Peterson Wealth Services
Long book
$404.7M
Q1 2026
Positions
215
Top-10 weight
43%
concentration
Last quarter
+11.4%
SPY +14.8%
Turnover
6%
of book per quarter
Strategy in plain words
auto-generated from filingsPeterson Wealth Services is a diversified fundamental manager, running a $404.7M US long book across 215 positions.
The portfolio is moderately concentrated (top 10 ≈ 43% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, APPLE INC, COMFORT SYSTEMS USA INC, VANGUARD GROWTH ETF, TESLA INC.
Over the last 9 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.5%
Q2 2024
+3.1%
Q3 2024
+4.3%
Q4 2024
-8.2%
Q1 2025
+12.8%
Q2 2025
+11.4%
Q3 2025
+0.6%
Q4 2025
+1.0%
Q1 2026
+11.4%
Sector allocation
Technology 31%
Industrials 22%
Consumer discretionary 12%
Financials 12%
Healthcare 6%
Energy 6%
Services media 5%
Consumer staples 2%
Long book by quarter
What does Peterson Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 137.4K | $24.0M | 5.9% | +0.2% |
| AAPL APPLE INC | Technology | 93.4K | $23.7M | 5.9% | +0.5% |
| FIX COMFORT SYSTEMS USA INC | Industrials | 16.4K | $22.6M | 5.6% | -0.5% |
| TSLA TESLA INC | Industrials | 43.8K | $16.3M | 4.0% | +1.5% |
| JPM JPMORGAN CHASE & CO | Financials | 49.9K | $14.7M | 3.6% | +0.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 14.1K | $14.0M | 3.5% | +1.0% |
| AVGO BROADCOM INC | Technology | 41.3K | $12.8M | 3.2% | +0.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 60.1K | $12.5M | 3.1% | +1.5% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 77.1K | $11.3M | 2.8% | +1.0% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 7.3K | $9.7M | 2.4% | +0.2% |
| CNQ CANADIAN NATURAL RESOURCES | Energy | 192.4K | $9.4M | 2.3% | +1.3% |
| RJF RAYMOND JAMES FINANCIAL INC | Financials | 61.9K | $9.0M | 2.2% | +1.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 17.7K | $8.5M | 2.1% | +2.3% |
| NFLX NETFLIX INC | Services media | 84.4K | $8.1M | 2.0% | +1368.0% |
| V VISA INC-CLASS A SHARES | Services media | 22.1K | $6.7M | 1.7% | +1.6% |
| MSFT MICROSOFT CORP | Technology | 17.3K | $6.4M | 1.6% | +4.7% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 34.7K | $5.7M | 1.4% | +4.1% |
| HD HOME DEPOT INC | Consumer discretionary | 16.7K | $5.5M | 1.4% | +4.4% |
| UNP UNION PACIFIC CORP | Industrials | 20.4K | $5.0M | 1.2% | +3.7% |
| SYK STRYKER CORP | Healthcare | 14.2K | $4.7M | 1.2% | +2.7% |
| LLY ELI LILLY & CO | Healthcare | 4.9K | $4.5M | 1.1% | +6.5% |
| MPC MARATHON PETROLEUM CORP | Energy | 18.4K | $4.5M | 1.1% | -2.6% |
| META META PLATFORMS INC-CLASS A | Technology | 7.7K | $4.4M | 1.1% | +5.8% |
| WMT WALMART INC | Consumer discretionary | 35.1K | $4.4M | 1.1% | -1.9% |
| GRMN GARMIN LTD | Technology | 18.3K | $4.3M | 1.1% | +1.5% |
| XOM EXXON MOBIL CORP | Energy | 24.7K | $4.2M | 1.0% | 0.0% |
| ORCL ORACLE CORP | Technology | 26.8K | $3.9M | 1.0% | +2.1% |
| MCD MCDONALD'S CORP | Consumer discretionary | 12.5K | $3.9M | 1.0% | +5.9% |
| CB CHUBB LTD | Financials | 11.7K | $3.8M | 0.9% | +3.7% |
| MSI MOTOROLA SOLUTIONS INC | Technology | 8.5K | $3.7M | 0.9% | +4.9% |
| ODFL OLD DOMINION FREIGHT LINE | Industrials | 18.7K | $3.7M | 0.9% | +3.5% |
| EME EMCOR GROUP INC | Industrials | 4.8K | $3.5M | 0.9% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 14.1K | $3.4M | 0.8% | -0.7% |
| ETN EATON CORP PLC | Industrials | 9.5K | $3.4M | 0.8% | +2.3% |
| CDNS CADENCE DESIGN SYS INC | Technology | 12.2K | $3.4M | 0.8% | +2.6% |
| VST VISTRA CORP | Utilities | 21.9K | $3.3M | 0.8% | New |
| CME CME GROUP INC | Financials | 10.0K | $3.0M | 0.7% | +3.9% |
| ABBV ABBVIE INC | Healthcare | 13.6K | $3.0M | 0.7% | +12.1% |
| ADI ANALOG DEVICES INC | Technology | 9.0K | $2.9M | 0.7% | -1.3% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 8.8K | $2.6M | 0.6% | +5.8% |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 18.1K | $2.4M | 0.6% | -5.1% |
| DRI DARDEN RESTAURANTS INC | Consumer discretionary | 11.3K | $2.2M | 0.5% | +4.0% |
| LULU LULULEMON ATHLETICA INC | Other | 13.7K | $2.1M | 0.5% | +13.8% |
| AEIS ADVANCED ENERGY INDUSTRIES | Technology | 6.3K | $2.0M | 0.5% | -1.3% |
| STRL STERLING INFRASTRUCTURE INC | Industrials | 4.9K | $2.0M | 0.5% | -1.1% |
| POWL POWELL INDUSTRIES INC | Industrials | 3.5K | $1.9M | 0.5% | -0.5% |
| CMI CUMMINS INC | Industrials | 3.5K | $1.9M | 0.5% | +3.1% |
| ZTS ZOETIS INC | Healthcare | 16.1K | $1.9M | 0.5% | +43297.3% |
| IESC IES HOLDINGS INC | Industrials | 3.7K | $1.7M | 0.4% | +11.1% |
| PACS PACS GROUP INC | Healthcare | 53.7K | $1.7M | 0.4% | +1.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 30, 2026 | 215 | $404.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 218 | $391.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 216 | $405.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 31, 2025 | 221 | $365.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 5, 2025 | 206 | $322.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 29, 2025 | 217 | $333.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 7, 2024 | 218 | $313.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 30, 2024 | 111 | $286.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 1, 2024 | 112 | $274.6M | canonical | SEC ↗ |
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