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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
Salesforce Incorporated(CRM)COM79466L302$273.6K1,4650.1%
Steris PLC SHS USD (Ireland)(STE)SHS USDG8473T100$280.8K1,2700.1%
Hewlett Packard Enterprise Company(HPE)COM42824C109$282.0K11,8430.1%
Oshkosh Corporation(OSK)COM688239201$289.3K1,9650.1%
Cisco Systems Incorporated(CSCO)COM17275R102$300.2K3,8680.1%
Hubspot Incorporated(HUBS)COM443573100$321.0K1,3150.1%
Iqvia Hldgs Incorporated(IQV)COM46266C105$325.0K1,9060.1%
Phillips 66(PSX)COM718546104$329.2K1,8070.1%
Newmont Corporation(NEM)COM651639106$331.4K3,0610.1%
Allstate Corporation(ALL)COM020002101$338.7K1,6340.1%
Paylocity Hldg Corporation(PCTY)COM70438V106$347.6K3,2170.1%
Valero Energy Corporation(VLO)COM91913Y100$349.7K1,4150.1%
Paycom Software Incorporated(PAYC)COM70432V102$377.8K3,1080.1%
LAM Research Corporation COM New(LRCX)COM NEW512807306$380.3K1,7800.1%
Schwab Charles Corporation(SCHW)COM808513105$387.6K4,1240.1%
S&P Global Incorporated(SPGI)COM78409V104$388.0K9120.1%
Super Micro Computer Incorporated COM New(SMCI)COM NEW86800U302$390.0K17,1280.1%
Alphabet Incorporated Cap STK Class C(GOOG)CAP STK CL C02079K107$471.8K1,6450.1%
E L F Beauty Incorporated(ELF)COM26856L103$482.8K7,9650.1%
American Express Company(AXP)COM025816109$490.2K1,6200.1%
GE Vernova Incorporated(GEV)COM36828A101$502.8K5760.1%
Lantheus Hldgs Incorporated(LNTH)COM516544103$507.0K6,6840.1%
Celsius Hldgs Incorporated COM New(CELH)COM NEW15118V207$537.7K15,1540.1%
NXP Semiconductors N V (Netherlands)(NXPI)COMN6596X109$541.2K2,7490.1%
Extra Space Storage Incorporated REIT(EXR)COM30225T102$555.2K4,2340.1%
TJX Companies Incorporated New(TJX)COM872540109$581.9K3,6440.1%
Dexcom Incorporated(DXCM)COM252131107$587.0K9,3470.1%
Aaon Incorporated COM PAR(AAON)COM PAR000360206$594.6K7,1860.1%
Ishares TR Core US Aggbd ET(AGG)CORE US AGGBD ET464287226$615.8K6,2040.2%
UFP Technologies Incorporated(UFPT)COM902673102$623.2K3,2190.2%
Kinsale Cap Group Incorporated(KNSL)COM49714P108$626.2K1,8330.2%
Healthequity Incorporated(HQY)COM42226A107$645.4K7,7230.2%
Applied Matls Incorporated(AMAT)COM038222105$654.9K1,9160.2%
Interdigital Incorporated(IDCC)COM45867G101$680.0K2,2520.2%
Iren Limited Ordinary Shares (Australia)(IREN)ORDINARY SHARESQ4982L109$683.4K19,9360.2%
First Ctzns Bancshares Incorporated del Class A(FCNCA)CL A31946M103$684.6K3630.2%
Trane Technologies PLC SHS (Ireland)(TT)SHSG8994E103$712.6K1,7100.2%
Invesco S&P Smallcap Momentum ETF(XSMO)S&P SMLCP MOMENT46137V498$733.7K9,6510.2%
Axcelis Technologies Incorporated COM New(ACLS)COM NEW054540208$734.3K7,8890.2%
Invesco Ultra Short Duration ETF(GSY)ULTRA SHRT DUR46090A887$780.6K15,5750.2%
Advanced Micro Devices Incorporated(AMD)COM007903107$824.1K4,0510.2%
Simpson MFG Incorporated(SSD)COM829073105$861.1K5,0180.2%
Conocophillips(COP)COM20825C104$874.0K6,6210.2%
Agco Corporation(AGCO)COM001084102$920.4K7,9430.2%
Zurn Elkay Water Solns Corporation(ZWS)COM98983L108$968.0K21,5870.2%
Reliance Incorporated(RS)COM759509102$1.0M3,3130.2%
Astera Labs Incorporated(ALAB)COM04626A103$1.0M9,2610.3%
Brunswick Corporation(BC)COM117043109$1.1M14,4380.3%
Alphabet Incorporated Cap STK Class A(GOOGL)CAP STK CL A02079K305$1.1M3,7270.3%
State Street Spdr S&P Midcap 400 ETF Trust(MDY)UTSER1 S&PDCRP78467Y107$1.1M1,7690.3%
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