Peterson Wealth Services
Filing Date
Global Rank
#3,112
/ 8,618
▲ 44
Top Industry
Semiconductors
13.4%
3Y Alpha vs SPY
+49.3%
Period ended 50 days ago
Filed Jul 27, 2026 · 23d
19 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical 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
+391.6%
SPY
+75.8%
Annualised alpha
+49.3%
Max drawdown
−23.5%
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 13 quarters. Past performance does not predict future results.
Portfolio Concentration
216 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.5%
+1.1 pts
Top 5
28.4%
+1.3 pts
Top 10
44.0%
+0.8 pts
HHI
276
Diversified+9
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.8% | $139,530,423 |
| Industrials | 17.8% | $75,520,984 |
| Financial Services | 12.6% | $53,356,286 |
| Consumer Cyclical | 11.4% | $48,425,492 |
| Healthcare | 6.8% | $29,095,200 |
| Consumer Defensive | 6.1% | $25,998,546 |
| Energy | 4.7% | $20,039,893 |
| Communication Services | 3.1% | $13,224,993 |
| Utilities | 1.5% | $6,210,868 |
| Basic Materials | 1.3% | $5,462,465 |
| Unclassified | 1.2% | $5,102,489 |
| Real Estate | 0.7% | $2,965,710 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CLMB | Climb Global Solutions, Inc. | +38,004 | 41,573 | $964,909 | |
| PM | Philip Morris International Inc. | +9,539 | 44,271 | $8,009,066 | |
| SMCI | Super Micro Computer, Inc. | +7,740 | 24,868 | $729,378 | |
| POWL | Powell Industries Inc | +7,221 | 10,740 | $3,075,506 | |
| FIS | Fidelity National Information Services, Inc. | +3,499 | 27,192 | $1,057,224 | |
| IREN | IREN Ltd | +3,206 | 23,142 | $1,058,283 | |
| LNTH | Lantheus Holdings, Inc. | +2,600 | 9,284 | $1,029,966 | |
| O | Realty Income Corp | +1,662 | 37,453 | $2,320,587 | |
| VZ | Verizon Communications Inc | +1,608 | 34,771 | $1,472,204 | |
| ZTS | Zoetis Inc. | +1,542 | 17,599 | $1,264,664 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | +1,416 | 193,805 | $7,655,297 | |
| ACLS | Axcelis Technologies Inc | +1,302 | 9,191 | $1,741,234 | |
| CELH | Celsius Holdings, Inc. | +991 | 16,145 | $472,725 | |
| ABBV | AbbVie Inc. | +987 | 14,557 | $3,663,123 | |
| HD | Home Depot, Inc. | +901 | 17,587 | $6,202,583 | |
| ETR | Entergy Corp /De/ | +785 | 11,745 | $1,349,030 | |
| NFLX | Netflix Inc | +748 | 85,160 | $6,080,424 | |
| NEE | Nextera Energy Inc | +733 | 12,898 | $1,132,057 | |
| UPS | United Parcel Service Inc | +726 | 2,089 | $224,567 | |
| XOM | ExxonMobil Holdings Corp | +707 | 25,371 | $3,468,723 | |
| AAON | Aaon, Inc. | +679 | 7,865 | $997,753 | |
| ZWS | Zurn Elkay Water Solutions Corp | +620 | 22,207 | $1,122,119 | |
| AEIS | Advanced Energy Industries Inc | +618 | 6,934 | $2,585,480 | |
| MSFT | Microsoft Corp | +617 | 17,901 | $6,677,431 | |
| FANG | Diamondback Energy, Inc. | +602 | 8,458 | $1,486,747 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMCSA | Comcast Corp | −42,583 | 237 | $5,818 | |
| LULU | lululemon athletica inc. | −11,821 | 1,897 | $216,599 | |
| ELF | e.l.f. Beauty, Inc. | −7,951 | 14 | $1,036 | |
| PCTY | Paylocity Holding Corp | −3,196 | 21 | $2,195 | |
| PACS | PACS Group, Inc. | −2,668 | 51,004 | $2,174,810 | |
| GOOGL | Alphabet Inc. | −1,791 | 3,581 | $1,279,741 | |
| NVDA | Nvidia Corp | −1,519 | 135,869 | $27,186,028 | |
| HUBS | Hubspot Inc | −1,309 | 6 | $1,095 | |
| STE | STERIS plc | −1,267 | 3 | $631 | |
| AMZN | Amazon Com Inc | −689 | 59,370 | $14,150,245 | |
| ORCL | Oracle Corp | −555 | 26,258 | $3,848,109 | |
| TSLA | Tesla, Inc. | −496 | 43,340 | $18,228,804 | |
| PLTR | Palantir Technologies Inc. | −491 | 76,625 | $8,939,838 | |
| AVGO | Broadcom Inc. | −377 | 40,885 | $15,444,308 | |
| FIX | Comfort Systems USA Inc | −276 | 16,094 | $31,897,503 | |
| JCI | Johnson Controls International plc | −270 | 17,829 | $2,604,995 | |
| MCD | Mcdonalds Corp | −226 | 12,252 | $3,311,838 | |
| COST | Costco Wholesale Corp /New | −225 | 13,864 | $12,969,356 | |
| CMG | Chipotle Mexican Grill Inc | −223 | 4,552 | $154,768 | |
| VSNT | Versant Media Group, Inc. | −222 | 1,101 | $39,647 | |
| JPM | Jpmorgan Chase & Co | −184 | 49,713 | $16,272,556 | |
| STRL | Sterling Infrastructure, Inc. | −181 | 4,674 | $3,923,168 | |
| TJX | Tjx Companies Inc /De/ | −140 | 3,504 | $530,856 | |
| ASML | Asml Holding NV | −133 | 7,216 | $14,355,798 | |
| APH | Amphenol Corp /De/ | −112 | 1,668 | $294,101 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SCI | Service Corp International | 15,392 | $1,169,176 | |
| AROC | Archrock, Inc. | 23,383 | $951,921 | |
| MU | Micron Technology Inc | 207 | $238,938 | |
| CAH | Cardinal Health Inc | 111 | $26,369 | |
| MRVL | Marvell Technology, Inc. | 60 | $17,873 | |
| PWR | Quanta Services, Inc. | 15 | $10,800 | |
| ANET | Arista Networks, Inc. | 54 | $9,173 | |
| GSK | GSK plc | 160 | $8,387 | |
| AZN | Astrazeneca PLC | 42 | $7,964 | |
| CSX | Csx Corp | 127 | $6,036 | |
| TXN | Texas Instruments Inc | 18 | $5,365 | |
| IBM | International Business Machines Corp | 19 | $5,342 | |
