Peterson Wealth Services
SOUTH OGDEN, UT
$459m in 245 US stocks at the end of 30 June 2026. The top 10 are 43.9% of the money. It changed about 7.8% of the portfolio this quarter.
Value
$459m
Stocks
245
Top 10 share
43.9%
Turnover
7.8%
What changed this quarter
New
Bought for the first time this quarter.
- Service Corp InternationalSCI0.3% of the fund
- ArchrockAROC0.2% of the fund
- Micron TechnologyMU<0.1% of the fund
- Vanguard Intl Equity Index FVWO<0.1% of the fund
- Cardinal HealthCAH<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- Quanta ServicesPWR<0.1% of the fund
- Arista NetworksANET<0.1% of the fund
- GSKGSK<0.1% of the fund
- AstrazenecaAZN<0.1% of the fund
- CSXCSX<0.1% of the fund
- Texas InstrumentsTXN<0.1% of the fund
- International Business MachinesIBM<0.1% of the fund
- Kimco RealtyKIM<0.1% of the fund
- Ameriprise FinancialAMP<0.1% of the fund
- Bank of AmericaBAC<0.1% of the fund
- Hilton Worldwide HoldingsHLT<0.1% of the fund
- Anheuser-Busch InBev SABUD<0.1% of the fund
- BlackstoneBX<0.1% of the fund
- Restaurant Brands InternationalQSR<0.1% of the fund
- T-Mobile USTMUS<0.1% of the fund
- ShellSHEL<0.1% of the fund
- Toll BrothersTOL<0.1% of the fund
- AmgenAMGN<0.1% of the fund
- MastercardMA<0.1% of the fund
Added
Bought more of a stock they already held.
- Philip Morris InternationalPM1.7% of the fund+27%
- MicrosoftMSFT1.5% of the fund+4%
- Home DepotHD1.4% of the fund+5%
- EatonETN0.9% of the fund+3%
- ChubbCB0.9% of the fund+4%
- Motorola SolutionsMSI0.8% of the fund+6%
- AbbVieABBV0.8% of the fund+7%
- Johnson & JohnsonJNJ0.8% of the fund+2%
- ExxonMobil HoldingsXOM0.8% of the fund+3%
- Air Products & ChemicalsAPD0.6% of the fund+6%
- Advanced Energy IndustriesAEIS0.6% of the fund+10%
- Darden RestaurantsDRI0.5% of the fund+4%
- Vertiv HoldingsVRT0.5% of the fund+4%
- Realty IncomeO0.5% of the fund+5%
- CME GroupCME0.5% of the fund+4%
- Ishares TRIEFA0.5% of the fund+24%
- UnitedHealth GroupUNH0.5% of the fund+9%
- Monolithic Power SystemsMPWR0.4% of the fund+7%
- Axcelis TechnologiesACLS0.4% of the fund+17%
- Diamondback EnergyFANG0.3% of the fund+8%
- Verizon CommunicationsVZ0.3% of the fund+5%
- State STR Spdr S&P Midcap 40MDY0.3% of the fund+18%
- EntergyETR0.3% of the fund+7%
- RelianceRS0.3% of the fund+5%
- ZoetisZTS0.3% of the fund+10%
Cut
Sold some of their stake.
- Vanguard Index FDSVUG5.2% of the fund-8%
- Sterling InfrastructureSTRL0.9% of the fund-4%
- OracleORCL0.8% of the fund-2%
- Advanced Micro DevicesAMD0.5% of the fund-2%
- PACS GroupPACS0.5% of the fund-5%
- AlphabetGOOGL0.3% of the fund-4%
- GE VernovaGEV0.1% of the fund-9%
- TJX CompaniesTJX0.1% of the fund-4%
- AllstateALL<0.1% of the fund-5%
- Invesco Actively Managed EXCGSY<0.1% of the fund-58%
- Edwards LifesciencesEW<0.1% of the fund-3%
- AmphenolAPH<0.1% of the fund-6%
- lululemon athleticaLULU<0.1% of the fund-86%
- Chipotle Mexican GrillCMG<0.1% of the fund-5%
- SynopsysSNPS<0.1% of the fund-5%
- Versant Media GroupVSNT<0.1% of the fund-17%
- ComcastCMCSA<0.1% of the fund-99%
- Paylocity HoldingPCTY<0.1% of the fund-99%
- HubspotHUBS<0.1% of the fund-100%
- e.l.f. BeautyELF<0.1% of the fund-100%
- SterisSTE<0.1% of the fund-100%
Sold out
Sold their entire stake.
