Peterson Financial Group, Inc.

CIK

1903905

Location

West Des Moines, IA

Portfolio Value

Micro $8,966,157

Diversification

Diversified

Filing Date

Global Rank

#7,151 / 7,361 ▲ 119 · as of Sep 2024

Top Industry

Consumer Electronics 8.4%

3Y Alpha vs SPY

+2.7%

Period ended 1 year ago

Filed Nov 6, 2024 · 1y

12 quarters · since Dec 2021

Clone Performance

Aug 2023–Apr 2025 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+25.5%

SPY

+21.5%

Annualised alpha

+2.2%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 6 quarters.Peterson Financial Group, Inc. has stopped filing, so the simulation ends in Apr 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

272 tracked positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024

Top Position

7.4%

−16.4 pts

Top 5

24.9%

−50.9 pts

Top 10

38.1%

−61.9 pts

HHI

224

Diversified−1,302

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2024

Sector	% Portfolio	Value	Positions
Technology	25.9%	$2,325,530	40
Financial Services	12.3%	$1,103,846	41
Unclassified	12.2%	$1,093,282	14
Industrials	10.8%	$972,323	28
Healthcare	10.0%	$894,348	28
Consumer Defensive	8.7%	$777,066	25
Consumer Cyclical	6.1%	$549,181	24
Communication Services	4.6%	$408,902	13
Energy	3.3%	$297,230	14
Basic Materials	2.7%	$243,863	14
Utilities	2.5%	$224,985	25
Real Estate	0.8%	$75,601	6

Last Quarter's Activity

Export CSV

Sep 30, 2024 vs Jun 30, 2024

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+37	2,834	$660,322
KO	Coca Cola Co	+15	3,399	$244,252
BRK-B	Berkshire Hathaway Inc	+11	553	$254,523
DE	Deere & Co	+4	776	$323,848
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−128	1,875	$227,700
QQQ	Invesco Qqq Trust, Series 1	−44	673	$328,471
GLD	Spdr Gold Trust	−39	1,122	$272,713
MSFT	Microsoft Corp	−4	1,501	$645,880
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	1,070	$236,555
JNJ	Johnson & Johnson	1,369	$221,860
AGOX	Adaptive Alpha Opportunities ETF	6,786	$195,796
GS	Goldman Sachs Group Inc	330	$163,386
CVX	Chevron Corp	971	$142,999
CSCO	Cisco Systems, Inc.	2,623	$139,596
VZ	Verizon Communications Inc	3,073	$138,008
MMM	3M Co	1,007	$137,656
PG	PROCTER & GAMBLE Co	789	$136,654
DOW	Dow Inc.	2,171	$118,601
CASY	Caseys General Stores Inc	314	$117,972
AMGN	Amgen Inc	355	$114,384
GOOGL	Alphabet Inc.	584	$96,882
RDNT	RadNet, Inc.	1,299	$90,137
PEP	Pepsico Inc	520	$88,426
UNH	Unitedhealth Group Inc	150	$87,702
AMZN	Amazon Com Inc	456	$84,966
VEA	Vanguard FTSE Developed Markets ETF	1,463	$77,261
ABBV	AbbVie Inc.	390	$77,017
SPY	Spdr S&P 500 ETF Trust	134	$76,883
CSW	Csw Industrials, Inc.	196	$71,812
LNT	Alliant Energy Corp	1,177	$71,432
BLDR	Builders FirstSource, Inc.	364	$70,565
META	Meta Platforms, Inc.	123	$70,410
HD	Home Depot, Inc.	173	$70,099
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

272 tracked positions · $8,966,157 total · filing declares 430 positions · $25,982,797 · as of Sep 30, 2024

