Peterson Wealth Services Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$391.1M

Holdings

218

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (218 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
137,048$25.6M6.54%
2
AAPLAPPLE INCORPORATED
92,911$25.3M6.46%
3
VUGVANGUARD GROWTH ETF
48,904$23.9M6.10%
4
TSLATESLA INCORPORATED
43,192$19.4M4.97%
5
JPMJPMORGAN CHASE & COMPANY.
49,846$16.1M4.11%
6
FIXCOMFORT SYSTEMS USA INCORPORATED
16,447$15.3M3.92%
7
AVGOBROADCOM INCORPORATED
41,176$14.3M3.64%
8
AMZNAMAZON COM INCORPORATED
59,161$13.7M3.49%
9
PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A
76,356$13.6M3.47%
10
COSTCOSTCO WHOLESALE CORPORATION NEW
13,946$12.0M3.08%
11
RJFRAYMOND JAMES FINL INCORPORATED
60,930$9.8M2.50%
12
BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
17,312$8.7M2.22%
13
MSFTMICROSOFT CORPORATION
16,506$8.0M2.04%
14
ASMLASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)
7,336$7.8M2.01%
15
VVISA INCORPORATED COM CLASS A
21,765$7.6M1.95%
16
CRCCANADIAN NAT RES LIMITED (CANADA)
189,901$6.4M1.64%
17
HDHOME DEPOT INCORPORATED
15,981$5.5M1.41%
18
4I1PHILIP MORRIS INTERNATIONAL INCORPORATED
33,357$5.3M1.37%
19
ORCLORACLE CORPORATION
26,251$5.1M1.31%
20
LLYELI LILLY & COMPANY
4,604$4.9M1.27%
21
SYKSTRYKER CORPORATION
13,828$4.9M1.24%
22
METAMETA PLATFORMS INCORPORATED CLASS A
7,252$4.8M1.22%
23
UNPUNION PAC CORPORATION
19,681$4.6M1.16%
24
COPCONOCOPHILLIPS
45,420$4.3M1.09%
25
WMTWALMART INCORPORATED
35,756$4.0M1.02%
26
CDNSCADENCE DESIGN SYSTEM INCORPORATED
11,889$3.7M0.95%
27
GRMNGARMIN LIMITED SHS (SWITZERLAND)
18,047$3.7M0.94%
28
FANGDIAMONDBACK ENERGY INCORPORATED
23,973$3.6M0.92%
29
MCDMCDONALDS CORPORATION
11,779$3.6M0.92%
30
CBCHUBB LIMITED (SWITZERLAND)
11,248$3.5M0.90%
31
SPYSPDR S&P 500 ETF
4,706$3.2M0.82%
32
MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW
8,109$3.1M0.79%
33
MPCMARATHON PETE CORPORATION
18,917$3.1M0.79%
34
XOMEXXON MOBIL CORPORATION
24,655$3.0M0.76%
35
ETNEATON CORPORATION PLC SHS (IRELAND)
9,293$3.0M0.76%
36
JNJJOHNSON & JOHNSON
14,159$2.9M0.75%
37
GSYINVESCO ULTRA SHORT DURATION ETF
57,056$2.9M0.73%
38
ODFLOLD DOMINION FREIGHT LINE INCORPORATED
18,053$2.8M0.72%
39
ABBVABBVIE INCORPORATED
12,101$2.8M0.71%
40
CMECME GROUP INCORPORATED
9,668$2.6M0.68%
41
LULULULULEMON ATHLETICA INCORPORATED
12,050$2.5M0.64%
42
ADIANALOG DEVICES INCORPORATED
9,139$2.5M0.63%
43
JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)
19,064$2.3M0.58%
44
MTDRMATADOR RES COMPANY
51,356$2.2M0.56%
45
APDAIR PRODUCTS & CHEMICALS INCORPORATED
8,321$2.1M0.53%
46
PACSPACS GROUP INCORPORATED COM SHS
52,818$2.0M0.52%
47
DRIDARDEN RESTAURANTS INCORPORATED
10,854$2.0M0.51%
48
MDTMEDTRONIC PLC SHS (IRELAND)
20,006$1.9M0.49%
49
OREALTY INCOME CORPORATION REIT
33,326$1.9M0.48%