- Paycom SoftwarePAYC-100%
Holdings
- Vanguard Index FDSVUG
- Share
- 5.2%
- Value
- $24m
- Shares
- 275,181
-8%
- Canadian Natural ResourcesCNQ
- Share
- 1.7%
- Value
- $8m
- Shares
- 193,805
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.8%
- Value
- $4m
- Shares
- 4,743
Held
- Ishares TRIEFA
- Share
- 0.5%
- Value
- $2m
- Shares
- 22,272
+24%
- Vanguard Index FDSVOO
- Share
- 0.4%
- Value
- $2m
- Shares
- 2,937
Held
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.3%
- Value
- $1m
- Shares
- 2,081
+18%
- Invesco Exchange Traded FD TXSMO
- Share
- 0.2%
- Value
- $1m
- Shares
- 11,090
+15%
- Ishares TRAGG
- Share
- 0.2%
- Value
- $1m
- Shares
- 10,247
+65%
- IsharesIEMG
- Share
- 0.2%
- Value
- $755,202
- Shares
- 9,116
+4881%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Comfort Systems USAFIX | 7.0% | $32m | 16,094 | Held |
| NvidiaNVDA | 5.9% | $27m | 135,869 | Held |
| AppleAAPL | 5.9% | $27m | 93,355 | Held |
| Vanguard Index FDSVUG | 5.2% | $24m | 275,181 | -8% |
| TeslaTSLA | 4.0% | $18m | 43,340 | Held |
| JPMorgan ChaseJPM | 3.5% | $16m | 49,713 | Held |
| BroadcomAVGO | 3.4% | $15m | 40,885 | Held |
| ASML Holding NVASML | 3.1% | $14m | 7,216 | Held |
| Amazon.comAMZN | 3.1% | $14m | 59,370 | Held |
| Costco WholesaleCOST | 2.8% | $13m | 13,864 | Held |
| Raymond James FinancialRJF | 2.1% | $9m | 62,013 | Held |
| Palantir TechnologiesPLTR | 1.9% | $9m | 76,625 | Held |
| Berkshire HathawayBRK-B | 1.9% | $9m | 17,662 | Held |
| Philip Morris InternationalPM | 1.7% | $8m | 44,271 | +27% |
| Canadian Natural ResourcesCNQ | 1.7% | $8m | 193,805 | Held |
| VisaV | 1.7% | $8m | 22,232 | Held |
| MicrosoftMSFT | 1.5% | $7m | 17,901 | +4% |
| Home DepotHD | 1.4% | $6m | 17,587 | +5% |
| NetflixNFLX | 1.3% | $6m | 85,160 | Held |
| Eli LillyLLY | 1.3% | $6m | 4,914 | Held |
| Union PacificUNP | 1.2% | $6m | 20,698 | Held |
| Marathon PetroleumMPC | 1.0% | $5m | 18,461 | Held |
| Cadence Design SystemsCDNS | 1.0% | $5m | 12,207 | Held |
| Astera LabsALAB | 1.0% | $5m | 9,349 | Held |
| StrykerSYK | 1.0% | $5m | 14,341 | Held |
| Meta PlatformsMETA | 0.9% | $4m | 7,708 | Held |
| GarminGRMN | 0.9% | $4m | 18,270 | Held |
| EatonETN | 0.9% | $4m | 9,775 | +3% |
| Old Dominion Freight LineODFL | 0.9% | $4m | 19,044 | Held |
| ChubbCB | 0.9% | $4m | 12,078 | +4% |
| WalmartWMT | 0.9% | $4m | 35,657 | Held |
| EMCOR GroupEME | 0.9% | $4m | 4,824 | Held |
| Sterling InfrastructureSTRL | 0.9% | $4m | 4,674 | -4% |
| OracleORCL | 0.8% | $4m | 26,258 | -2% |
| Motorola SolutionsMSI | 0.8% | $4m | 9,046 | +6% |
| AbbVieABBV | 0.8% | $4m | 14,557 | +7% |
| Johnson & JohnsonJNJ | 0.8% | $4m | 14,383 | +2% |
| Analog DevicesADI | 0.8% | $4m | 9,024 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.8% | $4m | 4,743 | Held |
| VistraVST | 0.8% | $4m | 22,127 | Held |
| ExxonMobil HoldingsXOM | 0.8% | $3m | 25,371 | +3% |
| McDonald'sMCD | 0.7% | $3m | 12,252 | Held |
| Powell IndustriesPOWL | 0.7% | $3m | 10,740 | Held |
| Air Products & ChemicalsAPD | 0.6% | $3m | 9,357 | +6% |
| IES HoldingsIESC | 0.6% | $3m | 3,710 | Held |
| Johnson Controls InternationalJCI | 0.6% | $3m | 17,829 | Held |
| Advanced Energy IndustriesAEIS | 0.6% | $3m | 6,934 | +10% |
