Latest Peterson Wealth Services Stock Portfolio

Peterson Wealth Services Performance:

2025 Q4: -98.47%YTD: 20.58%2024: 18.54%

Performance for 2025 Q4 is -98.47%, and YTD is 20.58%, and 2024 is 18.54%.

About Peterson Wealth Services and 13F Hedge Fund Stock Holdings

On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peterson Wealth Services reported an equity portfolio of $391.1 Millions as of 31 Dec, 2025.

The top stock holdings of Peterson Wealth Services are NVDA, AAPL, VB. The fund has invested 6.5% of it's portfolio in NVIDIA CORPORATION and 6.5% of portfolio in APPLE INCORPORATED.

The fund managers got completely rid off PUBLIC SVC ENTERPRISE GRP INCORPORATED (PEG), SKYWORKS SOLUTIONS INCORPORATED (SWKS) and ACUREN CORPORATION stocks. They significantly reduced their stock positions in NUCOR CORPORATION (NUE), ONTO INNOVATION INCORPORATED (ONTO) and AUTOZONE INCORPORATED (AZO). Peterson Wealth Services opened new stock positions in ENTERGY CORPORATION NEW (ETR), BARRICK MINING CORPORATION COM SHS (CANADA) and CLIMB GLOBAL SOLUTIONS INCORPORATED (WSTG). The fund showed a lot of confidence in some stocks as they added substantially to CANADIAN NAT RES LIMITED (CANADA) (CNQ), MOTOROLA SOLUTIONS INCORPORATED COM NEW (MSI) and WALMART INCORPORATED (WMT).

Peterson Wealth Services Annual Return Estimates Vs S&P 500

Our best estimate is that Peterson Wealth Services made a return of -98.47% in the last quarter. In trailing 12 months, it's portfolio return was 20.58%.

Performance
S&P 500

New Buys

Ticker	$ Bought
entergy corporation new	873,859
barrick mining corporation com shs (canada)	51,520
climb global solutions incorporated	10,900
goldmining incorporated (canada)	8,614
ishares tr s&p 100 etf	7,202
american wtr wks company incorporated new	5,612
general mls incorporated	930

New stocks bought by Peterson Wealth Services

Additions

Ticker	% Inc.
canadian nat res limited (canada)	593,341
motorola solutions incorporated com new	270,200
walmart incorporated	178,680
vanguard ftse developed markets etf	169,200
berkshire hathaway incorporated del class b new	69,148
healthequity incorporated	35,985
tesla incorporated	28,694
conocophillips	28,287

Additions to existing portfolio by Peterson Wealth Services

Reductions

Ticker	% Reduced
nucor corporation	-99.98
onto innovation incorporated	-99.94
autozone incorporated	-99.88
arm holdings plc sponsored ads	-99.87
zoetis incorporated class a	-99.83
caterpillar incorporated	-99.8
hershey company	-99.79
quest diagnostics incorporated	-99.75

Peterson Wealth Services reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard ftse emerging markets etf	-108
acuren corporation	-6,123
public svc enterprise grp incorporated	-900,529
skyworks solutions incorporated	-104,770
novo-nordisk a s adr (denmark)	-5,593

Peterson Wealth Services got rid off the above stocks

Sector Distribution

Peterson Wealth Services has about 28.6% of it's holdings in Technology sector.

Sector	%
Technology	28.6
Others	17.1
Consumer Cyclical	12.6
Financial Services	10.8
Industrials	10.3
Healthcare	6.1
Consumer Defensive	5.9
Energy	4.3
Communication Services	2.3

Market Cap. Distribution

Peterson Wealth Services has about 79.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	52.4
LARGE-CAP	27.3
UNALLOCATED	17.1
MID-CAP	3

Stocks belong to which Index?

About 78.2% of the stocks held by Peterson Wealth Services either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	70.6
Others	21.8
RUSSELL 2000	7.6

Top 5 Winners (%)		%
NUE	nucor corporation	353572.6 %
ONTO	onto innovation incorporated	94855.4 %
AZO	autozone incorporated	33971.0 %
CAT	caterpillar incorporated	30291.4 %
	arm holdings plc sponsored ads	29090.2 %

Top 5 Winners ($)		$
CDNS	cadence design system incorporated	28.9 M
FIX	comfort systems usa incorporated	26.0 M
AZO	autozone incorporated	16.0 M
ADI	analog devices incorporated	12.8 M
NUE	nucor corporation	12.0 M

Top 5 Losers (%)		%
CNQ	canadian nat res limited (canada)	-100.0 %
MSI	motorola solutions incorporated com new	-99.9 %
WMT	walmart incorporated	-99.9 %
VEA	vanguard ftse developed markets etf	-99.9 %
	berkshire hathaway incorporated del class b new	-99.7 %

Top 5 Losers ($)		$
CNQ	canadian nat res limited (canada)	-17753.9 M
MSI	motorola solutions incorporated com new	-4988.4 M
WMT	walmart incorporated	-3408.5 M
	berkshire hathaway incorporated del class b new	-3040.4 M
TSLA	tesla incorporated	-2883.7 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 218 stocks in it's portfolio. About 45.8% of the portfolio is in top 10 stocks. CNQ proved to be the most loss making stock for the portfolio. CDNS was the most profitable stock for Peterson Wealth Services last quarter.

Last Reported on: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAON	aaon incorporated com par $0.004	0.13	6,692	510,247	added	306

AAPL	apple incorporated	6.46	92,911	25,258,600	added	8,158

AAXJ	ishares tr u.s. med dvc etf	0.05	2,894	179,862	reduced	-79.62

AAXJ	ishares tr eafe grwth etf	0.03	960	109,363	added	31.87

AAXJ	ishares tr gl clean ene etf	0.00	728	11,961	reduced	-11.76

ABBV	abbvie incorporated	0.71	12,101	2,764,900	added	2,794

ABT	abbott labs	0.05	1,647	206,398	reduced	-85.98

ACLS	axcelis technologies incorporated com new	0.15	7,403	594,757	added	1,750

ACN	accenture plc ireland shs class a (ireland)	0.03	420	112,798	reduced	-8.7

ADI	analog devices incorporated	0.63	9,139	2,478,610	reduced	-90.34

ADP	automatic data processing incorporated	0.05	788	202,750	added	7,063

AEIS	advanced energy industries	0.34	6,399	1,339,770	added	70.5

AFK	vaneck natural resources etf	0.04	2,742	164,891	added	253

AGCO	agco corporation	0.20	7,682	801,426	reduced	-9.3

ALL	allstate corporation	0.07	1,360	283,019	reduced	-66.7

AMAT	applied matls incorporated	0.07	1,126	289,292	added	11,160

AMD	advanced micro devices incorporated	0.20	3,737	800,316	reduced	-51.94

AMZN	amazon com incorporated	3.49	59,161	13,655,500	added	3,558

APD	air products & chemicals incorporated	0.53	8,321	2,055,430	added	513

APH	amphenol corporation new class a	0.07	1,992	269,161	added	6,540