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.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COMFORT SYSTEMS USA INCORPORATED | FIX | Industrials | 6.95% | 16,094 | -276 | -1.69% | $31,897,939 |
| NVIDIA CORPORATION | NVDA | Technology | 5.93% | 135,869 | -1,519 | -1.11% | $27,185,961 |
| APPLE INCORPORATED | AAPL | Technology | 5.89% | 93,355 | -52 | -0.06% | $27,013,074 |
| VANGUARD GROWTH ETF | VUG | Other | 5.17% | 275,181 | +225,506 | +453.96% | $23,704,073 |
| TESLA INCORPORATED | TSLA | Consumer Cyclical | 3.97% | 43,340 | -496 | -1.13% | $18,228,804 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 3.55% | 49,713 | -184 | -0.37% | $16,272,598 |
| BROADCOM INCORPORATED | AVGO | Technology | 3.37% | 40,885 | -377 | -0.91% | $15,444,144 |
| ASML HOLDING NV (NETHERLANDS) | ASML | Other | 3.13% | 7,216 | -133 | -1.81% | $14,356,505 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 3.08% | 59,370 | -689 | -1.15% | $14,150,246 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.83% | 13,864 | -225 | -1.60% | $12,969,716 |
| RAYMOND JAMES FINL INCORPORATED | RJF | Financial Services | 2.06% | 62,013 | +152 | +0.25% | $9,427,908 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.95% | 76,625 | -491 | -0.64% | $8,939,839 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | BRK-B | Financial Services | 1.93% | 17,662 | -40 | -0.23% | $8,837,888 |
| PHILIP MORRIS INTERNATIONAL INCORPORATED | PM | Consumer Defensive | 1.75% | 44,271 | +9,539 | +27.46% | $8,009,044 |
| CANADIAN NAT RES LIMITED MED TERM (CANADA) | CNQ | Energy | 1.67% | 193,805 | +1,416 | +0.74% | $7,655,297 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 1.66% | 22,232 | +128 | +0.58% | $7,627,384 |
| MICROSOFT CORPORATION | MSFT | Technology | 1.46% | 17,901 | +617 | +3.57% | $6,677,410 |
| HOME DEPOT INCORPORATED | HD | Consumer Cyclical | 1.35% | 17,587 | +901 | +5.40% | $6,202,490 |
| NETFLIX INCORPORATED. | NFLX | Communication Services | 1.33% | 85,160 | +748 | +0.89% | $6,080,424 |
| ELI LILLY & COMPANY | LLY | Healthcare | 1.28% | 4,914 | +12 | +0.24% | $5,894,268 |
| UNION PAC CORPORATION | UNP | Industrials | 1.23% | 20,698 | +296 | +1.45% | $5,629,973 |
| MARATHON PETE CORPORATION | MPC | Energy | 1.03% | 18,461 | +31 | +0.17% | $4,719,984 |
| CADENCE DESIGN SYSTEM INCORPORATED | CDNS | Technology | 1.00% | 12,207 | +9 | +0.07% | $4,581,531 |
| ASTERA LABS INCORPORATED | ALAB | Technology | 0.98% | 9,349 | +88 | +0.95% | $4,515,754 |
| STRYKER CORPORATION | SYK | Healthcare | 0.98% | 14,341 | +135 | +0.95% | $4,515,254 |
| META PLATFORMS INCORPORATED CLASS A | META | Communication Services | 0.95% | 7,708 | +34 | +0.44% | $4,341,747 |
| GARMIN LIMITED SHS (SWITZERLAND) | GRMN | Other | 0.95% | 18,270 | -52 | -0.28% | $4,339,934 |
| EATON CORPORATION PLC SHS (IRELAND) | ETN | Other | 0.91% | 9,775 | +265 | +2.79% | $4,165,092 |
| OLD DOMINION FREIGHT LINE INCORPORATED | ODFL | Industrials | 0.90% | 19,044 | +352 | +1.88% | $4,124,956 |
| CHUBB LIMITED (SWITZERLAND) | CB | Financial Services | 0.90% | 12,078 | +413 | +3.54% | $4,115,380 |
| WALMART INC | WMT | Consumer Defensive | 0.88% | 35,657 | +590 | +1.68% | $4,038,472 |
| EMCOR GROUP INCORPORATED | EME | Industrials | 0.87% | 4,824 | +46 | +0.96% | $4,003,656 |
| STERLING INFRASTRUCTURE INCORPORATED | STRL | Industrials | 0.86% | 4,674 | -181 | -3.73% | $3,923,169 |
