, Inc | COM | 7,331 | $1.18M | 0.3% | +232+3.3% | Added | History |
| SCIService Corp International | COM | 15,392 | $1.17M | 0.3% | +15,392 | New | History |
| NEENextera Energy Inc | Stock | 12,898 | $1.13M | 0.2% | +733+6.0% | Added | History |
| ZWSZurn Elkay Water Solutions Corp | COM | 22,207 | $1.12M | 0.2% | +620+2.9% | Added | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 5,313 | $1.11M | 0.2% | +295+5.9% | Added | History |
| IRENIREN Ltd | ORDINARY SHARES | 23,142 | $1.06M | 0.2% | +3,206+16.1% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 27,192 | $1.06M | 0.2% | +3,499+14.8% | Added | History |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 11,090 | $1.04M | 0.2% | +1,439+14.9% | Added | – |
| LNTHLantheus Holdings, Inc. | Stock | 9,284 | $1.03M | 0.2% | +2,600+38.9% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,247 | $1.01M | 0.2% | +4,043+65.2% | Added | – |
| AAONAaon, Inc. | COM PAR $0.004 | 7,865 | $997.7K | 0.2% | +679+9.4% | Added | History |
| AGCOAGCO Corp | COM | 8,181 | $979.3K | 0.2% | +238+3.0% | Added | History |
| CLMBClimb Global Solutions, Inc. | COM | 41,573 | $964.9K | 0.2% | +38,004+1,064.8% | Added | History |
| AROCArchrock, Inc. | COM | 23,383 | $951.9K | 0.2% | +23,383 | New | History |
| UFPTUfp Technologies Inc | COM | 3,568 | $946.0K | 0.2% | +349+10.8% | Added | History |
| TTTrane Technologies plc | SHS | 1,680 | $824.9K | 0.2% | −30−1.8% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 2,747 | $772.0K | 0.2% | −2−0.1% | Reduced | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 370 | $770.8K | 0.2% | +7+1.9% | Added | History |
| LRCXLam Research Corp | Stock | 1,758 | $761.6K | 0.2% | −22−1.2% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,116 | $755.2K | 0.2% | +8,933+4,881.4% | Added | – |
| HQYHealthequity, Inc. | COM | 8,089 | $730.6K | 0.2% | +366+4.7% | Added | History |
| SMCISuper Micro Computer, Inc. | Stock | 24,868 | $729.4K | 0.2% | +7,740+45.2% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 2,102 | $693.2K | 0.2% | +269+14.7% | Added | History |
| COPConocoPhillips | Stock | 6,529 | $678.7K | 0.1% | −92−1.4% | Reduced | History |
| IDCCInterDigital, Inc. | COM | 2,375 | $672.5K | 0.1% | +123+5.5% | Added | History |
| EXRExtra Space Storage Inc. | COM | 4,404 | $640.0K | 0.1% | +170+4.0% | Added | History |
| DXCMDexcom Inc | COM | 9,341 | $629.1K | 0.1% | −6−0.1% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 525 | $617.2K | 0.1% | −51−8.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,645 | $581.3K | 0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 1,640 | $554.6K | 0.1% | +20+1.2% | Added | History |
| TJXTJX Companies Inc | Stock | 3,504 | $530.9K | 0.1% | −140−3.8% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 11,765 | $530.7K | 0.1% | −78−0.7% | Reduced | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.