Peterson Wealth Services

13F filer · CIK 0001906799

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$459MU.S. long equity reported on 13F

Positions21830 new · 1 closed

Net flow last quarter+$3.88MBuys minus sells

Top 10 positions weight40.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026218 positions
FIXComfort Systems USA Inc	$31.9M	6.95%	0.05%	-1.7%	Q4 2021
NVDANvidia Corp	$27.2M	5.93%	0.00%	-1.1%	Q4 2021
AAPLApple Inc.	$27M	5.89%	0.00%	-0.1%	Q4 2021
TSLATesla, Inc.	$18.2M	3.97%	0.00%	-1.1%	Q4 2021
JPMJPMorgan Chase & Co	$16.3M	3.55%	0.00%	-0.4%	Q4 2021
AVGOBroadcom Inc.	$15.4M	3.37%	0.00%	-0.9%	Q4 2021
ASMLAsml Holding NV	$14.4M	3.13%	0.00%	-1.8%	Q4 2023
AMZNAmazon Com Inc	$14.2M	3.08%	0.00%	-1.2%	Q4 2021
COSTCostco Wholesale Corp	$13M	2.83%	0.00%	-1.6%	Q4 2021
RJFRaymond James Financial Inc	$9.43M	2.06%	0.03%	+0.3%	Q4 2021
PLTRPalantir Technologies Inc.	$8.94M	1.95%	0.00%	-0.6%	Q3 2024
BRK.BBerkshire Hathaway Inc	$8.84M	1.93%	Not reported	-0.2%	Q4 2021
PMPhilip Morris International Inc.	$8.01M	1.75%	0.00%	+27.5%	Q1 2025
CNQCANADIAN NATURAL RESOURCES Ltd	$7.66M	1.67%	0.01%	+0.7%	Q4 2021
VVisa Inc.	$7.63M	1.66%	0.00%	+0.6%	Q4 2021
MSFTMicrosoft Corp	$6.68M	1.46%	0.00%	+3.6%	Q4 2021
HDHome Depot, Inc.	$6.2M	1.35%	0.00%	+5.4%	Q4 2021
NFLXNetflix Inc	$6.08M	1.33%	0.00%	+0.9%	Q4 2021
LLYELI LILLY & Co	$5.89M	1.28%	0.00%	+0.2%	Q1 2024
UNPUnion Pacific Corp	$5.63M	1.23%	0.00%	+1.5%	Q4 2021
MPCMarathon Petroleum Corp	$4.72M	1.03%	0.01%	+0.2%	Q4 2021
CDNSCadence Design Systems Inc	$4.58M	1.00%	0.00%	+0.1%	Q4 2023
