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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 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TMUS T-MOBILE US INCORPORATED Communication Services 22.0 $4K 0.00% NEW $167.73 +8.3%
22 SHEL SHELL PLC SPON ADS (UNITED KINGDOM) Energy 47.0 $4K 0.00% NEW $77.53 +18.9%
23 TOL TOLL BROTHERS INCORPORATED Consumer Cyclical 22.0 $4K 0.00% NEW $164.77 -8.5%
24 AMGN AMGEN INCORPORATED Healthcare 10.0 $4K 0.00% NEW $362.10 +22.1%
25 MA MASTERCARD INCORPORATED CLASS A Financial Services 7.0 $4K 0.00% NEW $513.57 +16.7%
26 SO SOUTHERN COMPANY Utilities 36.0 $3K 0.00% NEW $95.72 -6.0%
27 ORLY OREILLY AUTOMOTIVE INCORPORATED Consumer Cyclical 34.0 $3K 0.00% NEW $92.09 -1.9%
28 KR KROGER COMPANY Consumer Defensive 56.0 $3K 0.00% NEW $55.54 +5.2%
29 B BARRICK MINING CORPORATION COM SHS (CANADA) Basic Materials 82.0 $3K 0.00% NEW $36.73 +33.0%
30 DUPONT DE NEMOURS INCORPORATED COMMON STOCK 13.0 $2K NEW $135.62
31 SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK 10.0 $2K NEW $170.90
Page 2 of 2  ·  31 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%