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Portfolio (Quarterly) Guide ↗

Peterson Wealth Services

· CIK 0001906799
13F Portfolio $405M AUM 215 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 108 Added 26 Reduced 8 Exited
Page 2 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCD MCDONALDS CORPORATION Consumer Cyclical 12,478.0 $3.9M 0.96% +699.0 +5.9% $310.80 -11.9%
22 CB CHUBB LIMITED SWITZ (SWITZERLAND) Financial Services 11,665.0 $3.8M 0.94% +417.0 +3.7% $325.93 +2.8%
23 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW Technology 8,510.0 $3.7M 0.91% +401.0 +5.0% $433.97 -7.7%
24 ODFL OLD DOMINION FREIGHT LINE INCORPORATED Industrials 18,692.0 $3.7M 0.90% +639.0 +3.5% $195.40 +13.4%
25 ETN EATON CORPORATION PLC SHS (IRELAND) Industrials 9,510.0 $3.4M 0.84% +217.0 +2.3% $357.66 +16.0%
26 CDNS CADENCE DESIGN SYSTEMS INCORPORATED Technology 12,198.0 $3.4M 0.84% +309.0 +2.6% $277.87 +36.2%
27 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 4,741.0 $3.1M 0.76% +35.0 +0.7% $650.33 +13.6%
28 CME CME GROUP INCORPORATED Financial Services 10,044.0 $3.0M 0.73% +376.0 +3.9% $295.34 -21.7%
29 ABBV ABBVIE INCORPORATED Healthcare 13,570.0 $3.0M 0.73% +1K +12.1% $217.49 +7.4%
30 APD AIR PRODUCTS AND CHEMICALS INCORPORATED Basic Materials 8,804.0 $2.6M 0.63% +483.0 +5.8% $290.49 -4.0%
31 DRI DARDEN RESTAURANTS INCORPORATED Consumer Cyclical 11,287.0 $2.2M 0.55% +433.0 +4.0% $196.04 +8.2%
32 O REALTY INCOME CORPORATION REIT Real Estate 35,791.0 $2.2M 0.54% +2K +7.4% $61.18 +1.3%
33 LULU LULULEMON ATHLETICA INCORPORATED Consumer Cyclical 13,718.0 $2.1M 0.52% +2K +13.8% $153.10 -26.4%
34 CMI CUMMINS INCORPORATED Industrials 3,535.0 $1.9M 0.47% +105.0 +3.1% $538.08 +29.1%
35 ZTS ZOETIS INCORPORATED CLASS A Healthcare 16,057.0 $1.9M 0.47% +16K +10000.0% $118.21 -33.9%
36 IESC IES HOLDINGS INCORPORATED Industrials 3,657.0 $1.7M 0.43% +364.0 +11.1% $476.47 +58.5%
37 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 2,903.0 $1.7M 0.43% +430.0 +17.4% $597.56 +14.0%
38 PACS PACS GROUP INCORPORATED COM SHS Financial Services 53,672.0 $1.7M 0.43% +854.0 +1.6% $32.12 +22.8%
39 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 33,163.0 $1.7M 0.41% +2K +5.9% $50.20 -9.0%
40 IEFA ISHARES TR CORE MSCI EAFE 17,985.0 $1.6M 0.40% +2K +16.1% $90.53 +5.3%
Page 2 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.9%
Industrials 15.6%
Financial Services 12.9%
Consumer Cyclical 12.3%
Consumer Defensive 7.0%
Healthcare 6.5%
Energy 5.9%
Communication Services 4.6%
Utilities 1.4%
Basic Materials 1.1%