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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 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HUBS HUBSPOT INCORPORATED Technology 1,315.0 $321K 0.08% +1K +3107.3% $244.10 -30.2%
82 CSCO CISCO SYSTEMS INCORPORATED Technology 3,868.0 $300K 0.07% +575.0 +17.5% $77.60 +53.3%
83 OSK OSHKOSH CORPORATION Industrials 1,965.0 $289K 0.07% +297.0 +17.8% $147.24 +2.5%
84 HPE HEWLETT PACKARD ENTERPRISE COMPANY Technology 11,843.0 $282K 0.07% +2K +23.5% $23.81 +96.2%
85 EW EDWARDS LIFESCIENCES CORPORATION Healthcare 3,349.0 $268K 0.07% +259.0 +8.4% $80.08 +12.0%
86 CGNX COGNEX CORPORATION Technology 5,149.0 $252K 0.06% +1K +25.8% $48.99 +35.8%
87 EOG EOG RES INCORPORATED Energy 1,719.0 $248K 0.06% +344.0 +25.0% $144.53 -7.6%
88 MCHP MICROCHIP TECHNOLOGY INCORPORATED. Technology 3,573.0 $231K 0.06% +716.0 +25.1% $64.61 +45.7%
89 PHM PULTE GROUP INCORPORATED Consumer Cyclical 1,792.0 $211K 0.05% +344.0 +23.8% $117.61 +15.5%
90 ABT ABBOTT LABORATORIES Healthcare 2,023.0 $208K 0.05% +376.0 +22.8% $102.69 -9.2%
91 LSTR LANDSTAR SYSTEMS INCORPORATED Industrials 1,289.0 $207K 0.05% +334.0 +35.0% $160.30 +31.1%
92 PG PROCTER & GAMBLE COMPANY Consumer Defensive 1,398.0 $202K 0.05% +297.0 +27.0% $144.39 +2.8%
93 DHI D R HORTON INCORPORATED Consumer Cyclical 1,385.0 $190K 0.05% +283.0 +25.7% $137.19 +21.7%
94 SEIC SEI INVTS COMPANY Financial Services 2,213.0 $174K 0.04% +460.0 +26.2% $78.47 +12.1%
95 GPN GLOBAL PMTS INCORPORATED Industrials 2,526.0 $170K 0.04% +518.0 +25.8% $67.30 +1.3%
96 LEN LENNAR CORPORATION CLASS A Consumer Cyclical 1,629.0 $141K 0.04% +398.0 +32.3% $86.83 +8.1%
97 FAST FASTENAL COMPANY Industrials 2,937.0 $136K 0.03% +16.0 +0.6% $46.40 +1.1%
98 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 1,363.0 $134K 0.03% +439.0 +47.5% $98.40 +11.1%
99 LRN STRIDE INCORPORATED Consumer Defensive 1,265.0 $112K 0.03% +452.0 +55.6% $88.17 -2.3%
100 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 2,114.0 $96K 0.02% +14.0 +0.7% $45.52 +5.7%
Page 5 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%