ALABAstera Labs, Inc.	$4.52M	0.98%	0.01%	+1.0%	Q4 2024
SYKStryker Corp	$4.52M	0.98%	0.00%	+1.0%	Q4 2021
METAMeta Platforms, Inc.	$4.34M	0.95%	Not reported	+0.4%	Q4 2021
GRMNGarmin Ltd	$4.34M	0.95%	0.01%	-0.3%	Q4 2021
ETNEaton Corp plc	$4.17M	0.91%	0.00%	+2.8%	Q4 2021
ODFLOld Dominion Freight Line, Inc.	$4.12M	0.90%	0.01%	+1.9%	Q4 2021
CBChubb Ltd	$4.12M	0.90%	0.00%	+3.5%	Q4 2021
WMTWalmart Inc.	$4.04M	0.88%	0.00%	+1.7%	Q4 2021
EMEEMCOR Group, Inc.	$4M	0.87%	0.01%	+1.0%	Q1 2026
STRLSterling Infrastructure, Inc.	$3.92M	0.86%	0.02%	-3.7%	Q4 2024
ORCLOracle Corp	$3.85M	0.84%	0.00%	-2.1%	Q4 2024
MSIMotorola Solutions, Inc.	$3.76M	0.82%	0.01%	+6.3%	Q4 2021
ABBVAbbVie Inc.	$3.66M	0.80%	0.00%	+7.3%	Q3 2024
JNJJohnson & Johnson	$3.65M	0.80%	0.00%	+2.3%	Q4 2021
ADIAnalog Devices Inc	$3.58M	0.78%	0.00%	Not reported	Q3 2024
SPYSPDR S&P 500 ETF Trust	$3.54M	0.77%	Not reported	0.0%	Q4 2021
VSTVistra Corp.	$3.51M	0.77%	0.01%	+0.9%	Q2 2025
XOMExxonMobil Holdings Corp	$3.47M	0.76%	0.00%	+2.9%	Q1 2024
MCDMcdonalds Corp	$3.31M	0.72%	0.00%	-1.8%	Q2 2025
POWLPowell Industries Inc	$3.08M	0.67%	0.03%	+1.7%	Q1 2025
APDAir Products & Chemicals, Inc.	$2.74M	0.60%	0.00%	+6.3%	Q4 2021
IESCIES Holdings, Inc.	$2.73M	0.59%	0.02%	+1.5%	Q4 2023
JCIJohnson Controls International plc	$2.6M	0.57%	0.00%	-1.5%	Q2 2023
AEISAdvanced Energy Industries Inc	$2.59M	0.56%	0.02%	+9.8%	Q4 2023
CMICummins Inc	$2.53M	0.55%	0.00%	+0.4%	Q1 2025
DRIDarden Restaurants Inc	$2.42M	0.53%	0.01%	+4.2%	Q4 2021
VRTVertiv Holdings Co	$2.35M	0.51%	0.00%	+3.7%	Q4 2024
ORealty Income Corp	$2.32M	0.51%	0.00%	+4.6%	Q4 2024