| ORACLE CORPORATION | ORCL | Technology | 0.84% | 26,258 | -555 | -2.07% | $3,848,174 |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | MSI | Technology | 0.82% | 9,046 | +536 | +6.30% | $3,756,595 |
| ABBVIE INCORPORATED | ABBV | Healthcare | 0.80% | 14,557 | +987 | +7.27% | $3,663,056 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.80% | 14,383 | +328 | +2.33% | $3,652,755 |
| ANALOG DEVICES INCORPORATED | ADI | Technology | 0.78% | 9,024 | - | - | $3,583,992 |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | Other | 0.77% | 4,743 | +2 | +0.04% | $3,542,281 |
| VISTRA CORPORATION | VST | Utilities | 0.77% | 22,127 | +201 | +0.92% | $3,509,933 |
| EXXON MOBIL CORPORATION | XOM | Energy | 0.76% | 25,371 | +707 | +2.87% | $3,468,696 |
| MCDONALDS CORPORATION | MCD | Consumer Cyclical | 0.72% | 12,252 | -226 | -1.81% | $3,311,807 |
| POWELL INDUSTRIES INCORPORATED | POWL | Industrials | 0.67% | 10,740 | +7,221 | +205.20% | $3,075,498 |
| AIR PRODUCTS AND CHEMICALS INCORPORATED | APD | Basic Materials | 0.60% | 9,357 | +553 | +6.28% | $2,743,306 |
| IES HOLDINGS INCORPORATED | IESC | Industrials | 0.59% | 3,710 | +53 | +1.45% | $2,725,589 |
| JOHNSON CONTROLS INTERNATION SHS (IRELAND) | JCI | Industrials | 0.57% | 17,829 | -270 | -1.49% | $2,604,965 |
| ADVANCED ENERGY INDUSTRIES | AEIS | Industrials | 0.56% | 6,934 | +618 | +9.78% | $2,585,388 |
| CUMMINS INCORPORATED | CMI | Industrials | 0.55% | 3,550 | +15 | +0.42% | $2,531,697 |
| DARDEN RESTAURANTS INCORPORATED | DRI | Consumer Cyclical | 0.53% | 11,764 | +477 | +4.23% | $2,423,443 |
| VERTIV HOLDINGS COMPANY COM CLASS A | VRT | Industrials | 0.51% | 7,006 | +252 | +3.73% | $2,345,622 |
| REALTY INCOME CORPORATION REIT | O | Real Estate | 0.51% | 37,453 | +1,662 | +4.64% | $2,320,618 |
| CME GROUP INCORPORATED | CME | Financial Services | 0.50% | 10,484 | +440 | +4.38% | $2,315,205 |
| ADVANCED MICRO DEVICES INCORPORATED | AMD | Technology | 0.50% | 3,951 | -100 | -2.47% | $2,295,175 |
| PACS GROUP INCORPORATED COM SHS | PACS | Healthcare | 0.47% | 51,004 | -2,668 | -4.97% | $2,174,811 |
| ISHARES TR CORE MSCI EAFE | IEFA | Other | 0.47% | 22,272 | +4,287 | +23.84% | $2,151,023 |
| UNITEDHEALTH GROUP INCORPORATED | UNH | Healthcare | 0.45% | 4,973 | +395 | +8.63% | $2,066,835 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | VOO | Other | 0.44% | 2,937 | +34 | +1.17% | $2,016,821 |
| MONOLITHIC PWR SYSTEMS INCORPORATED | MPWR | Technology | 0.39% | 1,304 | +81 | +6.62% | $1,802,230 |
| AXCELIS TECHNOLOGIES INCORPORATED COM NEW | ACLS | Technology | 0.38% | 9,191 | +1,302 | +16.50% | $1,741,235 |
| DIAMONDBACK ENERGY INCORPORATED | FANG | Energy | 0.32% | 8,458 | +602 | +7.66% | $1,486,734 |
| VERIZON COMMUNICATIONS INCORPORATED | VZ | Communication Services | 0.32% | 34,771 | +1,608 | +4.85% | $1,472,202 |
| STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | MDY | Other | 0.32% | 2,081 | +312 | +17.64% | $1,463,758 |
| APPLIED MATLS INCORPORATED | AMAT | Technology | 0.30% | 1,907 | -9 | -0.47% | $1,378,657 |
| ENTERGY CORPORATION NEW | ETR | Utilities | 0.29% | 11,745 | +785 | +7.16% | $1,349,033 |
| RELIANCE INCORPORATED | RS | Basic Materials | 0.28% | 3,482 | +169 | +5.10% | $1,300,832 |
| ALPHABET INCORPORATED CAP STK CLASS A | GOOGL | Communication Services | 0.28% | 3,581 | -146 | -3.92% | $1,279,609 |
