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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 4 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNH UNITEDHEALTH GROUP INCORPORATED Healthcare 4,578.0 $1.2M 0.31% +187.0 +4.3% $270.57 +50.0%
62 ENTERGY CORPORATION NEW 10,960.0 $1.2M 0.30% +2K +15.9% $112.36
63 CMCSA COMCAST CORPORATION NEW CLASS A Communication Services 42,820.0 $1.2M 0.30% +5K +12.2% $28.71 -21.1%
64 NEE NEXTERA ENERGY INCORPORATED Utilities 12,165.0 $1.1M 0.28% +973.0 +8.7% $92.88 -5.7%
65 FIS FIDELITY NATL INFORMATION SVCS Technology 23,693.0 $1.1M 0.28% +3K +17.2% $46.91 -17.6%
66 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 1,769.0 $1.1M 0.27% +254.0 +16.8% $616.94 +12.0%
67 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 3,727.0 $1.1M 0.27% -259.0 -6.5% $287.57 +20.1%
68 BC BRUNSWICK CORPORATION Consumer Cyclical 14,438.0 $1.1M 0.26% +931.0 +6.9% $72.76 +16.6%
69 ALAB ASTERA LABS INCORPORATED Technology 9,261.0 $1.0M 0.25% +91.0 +1.0% $109.60 +264.9%
70 RS RELIANCE INCORPORATED Basic Materials 3,313.0 $1.0M 0.25% +106.0 +3.3% $303.93 +30.6%
71 ZWS ZURN ELKAY WATER SOLNS CORPORATION Industrials 21,587.0 $968K 0.24% +552.0 +2.6% $44.84 +12.0%
72 AGCO AGCO CORPORATION Industrials 7,943.0 $920K 0.23% +261.0 +3.4% $115.88 -1.1%
73 COP CONOCOPHILLIPS Energy 6,621.0 $874K 0.22% -39K -85.4% $132.00 -19.0%
74 SSD SIMPSON MFG INCORPORATED Industrials 5,018.0 $861K 0.21% +152.0 +3.1% $171.61 +20.4%
75 AMD ADVANCED MICRO DEVICES INCORPORATED Technology 4,051.0 $824K 0.20% +314.0 +8.4% $203.43 +155.5%
76 GSY INVESCO ULTRA SHORT DURATION ETF 15,575.0 $781K 0.19% -41K -72.7% $50.12 -0.0%
77 ACLS AXCELIS TECHNOLOGIES INCORPORATED COM NEW Technology 7,889.0 $734K 0.18% +486.0 +6.6% $93.08 +81.5%
78 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 9,651.0 $734K 0.18% +1K +16.7% $76.02 +18.2%
79 TT TRANE TECHNOLOGIES PLC SHS (IRELAND) Industrials 1,710.0 $713K 0.18% -178.0 -9.4% $416.71 +15.9%
80 FCNCA FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A Financial Services 363.0 $685K 0.17% +23.0 +6.8% $1885.91 +12.3%
Page 4 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%