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Portfolio (Quarterly) Guide ↗

Peterson Wealth Services

· CIK 0001906799
13F Portfolio $459M AUM 245 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 81 Added 41 Reduced 1 Exited
Page 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ENSG ENSIGN GROUP INCORPORATED Healthcare 7,331.0 $1.2M 0.26% +232.0 +3.3% $160.30 +11.7%
42 NEE NEXTERA ENERGY INCORPORATED Utilities 12,898.0 $1.1M 0.25% +733.0 +6.0% $87.77 -4.0%
43 ZWS ZURN ELKAY WATER SOLNS CORPORATION Industrials 22,207.0 $1.1M 0.24% +620.0 +2.9% $50.53 -3.4%
44 SSD SIMPSON MFG INCORPORATED Industrials 5,313.0 $1.1M 0.24% +295.0 +5.9% $209.36 -10.9%
45 IREN IREN LIMITED ORDINARY SHARES (AUSTRALIA) Financial Services 23,142.0 $1.1M 0.23% +3K +16.1% $45.73 -7.7%
46 FIS FIDELITY NATL INFORMATION SVCS Technology 27,192.0 $1.1M 0.23% +3K +14.8% $38.88 +4.1%
47 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 11,090.0 $1.0M 0.23% +1K +14.9% $93.63 -8.8%
48 LNTH LANTHEUS HLDGS INCORPORATED Healthcare 9,284.0 $1.0M 0.23% +3K +38.9% $110.94 -9.1%
49 AGG ISHARES TR CORE US AGGBD ET 10,247.0 $1.0M 0.22% +4K +65.2% $98.98 -1.0%
50 AAON AAON INCORPORATED COM PAR $0.004 Industrials 7,865.0 $998K 0.22% +679.0 +9.4% $126.86 -39.9%
51 AGCO AGCO CORPORATION Industrials 8,181.0 $979K 0.21% +238.0 +3.0% $119.70 -7.3%
52 CLMB CLIMB GLOBAL SOLUTIONS INCORPORATED Technology 41,573.0 $965K 0.21% +38K +1064.8% $23.21 +17.4%
53 UFPT UFP TECHNOLOGIES INCORPORATED Healthcare 3,568.0 $946K 0.21% +349.0 +10.8% $265.13 +14.7%
54 FCNCA FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A Financial Services 370.0 $771K 0.17% +7.0 +1.9% $2083.38 +3.6%
55 IEMG ISHARES INCORPORATED CORE MSCI EMKT 9,116.0 $755K 0.17% +9K +4881.4% $82.84 -1.2%
56 HQY HEALTHEQUITY INCORPORATED Healthcare 8,089.0 $731K 0.16% +366.0 +4.7% $90.32 +16.7%
57 SMCI SUPER MICRO COMPUTER INCORPORATED COM NEW Technology 24,868.0 $729K 0.16% +8K +45.2% $29.33 +31.1%
58 KNSL KINSALE CAP GROUP INCORPORATED Financial Services 2,102.0 $693K 0.15% +269.0 +14.7% $329.77 +17.6%
59 IDCC INTERDIGITAL INCORPORATED Technology 2,375.0 $672K 0.15% +123.0 +5.5% $283.15 +22.0%
60 EXR EXTRA SPACE STORAGE INCORPORATED REIT Real Estate 4,404.0 $640K 0.14% +170.0 +4.0% $145.31 -0.3%
Page 3 of 5  ·  81 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 33.6%
Industrials 18.4%
Financial Services 12.5%
Consumer Cyclical 11.7%
Healthcare 6.4%
Consumer Defensive 6.3%
Energy 4.8%
Communication Services 3.2%
Utilities 1.3%
Basic Materials 1.0%