50
CMICUMMINS INCORPORATED
3,430$1.8M0.45%
51
VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
2,473$1.6M0.40%
52
ALABASTERA LABS INCORPORATED
9,170$1.5M0.39%
53
STRLSTERLING INFRASTRUCTURE INCORPORATED
4,909$1.5M0.38%
54
UNHUNITEDHEALTH GROUP INCORPORATED
4,391$1.4M0.37%
55
AQLTISHARES TR CORE MSCI EAFE
15,491$1.4M0.35%
56
FISFIDELITY NATL INFORMATION SVCS
20,219$1.3M0.34%
57
AEISADVANCED ENERGY INDUSTRIES
6,399$1.3M0.34%
58
IESCIES HLDGS INCORPORATED
3,293$1.3M0.33%
59
BACVERIZON COMMUNICATIONS INCORPORATED
31,306$1.3M0.33%
60
GOOGLALPHABET INCORPORATED CAP STK CLASS A
3,986$1.2M0.32%
61
ENSGENSIGN GROUP INCORPORATED
7,103$1.2M0.32%
62
CMCSACOMCAST CORP NEW CLASS A
38,148$1.1M0.29%
63
POWLPOWELL INDUSTRIES INCORPORATED
3,535$1.1M0.29%
64
MPWRMONOLITHIC PWR SYSTEMS INCORPORATED
1,223$1.1M0.28%
65
VRTVERTIV HOLDINGS COMPANY COM CLASS A
6,784$1.1M0.28%
66
BCBRUNSWICK CORPORATION
13,507$1.0M0.26%
67
ZWSZURN ELKAY WATER SOLNS CORPORATION
21,035$977K0.25%
68
RSRELIANCE INCORPORATED
3,207$926K0.24%
69
MDYSPDR S&P MIDCAP 400 ETF TRUST
1,515$914K0.23%
70
NEENEXTERA ENERGY INCORPORATED
11,192$898K0.23%
71
ETRENTERGY CORPORATION NEW
9,454$873K0.22%
72
AGCOAGCO CORPORATION
7,682$801K0.20%
73
AMDADVANCED MICRO DEVICES INCORPORATED
3,737$800K0.20%
74
SSDSIMPSON MFG INCORPORATED
4,866$785K0.20%
75
TTTRANE TECHNOLOGIES PLC SHS (IRELAND)
1,888$734K0.19%
76
FCNCAFIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A
340$729K0.19%
77
UFPTUFP TECHNOLOGIES INCORPORATED
3,051$677K0.17%
78
KNSLKINSALE CAP GROUP INCORPORATED
1,732$677K0.17%
79
IDIINTERDIGITAL INCORPORATED
2,114$673K0.17%
80
HQYHEALTHEQUITY INCORPORATED
7,217$661K0.17%
81
IRENIREN LIMITED ORDINARY SHARES (AUSTRALIA)
17,417$657K0.17%
82
CELHCELSIUS HLDGS INCORPORATED COM NEW
14,074$643K0.16%
83
TJXTJX COMPANIES INCORPORATED NEW
4,087$627K0.16%
84
GEVGE VERNOVA INCORPORATED
921$601K0.15%
85
AXPAMERICAN EXPRESS COMPANY
1,619$598K0.15%
86
XSMOINVESCO S&P SMALLCAP MOMENTUM ETF
8,268$595K0.15%
87
AGGISHARES TR CORE US AGGBD ET
5,947$594K0.15%
88
ACLSAXCELIS TECHNOLOGIES INCORPORATED COM NEW
7,403$594K0.15%
89
CRMSALESFORCE INCORPORATED
2,181$577K0.15%
90
ELFE L F BEAUTY INCORPORATED
7,568$575K0.15%
91
NXPINXP SEMICONDUCTORS N V (NETHERLANDS)
2,618$568K0.15%
92
NFLXNETFLIX INCORPORATED
5,750$539K0.14%
93
GOOGALPHABET INCORPORATED CAP STK CLASS C
1,644$516K0.13%
94
AAONAAON INCORPORATED COM PAR $0.004
6,692$510K0.13%
95
EXREXTRA SPACE STORAGE INCORPORATED REIT
3,865$503K0.13%
96
IQVIQVIA HLDGS INCORPORATED
1,997$450K0.12%
97
STESTERIS PLC SHS USD (IRELAND)
1,769$448K0.11%
98
SPGIS&P GLOBAL INCORPORATED
760$397K0.10%
99
DC4DEXCOM INCORPORATED
5,539$367K0.09%
100
SCHWSCHWAB CHARLES CORPORATION
3,457$345K0.09%
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