Portfolio (Quarterly)
Guide ↗
Peterson Wealth Services
· CIK 0001906799| # | 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% |
① 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%