Peterson Wealth Services

CIK

1906799

Location

SOUTH OGDEN, UT

Portfolio Value

Small $375,230,468

Diversification

Diversified

Filing Date

Global Rank

#2,759 / 8,232 ▲ 229

Top Industry

Semiconductors 11.8%

3Y Alpha vs SPY

+3.4%

Period ended 2 months ago

Filed Apr 30, 2026 · 44d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+91.8%

SPY

+76.5%

Annualised alpha

+3.4%

Max drawdown

−23.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

187 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.4%

−0.8 pts

Top 5

27.0%

−1.4 pts

Top 10

43.0%

−3.1 pts

HHI

265

Diversified−25

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.1%	$116,852,459	41
Industrials	15.1%	$56,559,242	32
Financial Services	13.2%	$49,653,576	21
Consumer Cyclical	12.0%	$44,952,072	18
Healthcare	6.9%	$25,759,127	22
Consumer Defensive	6.8%	$25,613,220	15
Energy	5.8%	$21,646,322	12
Communication Services	4.4%	$16,523,397	8
Utilities	1.6%	$5,899,594	4
Basic Materials	1.3%	$4,775,881	8
Unclassified	1.1%	$4,250,681	4
Real Estate	0.7%	$2,744,897	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+78,662	84,412	$8,116,213
ZTS	Zoetis Inc.	+16,020	16,057	$1,898,097
SMCI	Super Micro Computer, Inc.	+15,854	17,128	$390,004
LNTH	Lantheus Holdings, Inc.	+6,479	6,684	$506,981
CMCSA	Comcast Corp	+4,672	42,820	$1,229,362
DXCM	Dexcom Inc	+3,808	9,347	$586,991
FIS	Fidelity National Information Services, Inc.	+3,474	23,693	$1,111,438
CLMB	Climb Global Solutions, Inc.	+3,463	3,569	$70,737
PCTY	Paylocity Holding Corp	+3,159	3,217	$347,564
PAYC	Paycom Software, Inc.	+3,071	3,108	$377,746
IREN	IREN Ltd	+2,519	19,936	$683,406
CNQ	Canadian Natural Resources Ltd	+2,488	192,389	$9,375,115
O	Realty Income Corp	+2,465	35,791	$2,189,693
HPE	Hewlett Packard Enterprise Co	+2,254	11,843	$281,981
VZ	Verizon Communications Inc	+1,857	33,163	$1,664,782
LULU	lululemon athletica inc.	+1,668	13,718	$2,100,225
ETR	Entergy Corp /De/	+1,506	10,960	$1,231,465
ABBV	AbbVie Inc.	+1,469	13,570	$2,951,339
PM	Philip Morris International Inc.	+1,375	34,732	$5,742,588
HUBS	Hubspot Inc	+1,274	1,315	$320,991
CELH	Celsius Holdings, Inc.	+1,080	15,154	$537,663
CGNX	Cognex Corp	+1,055	5,149	$252,249
NEE	Nextera Energy Inc	+973	12,165	$1,129,885
BC	Brunswick Corp	+931	14,438	$1,050,508
RJF	Raymond James Financial Inc	+931	61,861	$8,956,854
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
COP	Conocophillips	−38,799	6,621	$873,972
MDT	Medtronic plc	−19,951	55	$4,765
FANG	Diamondback Energy, Inc.	−16,117	7,856	$1,553,838
FISV	Fiserv Inc	−2,194	24	$1,339
CMG	Chipotle Mexican Grill Inc	−1,211	4,775	$152,847
JCI	Johnson Controls International plc	−965	18,099	$2,370,064
CRM	Salesforce, Inc.	−716	1,465	$273,471
WMT	Walmart Inc.	−689	35,067	$4,358,126
STE	STERIS plc	−499	1,270	$280,835
MPC	Marathon Petroleum Corp	−487	18,430	$4,500,237
TJX	Tjx Companies Inc /De/	−443	3,644	$581,946
GEV	GE Vernova Inc.	−345	576	$502,790
GOOGL	Alphabet Inc.	−259	3,727	$1,071,736
APH	Amphenol Corp /De/	−212	1,780	$224,903
TT	Trane Technologies plc	−178	1,710	$712,625
QQQ	Invesco Qqq Trust, Series 1	−130	130	$75,033
ADI	Analog Devices Inc	−115	9,024	$2,870,895
JNJ	Johnson & Johnson	−104	14,055	$3,435,604
IQV	Iqvia Holdings Inc.	−91	1,906	$325,049
AEIS	Advanced Energy Industries Inc	−83	6,316	$2,038,236
SNPS	Synopsys Inc	−78	259	$102,688
FIX	Comfort Systems USA Inc	−77	16,370	$22,574,066
STRL	Sterling Infrastructure, Inc.	−54	4,855	$1,977,295
VRT	Vertiv Holdings Co	−30	6,754	$1,692,417
SBUX	Starbucks Corp	−29	773	$69,253
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
EME	EMCOR Group, Inc.	4,778	$3,527,645
VST	Vistra Corp.	21,926	$3,296,135
CEG	Constellation Energy Corp	867	$242,109
VSNT	Versant Media Group, Inc.	1,323	$48,977
DIS	Walt Disney Co	10	$963
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
MTDR	Matador Resources Co	51,356	$2,179,548
B	Barrick Mining Corp	1,183	$51,519
TXN	Texas Instruments Inc	150	$26,023
GLDG	GoldMining Inc.	6,891	$8,613
AWK	American Water Works Company, Inc.	43	$5,611
GIS	General Mills Inc	20	$930
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

