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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 7 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCHP MICROCHIP TECHNOLOGY INCORPORATED. Technology 3,573.0 $231K 0.06% +716.0 +25.1% $64.61 +47.9%
122 APH AMPHENOL CORPORATION CLASS A Technology 1,780.0 $225K 0.06% -212.0 -10.6% $126.38 +31.9%
123 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3,386.0 $217K 0.05% $64.08 +11.3%
124 PHM PULTE GROUP INCORPORATED Consumer Cyclical 1,792.0 $211K 0.05% +344.0 +23.8% $117.61 +15.4%
125 ABT ABBOTT LABORATORIES Healthcare 2,023.0 $208K 0.05% +376.0 +22.8% $102.69 -9.1%
126 LSTR LANDSTAR SYSTEMS INCORPORATED Industrials 1,289.0 $207K 0.05% +334.0 +35.0% $160.30 +30.2%
127 PG PROCTER & GAMBLE COMPANY Consumer Defensive 1,398.0 $202K 0.05% +297.0 +27.0% $144.39 +2.9%
128 HAP VANECK NATURAL RESOURCES ETF 2,742.0 $199K 0.05% $72.46 -5.6%
129 DHI D R HORTON INCORPORATED Consumer Cyclical 1,385.0 $190K 0.05% +283.0 +25.7% $137.19 +21.1%
130 TMO THERMO FISHER SCIENTIFIC INCORPORATED Healthcare 367.0 $181K 0.04% $492.05 +2.8%
131 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 2,892.0 $177K 0.04% $61.26 -11.6%
132 ISRG INTUITIVE SURGICAL INCORPORATED COM NEW Healthcare 377.0 $174K 0.04% $460.99 -12.9%
133 SEIC SEI INVTS COMPANY Financial Services 2,213.0 $174K 0.04% +460.0 +26.2% $78.47 +12.8%
134 GPN GLOBAL PMTS INCORPORATED Industrials 2,526.0 $170K 0.04% +518.0 +25.8% $67.30 +1.0%
135 ADP AUTOMATIC DATA PROCESSING INCORPORATED Industrials 788.0 $160K 0.04% $203.23 +8.1%
136 IHI ISHARES TR U.S. MED DVC ETF 2,894.0 $154K 0.04% $53.35 -5.7%
137 CMG CHIPOTLE MEXICAN GRILL INCORPORATED Consumer Cyclical 4,775.0 $153K 0.04% -1K -20.2% $32.01 +0.2%
138 FTCS FIRST TRUST CAPITAL STRENGTH ETF 1,615.0 $150K 0.04% $92.76 +1.0%
139 LEN LENNAR CORPORATION CLASS A Consumer Cyclical 1,629.0 $141K 0.04% +398.0 +32.3% $86.83 +7.6%
140 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1,035.0 $138K 0.03% $132.86 +39.6%
Page 7 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%