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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PAYC	PAYCOM SOFTWARE INCORPORATED	Technology	3,108	$378K	0.09%	SOLD

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%