Peterson Wealth Services

CIK 1906799 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$458.7M
#4.005 dari 9.443 berdasarkan nilai 13F · top 42.4%
Posisi
245
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +13.3% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
43,87%
Bobot 25 kepemilikan teratas
65,52%
Posisi di atas 1%
23
Jumlah posisi efektif
37,9

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 1,72% Perkiraan pembelian $34.357.638 · penjualan $7.444.855

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 81,9% masih dipegang

Posisi baru
31
Meningkat
100
Menurun
50
Tertutup
1
Di halaman ini

Kinerja vs S&P 500

Dilacak Q4 2025–Q2 2026
+14.2%
Total imbal hasil S&P 500 (jendela yang sama)
+8.7%
Imbal hasil berlebih
+5.5%

Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.

Cakupan yang dapat dihargai: 89,9% · Opsi dikecualikan: 0,0%

Rincian sektor

Technology
28,2%
Industrials
17,0%
Retail
8,3%
Health Care
6,3%
Consumer Discretionary
5,6%
Financials
4,9%
Financial Services
4,8%
Energy
4,4%
Communication Services
2,7%
Consumer Staples
1,9%
Utilities
1,4%
Consumer products
1,1%
Communications
0,9%
Materials
0,9%
Real Estate
0,6%
Telecommunication
0,3%
Diversified Consumer Services
0,3%
Logistics & Transportation
0,0%
Lainnya/Tidak terpetakan
10,3%