| CumminsCMI | 0.6% | $3m | 3,550 | Held |
| Darden RestaurantsDRI | 0.5% | $2m | 11,764 | +4% |
| Vertiv HoldingsVRT | 0.5% | $2m | 7,006 | +4% |
| Realty IncomeO | 0.5% | $2m | 37,453 | +5% |
| CME GroupCME | 0.5% | $2m | 10,484 | +4% |
| Advanced Micro DevicesAMD | 0.5% | $2m | 3,951 | -2% |
| PACS GroupPACS | 0.5% | $2m | 51,004 | -5% |
| Ishares TRIEFA | 0.5% | $2m | 22,272 | +24% |
| UnitedHealth GroupUNH | 0.5% | $2m | 4,973 | +9% |
| Vanguard Index FDSVOO | 0.4% | $2m | 2,937 | Held |
| Monolithic Power SystemsMPWR | 0.4% | $2m | 1,304 | +7% |
| Axcelis TechnologiesACLS | 0.4% | $2m | 9,191 | +17% |
| Diamondback EnergyFANG | 0.3% | $1m | 8,458 | +8% |
| Verizon CommunicationsVZ | 0.3% | $1m | 34,771 | +5% |
| State STR Spdr S&P Midcap 40MDY | 0.3% | $1m | 2,081 | +18% |
| Applied MaterialsAMAT | 0.3% | $1m | 1,907 | Held |
| EntergyETR | 0.3% | $1m | 11,745 | +7% |
| RelianceRS | 0.3% | $1m | 3,482 | +5% |
| AlphabetGOOGL | 0.3% | $1m | 3,581 | -4% |
| ZoetisZTS | 0.3% | $1m | 17,599 | +10% |
| BrunswickBC | 0.3% | $1m | 14,771 | +2% |
| Ensign GroupENSG | 0.3% | $1m | 7,331 | +3% |
| Service Corp InternationalSCI | 0.3% | $1m | 15,392 | New |
| NextEra EnergyNEE | 0.2% | $1m | 12,898 | +6% |
| Zurn Elkay Water SolutionsZWS | 0.2% | $1m | 22,207 | +3% |
| Simpson ManufacturingSSD | 0.2% | $1m | 5,313 | +6% |
| IrenIREN | 0.2% | $1m | 23,142 | +16% |
| Fidelity National Information ServicesFIS | 0.2% | $1m | 27,192 | +15% |
| Invesco Exchange Traded FD TXSMO | 0.2% | $1m | 11,090 | +15% |
| Lantheus HoldingsLNTH | 0.2% | $1m | 9,284 | +39% |
| Ishares TRAGG | 0.2% | $1m | 10,247 | +65% |
| AaonAAON | 0.2% | $997,745 | 7,865 | +9% |
| AgcoAGCO | 0.2% | $979,257 | 8,181 | +3% |
| Climb Global SolutionsCLMB | 0.2% | $964,913 | 41,573 | +1065% |
| ArchrockAROC | 0.2% | $951,922 | 23,383 | New |
| UFP TechnologiesUFPT | 0.2% | $945,984 | 3,568 | +11% |
| Trane TechnologiesTT | 0.2% | $824,910 | 1,680 | Held |
| NXP SemiconductorsNXPI | 0.2% | $772,044 | 2,747 | Held |
| First Citizens BancsharesFCNCA | 0.2% | $770,849 | 370 | Held |
| Lam ResearchLRCX | 0.2% | $761,600 | 1,758 | Held |
| IsharesIEMG | 0.2% | $755,202 | 9,116 | +4881% |
| HealthequityHQY | 0.2% | $730,598 | 8,089 | +5% |
| Super Micro ComputerSMCI | 0.2% | $729,378 | 24,868 | +45% |
| Kinsale Capital GroupKNSL | 0.2% | $693,180 | 2,102 | +15% |
| ConocoPhillipsCOP | 0.1% | $678,743 | 6,529 | Held |
| InterDigitalIDCC | 0.1% | $672,493 | 2,375 | +5% |
| Extra Space StorageEXR | 0.1% | $639,957 | 4,404 | +4% |
| DexcomDXCM | 0.1% | $629,116 | 9,341 | Held |
| GE VernovaGEV | 0.1% | $617,207 | 525 | -9% |
| AlphabetGOOG | 0.1% | $581,305 | 1,645 | Held |
| American ExpressAXP | 0.1% | $554,607 | 1,640 | Held |
| TJX CompaniesTJX | 0.1% | $530,906 | 3,504 | -4% |
| Hewlett Packard EnterpriseHPE | 0.1% | $530,713 | 11,765 | Held |
Showing the largest 100 of 245.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 25.7% since 30 June 2025.
Where the money is
Technology26.7%
Industrials19.2%
Financial services11.9%
Retail & consumer11.5%
Health care6.3%
Everyday goods5.6%
Energy4.2%
Media & telecom3.0%
Utilities1.6%
Materials0.9%
Real estate0.6%
Other8.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.