Portfolio (Quarterly)
Guide ↗
Peterson Wealth Services
· CIK 0001906799| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | ACN | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | Technology | 424.0 | $84K | 0.02% | +4.0 | +0.9% | $198.10 | -35.7% |
| 102 | CLMB | CLIMB GLOBAL SOLUTIONS INCORPORATED | Technology | 3,569.0 | $71K | 0.02% | +3K | +3267.0% | $19.82 | +11.6% |
| 103 | MGRC | MCGRATH RENTCORP | Industrials | 350.0 | $39K | 0.01% | +2.0 | +0.6% | $110.17 | +12.7% |
| 104 | ONB | OLD NATL BANCORP IND | Financial Services | 1,679.0 | $37K | 0.01% | +11.0 | +0.7% | $22.10 | +17.1% |
| 105 | NSC | NORFOLK SOUTHN CORPORATION | Industrials | 124.0 | $35K | 0.01% | +1.0 | +0.8% | $286.22 | +7.9% |
| 106 | CRWV | COREWEAVE INCORPORATED COM CLASS A | Technology | 405.0 | $31K | 0.01% | +245.0 | +153.1% | $77.47 | +29.0% |
| 107 | F | FORD MTR COMPANY | Consumer Cyclical | 2,619.0 | $30K | 0.01% | +28.0 | +1.1% | $11.54 | +23.5% |
| 108 | WM | WASTE MGMT INCORPORATED DEL | Industrials | 21.0 | $5K | 0.00% | +1.0 | +5.0% | $224.62 | -0.5% |
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%