Peterson Wealth Services Portfolio Stock Holdings

Peterson Wealth Services disclosed 245 stock positions valued at approximately $458.7 million in its latest SEC 13F filing. The largest holdings include COMFORT SYSTEMS USA INCORPORATED, NVIDIA CORPORATION, and APPLE INCORPORATED. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.

Report Period
June 30, 2026
No. of Stocks
245
Portfolio Value
$458.7M
Holdings by Sector
Peterson Wealth Services Portfolio Holdings in Q2 2026

239 holdings in the latest reporting period.

Page 1 of 3
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
COMFORT SYSTEMS USA INCORPORATEDFIXIndustrials6.95%16,094-276-1.69%$31,897,939
NVIDIA CORPORATIONNVDATechnology5.93%135,869-1,519-1.11%$27,185,961
APPLE INCORPORATEDAAPLTechnology5.89%93,355-52-0.06%$27,013,074
VANGUARD GROWTH ETFVUGOther5.17%275,181+225,506+453.96%$23,704,073
TESLA INCORPORATEDTSLAConsumer Cyclical3.97%43,340-496-1.13%$18,228,804
JPMORGAN CHASE & COMPANYJPMFinancial Services3.55%49,713-184-0.37%$16,272,598
BROADCOM INCORPORATEDAVGOTechnology3.37%40,885-377-0.91%$15,444,144
ASML HOLDING NV (NETHERLANDS)ASMLOther3.13%7,216-133-1.81%$14,356,505
AMAZON COM INCORPORATEDAMZNConsumer Cyclical3.08%59,370-689-1.15%$14,150,246
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive2.83%13,864-225-1.60%$12,969,716
RAYMOND JAMES FINL INCORPORATEDRJFFinancial Services2.06%62,013+152+0.25%$9,427,908
PALANTIR TECHNOLOGIES INCPLTRTechnology1.95%76,625-491-0.64%$8,939,839
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWBRK-BFinancial Services1.93%17,662-40-0.23%$8,837,888
PHILIP MORRIS INTERNATIONAL INCORPORATEDPMConsumer Defensive1.75%44,271+9,539+27.46%$8,009,044
CANADIAN NAT RES LIMITED MED TERM (CANADA)CNQEnergy1.67%193,805+1,416+0.74%$7,655,297
VISA INCORPORATED COM CLASS AVFinancial Services1.66%22,232+128+0.58%$7,627,384
MICROSOFT CORPORATIONMSFTTechnology1.46%17,901+617+3.57%$6,677,410
HOME DEPOT INCORPORATEDHDConsumer Cyclical1.35%17,587+901+5.40%$6,202,490
NETFLIX INCORPORATED.NFLXCommunication Services1.33%85,160+748+0.89%$6,080,424
ELI LILLY & COMPANYLLYHealthcare1.28%4,914+12+0.24%$5,894,268
UNION PAC CORPORATIONUNPIndustrials1.23%20,698+296+1.45%$5,629,973
MARATHON PETE CORPORATIONMPCEnergy1.03%18,461+31+0.17%$4,719,984
CADENCE DESIGN SYSTEM INCORPORATEDCDNSTechnology1.00%12,207+9+0.07%$4,581,531
ASTERA LABS INCORPORATEDALABTechnology0.98%9,349+88+0.95%$4,515,754
STRYKER CORPORATIONSYKHealthcare0.98%14,341+135+0.95%$4,515,254
META PLATFORMS INCORPORATED CLASS AMETACommunication Services0.95%7,708+34+0.44%$4,341,747
GARMIN LIMITED SHS (SWITZERLAND)GRMNOther0.95%18,270-52-0.28%$4,339,934
EATON CORPORATION PLC SHS (IRELAND)ETNOther0.91%9,775+265+2.79%$4,165,092