187 positions · $375,230,468 total · as of Mar 31, 2026

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

Showing 1–50 of 187 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	137,388	+340	$23,960,467	−6.3%	6.39%
AAPL	Apple Inc. Technology	Added	93,407	+496	$23,705,762	−6.1%	6.32%
FIX	Comfort Systems USA Inc Industrials	Reduced	16,370	-77	$22,574,066	+47.1%	6.02%
TSLA	Tesla, Inc. Consumer Cyclical	Added	43,836	+644	$16,296,033	−16.1%	4.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	49,897	+51	$14,677,701	−8.6%	3.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	14,089	+143	$14,038,702	+16.7%	3.74%
AVGO	Broadcom Inc. Technology	Added	41,262	+86	$12,771,001	−10.4%	3.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	60,059	+898	$12,508,487	−8.4%	3.33%
PLTR	Palantir Technologies Inc. Technology	Added	77,116	+760	$11,280,528	−16.9%	3.01%
ASML	Asml Holding NV Technology	Added	7,349	+13	$9,706,779	+23.7%	2.59%
CNQ	Canadian Natural Resources Ltd Energy	Added	192,389	+2,488	$9,375,115	+45.8%	2.50%
RJF	Raymond James Financial Inc Financial Services	Added	61,861	+931	$8,956,854	−8.5%	2.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	17,702	+390	$8,482,798	−2.5%	2.26%
NFLX	Netflix Inc Communication Services	Added	84,412	+78,662	$8,116,213	+1405.5%	2.16%
V	Visa Inc. Financial Services	Added	22,104	+339	$6,680,712	−12.5%	1.78%
MSFT	Microsoft Corp Technology	Added	17,284	+778	$6,398,018	−19.9%	1.71%
PM	Philip Morris International Inc. Consumer Defensive	Added	34,732	+1,375	$5,742,588	+7.3%	1.53%
HD	Home Depot, Inc. Consumer Cyclical	Added	16,686	+705	$5,487,858	−0.2%	1.46%
UNP	Union Pacific Corp Industrials	Added	20,402	+721	$4,949,933	+8.7%	1.32%
SYK	Stryker Corp Healthcare	Added	14,206	+378	$4,667,949	−4.0%	1.24%
LLY	ELI LILLY & Co Healthcare	Added	4,902	+298	$4,508,712	−8.9%	1.20%
MPC	Marathon Petroleum Corp Energy	Reduced	18,430	-487	$4,500,237	+46.3%	1.20%
META	Meta Platforms, Inc. Communication Services	Added	7,674	+422	$4,390,525	−8.3%	1.17%
WMT	Walmart Inc. Consumer Defensive	Reduced	35,067	-689	$4,358,126	+9.4%	1.16%
GRMN	Garmin Ltd Technology	Added	18,322	+275	$4,250,887	+16.1%	1.13%
XOM	Exxon Mobil Corp Energy	Added	24,664	+9	$4,184,494	+41.0%	1.12%
ORCL	Oracle Corp Technology	Added	26,813	+562	$3,944,460	−22.9%	1.05%
MCD	Mcdonalds Corp Consumer Cyclical	Added	12,478	+699	$3,878,037	+7.7%	1.03%
CB	Chubb Ltd Financial Services	Added	11,665	+417	$3,801,973	+8.3%	1.01%
MSI	Motorola Solutions, Inc. Technology	Added	8,510	+401	$3,693,084	+18.8%	0.98%
ODFL	Old Dominion Freight Line, Inc. Industrials	Added	18,692	+639	$3,652,416	+29.0%	0.97%
EME	EMCOR Group, Inc. Industrials	NEW	4,778	NEW	$3,527,645	NEW	0.94%
JNJ	Johnson & Johnson Healthcare	Reduced	14,055	-104	$3,435,604	+17.2%	0.92%
ETN	Eaton Corp plc Industrials	Added	9,510	+217	$3,401,441	+14.9%	0.91%
CDNS	Cadence Design Systems Inc Technology	Added	12,198	+309	$3,389,458	−8.8%	0.90%
VST	Vistra Corp. Utilities	NEW	21,926	NEW	$3,296,135	NEW	0.88%
SPY	Spdr S&P 500 ETF Trust	Added	4,741	+35	$3,083,261	−3.9%	0.82%
CME	Cme Group Inc. Financial Services	Added	10,044	+376	$2,966,495	+12.4%	0.79%
ABBV	AbbVie Inc. Healthcare	Added	13,570	+1,469	$2,951,339	+6.7%	0.79%
ADI	Analog Devices Inc Technology	Reduced	9,024	-115	$2,870,895	+15.8%	0.77%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	8,804	+483	$2,557,473	+24.4%	0.68%
JCI	Johnson Controls International plc Industrials	Reduced	18,099	-965	$2,370,064	+3.8%	0.63%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	11,287	+433	$2,212,703	+10.8%	0.59%
O	Realty Income Corp Real Estate	Added	35,791	+2,465	$2,189,693	+16.6%	0.58%
LULU	lululemon athletica inc. Consumer Cyclical	Added	13,718	+1,668	$2,100,225	−16.1%	0.56%
AEIS	Advanced Energy Industries Inc Industrials	Reduced	6,316	-83	$2,038,236	+52.1%	0.54%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	4,855	-54	$1,977,295	+31.5%	0.53%
POWL	Powell Industries Inc Industrials	Reduced	3,519	-16	$1,904,060	+69.0%	0.51%
CMI	Cummins Inc Industrials	Added	3,535	+105	$1,901,900	+8.6%	0.51%
ZTS	Zoetis Inc. Healthcare	Added	16,057	+16,020	$1,898,097	+40675.4%	0.51%