Portofolio lengkap 245 posisi

Tipe Rentetan Tren 8 kuartal
FIX Comfort Systems USA, Inc. Common Stock $31.897.939 6,95% 16.094 $9.324.444 Turun ×3
NVDA NVIDIA Corporation - Common Stock $27.185.961 5,93% 135.869 $3.225.548 Turun ×1
AAPL Apple Inc. - Common Stock $27.013.074 5,89% 93.355 $3.307.257 Turun ×1
VUG $23.704.073 5,17% 275.181 $2.006.668 Naik ×3
TSLA Tesla, Inc. - Common Stock $18.228.804 3,97% 43.340 $1.932.771 Turun ×1
JPM JP Morgan Chase & Co. Common Stock $16.272.598 3,55% 49.713 $1.594.856 Turun ×1
AVGO Broadcom Inc. - Common Stock $15.444.144 3,37% 40.885 $2.673.189 Turun ×1
ASML ASML Holding N.V. - New York Registry Shares $14.356.505 3,13% 7.216 $4.649.206 Turun ×1
AMZN Amazon.com, Inc. - Common Stock $14.150.246 3,08% 59.370 $1.641.758 Turun ×1
COST Costco Wholesale Corporation - Common Stock $12.969.716 2,83% 13.864 $-1.069.238 Turun ×1
RJF Raymond James Financial, Inc. Common Stock $9.427.908 2,06% 62.013 $471.124 Naik ×3
PLTR Palantir Technologies Inc. - Class A Common Stock $8.939.839 1,95% 76.625 $-2.340.689 Turun ×1
BRKB $8.837.888 1,93% 17.662 $355.090 Turun ×1
PM Philip Morris International Inc Common Stock $8.009.044 1,75% 44.271 $2.266.514 Naik ×3
CNQ Canadian Natural Resources Limited Common Stock $7.655.297 1,67% 193.805 $-1.719.815 Naik ×3
V Visa Inc. $7.627.384 1,66% 22.232 $946.782 Naik ×2
MSFT Microsoft Corporation - Common Stock $6.677.410 1,46% 17.901 $279.373 Naik ×3
HD Home Depot, Inc. (The) Common Stock $6.202.490 1,35% 17.587 $714.598 Naik ×3
NFLX Netflix, Inc. - Common Stock $6.080.424 1,33% 85.160 $-2.035.790 Naik ×4
LLY Eli Lilly and Company Common Stock $5.894.268 1,28% 4.914 $1.386.037 Naik ×2
UNP Union Pacific Corporation Common Stock $5.629.973 1,23% 20.698 $679.966 Naik ×3
MPC Marathon Petroleum Corporation Common Stock $4.719.984 1,03% 18.461 $219.813 Naik ×1
CDNS Cadence Design Systems, Inc. - Common Stock $4.581.531 1,00% 12.207 $1.192.073 Naik ×2
ALAB Astera Labs, Inc. - Common Stock $4.515.754 0,98% 9.349 $3.500.748 Naik ×3
SYK Stryker Corporation Common Stock $4.515.254 0,98% 14.341 $-152.645 Naik ×2
META Meta Platforms, Inc. - Class A Common Stock $4.341.747 0,95% 7.708 $-48.776 Naik ×3
GRMN Garmin Ltd. Common Stock (Switzerland) $4.339.934 0,95% 18.270 $89.034 Turun ×1
ETN Eaton Corporation, PLC Ordinary Shares $4.165.092 0,91% 9.775 $763.779 Naik ×3
ODFL Old Dominion Freight Line, Inc. - Common Stock $4.124.956 0,90% 19.044 $472.611 Naik ×3
CB Chubb Limited Common Stock $4.115.380 0,90% 12.078 $313.349 Naik ×3
WMT Walmart Inc. - Common Stock $4.038.472 0,88% 35.657 $-319.619 Naik ×1
EME EMCOR Group, Inc. Common Stock $4.003.656 0,87% 4.824 $476.011 Naik ×1
STRL Sterling Infrastructure, Inc. - Common Stock $3.923.169 0,86% 4.674 $1.945.873 Turun ×2
ORCL Oracle Corporation Common Stock $3.848.174 0,84% 26.258 $-96.342 Turun ×1
MSI Motorola Solutions, Inc. Common Stock $3.756.595 0,82% 9.046 $63.544 Naik ×3