OLD DOMINION FREIGHT LINE INCORPORATEDODFLIndustrials0.90%19,044+352+1.88%$4,124,956
CHUBB LIMITED (SWITZERLAND)CBFinancial Services0.90%12,078+413+3.54%$4,115,380
WALMART INCWMTConsumer Defensive0.88%35,657+590+1.68%$4,038,472
EMCOR GROUP INCORPORATEDEMEIndustrials0.87%4,824+46+0.96%$4,003,656
STERLING INFRASTRUCTURE INCORPORATEDSTRLIndustrials0.86%4,674-181-3.73%$3,923,169
ORACLE CORPORATIONORCLTechnology0.84%26,258-555-2.07%$3,848,174
MOTOROLA SOLUTIONS INCORPORATED COM NEWMSITechnology0.82%9,046+536+6.30%$3,756,595
ABBVIE INCORPORATEDABBVHealthcare0.80%14,557+987+7.27%$3,663,056
JOHNSON & JOHNSONJNJHealthcare0.80%14,383+328+2.33%$3,652,755
ANALOG DEVICES INCORPORATEDADITechnology0.78%9,024--$3,583,992
STATE STREET SPDR S&P 500 ETF TRUSTSPYOther0.77%4,743+2+0.04%$3,542,281
VISTRA CORPORATIONVSTUtilities0.77%22,127+201+0.92%$3,509,933
EXXON MOBIL CORPORATIONXOMEnergy0.76%25,371+707+2.87%$3,468,696
MCDONALDS CORPORATIONMCDConsumer Cyclical0.72%12,252-226-1.81%$3,311,807
POWELL INDUSTRIES INCORPORATEDPOWLIndustrials0.67%10,740+7,221+205.20%$3,075,498
AIR PRODUCTS AND CHEMICALS INCORPORATEDAPDBasic Materials0.60%9,357+553+6.28%$2,743,306
IES HOLDINGS INCORPORATEDIESCIndustrials0.59%3,710+53+1.45%$2,725,589
JOHNSON CONTROLS INTERNATION SHS (IRELAND)JCIIndustrials0.57%17,829-270-1.49%$2,604,965
ADVANCED ENERGY INDUSTRIESAEISIndustrials0.56%6,934+618+9.78%$2,585,388
CUMMINS INCORPORATEDCMIIndustrials0.55%3,550+15+0.42%$2,531,697
DARDEN RESTAURANTS INCORPORATEDDRIConsumer Cyclical0.53%11,764+477+4.23%$2,423,443
VERTIV HOLDINGS COMPANY COM CLASS AVRTIndustrials0.51%7,006+252+3.73%$2,345,622
REALTY INCOME CORPORATION REITOReal Estate0.51%37,453+1,662+4.64%$2,320,618
CME GROUP INCORPORATEDCMEFinancial Services0.50%10,484+440+4.38%$2,315,205
ADVANCED MICRO DEVICES INCORPORATEDAMDTechnology0.50%3,951-100-2.47%$2,295,175
PACS GROUP INCORPORATED COM SHSPACSHealthcare0.47%51,004-2,668-4.97%$2,174,811
ISHARES TR CORE MSCI EAFEIEFAOther0.47%22,272+4,287+23.84%$2,151,023
UNITEDHEALTH GROUP INCORPORATEDUNHHealthcare0.45%4,973+395+8.63%$2,066,835
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWVOOOther0.44%2,937+34+1.17%$2,016,821
MONOLITHIC PWR SYSTEMS INCORPORATEDMPWRTechnology0.39%1,304+81+6.62%$1,802,230
AXCELIS TECHNOLOGIES INCORPORATED COM NEWACLSTechnology0.38%9,191+1,302+16.50%$1,741,235
DIAMONDBACK ENERGY INCORPORATEDFANGEnergy0.32%8,458+602+7.66%$1,486,734
VERIZON COMMUNICATIONS INCORPORATEDVZCommunication Services0.32%34,771+1,608+4.85%$1,472,202
STATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDYOther0.32%2,081+312+17.64%$1,463,758
APPLIED MATLS INCORPORATEDAMATTechnology0.30%1,907-9-0.47%$1,378,657
ENTERGY CORPORATION NEWETRUtilities0.29%11,745+785+7.16%$1,349,033
