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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 9 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DVN DEVON ENERGY CORPORATION NEW Energy 1,007.0 $51K 0.01% $50.33 -15.1%
162 VSNT VERSANT MEDIA GROUP INCORPORATED COM CLASS A Industrials 1,323.0 $49K 0.01% NEW $37.03 +3.0%
163 EEM ISHARES TR MSCI EMG MKT ETF 745.0 $42K 0.01% $56.79 +18.4%
164 MGRC MCGRATH RENTCORP Industrials 350.0 $39K 0.01% +2.0 +0.6% $110.17 +10.5%
165 AZO AUTOZONE INCORPORATED Consumer Cyclical 11.0 $37K 0.01% $3377.82 -8.6%
166 ONB OLD NATL BANCORP IND Financial Services 1,679.0 $37K 0.01% +11.0 +0.7% $22.10 +16.0%
167 NSC NORFOLK SOUTHN CORPORATION Industrials 124.0 $35K 0.01% +1.0 +0.8% $286.22 +6.1%
168 CRWV COREWEAVE INCORPORATED COM CLASS A Technology 405.0 $31K 0.01% +245.0 +153.1% $77.47 +30.2%
169 F FORD MTR COMPANY Consumer Cyclical 2,619.0 $30K 0.01% +28.0 +1.1% $11.54 +20.1%
170 BOH BANK HAWAII CORPORATION Financial Services 400.0 $30K 0.01% $74.25 +10.1%
171 DGX QUEST DIAGNOSTICS INCORPORATED Healthcare 150.0 $29K 0.01% $195.98 +3.6%
172 IGE ISHARES TR NORTH AMERN NAT 431.0 $27K 0.01% $62.94 -10.3%
173 CIFR CIPHER DIGITAL INCORPORATED Financial Services 1,934.0 $25K 0.01% -16.0 -0.8% $12.87 +103.7%
174 BKR BAKER HUGHES COMPANY CLASS A Energy 400.0 $24K 0.01% $61.05 -7.6%
175 CAT CATERPILLAR INCORPORATED Industrials 32.0 $23K 0.01% $708.47 +40.4%
176 MO ALTRIA GROUP INCORPORATED Consumer Defensive 342.0 $23K 0.01% $65.99 +9.2%
177 PEP PEPSICO INCORPORATED Consumer Defensive 116.0 $18K 0.00% $154.97 -8.2%
178 IJR ISHARES TR CORE S&P SCP ETF 140.0 $17K 0.00% $124.31 +16.2%
179 TGT TARGET CORPORATION Consumer Defensive 127.0 $15K 0.00% $121.20 +16.5%
180 ICLN ISHARES TR GL CLEAN ENE ETF 728.0 $13K 0.00% $18.29 +12.0%
Page 9 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%