ABBV AbbVie Inc. Common Stock $3.663.056 0,80% 14.557 $711.684 Naik ×3
JNJ Johnson & Johnson Common Stock $3.652.755 0,80% 14.383 $217.069 Naik ×1
ADI Analog Devices, Inc. - Common Stock $3.583.992 0,78% 9.024 $713.104
SPY SPY $3.542.281 0,77% 4.743 $459.075 Naik ×3
VST Vistra Corp. Common Stock $3.509.933 0,77% 22.127 $213.750 Naik ×1
XOM Exxon Mobil Corporation Common Stock $3.468.696 0,76% 25.371 $-715.744 Naik ×3
MCD McDonald's Corporation Common Stock $3.311.807 0,72% 12.252 $-566.375 Turun ×1
POWL Powell Industries, Inc. - Common Stock $3.075.498 0,67% 10.740 $1.171.197 Naik ×1
APD Air Products and Chemicals, Inc. Common Stock $2.743.306 0,60% 9.357 $185.804 Naik ×3
IESC IES Holdings, Inc. - Common Stock $2.725.589 0,59% 3.710 $983.138 Naik ×3
JCI Johnson Controls International plc Ordinary Share $2.604.965 0,57% 17.829 $234.970 Turun ×3
AEIS Advanced Energy Industries, Inc. - Common Stock $2.585.388 0,56% 6.934 $546.989 Naik ×1
CMI Cummins Inc. Common Stock $2.531.697 0,55% 3.550 $629.574 Naik ×3
DRI Darden Restaurants, Inc. Common Stock $2.423.443 0,53% 11.764 $210.689 Naik ×3
VRT Vertiv Holdings, LLC Class A Common Stock $2.345.622 0,51% 7.006 $653.244 Naik ×1
O Realty Income Corporation Common Stock $2.320.618 0,51% 37.453 $130.937 Naik ×3
CME CME Group Inc. - Class A Common Stock $2.315.205 0,50% 10.484 $-651.193 Naik ×3
AMD Advanced Micro Devices, Inc. - Common Stock $2.295.175 0,50% 3.951 $1.471.080 Turun ×1
PACS PACS Group, Inc. Common Stock $2.174.811 0,47% 51.004 $450.866 Turun ×1
IEFA $2.151.023 0,47% 22.272 $522.847 Naik ×3
UNH UnitedHealth Group Incorporated Common Stock (DE) $2.066.835 0,45% 4.973 $828.167 Naik ×3
VOO $2.016.821 0,44% 2.937 $282.106 Naik ×3
MPWR Monolithic Power Systems, Inc. - Common Stock $1.802.230 0,39% 1.304 $465.399 Naik ×1
ACLS Axcelis Technologies, Inc. - Common Stock $1.741.235 0,38% 9.191 $1.006.927 Naik ×3
FANG Diamondback Energy, Inc. - Common Stock $1.486.734 0,32% 8.458 $-67.154 Naik ×1
VZ Verizon Communications Inc. Common Stock $1.472.202 0,32% 34.771 $-192.576 Naik ×3
MDY $1.463.758 0,32% 2.081 $372.398 Naik ×3
AMAT Applied Materials, Inc. - Common Stock $1.378.657 0,30% 1.907 $723.764 Turun ×1
ETR Entergy Corporation Common Stock $1.349.033 0,29% 11.745 $117.562 Naik ×2
RS Reliance, Inc. Common Stock $1.300.832 0,28% 3.482 $293.918 Naik ×3
GOOGL Alphabet Inc. - Class A Common Stock $1.279.609 0,28% 3.581 $207.835 Turun ×2
ZTS Zoetis Inc. Class A Common Stock $1.264.648 0,28% 17.599 $-633.429 Naik ×2
BC Brunswick Corporation Common Stock $1.244.325 0,27% 14.771 $193.822 Naik ×3
ENSG The Ensign Group, Inc. - Common Stock $1.175.152 0,26% 7.331 $-255.396 Naik ×1
SCI Service Corporation International Common Stock $1.169.145 0,25% 15.392 Naik ×1
NEE NextEra Energy, Inc. Common Stock $1.132.053 0,25% 12.898 $2.184 Naik ×3
ZWS Zurn Elkay Water Solutions Corporation Common Stock $1.122.114 0,24% 22.207 $154.142 Naik ×3
