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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 13 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DIS DISNEY WALT COMPANY Communication Services 10.0 $963.0 $96.30 +15.5%
242 TTD THE TRADE DESK INCORPORATED COM CLASS A Technology 37.0 $669.0 $18.08 -26.7%
243 STE STERIS PLC SHS USD (IRELAND) Healthcare 3.0 $652.0 -1K -99.8% $217.33 +8.8%
244 PKB INVESCO BUILDING & CONSTRUCTION ETF 4.0 $448.0 $112.00 -11.5%
245 BYND BEYOND MEAT INCORPORATED Consumer Defensive 25.0 $19.0 $0.76 +1767.1%
Page 13 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%