Investor
Peterson Wealth Services
CIK 0001906799 · filed 2026-04-30 · SEC filing
13F book
$404.7M
Positions
215
5 new · 8 sold
Largest name
5.9%
Nvidia Corp · NVDA
Est. mark
−$483.4K
Price effect on 210 names still held. Flow $14.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 137.4K | $24M | 5.9% | −$1.66M | Added−$1.6M |
| Apple Inc. | AAPL | 93.4K | $23.7M | 5.9% | −$1.68M | Added−$1.55M |
| Comfort Sys Usa Inc | — | 16.4K | $22.6M | 5.6% | $7.3M | Cut$7.22M |
| Vanguard Growth Etf | — | 49.7K | $21.7M | 5.4% | −$2.5M | Added−$2.16M |
| Tesla, Inc. | TSLA | 43.8K | $16.3M | 4.0% | −$3.37M | Added−$3.13M |
| Jpmorgan Chase & Co. | — | 49.9K | $14.7M | 3.6% | −$1.4M | Added−$1.38M |
| Costco Whsl Corp New | — | 14.1K | $14M | 3.5% | $1.87M | Added$2.01M |
| Broadcom Inc. | AVGO | 41.3K | $12.8M | 3.2% | −$1.51M | Added−$1.48M |
| Amazon Com Inc | AMZN | 60.1K | $12.5M | 3.1% | −$1.33M | Added−$1.15M |
| Palantir Technologies Inc. | PLTR | 77.1K | $11.3M | 2.8% | −$2.4M | Added−$2.29M |
| Asml Holding N V | — | 7.35K | $9.71M | 2.4% | $1.84M | Added$1.86M |
| Canadian Nat Res Ltd | — | 192.4K | $9.38M | 2.3% | $2.83M | Added$2.95M |
| Raymond James Finl Inc | — | 61.9K | $8.96M | 2.2% | −$962.8K | Added−$828K |
| Berkshire Hathaway Inc Del | — | 17.7K | $8.48M | 2.1% | −$406K | Added−$219.1K |
| Netflix Inc | NFLX | 84.4K | $8.12M | 2.0% | $13.7K | Added$7.58M |
| Visa Inc. | V | 22.1K | $6.68M | 1.7% | −$1.05M | Added−$952.4K |
| Microsoft Corp | MSFT | 17.3K | $6.4M | 1.6% | −$1.87M | Added−$1.58M |
| Philip Morris Intl Inc | — | 34.7K | $5.74M | 1.4% | $164.7K | Added$392K |
| Home Depot, Inc. | HD | 16.7K | $5.49M | 1.4% | −$242.9K | Added−$11.1K |
| Union Pac Corp | — | 20.4K | $4.95M | 1.2% | $222.5K | Added$397.5K |
| Stryker Corp | SYK | 14.2K | $4.67M | 1.2% | −$316.3K | Added−$192.1K |
| Eli Lilly & Co | LLY | 4.9K | $4.51M | 1.1% | −$713.7K | Added−$439.7K |
| Marathon Pete Corp | — | 18.4K | $4.5M | 1.1% | $1.5M | Cut$1.42M |
| Meta Platforms, Inc. | META | 7.67K | $4.39M | 1.1% | −$638.2K | Added−$396.8K |
| Walmart Inc. | WMT | 35.1K | $4.36M | 1.1% | $451.3K | Cut$374.5K |
| Garmin Ltd | GRMN | 18.3K | $4.25M | 1.1% | $526.3K | Added$590.1K |
| Exxon Mobil Corp | — | 24.7K | $4.18M | 1.0% | $1.22M | Added$1.22M |
| Oracle Corp | — | 26.8K | $3.94M | 1.0% | −$1.25M | Added−$1.17M |
| Mcdonalds Corp | MCD | 12.5K | $3.88M | 1.0% | $60.8K | Added$278.1K |
| Chubb Limited | — | 11.7K | $3.8M | 0.9% | $155.6K | Added$291.5K |
| Motorola Solutions, Inc. | MSI | 8.51K | $3.69M | 0.9% | $410.5K | Added$584.5K |
