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PWS

Peterson Wealth Services Portfolio holdings

AUM $459M
1-Year Est. Return 42.99%
This Fund
S&P 500
This Quarter Est. Return
+2.06%
1 Year Est. Return
+42.99%
3 Year Est. Return
+153.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$391M
AUM Growth
-$14.2M
Cap. Flow
-$44.5M
Cap. Flow %
-11.38%
Top 10 Hldgs %
45.78%
Holding
223
New
8
Increased
98
Reduced
111
Closed
5

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$25M
2
AAPL icon
Apple
AAPL
+$24.6M
3
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$22.7M
4
TSLA icon
Tesla
TSLA
+$19.1M
5
JPM icon
JPMorgan Chase
JPM
+$13.4M

Top Sells

Rank Stock Value
1
CDNS icon
Cadence Design Systems
CDNS
+$57.2M
2
FIX icon
Comfort Systems
FIX
+$40.5M
3
AZO icon
AutoZone
AZO
+$35.7M
4
NUE icon
Nucor
NUE
+$22.1M
5
ADI icon
Analog Devices
ADI
+$21.5M

Sector Composition

Rank Sector Weight
1 Technology 31.27%
2 Financials 13.42%
3 Consumer Discretionary 12.56%
4 Industrials 10.38%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCNCA icon
76
First Citizens BancShares
FCNCA
$24.9B
$730K 0.19%
340
-1,275
-79% -$2.4M
KNSL icon
77
Kinsale Capital Group
KNSL
$8.12B
$677K 0.17%
1,732
+1,721
+15,645% +$702K
UFPT icon
78
UFP Technologies
UFPT
$1.97B
$677K 0.17%
3,051
-16,040
-84% -$3.44M
IDCC icon
79
InterDigital
IDCC
$7.87B
$673K 0.17%
2,114
+1,737
+461% +$614K
HQY icon
80
HealthEquity
HQY
$8.41B
$661K 0.17%
7,217
+7,197
+35,985% +$689K
IREN icon
81
Iris Energy
IREN
$13.2B
$658K 0.17%
17,417
+17,234
+9,417% +$889K
CELH icon
82
Celsius Holdings
CELH
$7.47B
$644K 0.16%
14,074
+13,974
+13,974% +$704K
TJX icon
83
TJX Companies
TJX
$174B
$628K 0.16%
4,087
+2,197
+116% +$325K
GEV icon
84
GE Vernova
GEV
$264B
$602K 0.15%
921
-1,086
-54% -$661K
AXP icon
85
American Express
AXP
$227B
$599K 0.15%
1,619
-429
-21% -$154K
XSMO icon
86
Invesco S&P SmallCap Momentum ETF
XSMO
$3B
$595K 0.15%
8,268
+6,893
+501% +$502K
ACLS icon
87
Axcelis
ACLS
$4.01B
$595K 0.15%
7,403
+7,003
+1,751% +$586K
AGG icon
88
iShares Core US Aggregate Bond ETF
AGG
$137B
$594K 0.15%
5,947
+4,987
+519% +$500K
CRM icon
89
Salesforce
CRM
$151B
$578K 0.15%
2,181
-1,275
-37% -$317K
ELF icon
90
e.l.f. Beauty
ELF
$4.89B
$575K 0.15%
7,568
-1,897
-20% -$187K
NXPI icon
91
NXP Semiconductors
NXPI
$57.8B
$568K 0.15%
2,618
+1,618
+162% +$347K
NFLX icon
92
Netflix
NFLX
$299B
$539K 0.14%
5,750
-21,700
-79% -$2.34M
GOOG icon
93
Alphabet (Google) Class C
GOOG
$4.36T
$516K 0.13%
1,644
+1,302
+381% +$373K
AAON icon
94
Aaon
AAON
$7.3B
$510K 0.13%
6,692
+5,046
+307% +$466K
EXR icon
95
Extra Space Storage
EXR
$31.3B
$503K 0.13%
3,865
-21,009
-84% -$2.86M
IQV icon
96
IQVIA
IQV
$38.7B
$450K 0.12%
1,997
+1,658
+489% +$361K
STE icon
97
Steris
STE
$22.3B
$449K 0.11%
1,769
-3,247
-65% -$815K
SPGI icon
98
S&P Global
SPGI
$121B
$397K 0.1%
760
-1,418
-65% -$702K
DXCM icon
99
DexCom
DXCM
$31.5B
$368K 0.09%
5,539
-23,398
-81% -$1.51M
SCHW
100
Charles Schwab
SCHW
$183B
$345K 0.09%
3,457
+1,704
+97% +$162K
2 3
4
5 6

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AA
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UAM
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FCG
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PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
OCM
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PC
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MIC
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MCB
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Peterson Wealth Services's Q4 2025 Portfolio in Review

As of Q4 2025, Peterson Wealth Services held 223 positions worth $391M, down 3.5% from $405M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Peterson Wealth Services withdrew a net $44.5M in Q4 2025, closing 5 positions and reducing 111 holdings. Its most notable exit was Public Service Enterprise Group, an estimated $901K position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Peterson Wealth Services opened a new position in Zurn Elkay Water Solutions worth $978K.

  • Peterson Wealth Services's largest Q4 2025 buy was Zurn Elkay Water Solutions: 21,035 shares worth $978K.
  • Peterson Wealth Services added most to NVIDIA in Q4 2025, an estimated $25M increase.
  • Peterson Wealth Services's biggest Q4 2025 reduction was Cadence Design Systems, cutting an estimated $57.2M.
  • Peterson Wealth Services fully exited Public Service Enterprise Group in Q4 2025, selling an estimated $901K.
  • Peterson Wealth Services's ten largest holdings make up 46% of its $391M portfolio in Q4 2025.
  • Peterson Wealth Services opened 8 new positions and closed 5 in Q4 2025.
  • Peterson Wealth Services's portfolio value fell 3.5% quarter-over-quarter to $391M.

Based on Peterson Wealth Services's 13F filing for Q4 2025, filed 12 Feb 2026.