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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 10 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ICLN ISHARES TR GL CLEAN ENE ETF 728.0 $15K 0.00% $20.49 -13.7%
182 RTX RTX CORPORATION Industrials 65.0 $12K 0.00% $190.72 +11.2%
183 PWR QUANTA SVCS INCORPORATED Industrials 15.0 $11K 0.00% NEW $720.07 -14.4%
184 GRFS GRIFOLS S A SP ADR REP B NVT (SPAIN) Healthcare 1,521.0 $11K 0.00% $7.08 +11.6%
185 IJH ISHARES TR CORE S&P MCP ETF 130.0 $10K 0.00% $77.11 -0.6%
186 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 60.0 $9K 0.00% $154.28 +4.0%
187 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 58.0 $9K 0.00% $158.66 +9.4%
188 ANET ARISTA NETWORKS INCORPORATED COM SHS Technology 54.0 $9K 0.00% NEW $169.89 +19.0%
189 CF CF INDUSTRIES HOLD Basic Materials 80.0 $9K 0.00% $108.26 +16.1%
190 GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) Healthcare 160.0 $8K 0.00% NEW $52.42 -1.9%
191 AZN ASTRAZENECA PLC ORD (UNITED KINGDOM) Healthcare 42.0 $8K 0.00% NEW $189.62 -12.3%
192 ONTO ONTO INNOVATION INCORPORATED Technology 17.0 $6K 0.00% $378.47 -22.9%
193 CSX CSX CORPORATION Industrials 127.0 $6K 0.00% NEW $47.53 +8.9%
194 LHX L3HARRIS TECHNOLOGIES INCORPORATED Industrials 20.0 $6K 0.00% +9.0 +81.8% $291.30 -9.7%
195 CMCSA COMCAST CORPORATION NEW CLASS A Communication Services 237.0 $6K 0.00% -43K -99.5% $24.55 +10.8%
196 NUE NUCOR CORPORATION Basic Materials 25.0 $6K 0.00% $222.76 +13.5%
197 TXN TEXAS INSTRS INCORPORATED Technology 18.0 $5K 0.00% NEW $298.06 -12.2%
198 IBM INTERNATIONAL BUSINESS MACHINES Technology 19.0 $5K 0.00% NEW $281.21 -18.3%
199 KIM KIMCO REALTY CORPORATION REIT Real Estate 206.0 $5K 0.00% NEW $25.35 -5.2%
200 NOC NORTHROP GRUMMAN CORPORATION Industrials 10.0 $5K 0.00% $509.30 +8.0%
Page 10 of 13  ·  245 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%