| Old Dominion Freight Line In | — | 18.7K | $3.65M | 0.9% | $696.7K | Added$821.6K |
| EMCOR Group, Inc. | EME | 4.78K | $3.53M | 0.9% | — | New |
| Johnson & Johnson | JNJ | 14.1K | $3.44M | 0.8% | $527K | Cut$505.5K |
| Eaton Corp Plc | ETN | 9.51K | $3.4M | 0.8% | $363.7K | Added$441.3K |
| Cadence Design System Inc | — | 12.2K | $3.39M | 0.8% | −$412.7K | Added−$326.8K |
| Vistra Corp. | VST | 21.9K | $3.3M | 0.8% | — | New |
| Spdr S&P 500 Etf Tr | — | 4.74K | $3.08M | 0.8% | −$148.9K | Added−$126.1K |
| Cme Group Inc. | CME | 10K | $2.97M | 0.7% | $215.2K | Added$326.3K |
| AbbVie Inc. | ABBV | 13.6K | $2.95M | 0.7% | −$133K | Added$186.5K |
| Analog Devices Inc | ADI | 9.02K | $2.87M | 0.7% | $423.5K | Cut$392.3K |
| Air Prods & Chems Inc | — | 8.8K | $2.56M | 0.6% | $361.8K | Added$502.1K |
| Johnson Ctls Intl Plc | — | 18.1K | $2.37M | 0.6% | $202.6K | Cut$87.1K |
| Darden Restaurants Inc | DRI | 11.3K | $2.21M | 0.5% | $130.5K | Added$215.4K |
| Realty Income Corp | O | 35.8K | $2.19M | 0.5% | $160.3K | Added$311.1K |
| lululemon athletica inc. | LULU | 13.7K | $2.1M | 0.5% | −$659.3K | Added−$403.9K |
| Advanced Energy Inds | — | 6.32K | $2.04M | 0.5% | $716K | Cut$698.6K |
| Sterling Infrastructure, Inc. | STRL | 4.86K | $1.98M | 0.5% | $490.5K | Cut$474K |
| Powell Inds Inc | — | 3.52K | $1.9M | 0.5% | $782.5K | Cut$777.4K |
| Cummins Inc | CMI | 3.54K | $1.9M | 0.5% | $94.9K | Added$151.4K |
| Zoetis Inc. | ZTS | 16.1K | $1.9M | 0.5% | −$259 | Added$1.89M |
| Ies Hldgs Inc | IESC | 3.66K | $1.74M | 0.4% | $288K | Added$461.4K |
| Vanguard Index Fds | — | 2.9K | $1.73M | 0.4% | −$72.8K | Added$184.1K |
| PACS Group, Inc. | PACS | 53.7K | $1.72M | 0.4% | −$331.2K | Added−$303.7K |
| Vertiv Holdings Co | VRT | 6.75K | $1.69M | 0.4% | $598.2K | Cut$593.3K |
| Verizon Communications Inc | VZ | 33.2K | $1.66M | 0.4% | $296.5K | Added$389.7K |
| Ishares Tr | — | 18K | $1.63M | 0.4% | $16.6K | Added$242.4K |
| Diamondback Energy, Inc. | FANG | 7.86K | $1.55M | 0.4% | $372.9K | Cut−$2.05M |
| Ensign Group, Inc | ENSG | 7.1K | $1.43M | 0.4% | $193.9K | Cut$193.2K |
| Monolithic Pwr Sys Inc | — | 1.22K | $1.34M | 0.3% | $227.9K | Held |
| Unitedhealth Group Inc | UNH | 4.58K | $1.24M | 0.3% | −$261.5K | Added−$210.9K |
| Entergy Corp New | — | 11K | $1.23M | 0.3% | $188.4K | Added$357.6K |
| Comcast Corp New | — | 42.8K | $1.23M | 0.3% | −$45K | Added$89.1K |
| Nextera Energy Inc | — | 12.2K | $1.13M | 0.3% | $141.1K | Added$231.4K |
| Fidelity Natl Information Sv | — | 23.7K | $1.11M | 0.3% | −$395.3K | Added−$232.3K |
| Spdr S&P Midcap 400 Etf Tr | — | 1.77K | $1.09M | 0.3% | $20.5K | Added$177.2K |
