IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Peterson Wealth Services

Q1 2026 Holdings

Filed 2026-04-30 | 215 holdings | $404.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Beyond Meat Incorporated(BYND)COM08862E109$18250.0%
Invesco Building & Construction ETF(PKB)BUILDING & CONST46137V779$39040.0%
Cerence Incorporated(CRNC)COM156727109$6311000.0%
The Trade Desk Incorporated COM Class A(TTD)COM CL A88339J105$840370.0%
Lauder Estee Companies Incorporated Class A(EL)CL A518439104$930130.0%
Disney Walt Company(DIS)COM254687106$964100.0%
Atkore Incorporated(ATKR)COM047649108$1.1K190.0%
Stmicroelectronics N V NY Registry (Netherlands)(STM)NY REGISTRY861012102$1.3K370.0%
Fiserv Incorporated(FISV)COM337738108$1.3K240.0%
Robinhood Mkts Incorporated COM Class A(HOOD)COM CL A770700102$1.4K200.0%
Murphy USA Incorporated(MUSA)COM626755102$1.5K30.0%
Macys Incorporated(M)COM55616P104$1.5K820.0%
ARM Holdings PLC Sponsored ADS(ARM)SPONSORED ADS042068205$1.5K100.0%
Rivian Automotive Incorporated COM Class A(RIVN)COM CL A76954A103$1.6K1040.0%
Amrize Limited SHS (Switzerland)(AMRZ)SHSH2927K103$1.7K300.0%
Fidus Invt Corporation(FDUS)COM316500107$2.1K1220.0%
Boeing Company(BA)COM097023105$2.6K130.0%
Sysco Corporation(SYY)COM871829107$2.6K370.0%
Westlake Corporation(WLK)COM960413102$2.7K230.0%
Onto Innovation Incorporated(ONTO)COM683344105$3.5K170.0%
L3harris Technologies Incorporated(LHX)COM502431109$3.8K110.0%
Hershey Company(HSY)COM427866108$4.2K200.0%
Nucor Corporation(NUE)COM670346105$4.2K250.0%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)S&P 500 DV ARIST74348A467$4.2K400.0%
Waste Mgmt Incorporated del(WM)COM94106L109$4.7K210.0%
Medtronic PLC SHS (Ireland)(MDT)SHSG5960L103$4.8K550.0%
Intercontinental Exchange Incorporated(ICE)COM45866F104$5.2K330.0%
Northrop Grumman Corporation(NOC)COM666807102$6.8K100.0%
State Street Health Care Select Sector Spdr ETF(XLV)STATE STREET HEA81369Y209$8.5K580.0%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)FTSE SMCAP ETF922042718$8.7K600.0%
Ishares TR Core S&P MCP ETF(IJH)CORE S&P MCP ETF464287507$8.8K1300.0%
CF Industries Hold(CF)COM125269100$10.4K800.0%
Grifols S A SP ADR REP B NVT (Spain)(GRFS)SP ADR REP B NVT398438408$12.2K1,5210.0%
RTX Corporation(RTX)COM75513E101$12.6K650.0%
Ishares Incorporated Core Msci Emkt(IEMG)CORE MSCI EMKT46434G103$12.8K1830.0%
Ishares TR GL Clean ENE ETF(ICLN)GL CLEAN ENE ETF464288224$13.3K7280.0%
Target Corporation(TGT)COM87612E106$15.4K1270.0%
Ishares TR Core S&P SCP ETF(IJR)CORE S&P SCP ETF464287804$17.4K1400.0%
Pepsico Incorporated(PEP)COM713448108$18.0K1160.0%
Altria Group Incorporated(MO)COM02209S103$22.6K3420.0%
Caterpillar Incorporated(CAT)COM149123101$22.7K320.0%
Baker Hughes Company Class A(BKR)CL A05722G100$24.4K4000.0%
Cipher Digital Incorporated(CIFR)COM17253J106$24.9K1,9340.0%
Ishares TR North Amern NAT(IGE)NORTH AMERN NAT464287374$27.1K4310.0%
Quest Diagnostics Incorporated(DGX)COM74834L100$29.4K1500.0%
Bank Hawaii Corporation(BOH)COM062540109$29.7K4000.0%
Ford MTR Company(F)COM345370860$30.2K2,6190.0%
Coreweave Incorporated COM Class A(CRWV)COM CL A21873S108$31.4K4050.0%
Norfolk Southn Corporation(NSC)COM655844108$35.5K1240.0%
Old Natl Bancorp IND(ONB)COM680033107$37.1K1,6790.0%
Page 1 of 5Next