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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 4 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 34,771.0 $1.5M 0.32% +2K +4.8% $42.34 +19.9%
62 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 2,081.0 $1.5M 0.32% +312.0 +17.6% $703.39 -0.8%
63 AMAT APPLIED MATLS INCORPORATED Technology 1,907.0 $1.4M 0.30% $722.95 -33.8%
64 ENTERGY CORPORATION NEW 11,745.0 $1.3M 0.29% +785.0 +7.2% $114.86
65 RS RELIANCE INCORPORATED Basic Materials 3,482.0 $1.3M 0.28% +169.0 +5.1% $373.59 +4.5%
66 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 3,581.0 $1.3M 0.28% -146.0 -3.9% $357.33 -4.0%
67 ZTS ZOETIS INCORPORATED CLASS A Healthcare 17,599.0 $1.3M 0.28% +2K +9.6% $71.86 +8.2%
68 BC BRUNSWICK CORPORATION Consumer Cyclical 14,771.0 $1.2M 0.27% +333.0 +2.3% $84.24 -4.9%
69 ENSG ENSIGN GROUP INCORPORATED Healthcare 7,331.0 $1.2M 0.26% +232.0 +3.3% $160.30 +12.6%
70 SCI SERVICE CORPORATION INTERNATIONAL Consumer Cyclical 15,392.0 $1.2M 0.26% NEW $75.96 +12.7%
71 NEE NEXTERA ENERGY INCORPORATED Utilities 12,898.0 $1.1M 0.25% +733.0 +6.0% $87.77 -3.9%
72 ZWS ZURN ELKAY WATER SOLNS CORPORATION Industrials 22,207.0 $1.1M 0.24% +620.0 +2.9% $50.53 -3.3%
73 SSD SIMPSON MFG INCORPORATED Industrials 5,313.0 $1.1M 0.24% +295.0 +5.9% $209.36 -10.7%
74 IREN IREN LIMITED ORDINARY SHARES (AUSTRALIA) Financial Services 23,142.0 $1.1M 0.23% +3K +16.1% $45.73 -12.0%
75 FIS FIDELITY NATL INFORMATION SVCS Technology 27,192.0 $1.1M 0.23% +3K +14.8% $38.88 +3.4%
76 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 11,090.0 $1.0M 0.23% +1K +14.9% $93.63 -8.8%
77 LNTH LANTHEUS HLDGS INCORPORATED Healthcare 9,284.0 $1.0M 0.23% +3K +38.9% $110.94 -9.0%
78 AGG ISHARES TR CORE US AGGBD ET 10,247.0 $1.0M 0.22% +4K +65.2% $98.98 -1.1%
79 AAON AAON INCORPORATED COM PAR $0.004 Industrials 7,865.0 $998K 0.22% +679.0 +9.4% $126.86 -36.9%
80 AGCO AGCO CORPORATION Industrials 8,181.0 $979K 0.21% +238.0 +3.0% $119.70 -6.8%
Page 4 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%