We are live on !
Find out more
Peterson Wealth Services Portfolio holdings
AUM
$474M
Turnover
13.55%
1-Year Est. Return
30.32%
This Fund
S&P 500
This Quarter Est. Return
+3.5%
1 Year Est. Return
+30.32%
3 Year Est. Return
+160.46%
5 Year Est. Return
+222.55%
10 Year Est. Return
–
AUM
$474M
AUM Growth
+$15.5M
(+3.4%)
Cap. Flow
+$12.2M
Cap. Flow % of AUM
Cap. Flow %
2.58%
Top 10 Holdings %
Top 10 Hldgs %
43.18%
Holding
251
New
6
Increased
127
Reduced
25
Closed
28
Avg Time Held
2.3
years
Top 10 Avg Time Held
2.1
years
Top 20 Avg Time Held
2.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Advanced Micro Devices
AMD
|
+$8.95M |
| 2 |
Garmin
GRMN
|
+$2.87M |
| 3 |
Union Pacific
UNP
|
+$1.5M |
| 4 |
Equinix
EQIX
|
+$1.26M |
| 5 |
Microsoft
MSFT
|
+$735K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$5.03M |
| 2 |
Stryker
SYK
|
+$4.48M |
| 3 |
ExxonMobil
XOM
|
+$3.47M |
| 4 |
McDonald's
MCD
|
+$3.18M |
| 5 |
Zoetis
ZTS
|
+$1.31M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.9% |
| 2 | Industrials | 14.25% |
| 3 | Financials | 10.66% |
| 4 | Consumer Discretionary | 9.06% |
| 5 | Miscellaneous | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
Fidelity National Information Services
FIS
$14.6B
| $1.03M | 0.22% |
31,199
+4,007
| +15% | +$162K |
2024 Q3
8 quarters
|
|
77
AGCO
AGCO
$7.68B
| $1M | 0.21% |
8,788
+607
| +7% | +$69.2K |
2025 Q1
6 quarters
|
|
78
Invesco S&P SmallCap Momentum ETF
XSMO
$2.79B
| $993K | 0.21% |
12,175
+1,085
| +10% | +$93.6K |
2025 Q1
6 quarters
|
|
79
Simpson Manufacturing
SSD
$8.06B
| $990K | 0.21% |
5,794
+481
| +9% | +$89.4K |
2023 Q4
11 quarters
|
|
80
InterDigital
IDCC
$7.61B
| $870K | 0.18% |
2,668
+293
| +12% | +$91.6K |
2025 Q2
5 quarters
|
|
81
Hewlett Packard
HPE
$66.6B
| $838K | 0.18% |
13,111
+1,346
| +11% | +$71.3K |
2024 Q3
8 quarters
|
|
82
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
| $818K | 0.17% |
10,083
+967
| +11% | +$77.8K |
2023 Q4
11 quarters
|
|
83
ConocoPhillips
COP
$166B
| $816K | 0.17% |
6,523
-6
| -0.1% | -$743 |
2021 Q4
19 quarters
|
|
84
HealthEquity
HQY
$8.52B
| $800K | 0.17% |
9,040
+951
| +12% | +$93.1K |
2024 Q1
10 quarters
|
|
85
DexCom
DXCM
$30.4B
| $794K | 0.17% |
9,198
-143
| -2% | -$11.9K |
2024 Q3
8 quarters
|
|
86
Trane Technologies
TT
$92.8B
| $789K | 0.17% |
1,746
+66
| +4% | +$30.3K |
2023 Q4
11 quarters
|
|
87
First Citizens BancShares
FCNCA
$25.6B
| $782K | 0.16% |
380
+10
| +3% | +$21.5K |
2023 Q4
11 quarters
|
|
88
Archrock
AROC
$4.75B
| $765K | 0.16% |
25,244
+1,861
| +8% | +$63.1K |
2026 Q2
1 quarter
|
|
89
Aaon
AAON
$6.5B
| $756K | 0.16% |
9,131
+1,266
| +16% | +$114K |
2023 Q4
11 quarters
|
|
90
NXP Semiconductors
NXPI
$67.4B
| $724K | 0.15% |
3,048
+301
| +11% | +$73.4K |
2023 Q4
11 quarters
|
|
91
Kinsale Capital Group
KNSL
$8.78B
| $720K | 0.15% |
2,231
+129
| +6% | +$46.3K |
2024 Q4
7 quarters
|
|
92
Lam Research
LRCX
$293B
| $647K | 0.14% |
1,968
+210
| +12% | +$65.6K |
2025 Q3
4 quarters
|
|
93
Extra Space Storage
EXR
$33B
| $640K | 0.13% |
4,865
+461
| +10% | +$66.2K |
2025 Q2
5 quarters
|
|
94
Valero Energy
VLO
$105B
| $610K | 0.13% |
1,573
+174
| +12% | +$58.7K |
2024 Q3
8 quarters
|
|
95
GE Vernova
GEV
$217B
| $571K | 0.12% |
601
+76
| +14% | +$75.3K |
2024 Q3
8 quarters
|
|
96
Alphabet (Google) Class C
GOOG
$3.63T
| $561K | 0.12% |
1,646
+1
| +0.1% | +$345 |
2021 Q4
19 quarters
|
|
97
Phillips 66
PSX
$103B
| $531K | 0.11% |
2,079
+280
| +16% | +$64K |
2024 Q3
8 quarters
|
|
98
Charles Schwab
SCHW
$158B
| $523K | 0.11% |
5,353
+1,190
| +29% | +$125K |
2024 Q3
8 quarters
|
|
99
Celsius Holdings
CELH
$7.99B
| $519K | 0.11% |
18,968
+2,823
| +17% | +$83.8K |
2025 Q1
6 quarters
|
|
100
IQVIA
IQV
$44.7B
| $502K | 0.11% |
1,867
-9
| -0.5% | -$2.18K |
2021 Q4
19 quarters
|
|
Similar funds
VDBMI
JHC
Peterson Wealth Services's Q3 2026 Portfolio in Review
As of Q3 2026, Peterson Wealth Services held 251 positions worth $474M, up 3.4% from $459M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Peterson Wealth Services's Q3 2026 filing shows 6 new, 127 increased, 25 reduced and 28 closed positions. Its largest new stake was Equinix: 1,217 shares worth $1.23M. The largest sale was Berkshire Hathaway Class B, an estimated $5.03M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 30% a quarter earlier, followed by Industrials and Financials.
- Peterson Wealth Services's largest Q3 2026 buy was Equinix: 1,217 shares worth $1.23M.
- Peterson Wealth Services added most to Advanced Micro Devices in Q3 2026, an estimated $8.95M increase.
- Peterson Wealth Services's biggest Q3 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $5.03M.
- Peterson Wealth Services fully exited ExxonMobil in Q3 2026, selling an estimated $3.47M.
- Peterson Wealth Services's ten largest holdings make up 43% of its $474M portfolio in Q3 2026.
- Peterson Wealth Services opened 6 new positions and closed 28 in Q3 2026.
- Peterson Wealth Services's portfolio value rose 3.4% quarter-over-quarter to $474M.
Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.