| Alphabet Inc | — | 3.73K | $1.07M | 0.3% | −$94.9K | Cut−$175.9K |
| Brunswick Corp | — | 14.4K | $1.05M | 0.3% | −$20K | Added$47.8K |
| Astera Labs, Inc. | ALAB | 9.26K | $1.02M | 0.3% | −$520.5K | Added−$510.5K |
| Reliance, Inc. | RS | 3.31K | $1.01M | 0.2% | $48.4K | Added$80.6K |
| Zurn Elkay Water Solns Corp | — | 21.6K | $968K | 0.2% | −$34.7K | Added−$9.93K |
| Agco Corp | — | 7.94K | $920.4K | 0.2% | $88.7K | Added$119K |
| Conocophillips | COP | 6.62K | $874K | 0.2% | $254.2K | Cut−$3.38M |
| Simpson Mfg Inc | — | 5.02K | $861.1K | 0.2% | $49.4K | Added$75.4K |
| Advanced Micro Devices Inc | AMD | 4.05K | $824.1K | 0.2% | −$40.1K | Added$23.8K |
| Invesco Actively Managed Exc | — | 15.6K | $780.6K | 0.2% | −$2.02K | Cut−$2.09M |
| Axcelis Technologies Inc | ACLS | 7.89K | $734.3K | 0.2% | $94.3K | Added$139.6K |
| Invesco Exchange Traded Fd T | — | 9.65K | $733.7K | 0.2% | $33.1K | Added$138.3K |
| Trane Technologies Plc | TT | 1.71K | $712.6K | 0.2% | $46.9K | Cut−$22.4K |
| First Ctzns Bancshares Inc D | — | 363 | $684.6K | 0.2% | −$88.4K | Added−$45.1K |
| Iren Limited | — | 19.9K | $683.4K | 0.2% | −$60.8K | Added$25.6K |
| InterDigital, Inc. | IDCC | 2.25K | $680K | 0.2% | −$34.7K | Added$6.94K |
| Applied Matls Inc | — | 1.92K | $654.9K | 0.2% | $95.6K | Added$365.6K |
| Healthequity, Inc. | HQY | 7.72K | $645.4K | 0.2% | −$58K | Added−$15.7K |
| Kinsale Cap Group Inc | — | 1.83K | $626.2K | 0.2% | −$85.7K | Added−$51.2K |
| Ufp Technologies Inc | UFPT | 3.22K | $623.2K | 0.2% | −$86.7K | Added−$54.2K |
| Ishares Tr | — | 6.2K | $615.8K | 0.2% | −$3.71K | Added$21.8K |
| Aaon, Inc. | AAON | 7.19K | $594.6K | 0.1% | $43.5K | Added$84.4K |
| Dexcom Inc | DXCM | 9.35K | $587K | 0.1% | −$19.8K | Added$219.4K |
| Tjx Cos Inc New | — | 3.64K | $581.9K | 0.1% | $22.2K | Cut−$45.9K |
| Extra Space Storage Inc. | EXR | 4.23K | $555.2K | 0.1% | $3.48K | Added$51.9K |
| NXP Semiconductors N.V. | NXPI | 2.75K | $541.2K | 0.1% | −$52.8K | Added−$27K |
| Celsius Hldgs Inc | — | 15.2K | $537.7K | 0.1% | −$144.4K | Added−$106.1K |
| Lantheus Hldgs Inc | — | 6.68K | $507K | 0.1% | $1.91K | Added$493.3K |
| GE Vernova Inc. | GEV | 576 | $502.8K | 0.1% | $126.5K | Cut−$98.8K |
| American Express Co | AXP | 1.62K | $490.2K | 0.1% | −$109K | Added−$108.7K |
| e.l.f. Beauty, Inc. | ELF | 7.96K | $482.8K | 0.1% | −$116.8K | Added−$92.7K |
| Alphabet Inc | — | 1.65K | $471.8K | 0.1% | −$44.5K | Added−$44.2K |
| Super Micro Computer Inc | — | 17.1K | $390K | 0.1% | −$8.28K | Added$352.7K |
| S&P Global Inc. | SPGI | 912 | $388K | 0.1% | −$73.8K | Added−$9.18K |
