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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 | |
|---|---|---|---|---|---|---|---|
101
American Express
AXP
$215B
| $494K | 0.1% |
1,625
-15
| -0.9% | -$5.01K |
2022 Q4
15 quarters
|
|
102
Cisco
CSCO
$377B
| $488K | 0.1% |
4,537
+691
| +18% | +$77.8K |
2021 Q4
19 quarters
|
|
103
TJX Companies
TJX
$148B
| $461K | 0.1% |
3,483
-21
| -0.6% | -$3.03K |
2022 Q3
16 quarters
|
|
104
Newmont
NEM
$118B
| $411K | 0.09% |
3,565
+527
| +17% | +$59K |
2024 Q3
8 quarters
|
|
105
KLA
KLAC
$198B
| $404K | 0.09% |
+2,074
| New | +$407K |
2026 Q3
0 quarters
|
|
106
Cognex
CGNX
$8.42B
| $385K | 0.08% |
6,355
+1,269
| +25% | +$79.6K |
2024 Q3
8 quarters
|
|
107
Microchip Technology
MCHP
$33.6B
| $376K | 0.08% |
4,832
+1,274
| +36% | +$99.3K |
2024 Q3
8 quarters
|
|
108
Micron Technology
MU
$881B
| $374K | 0.08% |
351
+144
| +70% | +$137K |
2026 Q2
1 quarter
|
|
109
S&P Global
SPGI
$137B
| $358K | 0.08% |
907
-8
| -0.9% | -$3.38K |
2023 Q4
11 quarters
|
|
110
Salesforce
CRM
$179B
| $356K | 0.08% |
1,549
+54
| +4% | +$11.1K |
2021 Q4
19 quarters
|
|
111
Allstate
ALL
$66.2B
| $341K | 0.07% |
1,539
-12
| -0.8% | -$3.04K |
2022 Q1
18 quarters
|
|
112
Oshkosh
OSK
$8.64B
| $323K | 0.07% |
2,510
+561
| +29% | +$82.9K |
2024 Q3
8 quarters
|
|
113
EOG Resources
EOG
$82.1B
| $305K | 0.06% |
2,215
+512
| +30% | +$73K |
2024 Q3
8 quarters
|
|
114
Broadridge
BR
$21.8B
| $305K | 0.06% |
+1,894
| New | +$309K |
2026 Q3
0 quarters
|
|
115
Landstar System
LSTR
$5.05B
| $305K | 0.06% |
1,809
+519
| +40% | +$96.3K |
2024 Q3
8 quarters
|
|
116
SEI Investments
SEIC
$12.9B
| $299K | 0.06% |
2,909
+692
| +31% | +$71.8K |
2025 Q3
4 quarters
|
|
117
Procter & Gamble
PG
$394B
| $291K | 0.06% |
2,000
+599
| +43% | +$87.8K |
2024 Q3
8 quarters
|
|
118
Pultegroup
PHM
$23.4B
| $286K | 0.06% |
2,461
+668
| +37% | +$84K |
2024 Q3
8 quarters
|
|
119
Vanguard Morningstar Value ETF
VTV
$197B
| $285K | 0.06% |
1,321
| – | – |
2023 Q4
11 quarters
|
|
120
Amphenol
APH
$193B
| $280K | 0.06% |
3,324
-12
| -0.4% | -$967 |
2025 Q1
6 quarters
|
|
121
Edwards Lifesciences
EW
$61.6B
| $280K | 0.06% |
3,245
-8
| -0.2% | -$711 |
2021 Q4
19 quarters
|
|
122
United Parcel Service
UPS
$95.7B
| $277K | 0.06% |
2,967
+878
| +42% | +$92.2K |
2024 Q3
8 quarters
|
|
123
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| $277K | 0.06% |
4,673
+1,492
| +47% | +$89.1K |
2026 Q2
1 quarter
|
|
124
Global Payments
GPN
$24.3B
| $275K | 0.06% |
3,370
+841
| +33% | +$72.1K |
2025 Q3
4 quarters
|
|
125
Carlisle Companies
CSL
$15.3B
| $275K | 0.06% |
+852
| New | +$296K |
2026 Q3
0 quarters
|
|
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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.