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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
Fidelity Natl Information Svcs(FIS)COM31620M106$1.1M23,6930.3%
Nextera Energy Incorporated(NEE)COM65339F101$1.1M12,1650.3%
Comcast Corporation New Class A(CMCSA)CL A20030N101$1.2M42,8200.3%
Entergy Corporation New(ETR)COM29364G103$1.2M10,9600.3%
Unitedhealth Group Incorporated(UNH)COM91324P102$1.2M4,5780.3%
Monolithic PWR Systems Incorporated(MPWR)COM609839105$1.3M1,2230.3%
Ensign Group Incorporated(ENSG)COM29358P101$1.4M7,0990.4%
Diamondback Energy Incorporated(FANG)COM25278X109$1.6M7,8560.4%
Ishares TR Core Msci Eafe(IEFA)CORE MSCI EAFE46432F842$1.6M17,9850.4%
Verizon Communications Incorporated(VZ)COM92343V104$1.7M33,1630.4%
Vertiv Holdings Company COM Class A(VRT)COM CL A92537N108$1.7M6,7540.4%
Pacs Group Incorporated COM SHS(PACS)COM SHS69380Q107$1.7M53,6720.4%
Vanguard Index Funds S&P 500 ETF SHS New(VOO)S&P 500 ETF SHS922908363$1.7M2,9030.4%
IES Holdings Incorporated(IESC)COM44951W106$1.7M3,6570.4%
Zoetis Incorporated Class A(ZTS)CL A98978V103$1.9M16,0570.5%
Cummins Incorporated(CMI)COM231021106$1.9M3,5350.5%
Powell Industries Incorporated(POWL)COM739128106$1.9M3,5190.5%
Sterling Infrastructure Incorporated(STRL)COM859241101$2.0M4,8550.5%
Advanced Energy Industries(AEIS)COM007973100$2.0M6,3160.5%
Lululemon Athletica Incorporated(LULU)COM550021109$2.1M13,7180.5%
Realty Income Corporation REIT(O)COM756109104$2.2M35,7910.5%
Darden Restaurants Incorporated(DRI)COM237194105$2.2M11,2870.5%
Johnson Controls Internation SHS (Ireland)(JCI)SHSG51502105$2.4M18,0990.6%
AIR Products and Chemicals Incorporated(APD)COM009158106$2.6M8,8040.6%
Analog Devices Incorporated(ADI)COM032654105$2.9M9,0240.7%
Abbvie Incorporated(ABBV)COM00287Y109$3.0M13,5700.7%
CME Group Incorporated(CME)COM12572Q105$3.0M10,0440.7%
State Street Spdr S&P 500 ETF Trust(SPY)TR UNIT78462F103$3.1M4,7410.8%
Vistra Corporation(VST)COM92840M102$3.3M21,9260.8%
Cadence Design Systems Incorporated(CDNS)COM127387108$3.4M12,1980.8%
Eaton Corporation PLC SHS (Ireland)(ETN)SHSG29183103$3.4M9,5100.8%
Johnson & Johnson(JNJ)COM478160104$3.4M14,0550.8%
Emcor Group Incorporated(EME)COM29084Q100$3.5M4,7780.9%
Old Dominion Freight Line Incorporated(ODFL)COM679580100$3.7M18,6920.9%
Motorola Solutions Incorporated COM New(MSI)COM NEW620076307$3.7M8,5100.9%
Chubb Limited Switz (Switzerland)(CB)COMH1467J104$3.8M11,6650.9%
Mcdonalds Corporation(MCD)COM580135101$3.9M12,4781.0%
Oracle Corporation(ORCL)COM68389X105$3.9M26,8131.0%
Exxon Mobil Corporation(XOM)COM30231G102$4.2M24,6641.0%
Garmin Limited SHS (Switzerland)(GRMN)SHSH2906T109$4.3M18,3221.1%
Walmart Incorporated(WMT)COM931142103$4.4M35,0671.1%
Meta Platforms Incorporated Class A(META)CL A30303M102$4.4M7,6741.1%
Marathon Pete Corporation(MPC)COM56585A102$4.5M18,4301.1%
ELI Lilly & Company(LLY)COM532457108$4.5M4,9021.1%
Stryker Corporation(SYK)COM863667101$4.7M14,2061.2%
Union PAC Corporation(UNP)COM907818108$5.0M20,4021.2%
Home Depot Incorporated(HD)COM437076102$5.5M16,6861.4%
Philip Morris International Incorporated(PM)COM718172109$5.7M34,7321.4%
Microsoft Corporation(MSFT)COM594918104$6.4M17,2841.6%
Visa Incorporated COM Class A(V)COM CL A92826C839$6.7M22,1041.7%
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