Peterson Wealth Services

SOUTH OGDEN, UT · CIK 1906799 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyOgden, UT

$458.7m reported value +13.3% vs Q1 2026

245positions

43.9%in top 10

31 new 97 added 51 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	COMFORT SYS USA INC COM FIX	FIX	16,094	$31.9m6.95%	6.95%	Reduced -276	-276 -1.7%
2	NVIDIA CORPORATION COM NVDA	NVDA	135,869	$27.2m5.93%	5.93%	Reduced -1.5k	-1,519 -1.1%
3	APPLE INC COM AAPL	AAPL	93,355	$27.0m5.89%	5.89%	Reduced -52	-52 -0.1%
4	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	275,181	$23.7m5.17%	5.17%	Reduced -22.9k	-22,869 -7.7%
5	TESLA INC COM TSLA	TSLA	43,340	$18.2m3.97%	3.97%	Reduced -496	-496 -1.1%
6	JPMORGAN CHASE & CO COM JPM	JPM	49,713	$16.3m3.55%	3.55%	Reduced -184	-184 -0.4%
7	BROADCOM INC COM AVGO	AVGO	40,885	$15.4m3.37%	3.37%	Reduced -377	-377 -0.9%
8	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	7,216	$14.4m3.13%	3.13%	Reduced -133	-133 -1.8%
9	AMAZON COM INC COM AMZN	AMZN	59,370	$14.2m3.08%	3.08%	Reduced -689	-689 -1.1%
10	COSTCO WHSL CORP NEW COM COST	COST	13,864	$13.0m2.83%	2.83%	Reduced -225	-225 -1.6%
11	RAYMOND JAMES FINL INC COM RJF	RJF	62,013	$9.4m2.06%	2.06%	Added +152	+152 0.2%
12	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	76,625	$8.9m1.95%	1.95%	Reduced -491	-491 -0.6%
13	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	17,662	$8.8m1.93%	1.93%	Reduced -40	-40 -0.2%
14	PHILIP MORRIS INTL INC COM PM	PM	44,271	$8.0m1.75%	1.75%	Added +9.5k	+9,539 27.5%
15	CANADIAN NAT RES LTD COM CNQ	CNQ	193,805	$7.7m1.67%	1.67%	Added +1.4k	+1,416 0.7%
16	VISA INC COM CL A V	V	22,232	$7.6m1.66%	1.66%	Added +128	+128 0.6%
17	MICROSOFT CORP COM MSFT	MSFT	17,901	$6.7m1.46%	1.46%	Added +617	+617 3.6%
18	HOME DEPOT INC COM HD	HD	17,587	$6.2m1.35%	1.35%	Added +901	+901 5.4%
19	NETFLIX INC COM NFLX	NFLX	85,160	$6.1m1.33%	1.33%	Added +748	+748 0.9%
20	ELI LILLY & CO COM LLY	LLY	4,914	$5.9m1.28%	1.28%	Added +12	+12 0.2%
21	UNION PAC CORP COM UNP	UNP	20,698	$5.6m1.23%	1.23%	Added +296	+296 1.4%
22	MARATHON PETE CORP COM MPC	MPC	18,461	$4.7m1.03%	1.03%	Added +31	+31 0.2%
23	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	12,207	$4.6m1.00%	1.00%	Added +9	+9 0.1%
24	ASTERA LABS INC COM ALAB	ALAB	9,349	$4.5m0.98%	0.98%	Added +88	+88 0.9%
25	STRYKER CORPORATION COM SYK	SYK	14,341	$4.5m0.98%	0.98%	Added +135	+135 0.9%
26	META PLATFORMS INC CL A META	META	7,708	$4.3m0.95%	0.95%	Added +34	+34 0.4%
27	GARMIN LTD SHS GRMN	GRMN	18,270	$4.3m0.95%	0.95%	Reduced -52	-52 -0.3%