Q1 2026Reported Apr 30, 2026189 positions
NVDANvidia Corp	$24M	5.92%	0.00%	+0.3%	Q4 2021
AAPLApple Inc.	$23.7M	5.86%	0.00%	+0.5%	Q4 2021
FIXComfort Systems USA Inc	$22.6M	5.58%	0.05%	-0.5%	Q4 2021
TSLATesla, Inc.	$16.3M	4.03%	0.00%	+1.5%	Q4 2021
JPMJPMorgan Chase & Co	$14.7M	3.63%	0.00%	+0.1%	Q4 2021
COSTCostco Wholesale Corp	$14M	3.47%	0.00%	+1.0%	Q4 2021
AVGOBroadcom Inc.	$12.8M	3.16%	0.00%	+0.2%	Q4 2021
AMZNAmazon Com Inc	$12.5M	3.09%	0.00%	+1.5%	Q4 2021
PLTRPalantir Technologies Inc.	$11.3M	2.79%	0.00%	+1.0%	Q3 2024
ASMLAsml Holding NV	$9.71M	2.40%	0.00%	+0.2%	Q4 2023
CNQCANADIAN NATURAL RESOURCES Ltd	$9.38M	2.32%	0.01%	+1.3%	Q4 2021
RJFRaymond James Financial Inc	$8.96M	2.21%	0.03%	+1.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$8.48M	2.10%	Not reported	+2.3%	Q4 2021
NFLXNetflix Inc	$8.12M	2.01%	0.00%	+1368.0%	Q4 2021
VVisa Inc.	$6.68M	1.65%	0.00%	+1.6%	Q4 2021
MSFTMicrosoft Corp	$6.4M	1.58%	0.00%	+4.7%	Q4 2021
PMPhilip Morris International Inc.	$5.74M	1.42%	0.00%	+4.1%	Q1 2025
HDHome Depot, Inc.	$5.49M	1.36%	0.00%	+4.4%	Q4 2021
UNPUnion Pacific Corp	$4.95M	1.22%	0.00%	+3.7%	Q4 2021
SYKStryker Corp	$4.67M	1.15%	0.00%	+2.7%	Q4 2021
LLYELI LILLY & Co	$4.51M	1.11%	0.00%	+6.5%	Q1 2024
MPCMarathon Petroleum Corp	$4.5M	1.11%	0.01%	-2.6%	Q4 2021
METAMeta Platforms, Inc.	$4.39M	1.08%	Not reported	+5.8%	Q4 2021
WMTWalmart Inc.	$4.36M	1.08%	0.00%	-1.9%	Q4 2021
GRMNGarmin Ltd	$4.25M	1.05%	0.01%	+1.5%	Q4 2021
XOMExxonMobil Holdings Corp	$4.18M	1.03%	0.00%	0.0%	Q1 2024
ORCLOracle Corp	$3.94M	0.97%	0.00%	+2.1%	Q4 2024
MCDMcdonalds Corp	$3.88M	0.96%	0.00%	+5.9%	Q2 2025
CBChubb Ltd	$3.8M	0.94%	0.00%	+3.7%	Q4 2021
MSIMotorola Solutions, Inc.	$3.69M	0.91%	0.01%	+5.0%	Q4 2021
ODFLOld Dominion Freight Line, Inc.	$3.65M	0.90%	0.01%	+3.5%	Q4 2021
EMEEMCOR Group, Inc.	$3.53M	0.87%	0.01%	New	Q1 2026
JNJJohnson & Johnson	$3.44M	0.85%	0.00%	-0.7%	Q4 2021
ETNEaton Corp plc	$3.4M	0.84%	0.00%	+2.3%	Q4 2021
CDNSCadence Design Systems Inc	$3.39M	0.84%	0.00%	+2.6%	Q4 2023
VSTVistra Corp.	$3.3M	0.81%	0.01%	Not reported	Q2 2025
SPYSPDR S&P 500 ETF Trust	$3.08M	0.76%	Not reported	+0.7%	Q4 2021
CMECme Group Inc.	$2.97M	0.73%	0.00%	+3.9%	Q4 2021
ABBVAbbVie Inc.	$2.95M	0.73%	0.00%	+12.1%	Q3 2024
ADIAnalog Devices Inc	$2.87M	0.71%	0.00%	-1.3%	Q3 2024
APDAir Products & Chemicals, Inc.	$2.56M	0.63%	0.00%	+5.8%	Q4 2021
JCIJohnson Controls International plc	$2.37M	0.59%	0.00%	-5.1%	Q2 2023
DRIDarden Restaurants Inc	$2.21M	0.55%	0.01%	+4.0%	Q4 2021
ORealty Income Corp	$2.19M	0.54%	0.00%	+7.4%	Q4 2024
LULUlululemon athletica inc.	$2.1M	0.52%	0.01%	+13.8%	Q4 2021
AEISAdvanced Energy Industries Inc	$2.04M	0.50%	0.02%	-1.3%	Q4 2023
STRLSterling Infrastructure, Inc.	$1.98M	0.49%	0.02%	-1.1%	Q4 2024
POWLPowell Industries Inc	$1.9M	0.47%	0.01%	-0.5%	Q1 2025
CMICummins Inc	$1.9M	0.47%	0.00%	+3.1%	Q1 2025
ZTSZoetis Inc.	$1.9M	0.47%	0.00%	+43297.3%	Q4 2021

