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Peterson Wealth Services

Q4 2025 Holdings

Filed 2026-02-12 | 218 holdings | $391.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Nvidia Corporation(NVDA)COM67066G104$25.6M137,0486.5%
Apple Incorporated(AAPL)COM037833100$25.3M92,9116.5%
Vanguard Growth ETF(VUG)GROWTH ETF922908736$23.9M48,9046.1%
Tesla Incorporated(TSLA)COM88160R101$19.4M43,1925.0%
JPMorgan Chase & Company.(JPM)COM46625H100$16.1M49,8464.1%
Comfort Systems USA Incorporated(FIX)COM199908104$15.3M16,4473.9%
Broadcom Incorporated(AVGO)COM11135F101$14.3M41,1763.6%
Amazon COM Incorporated(AMZN)COM023135106$13.7M59,1613.5%
Palantir Technologies Incorporated Class A(PLTR)CL A69608A108$13.6M76,3563.5%
Costco Wholesale Corporation New(COST)COM22160K105$12.0M13,9463.1%
Raymond James Finl Incorporated(RJF)COM754730109$9.8M60,9302.5%
Berkshire Hathaway Incorporated del Class B New(BRK/B)CL B NEW084670702$8.7M17,3122.2%
Microsoft Corporation(MSFT)COM594918104$8.0M16,5062.0%
Asml Holding N V N Y Registry SHS (Netherlands)(ASML)N Y REGISTRY SHSN07059210$7.8M7,3362.0%
Visa Incorporated COM Class A(V)COM CL A92826C839$7.6M21,7652.0%
Canadian NAT RES Limited (Canada)(CNQ)COM136385101$6.4M189,9011.6%
Home Depot Incorporated(HD)COM437076102$5.5M15,9811.4%
Philip Morris International Incorporated(PM)COM718172109$5.4M33,3571.4%
Oracle Corporation(ORCL)COM68389X105$5.1M26,2511.3%
ELI Lilly & Company(LLY)COM532457108$4.9M4,6041.3%
Stryker Corporation(SYK)COM863667101$4.9M13,8281.2%
Meta Platforms Incorporated Class A(META)CL A30303M102$4.8M7,2521.2%
Union PAC Corporation(UNP)COM907818108$4.6M19,6811.2%
Conocophillips(COP)COM20825C104$4.3M45,4201.1%
Walmart Incorporated(WMT)COM931142103$4.0M35,7561.0%
Cadence Design System Incorporated(CDNS)COM127387108$3.7M11,8891.0%
Garmin Limited SHS (Switzerland)(GRMN)SHSH2906T109$3.7M18,0470.9%
Diamondback Energy Incorporated(FANG)COM25278X109$3.6M23,9730.9%
Mcdonalds Corporation(MCD)COM580135101$3.6M11,7790.9%
Chubb Limited (Switzerland)(CB)COMH1467J104$3.5M11,2480.9%
Spdr S&P 500 ETF(SPY)TR UNIT78462F103$3.2M4,7060.8%
Motorola Solutions Incorporated COM New(MSI)COM NEW620076307$3.1M8,1090.8%
Marathon Pete Corporation(MPC)COM56585A102$3.1M18,9170.8%
Exxon Mobil Corporation(XOM)COM30231G102$3.0M24,6550.8%
Eaton Corporation PLC SHS (Ireland)(ETN)SHSG29183103$3.0M9,2930.8%
Johnson & Johnson(JNJ)COM478160104$2.9M14,1590.7%
Invesco Ultra Short Duration ETF(GSY)ULTRA SHRT DUR46090A887$2.9M57,0560.7%
Old Dominion Freight Line Incorporated(ODFL)COM679580100$2.8M18,0530.7%
Abbvie Incorporated(ABBV)COM00287Y109$2.8M12,1010.7%
CME Group Incorporated(CME)COM12572Q105$2.6M9,6680.7%
Lululemon Athletica Incorporated(LULU)COM550021109$2.5M12,0500.6%
Analog Devices Incorporated(ADI)COM032654105$2.5M9,1390.6%
Johnson Controls International PLC SHS (Ireland)(JCI)SHSG51502105$2.3M19,0640.6%
Matador RES Company(MTDR)COM576485205$2.2M51,3560.6%
AIR Products & Chemicals Incorporated(APD)COM009158106$2.1M8,3210.5%
Pacs Group Incorporated COM SHS(PACS)COM SHS69380Q107$2.0M52,8180.5%
Darden Restaurants Incorporated(DRI)COM237194105$2.0M10,8540.5%
Medtronic PLC SHS (Ireland)(MDT)SHSG5960L103$1.9M20,0060.5%
Realty Income Corporation REIT(O)COM756109104$1.9M33,3260.5%
Cummins Incorporated(CMI)COM231021106$1.8M3,4300.4%
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