28	EATON CORP PLC SHS ETN	ETN	9,775	$4.2m0.91%	0.91%	Added +265	+265 2.8%
29	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	19,044	$4.1m0.90%	0.90%	Added +352	+352 1.9%
30	CHUBB LIMITED COM CB	CB	12,078	$4.1m0.90%	0.90%	Added +413	+413 3.5%
31	WALMART INC COM WMT	WMT	35,657	$4.0m0.88%	0.88%	Added +590	+590 1.7%
32	EMCOR GROUP INC COM EME	EME	4,824	$4.0m0.87%	0.87%	Added +46	+46 1.0%
33	STERLING INFRASTRUCTURE INC COM STRL	STRL	4,674	$3.9m0.86%	0.86%	Reduced -181	-181 -3.7%
34	ORACLE CORP COM ORCL	ORCL	26,258	$3.8m0.84%	0.84%	Reduced -555	-555 -2.1%
35	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	9,046	$3.8m0.82%	0.82%	Added +536	+536 6.3%
36	ABBVIE INC COM ABBV	ABBV	14,557	$3.7m0.80%	0.80%	Added +987	+987 7.3%
37	JOHNSON & JOHNSON COM JNJ	JNJ	14,383	$3.7m0.80%	0.80%	Added +328	+328 2.3%
38	ANALOG DEVICES INC COM ADI	ADI	9,024	$3.6m0.78%	0.78%	Unchanged
39	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,743	$3.5m0.77%	0.77%	Added +2	+2 0.0%
40	VISTRA CORP COM VST	VST	22,127	$3.5m0.77%	0.77%	Added +201	+201 0.9%
41	EXXON MOBIL CORP COM XOM	XOM	25,371	$3.5m0.76%	0.76%	Added +707	+707 2.9%
42	MCDONALDS CORP COM MCD	MCD	12,252	$3.3m0.72%	0.72%	Reduced -226	-226 -1.8%
43	POWELL INDS INC COM POWL	POWL	10,740	$3.1m0.67%	0.67%	Added +183	+183 1.7%
44	AIR PRODS & CHEMS INC COM APD	APD	9,357	$2.7m0.60%	0.60%	Added +553	+553 6.3%
45	IES HOLDINGS INC COM IESC	IESC	3,710	$2.7m0.59%	0.59%	Added +53	+53 1.4%
46	JOHNSON CTLS INTL PLC SHS JCI	JCI	17,829	$2.6m0.57%	0.57%	Reduced -270	-270 -1.5%
47	ADVANCED ENERGY INDS COM AEIS	AEIS	6,934	$2.6m0.56%	0.56%	Added +618	+618 9.8%
48	CUMMINS INC COM CMI	CMI	3,550	$2.5m0.55%	0.55%	Added +15	+15 0.4%
49	DARDEN RESTAURANTS INC COM DRI	DRI	11,764	$2.4m0.53%	0.53%	Added +477	+477 4.2%
50	VERTIV HOLDINGS CO COM CL A VRT	VRT	7,006	$2.3m0.51%	0.51%	Added +252	+252 3.7%
51	REALTY INCOME CORP COM O	O	37,453	$2.3m0.51%	0.51%	Added +1.7k	+1,662 4.6%
52	CME GROUP INC COM CME	CME	10,484	$2.3m0.50%	0.50%	Added +440	+440 4.4%
53	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,951	$2.3m0.50%	0.50%	Reduced -100	-100 -2.5%
54	PACS GROUP INC COM SHS PACS	PACS	51,004	$2.2m0.47%	0.47%	Reduced -2.7k	-2,668 -5.0%
55	ISHARES TR CORE MSCI EAFE IEFA	IEFA	22,272	$2.2m0.47%	0.47%	Added +4.3k	+4,287 23.8%
56	UNITEDHEALTH GROUP INC COM UNH	UNH	4,973	$2.1m0.45%	0.45%	Added +395	+395 8.6%
57	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,937	$2.0m0.44%	0.44%	Added +34	+34 1.2%
58	MONOLITHIC PWR SYS INC COM MPWR	MPWR	1,304	$1.8m0.39%	0.39%	Added +81	+81 6.6%
