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Portfolio (Quarterly) Guide ↗

Peterson Wealth Services

· CIK 0001906799
13F Portfolio $391M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 218 New
Page 7 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PHM PULTE GROUP INCORPORATED Consumer Cyclical 1,448.0 $170K 0.04% NEW $117.29 +16.5%
122 HAP VANECK NATURAL RESOURCES ETF 2,742.0 $165K 0.04% NEW $60.14 +13.8%
123 QQQ INVESCO QQQ TR Financial Services 260.0 $160K 0.04% NEW $614.31 +16.9%
124 DHI D R HORTON INCORPORATED Consumer Cyclical 1,102.0 $159K 0.04% NEW $144.02 +16.1%
125 SNPS SYNOPSYS INCORPORATED Technology 337.0 $158K 0.04% NEW $469.72 -2.1%
126 PG PROCTER AND GAMBLE COMPANY Consumer Defensive 1,101.0 $158K 0.04% NEW $143.28 +4.5%
127 GPN GLOBAL PMTS INCORPORATED Industrials 2,008.0 $155K 0.04% NEW $77.41 -11.4%
128 FTCS FIRST TRUST CAPITAL STRENGTH ETF 1,615.0 $149K 0.04% NEW $92.51 +1.5%
129 FISV FISERV INCORPORATED Technology 2,218.0 $149K 0.04% NEW $67.17 -28.6%
130 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1,033.0 $149K 0.04% NEW $144.03 +28.4%
131 CGNX COGNEX CORPORATION Technology 4,094.0 $147K 0.04% NEW $35.98 +84.7%
132 EOG EOG RES INCORPORATED Energy 1,375.0 $144K 0.04% NEW $104.97 +26.8%
133 SEIC SEI INVTS COMPANY Financial Services 1,753.0 $144K 0.04% NEW $82.02 +9.3%
134 LSTR LANDSTAR SYSTEMS INCORPORATED Industrials 955.0 $137K 0.04% NEW $143.76 +46.9%
135 KEY KEYCORP Financial Services 6,646.0 $137K 0.04% NEW $20.64 +13.9%
136 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 2,892.0 $129K 0.03% NEW $44.71 +20.5%
137 LEN LENNAR CORPORATION CLASS A Consumer Cyclical 1,231.0 $127K 0.03% NEW $102.77 -8.6%
138 FAST FASTENAL COMPANY Industrials 2,921.0 $117K 0.03% NEW $40.13 +16.7%
139 ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) Technology 420.0 $113K 0.03% NEW $268.57 -52.3%
140 TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS Technology 361.0 $110K 0.03% NEW $303.89 +46.6%
Page 7 of 11  ·  218 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 35.0%
Financial Services 14.4%
Consumer Cyclical 14.1%
Industrials 11.8%
Healthcare 6.7%
Energy 6.7%
Consumer Defensive 6.6%
Communication Services 2.7%
Basic Materials 1.0%
Real Estate 0.7%