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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 3 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INCORPORATED Healthcare 4,578.0 $1.2M 0.31% +187.0 +4.3% $270.57 +53.6%
42 ENTERGY CORPORATION NEW 10,960.0 $1.2M 0.30% +2K +15.9% $112.36
43 CMCSA COMCAST CORPORATION NEW CLASS A Communication Services 42,820.0 $1.2M 0.30% +5K +12.2% $28.71 -21.0%
44 NEE NEXTERA ENERGY INCORPORATED Utilities 12,165.0 $1.1M 0.28% +973.0 +8.7% $92.88 -5.6%
45 FIS FIDELITY NATL INFORMATION SVCS Technology 23,693.0 $1.1M 0.28% +3K +17.2% $46.91 -19.3%
46 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 1,769.0 $1.1M 0.27% +254.0 +16.8% $616.94 +13.0%
47 BC BRUNSWICK CORPORATION Consumer Cyclical 14,438.0 $1.1M 0.26% +931.0 +6.9% $72.76 +20.9%
48 ALAB ASTERA LABS INCORPORATED Technology 9,261.0 $1.0M 0.25% +91.0 +1.0% $109.60 +263.1%
49 RS RELIANCE INCORPORATED Basic Materials 3,313.0 $1.0M 0.25% +106.0 +3.3% $303.93 +33.5%
50 ZWS ZURN ELKAY WATER SOLNS CORPORATION Industrials 21,587.0 $968K 0.24% +552.0 +2.6% $44.84 +14.4%
51 AGCO AGCO CORPORATION Industrials 7,943.0 $920K 0.23% +261.0 +3.4% $115.88 +2.6%
52 SSD SIMPSON MFG INCORPORATED Industrials 5,018.0 $861K 0.21% +152.0 +3.1% $171.61 +22.2%
53 AMD ADVANCED MICRO DEVICES INCORPORATED Technology 4,051.0 $824K 0.20% +314.0 +8.4% $203.43 +161.8%
54 ACLS AXCELIS TECHNOLOGIES INCORPORATED COM NEW Technology 7,889.0 $734K 0.18% +486.0 +6.6% $93.08 +94.1%
55 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 9,651.0 $734K 0.18% +1K +16.7% $76.02 +20.0%
56 FCNCA FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A Financial Services 363.0 $685K 0.17% +23.0 +6.8% $1885.91 +10.8%
57 IREN IREN LIMITED ORDINARY SHARES (AUSTRALIA) Financial Services 19,936.0 $683K 0.17% +3K +14.5% $34.28 +39.3%
58 IDCC INTERDIGITAL INCORPORATED Technology 2,252.0 $680K 0.17% +138.0 +6.5% $301.97 -9.5%
59 AMAT APPLIED MATLS INCORPORATED Technology 1,916.0 $655K 0.16% +790.0 +70.2% $341.80 +95.4%
60 HQY HEALTHEQUITY INCORPORATED Healthcare 7,723.0 $645K 0.16% +506.0 +7.0% $83.57 -0.2%
Page 3 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%