Q4 2025Reported Feb 12, 2026190 positions
NVDANvidia Corp	$25.6M	6.54%	0.00%	+5161.0%	Q4 2021
AAPLApple Inc.	$25.3M	6.46%	0.00%	+8158.8%	Q4 2021
TSLATesla, Inc.	$19.4M	4.97%	0.00%	+28694.7%	Q4 2021
JPMJPMorgan Chase & Co	$16.1M	4.11%	0.00%	+650.0%	Q4 2021
FIXComfort Systems USA Inc	$15.3M	3.93%	0.05%	-72.7%	Q4 2021
AVGOBroadcom Inc.	$14.3M	3.64%	0.00%	+200.4%	Q4 2021
AMZNAmazon Com Inc	$13.7M	3.49%	0.00%	+3558.7%	Q4 2021
PLTRPalantir Technologies Inc.	$13.6M	3.47%	0.00%	+2004.1%	Q3 2024
COSTCostco Wholesale Corp	$12M	3.08%	0.00%	+309.3%	Q4 2021
RJFRaymond James Financial Inc	$9.78M	2.50%	0.03%	+81.3%	Q4 2021
BRK.BBerkshire Hathaway Inc	$8.7M	2.23%	Not reported	+69148.0%	Q4 2021
MSFTMicrosoft Corp	$7.98M	2.04%	0.00%	+1225.8%	Q4 2021
ASMLAsml Holding NV	$7.85M	2.01%	0.00%	-25.8%	Q4 2023
VVisa Inc.	$7.63M	1.95%	0.00%	-41.2%	Q4 2021
CNQCANADIAN NATURAL RESOURCES Ltd	$6.43M	1.64%	0.01%	+593340.6%	Q4 2021
HDHome Depot, Inc.	$5.5M	1.41%	0.00%	+1451.6%	Q4 2021
PMPhilip Morris International Inc.	$5.35M	1.37%	0.00%	+2114.9%	Q1 2025
ORCLOracle Corp	$5.12M	1.31%	0.00%	+1474.8%	Q4 2024
LLYELI LILLY & Co	$4.95M	1.27%	0.00%	-36.4%	Q1 2024
SYKStryker Corp	$4.86M	1.24%	0.00%	-34.4%	Q4 2021
METAMeta Platforms, Inc.	$4.79M	1.22%	Not reported	+154.1%	Q4 2021
UNPUnion Pacific Corp	$4.55M	1.16%	0.00%	+1497.5%	Q4 2021
COPConocophillips	$4.25M	1.09%	0.00%	+28287.5%	Q4 2021
WMTWalmart Inc.	$3.98M	1.02%	0.00%	+178680.0%	Q4 2021
CDNSCadence Design Systems Inc	$3.72M	0.95%	0.00%	-93.7%	Q4 2023
GRMNGarmin Ltd	$3.66M	0.94%	0.01%	+7885.4%	Q4 2021
FANGDiamondback Energy, Inc.	$3.6M	0.92%	0.01%	+174.2%	Q4 2023
MCDMcdonalds Corp	$3.6M	0.92%	0.00%	+3294.5%	Q2 2025
CBChubb Ltd	$3.51M	0.90%	0.00%	+481.6%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$3.21M	0.82%	Not reported	+273.5%	Q4 2021
MSIMotorola Solutions, Inc.	$3.11M	0.79%	0.00%	+270200.0%	Q4 2021
MPCMarathon Petroleum Corp	$3.08M	0.79%	0.01%	-68.9%	Q4 2021
XOMExxonMobil Holdings Corp	$2.97M	0.76%	0.00%	+748.7%	Q1 2024
ETNEaton Corp plc	$2.96M	0.76%	0.00%	+199.6%	Q4 2021
JNJJohnson & Johnson	$2.93M	0.75%	0.00%	-29.6%	Q4 2021
ODFLOld Dominion Freight Line, Inc.	$2.83M	0.72%	0.01%	+988.8%	Q4 2021
ABBVAbbVie Inc.	$2.76M	0.71%	0.00%	+2795.0%	Q3 2024
CMECme Group Inc.	$2.64M	0.68%	0.00%	+382.4%	Q4 2021
LULUlululemon athletica inc.	$2.5M	0.64%	0.01%	+14595.1%	Q4 2021
ADIAnalog Devices Inc	$2.48M	0.63%	0.00%	-90.3%	Q3 2024
JCIJohnson Controls International plc	$2.28M	0.58%	0.00%	-62.3%	Q2 2023
MTDRMatador Resources Co	$2.18M	0.56%	0.04%	+333.8%	Q4 2023
APDAir Products & Chemicals, Inc.	$2.06M	0.53%	0.00%	+513.2%	Q4 2021
PACSPACS Group, Inc.	$2.03M	0.52%	0.03%	-37.1%	Q4 2024
DRIDarden Restaurants Inc	$2M	0.51%	0.01%	+977.9%	Q4 2021
MDTMedtronic plc	$1.92M	0.49%	0.00%	+191.0%	Q4 2021
ORealty Income Corp	$1.88M	0.48%	0.00%	+930.8%	Q4 2024
CMICummins Inc	$1.75M	0.45%	0.00%	+211.5%	Q1 2025
ALABAstera Labs, Inc.	$1.53M	0.39%	0.01%	+6.9%	Q4 2024
STRLSterling Infrastructure, Inc.	$1.5M	0.38%	0.02%	+13167.6%	Q4 2024