| Schwab Charles Corp | — | 4.12K | $387.6K | 0.1% | −$20.5K | Added$42.1K |
| Lam Research Corp | LRCX | 1.78K | $380.3K | 0.1% | $66.5K | Added$112.6K |
| Paycom Software, Inc. | PAYC | 3.11K | $377.8K | 0.1% | −$1.4K | Added$371.9K |
| Valero Energy Corp | — | 1.42K | $349.7K | 0.1% | $100.9K | Added$154.8K |
| Paylocity Hldg Corp | — | 3.22K | $347.6K | 0.1% | −$2.58K | Added$338.7K |
| Allstate Corp | — | 1.63K | $338.7K | 0.1% | −$1.12K | Added$55.7K |
| Newmont Corp | — | 3.06K | $331.4K | 0.1% | $22.9K | Added$59.4K |
| Phillips 66 | PSX | 1.81K | $329.2K | 0.1% | $80.1K | Added$134.5K |
| Iqvia Hldgs Inc | — | 1.91K | $325K | 0.1% | −$104.6K | Cut−$125.1K |
| Hubspot Inc | HUBS | 1.31K | $321K | 0.1% | −$6.44K | Added$304.5K |
| Cisco Sys Inc | — | 3.87K | $300.2K | 0.1% | $1.89K | Added$46.5K |
| Oshkosh Corp | OSK | 1.97K | $289.3K | 0.1% | $36K | Added$79.8K |
| Hewlett Packard Enterprise C | — | 11.8K | $282K | 0.1% | −$2K | Added$51.7K |
| STERIS plc | STE | 1.27K | $280.8K | 0.1% | −$41.2K | Cut−$167.7K |
| Salesforce, Inc. | CRM | 1.47K | $273.6K | 0.1% | −$114.5K | Cut−$304.2K |
| Edwards Lifesciences Corp | EW | 3.35K | $268.2K | 0.1% | −$16K | Added$4.76K |
| Vanguard Index Fds | — | 1.32K | $259.2K | 0.1% | $6.88K | Held |
| Cognex Corp | CGNX | 5.15K | $252.3K | 0.1% | $53.3K | Added$105K |
| Eog Res Inc | — | 1.72K | $248.4K | 0.1% | $54.4K | Added$104.1K |
| Constellation Energy Corp | CEG | 867 | $242.2K | 0.1% | — | New |
| Microchip Technology Inc. | — | 3.57K | $230.8K | 0.1% | $2.52K | Added$48.8K |
| Amphenol Corp New | — | 1.78K | $225K | 0.1% | −$15.6K | Cut−$44.2K |
| Vanguard Tax-Managed Fds | — | 3.39K | $217K | 0.1% | $5.45K | Held |
| Pulte Group Inc | — | 1.79K | $210.8K | 0.1% | $463 | Added$40.9K |
| Abbott Labs | ABT | 2.02K | $207.7K | 0.1% | −$37.3K | Added$1.34K |
| Landstar Sys Inc | — | 1.29K | $206.6K | 0.1% | $15.8K | Added$69.3K |
| Procter And Gamble Co | PG | 1.4K | $201.9K | 0.1% | $1.23K | Added$44.1K |
| Vaneck Etf Trust | — | 2.74K | $198.7K | 0.0% | $33.8K | Held |
| D R Horton Inc | — | 1.39K | $190K | 0.0% | −$7.53K | Added$31.3K |
| Thermo Fisher Scientific Inc. | TMO | 367 | $180.6K | 0.0% | −$32.2K | Held |
| Select Sector Spdr Tr | — | 2.89K | $177.2K | 0.0% | $47.9K | Held |
| Intuitive Surgical Inc | ISRG | 377 | $173.8K | 0.0% | −$39.7K | Held |
| Sei Invts Co | — | 2.21K | $173.6K | 0.0% | −$6.23K | Added$29.9K |
| Global Pmts Inc | — | 2.53K | $170K | 0.0% | −$20.3K | Added$14.6K |
| Automatic Data Processing In | — | 788 | $160.1K | 0.0% | −$42.6K | Held |
| Ishares Tr | — | 2.89K | $154.4K | 0.0% | −$25.5K | Held |
