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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 | |
|---|---|---|---|---|---|---|---|
151
Bristol-Myers Squibb
BMY
$130B
| $61.1K | 0.01% |
979
| – | – |
2024 Q3
8 quarters
|
|
152
Occidental Petroleum
OXY
$58.7B
| $55.3K | 0.01% |
1,000
| – | – |
2022 Q2
17 quarters
|
|
153
iShares MSCI Emerging Markets ETF
EEM
$28.2B
| $49.8K | 0.01% |
745
| – | – |
2024 Q3
8 quarters
|
|
154
Devon Energy
DVN
$53.1B
| $46.4K | 0.01% |
1,007
| – | – |
2021 Q4
19 quarters
|
|
155
Old National Bancorp
ONB
$9.48B
| $41.9K | 0.01% |
1,699
+10
| +0.6% | +$261 |
2024 Q3
8 quarters
|
|
156
McGrath RentCorp
MGRC
$3.14B
| $40.3K | 0.01% |
353
+2
| +0.6% | +$232 |
2023 Q1
14 quarters
|
|
157
Norfolk Southern
NSC
$73.6B
| $38.5K | 0.01% |
125
+1
| +0.8% | +$331 |
2024 Q3
8 quarters
|
|
|
158
McDonald's
MCD
$192B
| $37.8K | 0.01% |
164
-12,088
| -99% | -$3.18M |
2025 Q2
5 quarters
|
|
159
CoreWeave
CRWV
$29.5B
| $35.3K | 0.01% |
405
| – | – |
2025 Q3
4 quarters
|
|
160
Quest Diagnostics
DGX
$28.6B
| $35K | 0.01% |
150
-17
| -10% | -$3.93K |
2024 Q3
8 quarters
|
|
161
Ford
F
$47.6B
| $32.2K | 0.01% |
2,670
+29
| +1% | +$402 |
2024 Q3
8 quarters
|
|
162
AutoZone
AZO
$52.5B
| $31.1K | 0.01% |
11
| – | – |
2025 Q3
4 quarters
|
|
163
Cipher Digital
CIFR
$3.13B
| $30.6K | 0.01% |
1,934
| – | – |
2025 Q3
4 quarters
|
|
164
Versant Media Group
VSNT
$4.91B
| $30.3K | 0.01% |
955
-146
| -13% | -$5.4K |
2026 Q1
2 quarters
|
|
|
165
Stryker
SYK
$118B
| $29.9K | 0.01% |
109
-14,232
| -99% | -$4.48M |
2023 Q2
13 quarters
|
|
166
Invesco Ultra Short Duration ETF
GSY
$4.01B
| $28.9K | 0.01% |
578
-6,040
| -91% | -$303K |
2024 Q3
8 quarters
|
|
167
Bank of Hawaii
BOH
$2.72B
| $27.6K | 0.01% |
400
| – | – |
2024 Q3
8 quarters
|
|
168
iShares North American Natural Resources ETF
IGE
$800M
| $26.6K | 0.01% |
431
| – | – |
2024 Q3
8 quarters
|
|
169
Caterpillar
CAT
$275B
| $26K | 0.01% |
32
| – | – |
2024 Q3
8 quarters
|
|
170
Cardinal Health
CAH
$65B
| $24.7K | 0.01% |
111
| – | – |
2026 Q2
1 quarter
|
|
171
Altria Group
MO
$131B
| $23K | ﹤0.01% |
342
| – | – |
2025 Q3
4 quarters
|
|
172
Baker Hughes
BKR
$49.1B
| $22K | ﹤0.01% |
400
| – | – |
2024 Q4
7 quarters
|
|
173
Target
TGT
$73.3B
| $20K | ﹤0.01% |
128
+1
| +0.8% | +$150 |
2024 Q3
8 quarters
|
|
174
iShares Core S&P Small-Cap ETF
IJR
$106B
| $19K | ﹤0.01% |
140
| – | – |
2023 Q4
11 quarters
|
|
175
lululemon athletica
LULU
$12.2B
| $16.2K | ﹤0.01% |
168
-1,729
| -91% | -$196K |
2021 Q4
19 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.