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 272 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	2,834	+37	$660,322	+12.1%	7.36%
MSFT	Microsoft Corp Technology	Reduced	1,501	-4	$645,880	−4.0%	7.20%
QQQ	Invesco Qqq Trust, Series 1	Reduced	673	-44	$328,471	−4.4%	3.66%
DE	Deere & Co Industrials	Added	776	+4	$323,848	+12.3%	3.61%
GLD	Spdr Gold Trust	Reduced	1,122	-39	$272,713	+9.2%	3.04%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	553	+11	$254,523	+15.4%	2.84%
KO	Coca Cola Co Consumer Defensive	Added	3,399	+15	$244,252	+13.4%	2.72%
IBM	International Business Machines Corp Technology	NEW	1,070	NEW	$236,555	NEW	2.64%
NVDA	Nvidia Corp Technology	Reduced	1,875	-128	$227,700	−8.0%	2.54%
JNJ	Johnson & Johnson Healthcare	NEW	1,369	NEW	$221,860	NEW	2.47%
AGOX	Adaptive Alpha Opportunities ETF	NEW	6,786	NEW	$195,796	NEW	2.18%
GS	Goldman Sachs Group Inc Financial Services	NEW	330	NEW	$163,386	NEW	1.82%
CVX	Chevron Corp Energy	NEW	971	NEW	$142,999	NEW	1.59%
CSCO	Cisco Systems, Inc. Technology	NEW	2,623	NEW	$139,596	NEW	1.56%
VZ	Verizon Communications Inc Communication Services	NEW	3,073	NEW	$138,008	NEW	1.54%
MMM	3M Co Industrials	NEW	1,007	NEW	$137,656	NEW	1.54%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	789	NEW	$136,654	NEW	1.52%
DOW	Dow Inc. Basic Materials	NEW	2,171	NEW	$118,601	NEW	1.32%
CASY	Caseys General Stores Inc Consumer Cyclical	NEW	314	NEW	$117,972	NEW	1.32%
AMGN	Amgen Inc Healthcare	NEW	355	NEW	$114,384	NEW	1.28%
GOOGL	Alphabet Inc. Communication Services	NEW	584	NEW	$96,882	NEW	1.08%
RDNT	RadNet, Inc. Healthcare	NEW	1,299	NEW	$90,137	NEW	1.01%
PEP	Pepsico Inc Consumer Defensive	NEW	520	NEW	$88,426	NEW	0.99%
UNH	Unitedhealth Group Inc Healthcare	NEW	150	NEW	$87,702	NEW	0.98%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	456	NEW	$84,966	NEW	0.95%
VEA	Vanguard FTSE Developed Markets ETF	NEW	1,463	NEW	$77,261	NEW	0.86%
ABBV	AbbVie Inc. Healthcare	NEW	390	NEW	$77,017	NEW	0.86%
SPY	Spdr S&P 500 ETF Trust	NEW	134	NEW	$76,883	NEW	0.86%
CSW	Csw Industrials, Inc. Industrials	NEW	196	NEW	$71,812	NEW	0.80%
LNT	Alliant Energy Corp Utilities	NEW	1,177	NEW	$71,432	NEW	0.80%
BLDR	Builders FirstSource, Inc. Industrials	NEW	364	NEW	$70,565	NEW	0.79%
META	Meta Platforms, Inc. Communication Services	NEW	123	NEW	$70,410	NEW	0.79%
HD	Home Depot, Inc. Consumer Cyclical	NEW	173	NEW	$70,099	NEW	0.78%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	119	NEW	$67,789	NEW	0.76%
MA	Mastercard Inc Financial Services	NEW	137	NEW	$67,650	NEW	0.75%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	1,097	NEW	$61,969	NEW	0.69%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	192	NEW	$58,465	NEW	0.65%
KLAC	Kla Corp Technology	NEW	73	NEW	$56,531	NEW	0.63%
EMR	Emerson Electric Co Industrials	NEW	481	NEW	$52,606	NEW	0.59%
AFL	Aflac Inc Financial Services	NEW	468	NEW	$52,322	NEW	0.58%
XOM	ExxonMobil Holdings Corp Energy	NEW	438	NEW	$51,342	NEW	0.57%
FMC	Fmc Corp Basic Materials	NEW	770	NEW	$50,773	NEW	0.57%
ADP	Automatic Data Processing Inc Technology	NEW	180	NEW	$49,811	NEW	0.56%
AVGO	Broadcom Inc. Technology	NEW	288	NEW	$49,680	NEW	0.55%
HSY	Hershey Co Consumer Defensive	NEW	238	NEW	$45,643	NEW	0.51%
AMP	Ameriprise Financial Inc Financial Services	NEW	97	NEW	$45,571	NEW	0.51%
JPM	Jpmorgan Chase & Co Financial Services	NEW	215	NEW	$45,334	NEW	0.51%
ELF	e.l.f. Beauty, Inc. Consumer Defensive	NEW	409	NEW	$44,593	NEW	0.50%
ELV	Elevance Health, Inc. Healthcare	NEW	85	NEW	$44,200	NEW	0.49%
SXI	Standex International Corp/De/ Industrials	NEW	241	NEW	$44,049	NEW	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.