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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 6 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CELH CELSIUS HLDGS INCORPORATED COM NEW Consumer Defensive 16,145.0 $473K 0.10% +991.0 +6.5% $29.28 +20.3%
102 CSCO CISCO SYSTEMS INCORPORATED Technology 3,846.0 $452K 0.10% -22.0 -0.6% $117.46 -4.3%
103 SCHW SCHWAB CHARLES CORPORATION Financial Services 4,163.0 $384K 0.08% +39.0 +0.9% $92.26 +18.6%
104 SPGI S&P GLOBAL INCORPORATED Financial Services 915.0 $373K 0.08% $407.14 +7.2%
105 ALL ALLSTATE CORPORATION Financial Services 1,551.0 $369K 0.08% -83.0 -5.1% $237.91 +10.0%
106 CGNX COGNEX CORPORATION Technology 5,086.0 $368K 0.08% -63.0 -1.2% $72.42 -14.8%
107 VLO VALERO ENERGY CORPORATION Energy 1,399.0 $364K 0.08% -16.0 -1.1% $260.40 +33.7%
108 IQVIA HLDGS INCORPORATED 1,876.0 $362K 0.08% -30.0 -1.6% $193.22
109 GSY INVESCO ULTRA SHORT DURATION ETF 6,618.0 $332K 0.07% -9K -57.5% $50.15 -0.0%
110 MCHP MICROCHIP TECHNOLOGY INCORPORATED. Technology 3,558.0 $325K 0.07% $91.21 -18.8%
111 PSX PHILLIPS 66 Energy 1,799.0 $304K 0.07% $169.09 +43.3%
112 OSK OSHKOSH CORPORATION Industrials 1,949.0 $299K 0.07% -16.0 -0.8% $153.49 +2.6%
113 EW EDWARDS LIFESCIENCES CORPORATION Healthcare 3,253.0 $294K 0.06% -96.0 -2.9% $90.46 +0.4%
114 APH AMPHENOL CORPORATION CLASS A Technology 1,668.0 $294K 0.06% -112.0 -6.3% $176.32 -8.5%
115 VTV VANGUARD VALUE ETF 1,321.0 $288K 0.06% $217.93 +4.1%
116 NEM NEWMONT CORPORATION Basic Materials 3,038.0 $284K 0.06% -23.0 -0.8% $93.39 +40.9%
117 LSTR LANDSTAR SYSTEMS INCORPORATED Industrials 1,290.0 $267K 0.06% $206.77 -12.2%
118 PHM PULTE GROUP INCORPORATED Consumer Cyclical 1,793.0 $246K 0.05% $137.22 -5.2%
119 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3,386.0 $241K 0.05% $71.25 +3.1%
120 MU MICRON TECHNOLOGY INCORPORATED Technology 207.0 $239K 0.05% NEW $1154.29 -18.7%
Page 6 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%