| ZOETIS INCORPORATED CLASS A | ZTS | Healthcare | 0.28% | 17,599 | +1,542 | +9.60% | $1,264,648 |
| BRUNSWICK CORPORATION | BC | Consumer Cyclical | 0.27% | 14,771 | +333 | +2.31% | $1,244,325 |
| ENSIGN GROUP INCORPORATED | ENSG | Healthcare | 0.26% | 7,331 | +232 | +3.27% | $1,175,152 |
| SERVICE CORPORATION INTERNATIONAL | SCI | Consumer Cyclical | 0.25% | 15,392 | +15,392 | +100.00% | $1,169,145 |
| NEXTERA ENERGY INCORPORATED | NEE | Utilities | 0.25% | 12,898 | +733 | +6.03% | $1,132,053 |
| ZURN ELKAY WATER SOLNS CORPORATION | ZWS | Industrials | 0.24% | 22,207 | +620 | +2.87% | $1,122,114 |
| SIMPSON MFG INCORPORATED | SSD | Basic Materials | 0.24% | 5,313 | +295 | +5.88% | $1,112,347 |
| FIDELITY NATL INFORMATION SVCS | FIS | Technology | 0.23% | 27,192 | +3,499 | +14.77% | $1,057,244 |
| INVESCO S&P SMALLCAP MOMENTUM ETF | XSMO | Other | 0.23% | 11,090 | +1,439 | +14.91% | $1,038,395 |
| LANTHEUS HLDGS INCORPORATED | LNTH | Healthcare | 0.22% | 9,284 | +2,600 | +38.90% | $1,029,967 |
| ISHARES TR CORE US AGGBD ET | AGG | Other | 0.22% | 10,247 | +4,043 | +65.17% | $1,014,283 |
| AAON INCORPORATED COM PAR $0.004 | AAON | Industrials | 0.22% | 7,865 | +679 | +9.45% | $997,745 |
| AGCO CORPORATION | AGCO | Industrials | 0.21% | 8,181 | +238 | +3.00% | $979,257 |
| CLIMB GLOBAL SOLUTIONS INCORPORATED | CLMB | Technology | 0.21% | 41,573 | +38,004 | +1064.84% | $964,913 |
| ARCHROCK INCORPORATED | AROC | Energy | 0.21% | 23,383 | +23,383 | +100.00% | $951,922 |
| UFP TECHNOLOGIES INCORPORATED | UFPT | Healthcare | 0.21% | 3,568 | +349 | +10.84% | $945,984 |
| TRANE TECHNOLOGIES PLC SHS (IRELAND) | TT | Other | 0.18% | 1,680 | -30 | -1.75% | $824,910 |
| NXP SEMICONDUCTORS N V (NETHERLANDS) | N6596X109 | Other | 0.17% | 2,747 | -2 | -0.07% | $772,044 |
| FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A | FCNCA | Financial Services | 0.17% | 370 | +7 | +1.93% | $770,849 |
| LAM RESEARCH CORPORATION COM NEW | LRCX | Other | 0.17% | 1,758 | -22 | -1.24% | $761,600 |
| ISHARES INCORPORATED CORE MSCI EMKT | IEMG | Other | 0.16% | 9,116 | +8,933 | +4881.42% | $755,202 |
| HEALTHEQUITY INCORPORATED | HQY | Healthcare | 0.16% | 8,089 | +366 | +4.74% | $730,598 |
| SUPER MICRO COMPUTER INCORPORATED COM NEW | SMCI | Other | 0.16% | 24,868 | +7,740 | +45.19% | $729,378 |
| KINSALE CAP GROUP INCORPORATED | KNSL | Financial Services | 0.15% | 2,102 | +269 | +14.68% | $693,180 |
| CONOCOPHILLIPS | COP | Energy | 0.15% | 6,529 | -92 | -1.39% | $678,743 |
| INTERDIGITAL INCORPORATED | IDCC | Technology | 0.15% | 2,375 | +123 | +5.46% | $672,493 |
| EXTRA SPACE STORAGE INCORPORATED REIT | EXR | Real Estate | 0.14% | 4,404 | +170 | +4.02% | $639,957 |
| DEXCOM INCORPORATED | DXCM | Healthcare | 0.14% | 9,341 | -6 | -0.06% | $629,116 |
| GE VERNOVA INCORPORATED | GEV | Utilities | 0.13% | 525 | -51 | -8.85% | $617,207 |
| ALPHABET INCORPORATED CAP STK CLASS C | GOOG | Communication Services | 0.13% | 1,645 | - | - | $581,305 |
| AMERICAN EXPRESS COMPANY | AXP | Financial Services | 0.12% | 1,640 | +20 | +1.23% | $554,607 |
| TJX COMPANIES INCORPORATED NEW | TJX | Consumer Cyclical | 0.12% | 3,504 | -140 | -3.84% | $530,906 |
| HEWLETT PACKARD ENTERPRISE COMPANY | HPE | Technology | 0.12% | 11,765 | -78 | -0.66% | $530,713 |
| CELSIUS HLDGS INCORPORATED COM NEW | CELH | Consumer Defensive | 0.10% | 16,145 | +991 | +6.54% | $472,726 |