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Latest Peterson Wealth Services Stock Portfolio

$474Million | No. of Holdings #223

Peterson Wealth Services Performance

2026 Q3-0.14%
YTD-2.26%
2025+20.58%

About Peterson Wealth Services and 13F Hedge Fund Stock Holdings

On 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peterson Wealth Services reported an equity portfolio of $474.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Peterson Wealth Services are AAPL, NVDA, FIX. The fund has invested 6.6% of it's portfolio in APPLE INCORPORATED and 6.6% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off EXXON MOBIL CORPORATION (XOM), ABBOTT LABORATORIES (ABT) and LENNAR CORPORATION CLASS A (LEN) stocks. They significantly reduced their stock positions in ZOETIS INCORPORATED CLASS A (ZTS), STRYKER CORPORATION (SYK) and MCDONALDS CORPORATION (MCD). Peterson Wealth Services opened new stock positions in EQUINIX INCORPORATED REIT (EQIX), KLA CORPORATION COM NEW (KLAC) and BROADRIDGE FINL SOLUTIONS INCORPORATED (BR). The fund showed a lot of confidence in some stocks as they added substantially to ADVANCED MICRO DEVICES INCORPORATED (AMD), IES HOLDINGS INCORPORATED (IESC) and AMPHENOL CORPORATION CLASS A (APH).
Peterson Wealth Services Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$474Million
  as of Oct 26, 2026

Peterson Wealth Services Annual Return Estimates Vs S&P 500

Our best estimate is that Peterson Wealth Services made a return of -0.14% in the last quarter. In trailing 12 months, it's portfolio return was -98.5%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
equinix incorporated reit1,231,370
kla corporation com new404,255
broadridge finl solutions incorporated305,123
carlisle companies incorporated274,550
ferrovial nv ord shs (netherlands)5,031
vanguard small-cap index fund etf shares285
New stocks bought by Peterson Wealth Services

Additions

Ticker% Inc.
advanced micro devices incorporated440
ies holdings incorporated110
amphenol corporation class a99.28
ge aerospace com new94.69
micron technology incorporated69.57
garmin limited shs (switzerland)56.73
vanguard ftse emerging markets etf46.9
procter & gamble company42.76
Additions to existing portfolio by Peterson Wealth Services

Reductions

Ticker% Reduced
zoetis incorporated class a-99.62
stryker corporation-99.24
mcdonalds corporation-98.66
l3harris technologies incorporated-95.00
invesco ultra short duration etf-91.27
lululemon athletica incorporated-91.14
rtx corporation-73.85
berkshire hathaway incorporated del class b new-56.44
Peterson Wealth Services reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corporation-3,468,700
abbott laboratories-185,231
stride incorporated-149,454
lennar corporation class a-149,579
vanguard information technology etf-129,082
coca cola company-81,433
csx corporation-6,036
bank of amer corporation-4,786
Peterson Wealth Services got rid off the above stocks

Sector Distribution

Peterson Wealth Services has about 31.8% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Healthcare
  • Communication Services
  • Energy
  • Utilities
  • Basic Materials
Sector%
Technology31.8
Others15.7
Industrials14.2
Financial Services9.5
Consumer Cyclical9.1
Consumer Defensive5.6
Healthcare4.7
Communication Services3.4
Energy2.5
Utilities1.2
Basic Materials1.2

Market Cap. Distribution

Peterson Wealth Services has about 79.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP50.6
LARGE-CAP29.2
UNALLOCATED15.7
MID-CAP4.3

Stocks belong to which Index?

About 77.4% 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 50067.4
Others22.6
RUSSELL 200010
Top 5 Winners (%)%
PLTR
palantir technologies incorporated class a
59.1 %
MPC
marathon pete corporation
54.3 %
ACN
accenture plc ireland shs class a (ireland)
47.0 %
PSX
phillips 66
46.0 %
CRM
salesforce incorporated
45.4 %
Top 5 Winners ($)$
PLTR
palantir technologies incorporated class a
5.5 M
AAPL
apple incorporated
4.1 M
NVDA
nvidia corporation
3.9 M
MSFT
microsoft corporation
2.6 M
MPC
marathon pete corporation
2.6 M
Top 5 Losers (%)%
IESC
ies holdings incorporated
-48.7 %
APH
amphenol corporation class a
-45.0 %
STRL
sterling infrastructure incorporated
-40.3 %
CIFR
cipher digital incorporated
-35.4 %
POWL
powell industries incorporated
-34.3 %
Top 5 Losers ($)$
FIX
comfort systems usa incorporated
-5.3 M
TSLA
tesla incorporated
-2.9 M
IESC
ies holdings incorporated
-2.4 M
STRL
sterling infrastructure incorporated
-1.7 M
ASML
asml hldg nv n y registry shs (netherlands)
-1.3 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 223 stocks in it's portfolio. About 43.2% of the portfolio is in top 10 stocks. FIX proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for Peterson Wealth Services last quarter.

$474.23MTotal Value
251Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Peterson Wealth Services, last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr U.S. Med Dvc Etf

Ishares Tr U.S. Med Dvc Etf

AAXJ
Peterson Wealth Services's holding in Ishares Tr U.S. Med Dvc Etf over time
0.03%2,894
$148.0K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr Eafe Grwth Etf

Ishares Tr Eafe Grwth Etf

AAXJ
Peterson Wealth Services's holding in Ishares Tr Eafe Grwth Etf over time
0.02%960
$115.0K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr Gl Clean Ene Etf

Ishares Tr Gl Clean Ene Etf

AAXJ
Peterson Wealth Services's holding in Ishares Tr Gl Clean Ene Etf over time
0%728
$12.4K
0%
unchanged 0 percentunchanged
AFK
Vaneck Natural Resources Etf

Vaneck Natural Resources Etf

AFK
Peterson Wealth Services's holding in Vaneck Natural Resources Etf over time
0.04%2,742
$200.4K
0.04%
unchanged 0 percentunchanged