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Peterson Wealth Services

Q1 2026 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Autozone Incorporated(AZO)COM053332102$37.2K110.0%
Mcgrath Rentcorp(MGRC)COM580589109$38.6K3500.0%
Ishares TR Msci EMG MKT ETF(EEM)MSCI EMG MKT ETF464287234$42.3K7450.0%
Versant Media Group Incorporated COM Class A(VSNT)COM CL A925283103$49.0K1,3230.0%
Devon Energy Corporation New(DVN)COM25179M103$50.7K1,0070.0%
Bristol-Myers Squibb Company(BMY)COM110122108$59.4K9790.0%
GE Aerospace COM New(GE)COM NEW369604301$64.1K2260.0%
Occidental Pete Corporation(OXY)COM674599105$65.0K1,0000.0%
Starbucks Corporation(SBUX)COM855244109$69.3K7730.0%
Climb Global Solutions Incorporated(CLMB)COM946760105$70.7K3,5690.0%
Invesco QQQ Trust(QQQ)UNIT SER 146090E103$75.0K1300.0%
Coca Cola Company(KO)COM191216100$76.2K1,0020.0%
Accenture PLC Ireland SHS Class A (Ireland)(ACN)SHS CLASS AG1151C101$84.0K4240.0%
Chevron Corporation(CVX)COM166764100$91.2K4410.0%
Vanguard Information Technology ETF(VGT)INF TECH ETF92204A702$94.2K1350.0%
Vanguard Financials ETF(VFH)FINANCIALS ETF92204A405$94.4K7810.0%
State Street Spdr Portfolio S&P 500 High Dividend ETF(SPYD)STATE STREET SPD78468R788$96.2K2,1140.0%
Synopsys Incorporated(SNPS)COM871607107$102.7K2590.0%
Zions Bancorporation Natl Association(ZION)COM989701107$106.5K1,8490.0%
Ishares TR Eafe Grwth ETF(EFG)EAFE GRWTH ETF464288885$106.9K9600.0%
Stride Incorporated(LRN)COM86333M108$111.5K1,2650.0%
Taiwan Semiconductor Manufact Sponsored ADS (Taiwan)(TSM)SPONSORED ADS874039100$122.0K3610.0%
Keycorp(KEY)COM493267108$133.3K6,6460.0%
United Parcel Svcs Incorporated Class B(UPS)CL B911312106$134.1K1,3630.0%
Fastenal Company(FAST)COM311900104$136.3K2,9370.0%
State Street Technology Select Sector Spdr ETF(XLK)STATE STREET TEC81369Y803$137.5K1,0350.0%
Lennar Corporation Class A(LEN)CL A526057104$141.4K1,6290.0%
First Trust Capital Strength ETF(FTCS)CAP STRENGTH ETF33733E104$149.8K1,6150.0%
Chipotle Mexican Grill Incorporated(CMG)COM169656105$152.8K4,7750.0%
Ishares TR U.S. MED DVC ETF(IHI)U.S. MED DVC ETF464288810$154.4K2,8940.0%
Automatic Data Processing Incorporated(ADP)COM053015103$160.1K7880.0%
Global Pmts Incorporated(GPN)COM37940X102$170.0K2,5260.0%
SEI Invts Company(SEIC)COM784117103$173.6K2,2130.0%
Intuitive Surgical Incorporated COM New(ISRG)COM NEW46120E602$173.8K3770.0%
State Street Energy Select Sector Spdr ETF(XLE)STATE STREET ENE81369Y506$177.2K2,8920.0%
Thermo Fisher Scientific Incorporated(TMO)COM883556102$180.6K3670.0%
D R Horton Incorporated(DHI)COM23331A109$190.0K1,3850.0%
Vaneck Natural Resources ETF(HAP)NATURAL RESOURC92189F841$198.7K2,7420.0%
Procter & Gamble Company(PG)COM742718109$201.9K1,3980.0%
Landstar Systems Incorporated(LSTR)COM515098101$206.6K1,2890.1%
Abbott Laboratories(ABT)COM002824100$207.7K2,0230.1%
Pulte Group Incorporated(PHM)COM745867101$210.8K1,7920.1%
Vanguard Ftse Developed Markets ETF(VEA)VAN FTSE DEV MKT921943858$217.0K3,3860.1%
Amphenol Corporation Class A(APH)CL A032095101$225.0K1,7800.1%
Microchip Technology Incorporated.(MCHP)COM595017104$230.8K3,5730.1%
Constellation Energy Corporation(CEG)COM21037T109$242.2K8670.1%
EOG RES Incorporated(EOG)COM26875P101$248.4K1,7190.1%
Cognex Corporation(CGNX)COM192422103$252.3K5,1490.1%
Vanguard Value ETF(VTV)VALUE ETF922908744$259.2K1,3210.1%
Edwards Lifesciences Corporation(EW)COM28176E108$268.2K3,3490.1%
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