Peterson Wealth Services
Top Portfolio Positions
187 positions ·
$375,230,468 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
137,388 | $23,960,467 | 6.39% | |
| AAPL |
Apple Inc.
Technology
|
93,407 | $23,705,762 | 6.32% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
16,370 | $22,574,066 | 6.02% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
43,836 | $16,296,033 | 4.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
49,897 | $14,677,701 | 3.91% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
14,089 | $14,038,702 | 3.74% | |
| AVGO |
Broadcom Inc.
Technology
|
41,262 | $12,771,001 | 3.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
60,059 | $12,508,487 | 3.33% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
77,116 | $11,280,528 | 3.01% | |
| ASML |
Asml Holding NV
Technology
|
7,349 | $9,706,779 | 2.59% |
Portfolio Trend
18 quarters · across all stocks
Holdings in IESC
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,742,450 | 3,657 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,281,042 | 3,293 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,122 | 33 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,095,458 | 3,698 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $586,966 | 3,555 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,629,785 | 8,110 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,598,956 | 8,010 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,037,869 | 7,449 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $843,816 | 6,937 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $218,251 | 2,755 | Shares | Sole | 2024-01-31 | |
| No 13F history on record for this holder in this stock. | ||||||