Peterson Wealth Services

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$404.7M
Q ending 2026-03-31
Prior quarter
$391.1M
Q ending 2025-12-31
Change
+3.5% QoQ · +25.4% YoY
Positions
215
reported holdings

Largest positions

Top 100 of 215 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$24.0M137K
Apple IncorporatedAAPLShares$23.7M93K
Comfort Systems Usa IncorporatedFIXShares$22.6M16K
Vanguard Growth EtfVUGShares$21.7M50K
Tesla IncorporatedTSLAShares$16.3M44K
Jpmorgan Chase & CompanyJPMShares$14.7M50K
Costco Wholesale CorporationCOSTShares$14.0M14K
Broadcom IncorporatedAVGOShares$12.8M41K
Amazon Com IncorporatedAMZNShares$12.5M60K
Palantir Technologies IncorporatedPLTRShares$11.3M77K
Asml Hldg Nv N Y Registry Shs (NetShares$9.7M7K
Canadian Nat Res Limited Med Term CNQShares$9.4M192K
Raymond James Finl IncorporatedRJFShares$9.0M62K
Berkshire Hathaway Incorporated DeBRK/BShares$8.5M18K
Netflix Incorporated.NFLXShares$8.1M84K
Visa Incorporated Com Class AVShares$6.7M22K
Microsoft CorporationMSFTShares$6.4M17K
Philip Morris International IncorpPMShares$5.7M35K
Home Depot IncorporatedHDShares$5.5M17K
Union Pac CorporationUNPShares$5.0M20K
Stryker CorporationSYKShares$4.7M14K
Eli Lilly & CompanyLLYShares$4.5M5K
Marathon Pete CorporationMPCShares$4.5M18K
Meta Platforms Incorporated Class METAShares$4.4M8K
Walmart IncorporatedWMTShares$4.4M35K
Garmin Limited Shs (Switzerland)Shares$4.3M18K
Exxon Mobil CorporationXOMShares$4.2M25K
Oracle CorporationORCLShares$3.9M27K
Mcdonalds CorporationMCDShares$3.9M12K
Chubb Limited Switz (Switzerland)Shares$3.8M12K
Motorola Solutions Incorporated CoMSIShares$3.7M9K
Old Dominion Freight Line IncorporODFLShares$3.7M19K
Emcor Group IncorporatedEMEShares$3.5M5K
Johnson & JohnsonJNJShares$3.4M14K
Eaton Corporation Plc Shs (IrelandShares$3.4M10K
Cadence Design Systems IncorporateCDNSShares$3.4M12K
Vistra CorporationVSTShares$3.3M22K
State Street Spdr S&P 500 Etf TrusSPYShares$3.1M5K
Cme Group IncorporatedCMEShares$3.0M10K
Abbvie IncorporatedABBVShares$3.0M14K
Analog Devices IncorporatedADIShares$2.9M9K
Air Products And Chemicals IncorpoAPDShares$2.6M9K
Johnson Controls Internation Shs (Shares$2.4M18K
Darden Restaurants IncorporatedDRIShares$2.2M11K
Realty Income Corporation ReitOShares$2.2M36K
Lululemon Athletica IncorporatedLULUShares$2.1M14K
Advanced Energy IndustriesAEISShares$2.0M6K
Sterling Infrastructure IncorporatSTRLShares$2.0M5K
Powell Industries IncorporatedPOWLShares$1.9M4K
Cummins IncorporatedCMIShares$1.9M4K
Zoetis Incorporated Class AZTSShares$1.9M16K
Ies Holdings IncorporatedIESCShares$1.7M4K
Vanguard Index Funds S&P 500 Etf SVOOShares$1.7M3K
Pacs Group Incorporated Com ShsPACSShares$1.7M54K
Vertiv Holdings Company Com Class VRTShares$1.7M7K
Verizon Communications IncorporateVZShares$1.7M33K
Ishares Tr Core Msci EafeIEFAShares$1.6M18K
Diamondback Energy IncorporatedFANGShares$1.6M8K
Ensign Group IncorporatedENSGShares$1.4M7K
Monolithic Pwr Systems IncorporateMPWRShares$1.3M1K
Unitedhealth Group IncorporatedUNHShares$1.2M5K
Entergy Corporation NewETRShares$1.2M11K
Comcast Corporation New Class ACMCSAShares$1.2M43K
Nextera Energy IncorporatedNEEShares$1.1M12K
Fidelity Natl Information SvcsFISShares$1.1M24K
State Street Spdr S&P Midcap 400 EMDYShares$1.1M2K
Alphabet Incorporated Cap Stk ClasGOOGLShares$1.1M4K
Brunswick CorporationBCShares$1.1M14K
Astera Labs IncorporatedALABShares$1.0M9K
Reliance IncorporatedRSShares$1.0M3K
Zurn Elkay Water Solns CorporationZWSShares$968K22K
Agco CorporationAGCOShares$920K8K
ConocophillipsCOPShares$874K7K
Simpson Mfg IncorporatedSSDShares$861K5K
Advanced Micro Devices IncorporateAMDShares$824K4K
Invesco Ultra Short Duration EtfGSYShares$781K16K
Axcelis Technologies Incorporated ACLSShares$734K8K
Invesco S&P Smallcap Momentum EtfXSMOShares$734K10K
Trane Technologies Plc Shs (IrelanShares$713K2K
First Ctzns Bancshares IncorporateFCNCAShares$685K363
Iren Limited Ordinary Shares (AustShares$683K20K
Interdigital IncorporatedIDCCShares$680K2K
Applied Matls IncorporatedAMATShares$655K2K
Healthequity IncorporatedHQYShares$645K8K
Kinsale Cap Group IncorporatedKNSLShares$626K2K
Ufp Technologies IncorporatedUFPTShares$623K3K
Ishares Tr Core Us Aggbd EtAGGShares$616K6K
Aaon Incorporated Com ParAAONShares$595K7K
Dexcom IncorporatedDXCMShares$587K9K
Tjx Companies Incorporated NewTJXShares$582K4K
Extra Space Storage Incorporated REXRShares$555K4K
Nxp Semiconductors N V (NetherlandShares$541K3K
Celsius Hldgs Incorporated Com NewCELHShares$538K15K
Lantheus Hldgs IncorporatedLNTHShares$507K7K
Ge Vernova IncorporatedGEVShares$503K576
American Express CompanyAXPShares$490K2K
E L F Beauty IncorporatedELFShares$483K8K
Alphabet Incorporated Cap Stk ClasGOOGShares$472K2K
Super Micro Computer Incorporated SMCIShares$390K17K
S&P Global IncorporatedSPGIShares$388K912

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.