SSD Simpson Manufacturing Company, Inc. Common Stock $1.112.347 0,24% 5.313 $251.220 Naik ×3
IREN IREN Limited - Ordinary Shares $1.058.284 0,23% 23.142 $374.878 Naik ×3
FIS Fidelity National Information Services, Inc. Common Stock $1.057.244 0,23% 27.192 $-54.189 Naik ×3
XSMO $1.038.395 0,23% 11.090 $304.728 Naik ×3
LNTH Lantheus Holdings, Inc. - Common Stock $1.029.967 0,22% 9.284 $522.986 Naik ×3
AGG $1.014.283 0,22% 10.247 $398.458 Naik ×3
AAON AAON, Inc. - Common Stock $997.745 0,22% 7.865 $403.141 Naik ×3
AGCO AGCO Corporation Common Stock $979.257 0,21% 8.181 $58.850 Naik ×2
CLMB Climb Global Solutions, Inc. - Common Stock $964.913 0,21% 41.573 $894.172 Naik ×2
AROC Archrock, Inc. Common Stock $951.922 0,21% 23.383 Naik ×1
UFPT UFP Technologies, Inc. - Common Stock $945.984 0,21% 3.568 $322.786 Naik ×2
TT Trane Technologies plc $824.910 0,18% 1.680 $112.344 Turun ×3
NXPI NXP Semiconductors N.V. - Common Stock $772.044 0,17% 2.747 $230.833 Turun ×1
FCNCA First Citizens BancShares, Inc. - Class A Common Stock $770.849 0,17% 370 $86.265 Naik ×2
LRCX Lam Research Corporation - Common Stock $761.600 0,17% 1.758 $381.303 Turun ×1
IEMG $755.202 0,16% 9.116 $742.438 Naik ×1
HQY HealthEquity, Inc. - Common Stock $730.598 0,16% 8.089 $85.187 Naik ×3
SMCI Super Micro Computer, Inc. - Common Stock $729.378 0,16% 24.868 $339.373 Naik ×3
KNSL Kinsale Capital Group, Inc. Common Stock $693.180 0,15% 2.102 $66.985 Naik ×3
COP ConocoPhillips Common Stock $678.743 0,15% 6.529 $-195.238 Turun ×2
IDCC InterDigital, Inc. - Common Stock $672.493 0,15% 2.375 $-7.539 Naik ×3
EXR Extra Space Storage Inc Common Stock $639.957 0,14% 4.404 $84.769 Naik ×2
DXCM DexCom, Inc. - Common Stock $629.116 0,14% 9.341 $42.124 Turun ×1
GEV GE Vernova Inc. Common Stock $617.207 0,13% 525 $114.386 Turun ×3
GOOG Alphabet Inc. - Class C Capital Stock $581.305 0,13% 1.645 $109.464
AXP American Express Company Common Stock $554.607 0,12% 1.640 $64.444 Naik ×2
TJX TJX Companies, Inc. (The) Common Stock $530.906 0,12% 3.504 $-51.002 Turun ×2
HPE Hewlett Packard Enterprise Company Common Stock $530.713 0,12% 11.765 $248.733 Turun ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
VUG $23.704.073 5,17% naik ×3
RJF $9.427.908 2,06% naik ×3
PM $8.009.044 1,75% naik ×3
CNQ $7.655.297 1,67% naik ×3
MSFT $6.677.410 1,46% naik ×3
HD $6.202.490 1,35% naik ×3
NFLX $6.080.424 1,33% naik ×4
UNP $5.629.973 1,23% naik ×3
ALAB $4.515.754 0,98% naik ×3
META $4.341.747 0,95% naik ×3
ETN $4.165.092 0,91% naik ×3
ODFL $4.124.956 0,90% naik ×3
CB $4.115.380 0,90% naik ×3
MSI $3.756.595 0,82% naik ×3
ABBV $3.663.056 0,80% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
SCI $1.169.145 15.392 0,25%
AROC $951.922 23.383 0,21%
MU $238.938 207 0,05%
VWO $189.893 3.181 0,04%
CAH $26.369 111 0,01%
MRVL $17.873 60 0,00%
PWR $10.801 15 0,00%
ANET $9.174 54 0,00%
