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Portfolio (Quarterly) Guide ↗

Peterson Wealth Services

· CIK 0001906799
13F Portfolio $405M AUM 215 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 108 Added 26 Reduced 8 Exited
Page 2 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SYK STRYKER CORPORATION Healthcare 14,206.0 $4.7M 1.15% +378.0 +2.7% $328.59 -4.5%
22 LLY ELI LILLY & COMPANY Healthcare 4,902.0 $4.5M 1.11% +298.0 +6.5% $919.67 +21.5%
23 MPC MARATHON PETE CORPORATION Energy 18,430.0 $4.5M 1.11% -487.0 -2.6% $244.18 +1.0%
24 META META PLATFORMS INCORPORATED CLASS A Communication Services 7,674.0 $4.4M 1.08% +422.0 +5.8% $572.13 -2.5%
25 WMT WALMART INCORPORATED Consumer Defensive 35,067.0 $4.4M 1.08% -689.0 -1.9% $124.28 -3.9%
26 GRMN GARMIN LIMITED SHS (SWITZERLAND) Technology 18,322.0 $4.3M 1.05% +275.0 +1.5% $232.01 +3.5%
27 XOM EXXON MOBIL CORPORATION Energy 24,664.0 $4.2M 1.03% $169.66 -17.6%
28 ORCL ORACLE CORPORATION Technology 26,813.0 $3.9M 0.97% +562.0 +2.1% $147.11 +7.2%
29 MCD MCDONALDS CORPORATION Consumer Cyclical 12,478.0 $3.9M 0.96% +699.0 +5.9% $310.80 -11.9%
30 CB CHUBB LIMITED SWITZ (SWITZERLAND) Financial Services 11,665.0 $3.8M 0.94% +417.0 +3.7% $325.93 +2.8%
31 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW Technology 8,510.0 $3.7M 0.91% +401.0 +5.0% $433.97 -7.7%
32 ODFL OLD DOMINION FREIGHT LINE INCORPORATED Industrials 18,692.0 $3.7M 0.90% +639.0 +3.5% $195.40 +12.1%
33 EME EMCOR GROUP INCORPORATED Industrials 4,778.0 $3.5M 0.87% NEW $738.31 +14.7%
34 JNJ JOHNSON & JOHNSON Healthcare 14,055.0 $3.4M 0.85% -104.0 -0.7% $244.45 -1.4%
35 ETN EATON CORPORATION PLC SHS (IRELAND) Industrials 9,510.0 $3.4M 0.84% +217.0 +2.3% $357.66 +13.1%
36 CDNS CADENCE DESIGN SYSTEMS INCORPORATED Technology 12,198.0 $3.4M 0.84% +309.0 +2.6% $277.87 +34.0%
37 VST VISTRA CORPORATION Utilities 21,926.0 $3.3M 0.81% NEW $150.33 +8.0%
38 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 4,741.0 $3.1M 0.76% +35.0 +0.7% $650.33 +12.8%
39 CME CME GROUP INCORPORATED Financial Services 10,044.0 $3.0M 0.73% +376.0 +3.9% $295.34 -21.6%
40 ABBV ABBVIE INCORPORATED Healthcare 13,570.0 $3.0M 0.73% +1K +12.1% $217.49 +8.0%
Page 2 of 11  ·  215 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 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%