RELIANCE INCORPORATEDRSBasic Materials0.28%3,482+169+5.10%$1,300,832
ALPHABET INCORPORATED CAP STK CLASS AGOOGLCommunication Services0.28%3,581-146-3.92%$1,279,609
ZOETIS INCORPORATED CLASS AZTSHealthcare0.28%17,599+1,542+9.60%$1,264,648
BRUNSWICK CORPORATIONBCConsumer Cyclical0.27%14,771+333+2.31%$1,244,325
ENSIGN GROUP INCORPORATEDENSGHealthcare0.26%7,331+232+3.27%$1,175,152
SERVICE CORPORATION INTERNATIONALSCIConsumer Cyclical0.25%15,392+15,392+100.00%$1,169,145
NEXTERA ENERGY INCORPORATEDNEEUtilities0.25%12,898+733+6.03%$1,132,053
ZURN ELKAY WATER SOLNS CORPORATIONZWSIndustrials0.24%22,207+620+2.87%$1,122,114
SIMPSON MFG INCORPORATEDSSDBasic Materials0.24%5,313+295+5.88%$1,112,347
FIDELITY NATL INFORMATION SVCSFISTechnology0.23%27,192+3,499+14.77%$1,057,244
INVESCO S&P SMALLCAP MOMENTUM ETFXSMOOther0.23%11,090+1,439+14.91%$1,038,395
LANTHEUS HLDGS INCORPORATEDLNTHHealthcare0.22%9,284+2,600+38.90%$1,029,967
ISHARES TR CORE US AGGBD ETAGGOther0.22%10,247+4,043+65.17%$1,014,283
AAON INCORPORATED COM PAR $0.004AAONIndustrials0.22%7,865+679+9.45%$997,745
AGCO CORPORATIONAGCOIndustrials0.21%8,181+238+3.00%$979,257
CLIMB GLOBAL SOLUTIONS INCORPORATEDCLMBTechnology0.21%41,573+38,004+1064.84%$964,913
ARCHROCK INCORPORATEDAROCEnergy0.21%23,383+23,383+100.00%$951,922
UFP TECHNOLOGIES INCORPORATEDUFPTHealthcare0.21%3,568+349+10.84%$945,984
TRANE TECHNOLOGIES PLC SHS (IRELAND)TTOther0.18%1,680-30-1.75%$824,910
NXP SEMICONDUCTORS N V (NETHERLANDS)N6596X109Other0.17%2,747-2-0.07%$772,044
FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS AFCNCAFinancial Services0.17%370+7+1.93%$770,849
LAM RESEARCH CORPORATION COM NEWLRCXOther0.17%1,758-22-1.24%$761,600
ISHARES INCORPORATED CORE MSCI EMKTIEMGOther0.16%9,116+8,933+4881.42%$755,202
HEALTHEQUITY INCORPORATEDHQYHealthcare0.16%8,089+366+4.74%$730,598
SUPER MICRO COMPUTER INCORPORATED COM NEWSMCIOther0.16%24,868+7,740+45.19%$729,378
KINSALE CAP GROUP INCORPORATEDKNSLFinancial Services0.15%2,102+269+14.68%$693,180
CONOCOPHILLIPSCOPEnergy0.15%6,529-92-1.39%$678,743
INTERDIGITAL INCORPORATEDIDCCTechnology0.15%2,375+123+5.46%$672,493
EXTRA SPACE STORAGE INCORPORATED REITEXRReal Estate0.14%4,404+170+4.02%$639,957
DEXCOM INCORPORATEDDXCMHealthcare0.14%9,341-6-0.06%$629,116
GE VERNOVA INCORPORATEDGEVUtilities0.13%525-51-8.85%$617,207
ALPHABET INCORPORATED CAP STK CLASS CGOOGCommunication Services0.13%1,645--$581,305
AMERICAN EXPRESS COMPANYAXPFinancial Services0.12%1,640+20+1.23%$554,607
TJX COMPANIES INCORPORATED NEWTJXConsumer Cyclical0.12%3,504-140-3.84%$530,906
HEWLETT PACKARD ENTERPRISE COMPANYHPETechnology0.12%11,765-78-0.66%$530,713
CELSIUS HLDGS INCORPORATED COM NEWCELHConsumer Defensive0.10%16,145+991+6.54%$472,726