GSK $8.387 160 0,00%
AZN $7.964 42 0,00%
CSX $6.036 127 0,00%
TXN $5.365 18 0,00%
IBM $5.343 19 0,00%
KIM $5.222 206 0,00%
AMP $5.046 11 0,00%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
FIX Dipangkas -276 +$9.3M
ASML Dipangkas -133 +$4.6M
ALAB Beli lebih banyak +88 +$3.5M
AAPL Dipangkas -52 +$3.3M
NVDA Dipangkas -2K +$3.2M
AVGO Dipangkas -377 +$2.7M
PLTR Dipangkas -491 -$2.3M
PM Beli lebih banyak +10K +$2.3M
NFLX Beli lebih banyak +748 -$2.0M
VUG Beli lebih banyak +226K +$2.0M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
MRK 30 Juni 2025 25.384 $2.278.486 91,2%
MTDR 31 Maret 2026 51.356 $2.179.548 -8,5%
PEG 31 Des. 2025 1.448 $900.529 -5,7%
PAYC 30 Juni 2026 3.108 $377.787 76,3%
JNPR 30 Sep. 2025 4.758 $189.987 Tidak lagi dilacak
ISTB 31 Maret 2025 3.135 $149.751
BV 30 Sep. 2025 7.040 $117.216 -12,7%
FTRI 31 Maret 2025 9.034 $108.643
SWKS 31 Des. 2025 1.446 $104.770 9,6%
VTEB 31 Maret 2025 1.602 $80.308 Tidak lagi dilacak
B 31 Maret 2026 1.183 $51.520 10,1%
HON 31 Maret 2025 158 $35.691 13,1%
IWF 31 Maret 2025 87 $34.937 Tidak lagi dilacak
LMT 31 Maret 2025 70 $34.016 35,2%
CSX 30 Juni 2025 1.125 $33.109 57,6%
IWD 31 Maret 2025 173 $32.027 Tidak lagi dilacak
ICUI 30 Sep. 2025 200 $26.430 55,7%
TXN 31 Maret 2026 150 $26.024 38,9%
DE 31 Maret 2025 50 $21.185 26,2%
MRP 30 Sep. 2025 580 $16.535 -9,1%
GD 30 Juni 2025 54 $14.719 35,6%
PFE 31 Maret 2025 525 $13.925 11,6%
VO 31 Maret 2025 44 $11.622 Tidak lagi dilacak
HYMB 31 Maret 2025 401 $10.258 Tidak lagi dilacak
HAL 31 Maret 2025 377 $10.241 38,6%
NVEE 30 Sep. 2025 400 $9.236 Tidak lagi dilacak
SW 30 Sep. 2025 213 $9.191 13,0%
GLDG 31 Maret 2026 6.891 $8.614 Tidak lagi dilacak
DIS 31 Maret 2025 70 $7.795 7,8%
IWM 31 Maret 2025 35 $7.734 Tidak lagi dilacak
OEF 31 Maret 2026 21 $7.202 Tidak lagi dilacak
TPR 31 Maret 2025 99 $6.475 89,7%
TIC 31 Des. 2025 6.517 $6.123 -7,6%
AWK 31 Maret 2026 43 $5.612 1,9%
FHN 31 Maret 2025 278 $5.595 31,6%
NVO 31 Des. 2025 25 $5.593 -7,7%
TSCO 31 Maret 2025 86 $4.540 -35,3%
CCI 31 Maret 2025 35 $3.168 -28,2%
VIG 30 Juni 2025 15 $2.910 Tidak lagi dilacak
XIFR 31 Maret 2025 163 $2.908 22,3%
IVV 31 Maret 2025 3 $1.766 Tidak lagi dilacak
DAL 31 Maret 2025 28 $1.694 95,0%
ELV 30 Sep. 2025 3 $1.172 23,9%
BABA 30 Sep. 2025 10 $1.134 -28,4%
IBOC 30 Sep. 2025 16 $1.065 5,7%
PYPL 30 Sep. 2025 14 $1.040 -8,1%
QCOM 30 Sep. 2025 6 $961 -2,8%
FCX 30 Sep. 2025 22 $954 73,2%
LMT 30 Sep. 2025 2 $933 21,0%
GIS 31 Maret 2026 20 $930 5,6%
FTI 31 Maret 2025 30 $868 145,4%
AMGN 30 Sep. 2025 3 $845 55,6%
SOFI 31 Maret 2025 54 $832 55,3%
PWR 30 Sep. 2025 2 $756 62,4%
SHW 30 Sep. 2025 2 $688 2,4%
VST 30 Sep. 2025 3 $582 -29,4%
REGN 30 Sep. 2025 1 $526 49,5%
BND 31 Maret 2026 6 $444
GEHC 30 Juni 2025 4 $323 1,2%
INTC 30 Sep. 2025 5 $112 174,7%
VWO 31 Des. 2025 59.001 $108 Tidak lagi dilacak
MOO 31 Maret 2025 1 $65 Tidak lagi dilacak
FPE 31 Maret 2025 3 $45 Tidak lagi dilacak