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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 7 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRM SALESFORCE INCORPORATED Technology 1,495.0 $234K 0.05% +30.0 +2.0% $156.63 +30.9%
122 DHI D R HORTON INCORPORATED Consumer Cyclical 1,386.0 $226K 0.05% $162.91 -8.2%
123 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 2,089.0 $225K 0.05% +726.0 +53.3% $107.50 -1.1%
124 EOG EOG RES INCORPORATED Energy 1,703.0 $221K 0.05% -16.0 -0.9% $129.73 +12.1%
125 LULU LULULEMON ATHLETICA INCORPORATED Consumer Cyclical 1,897.0 $217K 0.05% -12K -86.2% $114.18 +2.3%
126 CEG CONSTELLATION ENERGY CORPORATION Utilities 871.0 $216K 0.05% $248.46 +13.4%
127 PG PROCTER & GAMBLE COMPANY Consumer Defensive 1,401.0 $205K 0.04% $146.67 -1.2%
128 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1,036.0 $197K 0.04% $190.50 -4.2%
129 SEIC SEI INVTS COMPANY Financial Services 2,217.0 $194K 0.04% $87.72 +26.6%
130 VWO VANGUARD FTSE EMERGING MARKETS ETF 3,181.0 $190K 0.04% NEW $59.70 +1.7%
131 HAP VANECK NATURAL RESOURCES ETF 2,742.0 $188K 0.04% $68.60 +12.3%
132 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) Technology 393.0 $188K 0.04% +32.0 +8.9% $477.57 -12.4%
133 ABT ABBOTT LABORATORIES Healthcare 2,041.0 $185K 0.04% +18.0 +0.9% $90.75 +26.4%
134 TMO THERMO FISHER SCIENTIFIC INCORPORATED Healthcare 368.0 $184K 0.04% $500.83 +26.4%
135 GPN GLOBAL PMTS INCORPORATED Industrials 2,529.0 $184K 0.04% $72.56 +28.6%
136 ADP AUTOMATIC DATA PROCESSING INCORPORATED Industrials 788.0 $177K 0.04% $224.01 +26.1%
137 ISRG INTUITIVE SURGICAL INCORPORATED COM NEW Healthcare 434.0 $173K 0.04% +57.0 +15.1% $397.68 -7.1%
138 CMG CHIPOTLE MEXICAN GRILL INCORPORATED Consumer Cyclical 4,552.0 $155K 0.03% -223.0 -4.7% $34.00 +10.4%
139 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 2,892.0 $154K 0.03% $53.11 +17.8%
140 KEY KEYCORP Financial Services 6,646.0 $153K 0.03% $23.05 -4.0%
Page 7 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%