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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS COMPANY Financial Services 1,640.0 $555K 0.12% +20.0 +1.2% $338.18 -0.7%
62 CELH CELSIUS HLDGS INCORPORATED COM NEW Consumer Defensive 16,145.0 $473K 0.10% +991.0 +6.5% $29.28 +19.2%
63 SCHW SCHWAB CHARLES CORPORATION Financial Services 4,163.0 $384K 0.08% +39.0 +0.9% $92.26 +18.3%
64 CRM SALESFORCE INCORPORATED Technology 1,495.0 $234K 0.05% +30.0 +2.0% $156.63 +30.2%
65 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 2,089.0 $225K 0.05% +726.0 +53.3% $107.50 -0.8%
66 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) Technology 393.0 $188K 0.04% +32.0 +8.9% $477.57 -12.5%
67 ABT ABBOTT LABORATORIES Healthcare 2,041.0 $185K 0.04% +18.0 +0.9% $90.75 +26.7%
68 ISRG INTUITIVE SURGICAL INCORPORATED COM NEW Healthcare 434.0 $173K 0.04% +57.0 +15.1% $397.68 -6.9%
69 LEN LENNAR CORPORATION CLASS A Consumer Cyclical 1,653.0 $150K 0.03% +24.0 +1.5% $90.49 -3.1%
70 LRN STRIDE INCORPORATED Consumer Defensive 1,733.0 $149K 0.03% +468.0 +37.0% $86.24 -2.2%
71 FAST FASTENAL COMPANY Industrials 2,953.0 $142K 0.03% +16.0 +0.5% $48.03 +6.7%
72 VGT VANGUARD INFORMATION TECHNOLOGY ETF 1,080.0 $129K 0.03% +945.0 +700.0% $119.52 -1.5%
73 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 2,448.0 $117K 0.03% +334.0 +15.8% $47.70 +5.8%
74 VFH VANGUARD FINANCIALS ETF 786.0 $103K 0.02% +5.0 +0.6% $131.55 +8.3%
75 SBUX STARBUCKS CORPORATION Consumer Cyclical 778.0 $79K 0.02% +5.0 +0.7% $102.13 +5.1%
76 ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) Technology 428.0 $53K 0.01% +4.0 +0.9% $124.41 +47.0%
77 ONB OLD NATL BANCORP IND Financial Services 1,689.0 $44K 0.01% +10.0 +0.6% $25.90 -0.2%
78 F FORD MTR COMPANY Consumer Cyclical 2,641.0 $37K 0.01% +22.0 +0.8% $13.90 -0.1%
79 DGX QUEST DIAGNOSTICS INCORPORATED Healthcare 167.0 $35K 0.01% +17.0 +11.3% $211.95 +15.6%
80 LHX L3HARRIS TECHNOLOGIES INCORPORATED Industrials 20.0 $6K 0.00% +9.0 +81.8% $291.30 -9.9%
Page 4 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%