Q3 2025Reported Nov 4, 2025187 positions
NVDANvidia Corp	$27.4M	6.76%	0.00%	-98.2%	Q4 2021
AAPLApple Inc.	$24.1M	5.94%	0.00%	-98.8%	Q4 2021
TSLATesla, Inc.	$20M	4.94%	0.00%	-99.7%	Q4 2021
JPMJPMorgan Chase & Co	$16M	3.94%	0.00%	-87.0%	Q4 2021
FIXComfort Systems USA Inc	$15.4M	3.81%	0.17%	+214.2%	Q4 2021
PLTRPalantir Technologies Inc.	$15.3M	3.78%	0.00%	-95.8%	Q3 2024
AVGOBroadcom Inc.	$14.1M	3.48%	0.00%	-68.4%	Q4 2021
AMZNAmazon Com Inc	$13M	3.22%	0.00%	-97.3%	Q4 2021
COSTCostco Wholesale Corp	$12.6M	3.12%	0.00%	-75.0%	Q4 2021
RJFRaymond James Financial Inc	$10.5M	2.60%	0.02%	-45.2%	Q4 2021
BRK.BBerkshire Hathaway Inc	$8.78M	2.17%	Not reported	-99.9%	Q4 2021
MSFTMicrosoft Corp	$8.61M	2.12%	0.00%	-92.6%	Q4 2021
ORCLOracle Corp	$7.42M	1.83%	0.00%	-93.7%	Q4 2024
VVisa Inc.	$7.39M	1.82%	0.00%	+66.5%	Q4 2021
ASMLAsml Holding NV	$7.29M	1.80%	0.00%	+30.8%	Q4 2023
HDHome Depot, Inc.	$6.39M	1.58%	0.00%	-93.4%	Q4 2021
CNQCANADIAN NATURAL RESOURCES Ltd	$5.98M	1.48%	0.00%	-100.0%	Q4 2021
COPConocophillips	$5.71M	1.41%	0.00%	-99.7%	Q4 2021
PMPhilip Morris International Inc.	$5.43M	1.34%	0.00%	-95.5%	Q1 2025
METAMeta Platforms, Inc.	$5.05M	1.25%	Not reported	-58.5%	Q4 2021
SYKStryker Corp	$4.97M	1.23%	0.01%	+57.1%	Q4 2021
UNPUnion Pacific Corp	$4.51M	1.11%	0.00%	-93.5%	Q4 2021
GRMNGarmin Ltd	$4.44M	1.09%	0.00%	-98.7%	Q4 2021
FANGDiamondback Energy, Inc.	$4.14M	1.02%	0.00%	-69.1%	Q4 2023
CDNSCadence Design Systems Inc	$4.1M	1.01%	0.07%	+1501.3%	Q4 2023
WMTWalmart Inc.	$3.81M	0.94%	0.00%	-100.0%	Q4 2021
MPCMarathon Petroleum Corp	$3.72M	0.92%	0.02%	+212.8%	Q4 2021
MSIMotorola Solutions, Inc.	$3.69M	0.91%	0.00%	-100.0%	Q4 2021
MCDMcdonalds Corp	$3.6M	0.89%	0.00%	-97.0%	Q2 2025
ETNEaton Corp plc	$3.54M	0.87%	0.00%	-67.5%	Q4 2021
LLYELI LILLY & Co	$3.51M	0.87%	0.00%	+57.3%	Q1 2024
CBChubb Ltd	$3.18M	0.79%	0.00%	-82.9%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$3.06M	0.75%	Not reported	-71.4%	Q4 2021
XOMExxonMobil Holdings Corp	$2.8M	0.69%	0.00%	-88.3%	Q1 2024
MTDRMatador Resources Co	$2.73M	0.67%	0.01%	-81.0%	Q4 2023
ABBVAbbVie Inc.	$2.72M	0.67%	0.00%	-96.4%	Q3 2024
JNJJohnson & Johnson	$2.63M	0.65%	0.00%	+31.6%	Q4 2021
CMECme Group Inc.	$2.63M	0.65%	0.00%	-79.7%	Q4 2021
APDAir Products & Chemicals, Inc.	$2.31M	0.57%	0.00%	-83.9%	Q4 2021
ADIAnalog Devices Inc	$2.29M	0.57%	0.02%	+904.6%	Q3 2024
ODFLOld Dominion Freight Line, Inc.	$2.25M	0.56%	0.00%	-89.2%	Q4 2021
JCIJohnson Controls International plc	$2.21M	0.55%	0.01%	+146.8%	Q2 2023
DRIDarden Restaurants Inc	$2.07M	0.51%	0.00%	-90.8%	Q4 2021
ORealty Income Corp	$2.04M	0.50%	0.00%	-90.4%	Q4 2024
MDTMedtronic plc	$2.03M	0.50%	0.00%	-67.8%	Q4 2021
LULUlululemon athletica inc.	$2.02M	0.50%	0.00%	-99.2%	Q4 2021
ALABAstera Labs, Inc.	$1.94M	0.48%	0.01%	-4.0%	Q4 2024
STRLSterling Infrastructure, Inc.	$1.7M	0.42%	0.00%	-99.3%	Q4 2024
UNHUnitedhealth Group Inc	$1.59M	0.39%	0.00%	-72.9%	Q4 2021
FISFidelity National Information Services, Inc.	$1.54M	0.38%	0.00%	-99.5%	Q3 2024

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