| Chipotle Mexican Grill Inc | CMG | 4.78K | $152.8K | 0.0% | −$23.8K | Cut−$68.6K |
| First Tr Exchange-Traded Fd | — | 1.61K | $149.8K | 0.0% | $401 | Held |
| Lennar Corp | — | 1.63K | $141.4K | 0.0% | −$19.6K | Added$14.9K |
| Select Sector Spdr Tr | — | 1.03K | $137.5K | 0.0% | −$11.5K | Added−$11.3K |
| Fastenal Co | FAST | 2.94K | $136.3K | 0.0% | $18.3K | Added$19K |
| United Parcel Service Inc | UPS | 1.36K | $134.1K | 0.0% | −$726 | Added$42.5K |
| Keycorp | — | 6.65K | $133.3K | 0.0% | −$3.92K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 361 | $122K | 0.0% | $12.3K | Held |
| Stride, Inc. | LRN | 1.26K | $111.5K | 0.0% | $18.9K | Added$58.7K |
| Ishares Tr | — | 960 | $106.9K | 0.0% | −$2.45K | Held |
| Zions Bancorporation N A | — | 1.85K | $106.5K | 0.0% | −$1.69K | Added−$1.34K |
| Synopsys Inc | SNPS | 259 | $102.7K | 0.0% | −$19K | Cut−$55.6K |
| Spdr Series Trust | — | 2.11K | $96.2K | 0.0% | $4.76K | Added$5.4K |
| Vanguard World Fd | — | 781 | $94.4K | 0.0% | −$9.84K | Added−$9.6K |
| Vanguard World Fd | — | 135 | $94.2K | 0.0% | −$7.57K | Held |
| Chevron Corp New | CVX | 441 | $91.2K | 0.0% | $24K | Held |
| Accenture Plc Ireland | — | 424 | $84K | 0.0% | −$29.6K | Added−$28.8K |
| Coca Cola Co | KO | 1K | $76.2K | 0.0% | $6.15K | Held |
| Invesco Qqq Tr | — | 130 | $75K | 0.0% | −$4.83K | Cut−$84.7K |
| Climb Global Solutions, Inc. | CLMB | 3.57K | $70.7K | 0.0% | −$8.8K | Added$59.8K |
| Starbucks Corp | SBUX | 773 | $69.3K | 0.0% | $4.18K | Cut$1.74K |
| Occidental Pete Corp | — | 1K | $65K | 0.0% | $23.9K | Held |
| Ge Aerospace | — | 226 | $64.1K | 0.0% | −$5.48K | Held |
| Bristol-Myers Squibb Co | — | 979 | $59.4K | 0.0% | $6.57K | Held |
| Devon Energy Corp New | — | 1.01K | $50.7K | 0.0% | $13.8K | Held |
| Versant Media Group, Inc. | VSNT | 1.32K | $49K | 0.0% | — | New |
| Ishares Tr | — | 745 | $42.3K | 0.0% | $1.55K | Held |
| Mcgrath Rentcorp | MGRC | 350 | $38.6K | 0.0% | $1.81K | Added$2.03K |
| Autozone Inc | AZO | 11 | $37.2K | 0.0% | −$151 | Held |
| Old Natl Bancorp Ind | — | 1.68K | $37.1K | 0.0% | −$349 | Added−$106 |
| Norfolk Southn Corp | — | 124 | $35.5K | 0.0% | −$346 | Added−$60 |
| CoreWeave, Inc. | CRWV | 405 | $31.4K | 0.0% | $937 | Added$19.9K |
| Ford Mtr Co | — | 2.62K | $30.2K | 0.0% | −$4.1K | Added−$3.78K |
| Bank Hawaii Corp | — | 400 | $29.7K | 0.0% | $2.35K | Held |
| Quest Diagnostics Inc | DGX | 150 | $29.4K | 0.0% | $3.37K | Held |
| Ishares Tr | — | 431 | $27.1K | 0.0% | $5.49K | Held |
| Cipher Mining Inc | CIFR | 1.93K | $24.9K | 0.0% | −$3.65K | Cut−$3.89K |
