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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 9 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CIFR CIPHER DIGITAL INCORPORATED Financial Services 1,934.0 $47K 0.01% $24.50 -33.4%
162 ONB OLD NATL BANCORP IND Financial Services 1,689.0 $44K 0.01% +10.0 +0.6% $25.90 -0.9%
163 MGRC MCGRATH RENTCORP Industrials 351.0 $42K 0.01% $121.07 -5.2%
164 DVN DEVON ENERGY CORPORATION NEW Energy 1,007.0 $42K 0.01% $41.33 +13.5%
165 CRWV COREWEAVE INCORPORATED COM CLASS A Technology 405.0 $40K 0.01% $99.54 -11.6%
166 VSNT VERSANT MEDIA GROUP INCORPORATED COM CLASS A Industrials 1,101.0 $40K 0.01% -222.0 -16.8% $36.00 +10.7%
167 NSC NORFOLK SOUTHN CORPORATION Industrials 124.0 $39K 0.01% $315.06 +11.5%
168 F FORD MTR COMPANY Consumer Cyclical 2,641.0 $37K 0.01% +22.0 +0.8% $13.90 +0.4%
169 DGX QUEST DIAGNOSTICS INCORPORATED Healthcare 167.0 $35K 0.01% +17.0 +11.3% $211.95 +15.4%
170 AZO AUTOZONE INCORPORATED Consumer Cyclical 11.0 $35K 0.01% $3195.91 -5.3%
171 CAT CATERPILLAR INCORPORATED Industrials 32.0 $34K 0.01% $1065.78 -23.9%
172 BOH BANK OF HAWAII CORP Financial Services 400.0 $33K 0.01% $81.49 -6.5%
173 CAH CARDINAL HEALTH INCORPORATED Healthcare 111.0 $26K 0.01% NEW $237.56 +0.2%
174 MO ALTRIA GROUP INCORPORATED Consumer Defensive 342.0 $25K 0.01% $71.95 -5.4%
175 IGE ISHARES TR NORTH AMERN NAT 431.0 $24K 0.01% $56.18 +17.1%
176 BKR BAKER HUGHES COMPANY CLASS A Energy 400.0 $22K 0.01% $55.50 +11.4%
177 IJR ISHARES TR CORE S&P SCP ETF 140.0 $21K 0.01% $148.31 -1.1%
178 MRVL MARVELL TECHNOLOGY INCORPORATED Technology 60.0 $18K 0.00% NEW $297.88 -19.3%
179 TGT TARGET CORPORATION Consumer Defensive 127.0 $17K 0.00% $130.61 +25.1%
180 PEP PEPSICO INC Consumer Defensive 116.0 $16K 0.00% $135.12 +5.3%
Page 9 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%