| KIM | Kimco Realty Corp | 206 | $5,222 | |
| AMP | Ameriprise Financial Inc | 11 | $5,046 | |
| BAC | Bank Of America Corp /De/ | 84 | $4,786 | |
| HLT | Hilton Worldwide Holdings Inc. | 13 | $4,295 | |
| BUD | Anheuser-Busch InBev SA/NV | 47 | $3,872 | |
| BX | Blackstone Inc. | 32 | $3,765 | |
| QSR | Restaurant Brands International Inc. | 51 | $3,698 | |
| TMUS | T-Mobile US, Inc. | 22 | $3,690 | |
| SHEL | Shell plc | 47 | $3,644 | |
| TOL | Toll Brothers, Inc. | 22 | $3,624 | |
| AMGN | Amgen Inc | 10 | $3,621 | |
| MA | Mastercard Inc | 7 | $3,595 | |
| SO | Southern Co | 36 | $3,445 | |
| No positions match the current search. | ||||
216 tracked positions ·
$424,933,349 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 216 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FIX |
Comfort Systems USA Inc
Industrials
|
Reduced | 16,094 | $31,897,503 | 7.51% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 135,869 | $27,186,028 | 6.40% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 93,355 | $27,013,202 | 6.36% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 43,340 | $18,228,804 | 4.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 49,713 | $16,272,556 | 3.83% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 40,885 | $15,444,308 | 3.63% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 7,216 | $14,355,798 | 3.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 59,370 | $14,150,245 | 3.33% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 13,864 | $12,969,356 | 3.05% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
Added | 62,013 | $9,427,836 | 2.22% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 76,625 | $8,939,838 | 2.10% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 17,662 | $8,837,888 | 2.08% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 44,271 | $8,009,066 | 1.88% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
Added | 193,805 | $7,655,297 | 1.80% | |
| V |
Visa Inc.
Financial Services
|
Added | 22,232 | $7,627,576 | 1.80% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,901 | $6,677,431 | 1.57% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 17,587 | $6,202,583 | 1.46% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 85,160 | $6,080,424 | 1.43% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 4,914 | $5,893,999 | 1.39% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 20,698 | $5,629,856 | 1.32% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 18,461 | $4,719,923 | 1.11% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 12,207 | $4,581,531 | 1.08% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Added | 9,349 | $4,515,753 | 1.06% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 14,341 | $4,515,120 | 1.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 7,708 | $4,341,839 | 1.02% | |
| GRMN |
Garmin Ltd
Technology
|
Reduced | 18,270 | $4,339,855 | 1.02% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 9,775 | $4,165,323 | 0.98% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Added | 19,044 | $4,124,930 | 0.97% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 12,078 | $4,115,457 | 0.97% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 35,657 | $4,038,511 | 0.95% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Added | 4,824 | $4,003,341 | 0.94% | |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
Reduced | 4,674 | $3,923,168 | 0.92% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 26,258 | $3,848,109 | 0.91% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 9,046 | $3,756,713 | 0.88% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 14,557 | $3,663,123 | 0.86% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 14,383 | $3,652,850 | 0.86% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 9,024 | $3,584,062 | 0.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 4,743 | $3,541,930 | 0.83% | |
| VST |
Vistra Corp.
Utilities
|
Added | 22,127 | $3,510,006 | 0.83% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 25,371 | $3,468,723 | 0.82% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 12,252 | $3,311,838 | 0.78% | |
| POWL |
Powell Industries Inc
Industrials
|
Added | 10,740 | $3,075,506 | 0.72% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 9,357 | $2,743,285 | 0.65% | |
| IESC |
IES Holdings, Inc.
Industrials
|
Added | 3,710 | $2,725,588 | 0.64% | |
| JCI |
Johnson Controls International plc
Industrials
|
Reduced | 17,829 | $2,604,995 | 0.61% | |
| AEIS |
Advanced Energy Industries Inc
Industrials
|
Added | 6,934 | $2,585,480 | 0.61% | |
| CMI |
Cummins Inc
Industrials
|
Added | 3,550 | $2,531,895 | 0.60% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Added | 11,764 | $2,423,501 | 0.57% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 7,006 | $2,345,748 | 0.55% | |
| O |
Realty Income Corp
Real Estate
|
Added | 37,453 | $2,320,587 | 0.55% |
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.