| Baker Hughes Company | — | 400 | $24.4K | 0.0% | $6.2K | Held |
| Caterpillar Inc | CAT | 32 | $22.7K | 0.0% | $4.34K | Held |
| Altria Group, Inc. | MO | 342 | $22.6K | 0.0% | $2.85K | Held |
| Pepsico Inc | PEP | 116 | $18K | 0.0% | $1.36K | Held |
| Ishares Tr | — | 140 | $17.4K | 0.0% | $578 | Held |
| Target Corp | TGT | 127 | $15.4K | 0.0% | $2.98K | Held |
| Ishares Tr | — | 728 | $13.3K | 0.0% | $1.35K | Held |
| Ishares Inc | — | 183 | $12.8K | 0.0% | $463 | Held |
| RTX Corp | RTX | 65 | $12.6K | 0.0% | $658 | Held |
| Grifols S A | — | 1.52K | $12.2K | 0.0% | −$2.02K | Held |
| Cf Inds Hldgs Inc | — | 80 | $10.4K | 0.0% | $4.2K | Held |
| Ishares Tr | — | 130 | $8.78K | 0.0% | $199 | Cut−$8.38K |
| Vanguard Intl Equity Index F | — | 60 | $8.75K | 0.0% | $147 | Held |
| Select Sector Spdr Tr | — | 58 | $8.5K | 0.0% | −$475 | Held |
| Northrop Grumman Corp | — | 10 | $6.82K | 0.0% | $1.12K | Held |
| Intercontinental Exchange In | — | 33 | $5.22K | 0.0% | −$138 | Held |
| Medtronic Plc | MDT | 55 | $4.77K | 0.0% | −$517 | Cut−$1.92M |
| Waste Mgmt Inc Del | — | 21 | $4.72K | 0.0% | $0 | Added$225 |
| Proshares Tr | — | 40 | $4.24K | 0.0% | $77 | Held |
| Nucor Corp | NUE | 25 | $4.23K | 0.0% | $150 | Held |
| Hershey Co | HSY | 20 | $4.16K | 0.0% | $518 | Held |
| L3harris Technologies Inc | — | 11 | $3.81K | 0.0% | $571 | Held |
| Onto Innovation Inc. | ONTO | 17 | $3.49K | 0.0% | $802 | Held |
| Westlake Corp | WLK | 23 | $2.69K | 0.0% | $986 | Held |
| Sysco Corp | SYY | 37 | $2.64K | 0.0% | −$88 | Held |
| Boeing Co | — | 13 | $2.59K | 0.0% | −$236 | Held |
| Fidus Invt Corp | — | 122 | $2.13K | 0.0% | −$227 | Held |
| Amrize Ltd | AMRZ | 30 | $1.68K | 0.0% | $59 | Held |
| Rivian Automotive Inc | — | 104 | $1.56K | 0.0% | −$485 | Held |
| Arm Holdings Plc | — | 10 | $1.51K | 0.0% | $420 | Held |
| Macys Inc | — | 82 | $1.48K | 0.0% | −$325 | Held |
| Murphy USA Inc. | MUSA | 3 | $1.48K | 0.0% | $271 | Held |
| Robinhood Mkts Inc | — | 20 | $1.39K | 0.0% | −$876 | Held |
| Fiserv Inc | FISV | 24 | $1.34K | 0.0% | −$273 | Cut−$147.6K |
| Stmicroelectronics N V | — | 37 | $1.28K | 0.0% | $318 | Held |
| Atkore Inc. | ATKR | 19 | $1.12K | 0.0% | −$83 | Held |
| Disney Walt Co | — | 10 | $964 | 0.0% | — | New |
| Lauder Estee Cos Inc | — | 13 | $930 | 0.0% | −$421 | Held |
| Trade Desk, Inc. | TTD | 37 | $840 | 0.0% | −$565 | Held |
| Cerence Inc. | CRNC | 100 | $631 | 0.0% | −$438 | Held |
| Invesco Exchange Traded Fd T | — | 4 | $390 | 0.0% | $20 | Held |
| Beyond Meat, Inc. | BYND | 25 | $18 | 0.0% | −$3 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.