Petersen Hastings Wealth Advisors Inc.
Filing Date
Global Rank
#7,318
/ 8,232
▲ 328
Top Industry
Consumer Electronics
26.4%
3Y Alpha vs SPY
-21.9%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.7%
SPY
+9.1%
Annualised alpha
-21.9%
Max drawdown
−6.8%
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
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.9%
+7.6 pts
Top 5
60.7%
+2.7 pts
Top 10
76.8%
+0.1 pts
HHI
997
Diversified+158
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.5% | $8,641,303 |
| Unclassified | 13.4% | $2,930,817 |
| Consumer Defensive | 10.6% | $2,318,692 |
| Financial Services | 8.5% | $1,872,165 |
| Healthcare | 7.0% | $1,534,026 |
| Energy | 6.5% | $1,423,398 |
| Consumer Cyclical | 6.3% | $1,383,294 |
| Industrials | 3.8% | $836,146 |
| Utilities | 2.5% | $551,814 |
| Communication Services | 1.9% | $411,498 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +9,279 | 19,744 | $5,010,829 | |
| MSFT | Microsoft Corp | +1,772 | 7,268 | $2,690,395 | |
| TSLA | Tesla, Inc. | +791 | 1,419 | $527,513 | |
| GOOGL | Alphabet Inc. | +372 | 1,431 | $411,498 | |
| CEG | Constellation Energy Corp | +285 | 1,030 | $287,627 | |
| AMZN | Amazon Com Inc | +273 | 4,109 | $855,781 | |
| BRK-B | Berkshire Hathaway Inc | +172 | 2,486 | $1,191,291 | |
| NVDA | Nvidia Corp | +114 | 1,402 | $244,508 | |
| SPY | Spdr S&P 500 ETF Trust | +33 | 3,219 | $2,093,444 | |
| COST | Costco Wholesale Corp /New | +24 | 2,327 | $2,318,692 | |
| AVGO | Broadcom Inc. | +17 | 926 | $286,606 | |
| JNJ | Johnson & Johnson | +8 | 1,310 | $320,216 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| V | Visa Inc. | 582 | $204,113 | |
| No positions match the current search. | ||||
26 positions ·
$21,903,153 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DSM |
Bny Mellon Strategic Municipal Bond Fund, Inc.
Financial Services
|
Held | 28,930 | $173,869 | 0.79% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 348 | $200,858 | 0.92% | |
| PCAR |
Paccar Inc
Industrials
|
NEW | 1,755 | $202,702 | 0.93% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,402 | $244,508 | 1.12% | |
| PSX |
Phillips 66
Energy
|
NEW | 1,386 | $252,501 | 1.15% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Held | 2,282 | $264,187 | 1.21% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 2,789 | $286,346 | 1.31% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 926 | $286,606 | 1.31% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 1,030 | $287,627 | 1.31% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Held | 380 | $293,603 | 1.34% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,310 | $320,216 | 1.46% | |
| COP |
Conocophillips
Energy
|
Reduced | 3,084 | $407,088 | 1.86% | |
| ORCL |
Oracle Corp
Technology
|
Held | 2,780 | $408,965 | 1.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,431 | $411,498 | 1.88% | |
| LEO |
Bny Mellon Strategic Municipals, Inc.
Financial Services
|
Held | 80,605 | $507,005 | 2.31% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,419 | $527,513 | 2.41% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 1,520 | $633,444 | 2.89% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Held | 1,375 | $633,861 | 2.89% | |
| IAU |
Ishares Gold Trust
|
Reduced | 7,220 | $636,515 | 2.91% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 4,502 | $763,809 | 3.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,109 | $855,781 | 3.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,486 | $1,191,291 | 5.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,219 | $2,093,444 | 9.56% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,327 | $2,318,692 | 10.59% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,268 | $2,690,395 | 12.28% | |
| AAPL |
Apple Inc.
Technology
|
Added | 19,744 | $5,010,829 | 22.88% |