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Latest Peterson Wealth Services Stock Portfolio

$404Million– No. of Holdings #215

Peterson Wealth Services Performance:
2026 Q1: 0.02%YTD: 0.02%2025: 20.58%
Performance for 2026 Q1 is 0.02%, and YTD is 0.02%, and 2025 is 20.58%.

About Peterson Wealth Services and 13F Hedge Fund Stock Holdings

On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peterson Wealth Services reported an equity portfolio of $404.7 Millions as of 31 Mar, 2026.

The top stock holdings of Peterson Wealth Services are NVDA, AAPL, FIX. The fund has invested 5.9% of it's portfolio in NVIDIA CORPORATION and 5.9% of portfolio in APPLE INCORPORATED.

The fund managers got completely rid off MATADOR RES COMPANY (MTDR), BARRICK MINING CORPORATION COM SHS (CANADA) and TEXAS INSTRS INCORPORATED (TXN) stocks. They significantly reduced their stock positions in MEDTRONIC PLC SHS (IRELAND) (MDT), FISERV INCORPORATED and CONOCOPHILLIPS (COP). Peterson Wealth Services opened new stock positions in EMCOR GROUP INCORPORATED (EME), VISTRA CORPORATION (VST) and CONSTELLATION ENERGY CORPORATION (CEG). The fund showed a lot of confidence in some stocks as they added substantially to ZOETIS INCORPORATED CLASS A (ZTS), PAYCOM SOFTWARE INCORPORATED (PAYC) and PAYLOCITY HLDG CORPORATION (PCTY).
Peterson Wealth Services Equity Portfolio Value
Last Reported on: 30 Apr, 2026

Peterson Wealth Services Annual Return Estimates Vs S&P 500

Our best estimate is that Peterson Wealth Services made a return of 0.02% in the last quarter. In trailing 12 months, it's portfolio return was 29.91%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
emcor group incorporated3,527,640
vistra corporation3,296,180
constellation energy corporation242,246
versant media group incorporated com class a48,994
disney walt company964
New stocks bought by Peterson Wealth Services

Additions

Ticker% Inc.
zoetis incorporated class a43,297
paycom software incorporated8,300
paylocity hldg corporation5,446
climb global solutions incorporated3,266
lantheus hldgs incorporated3,160
hubspot incorporated3,107
netflix incorporated.1,368
super micro computer incorporated com new1,244
Additions to existing portfolio by Peterson Wealth Services

Reductions

Ticker% Reduced
medtronic plc shs (ireland)-99.73
fiserv incorporated-98.92
conocophillips-85.42
invesco ultra short duration etf-72.7
diamondback energy incorporated-67.23
ishares tr core s&p mcp etf-50.00
invesco qqq trust-50.00
ge vernova incorporated-37.46
Peterson Wealth Services reduced stake in above stock

Sold off

Ticker$ Sold
matador res company-2,179,550
goldmining incorporated (canada)-8,614
barrick mining corporation com shs (canada)-51,520
texas instrs incorporated-26,024
american wtr wks company incorporated new-5,612
ishares tr s&p 100 etf-7,202
general mls incorporated-930
vanguard total bond market etf-444
Peterson Wealth Services got rid off the above stocks

Sector Distribution

Peterson Wealth Services has about 26% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Consumer Defensive
  • Healthcare
  • Communication Services
  • Energy
  • Utilities
  • Basic Materials
Sector%
Technology26
Others16.5
Industrials13.9
Consumer Cyclical11.1
Financial Services9.8
Consumer Defensive6.3
Healthcare5.9
Communication Services4.1
Energy3
Utilities1.5
Basic Materials1.2

Market Cap. Distribution

Peterson Wealth Services has about 80.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP49.6
LARGE-CAP31
UNALLOCATED16.5
MID-CAP2.7

Stocks belong to which Index?

About 77.5% of the stocks held by Peterson Wealth Services either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50068
Others22.6
RUSSELL 20009.5
Top 5 Winners (%)%
POWL
powell industries incorporated
69.6 %
CF
cf industries hold
67.9 %
OXY
occidental pete corporation
58.1 %
WLK
westlake corporation
58.0 %
VRT
vertiv holdings company com class a
54.5 %
Top 5 Winners ($)$
FIX
comfort systems usa incorporated
7.3 M
CNQ
canadian nat res limited med term (canada)
2.8 M
COST
costco wholesale corporation
1.9 M
ASML
asml hldg nv n y registry shs (netherlands)
1.8 M
MPC
marathon pete corporation
1.5 M
Top 5 Losers (%)%
WSTG
climb global solutions incorporated
-68.3 %
CRNC
cerence incorporated
-41.0 %
TTD
the trade desk incorporated com class a
-40.2 %
HOOD
robinhood mkts incorporated com class a
-38.7 %
astera labs incorporated
-34.0 %
Top 5 Losers ($)$
TSLA
tesla incorporated
-3.4 M
VB
vanguard growth etf
-2.5 M
PLTR
palantir technologies incorporated class a
-2.4 M
MSFT
microsoft corporation
-1.9 M
AAPL
apple incorporated
-1.7 M

Peterson Wealth Services Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Peterson Wealth Services

Peterson Wealth Services has 215 stocks in it's portfolio. About 42.9% of the portfolio is in top 10 stocks. TSLA proved to be the most loss making stock for the portfolio. FIX was the most profitable stock for Peterson Wealth Services last quarter.

Last Reported on: 30 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions