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.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $24.0M | 137K |
| Apple Incorporated | AAPL | Shares | $23.7M | 93K |
| Comfort Systems Usa Incorporated | FIX | Shares | $22.6M | 16K |
| Vanguard Growth Etf | VUG | Shares | $21.7M | 50K |
| Tesla Incorporated | TSLA | Shares | $16.3M | 44K |
| Jpmorgan Chase & Company | JPM | Shares | $14.7M | 50K |
| Costco Wholesale Corporation | COST | Shares | $14.0M | 14K |
| Broadcom Incorporated | AVGO | Shares | $12.8M | 41K |
| Amazon Com Incorporated | AMZN | Shares | $12.5M | 60K |
| Palantir Technologies Incorporated | PLTR | Shares | $11.3M | 77K |
| Asml Hldg Nv N Y Registry Shs (Net | Shares | $9.7M | 7K | |
| Canadian Nat Res Limited Med Term | CNQ | Shares | $9.4M | 192K |
| Raymond James Finl Incorporated | RJF | Shares | $9.0M | 62K |
| Berkshire Hathaway Incorporated De | BRK/B | Shares | $8.5M | 18K |
| Netflix Incorporated. | NFLX | Shares | $8.1M | 84K |
| Visa Incorporated Com Class A | V | Shares | $6.7M | 22K |
| Microsoft Corporation | MSFT | Shares | $6.4M | 17K |
| Philip Morris International Incorp | PM | Shares | $5.7M | 35K |
| Home Depot Incorporated | HD | Shares | $5.5M | 17K |
| Union Pac Corporation | UNP | Shares | $5.0M | 20K |
| Stryker Corporation | SYK | Shares | $4.7M | 14K |
| Eli Lilly & Company | LLY | Shares | $4.5M | 5K |
| Marathon Pete Corporation | MPC | Shares | $4.5M | 18K |
| Meta Platforms Incorporated Class | META | Shares | $4.4M | 8K |
| Walmart Incorporated | WMT | Shares | $4.4M | 35K |
| Garmin Limited Shs (Switzerland) | Shares | $4.3M | 18K | |
| Exxon Mobil Corporation | XOM | Shares | $4.2M | 25K |
| Oracle Corporation | ORCL | Shares | $3.9M | 27K |
| Mcdonalds Corporation | MCD | Shares | $3.9M | 12K |
| Chubb Limited Switz (Switzerland) | Shares | $3.8M | 12K | |
| Motorola Solutions Incorporated Co | MSI | Shares | $3.7M | 9K |
| Old Dominion Freight Line Incorpor | ODFL | Shares | $3.7M | 19K |
| Emcor Group Incorporated | EME | Shares | $3.5M | 5K |
| Johnson & Johnson | JNJ | Shares | $3.4M | 14K |
| Eaton Corporation Plc Shs (Ireland | Shares | $3.4M | 10K | |
| Cadence Design Systems Incorporate | CDNS | Shares | $3.4M | 12K |
| Vistra Corporation | VST | Shares | $3.3M | 22K |
| State Street Spdr S&P 500 Etf Trus | SPY | Shares | $3.1M | 5K |
| Cme Group Incorporated | CME | Shares | $3.0M | 10K |
| Abbvie Incorporated | ABBV | Shares | $3.0M | 14K |
| Analog Devices Incorporated | ADI | Shares | $2.9M | 9K |
| Air Products And Chemicals Incorpo | APD | Shares | $2.6M | 9K |
| Johnson Controls Internation Shs ( | Shares | $2.4M | 18K | |
| Darden Restaurants Incorporated | DRI | Shares | $2.2M | 11K |
| Realty Income Corporation Reit | O | Shares | $2.2M | 36K |
| Lululemon Athletica Incorporated | LULU | Shares | $2.1M | 14K |
| Advanced Energy Industries | AEIS | Shares | $2.0M | 6K |
| Sterling Infrastructure Incorporat | STRL | Shares | $2.0M | 5K |
| Powell Industries Incorporated | POWL | Shares | $1.9M | 4K |
| Cummins Incorporated | CMI | Shares | $1.9M | 4K |
| Zoetis Incorporated Class A | ZTS | Shares | $1.9M | 16K |
| Ies Holdings Incorporated | IESC | Shares | $1.7M | 4K |
| Vanguard Index Funds S&P 500 Etf S | VOO | Shares | $1.7M | 3K |
| Pacs Group Incorporated Com Shs | PACS | Shares | $1.7M | 54K |
| Vertiv Holdings Company Com Class | VRT | Shares | $1.7M | 7K |
| Verizon Communications Incorporate | VZ | Shares | $1.7M | 33K |
| Ishares Tr Core Msci Eafe | IEFA | Shares | $1.6M | 18K |
| Diamondback Energy Incorporated | FANG | Shares | $1.6M | 8K |
| Ensign Group Incorporated | ENSG | Shares | $1.4M | 7K |
| Monolithic Pwr Systems Incorporate | MPWR | Shares | $1.3M | 1K |
| Unitedhealth Group Incorporated | UNH | Shares | $1.2M | 5K |
| Entergy Corporation New | ETR | Shares | $1.2M | 11K |
| Comcast Corporation New Class A | CMCSA | Shares | $1.2M | 43K |
| Nextera Energy Incorporated | NEE | Shares | $1.1M | 12K |
| Fidelity Natl Information Svcs | FIS | Shares | $1.1M | 24K |
| State Street Spdr S&P Midcap 400 E | MDY | Shares | $1.1M | 2K |
| Alphabet Incorporated Cap Stk Clas | GOOGL | Shares | $1.1M | 4K |
| Brunswick Corporation | BC | Shares | $1.1M | 14K |
| Astera Labs Incorporated | ALAB | Shares | $1.0M | 9K |
| Reliance Incorporated | RS | Shares | $1.0M | 3K |
| Zurn Elkay Water Solns Corporation | ZWS | Shares | $968K | 22K |
| Agco Corporation | AGCO | Shares | $920K | 8K |
| Conocophillips | COP | Shares | $874K | 7K |
| Simpson Mfg Incorporated | SSD | Shares | $861K | 5K |
| Advanced Micro Devices Incorporate | AMD | Shares | $824K | 4K |
| Invesco Ultra Short Duration Etf | GSY | Shares | $781K | 16K |
| Axcelis Technologies Incorporated | ACLS | Shares | $734K | 8K |
| Invesco S&P Smallcap Momentum Etf | XSMO | Shares | $734K | 10K |
| Trane Technologies Plc Shs (Irelan | Shares | $713K | 2K | |
| First Ctzns Bancshares Incorporate | FCNCA | Shares | $685K | 363 |
| Iren Limited Ordinary Shares (Aust | Shares | $683K | 20K | |
| Interdigital Incorporated | IDCC | Shares | $680K | 2K |
| Applied Matls Incorporated | AMAT | Shares | $655K | 2K |
| Healthequity Incorporated | HQY | Shares | $645K | 8K |
| Kinsale Cap Group Incorporated | KNSL | Shares | $626K | 2K |
| Ufp Technologies Incorporated | UFPT | Shares | $623K | 3K |
| Ishares Tr Core Us Aggbd Et | AGG | Shares | $616K | 6K |
| Aaon Incorporated Com Par | AAON | Shares | $595K | 7K |
| Dexcom Incorporated | DXCM | Shares | $587K | 9K |
| Tjx Companies Incorporated New | TJX | Shares | $582K | 4K |
| Extra Space Storage Incorporated R | EXR | Shares | $555K | 4K |
| Nxp Semiconductors N V (Netherland | Shares | $541K | 3K | |
| Celsius Hldgs Incorporated Com New | CELH | Shares | $538K | 15K |
| Lantheus Hldgs Incorporated | LNTH | Shares | $507K | 7K |
| Ge Vernova Incorporated | GEV | Shares | $503K | 576 |
| American Express Company | AXP | Shares | $490K | 2K |
| E L F Beauty Incorporated | ELF | Shares | $483K | 8K |
| Alphabet Incorporated Cap Stk Clas | GOOG | Shares | $472K | 2K |
| Super Micro Computer Incorporated | SMCI | Shares | $390K | 17K |
| S&P Global Incorporated | SPGI | Shares | $388K | 912 |
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.