59	AXCELIS TECHNOLOGIES INC COM NEW ACLS	ACLS	9,191	$1.7m0.38%	0.38%	Added +1.3k	+1,302 16.5%
60	DIAMONDBACK ENERGY INC COM FANG	FANG	8,458	$1.5m0.32%	0.32%	Added +602	+602 7.7%
61	VERIZON COMMUNICATIONS INC COM VZ	VZ	34,771	$1.5m0.32%	0.32%	Added +1.6k	+1,608 4.8%
62	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	2,081	$1.5m0.32%	0.32%	Added +312	+312 17.6%
63	APPLIED MATLS INC COM AMAT	AMAT	1,907	$1.4m0.30%	0.30%	Reduced -9	-9 -0.5%
64	ENTERGY CORP NEW COM ETR	ETR	11,745	$1.3m0.29%	0.29%	Added +785	+785 7.2%
65	RELIANCE INC COM RS	RS	3,482	$1.3m0.28%	0.28%	Added +169	+169 5.1%
66	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,581	$1.3m0.28%	0.28%	Reduced -146	-146 -3.9%
67	ZOETIS INC CL A ZTS	ZTS	17,599	$1.3m0.28%	0.28%	Added +1.5k	+1,542 9.6%
68	BRUNSWICK CORP COM BC	BC	14,771	$1.2m0.27%	0.27%	Added +333	+333 2.3%
69	ENSIGN GROUP INC COM ENSG	ENSG	7,331	$1.2m0.26%	0.26%	Added +232	+232 3.3%
70	SERVICE CORP INTL COM SCI	SCI	15,392	$1.2m0.25%	0.25%	New
71	NEXTERA ENERGY INC COM NEE	NEE	12,898	$1.1m0.25%	0.25%	Added +733	+733 6.0%
72	ZURN ELKAY WATER SOLNS CORP COM ZWS	ZWS	22,207	$1.1m0.24%	0.24%	Added +620	+620 2.9%
73	SIMPSON MFG INC COM SSD	SSD	5,313	$1.1m0.24%	0.24%	Added +295	+295 5.9%
74	IREN LIMITED ORDINARY SHARES IREN	IREN	23,142	$1.1m0.23%	0.23%	Added +3.2k	+3,206 16.1%
75	FIDELITY NATL INFORMATION SV COM FIS	FIS	27,192	$1.1m0.23%	0.23%	Added +3.5k	+3,499 14.8%
76	INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT XSMO	XSMO	11,090	$1.0m0.23%	0.23%	Added +1.4k	+1,439 14.9%
77	LANTHEUS HLDGS INC COM LNTH	LNTH	9,284	$1.0m0.22%	0.22%	Added +2.6k	+2,600 38.9%
78	ISHARES TR CORE US AGGBD ET AGG	AGG	10,247	$1.0m0.22%	0.22%	Added +4.0k	+4,043 65.2%
79	AAON INC COM PAR $0.004 AAON	AAON	7,865	$997.7k0.22%	0.22%	Added +679	+679 9.4%
80	AGCO CORP COM AGCO	AGCO	8,181	$979.3k0.21%	0.21%	Added +238	+238 3.0%
81	CLIMB GLOBAL SOLUTIONS INC COM CLMB	CLMB	41,573	$964.9k0.21%	0.21%	Added +38.0k	+38,004 1064.8%
82	ARCHROCK INC COM AROC	AROC	23,383	$951.9k0.21%	0.21%	New
83	UFP TECHNOLOGIES INC COM UFPT	UFPT	3,568	$946.0k0.21%	0.21%	Added +349	+349 10.8%
84	TRANE TECHNOLOGIES PLC SHS TT	TT	1,680	$824.9k0.18%	0.18%	Reduced -30	-30 -1.8%
85	NXP SEMICONDUCTORS N V COM NXPI	NXPI	2,747	$772.0k0.17%	0.17%	Reduced -2	-2 -0.1%
86	FIRST CTZNS BANCSHARES INC N CL A FCNCA	FCNCA	370	$770.8k0.17%	0.17%	Added +7	+7 1.9%
87	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,758	$761.6k0.17%	0.17%	Reduced -22	-22 -1.2%
88	ISHARES INC CORE MSCI EMKT IEMG	IEMG	9,116	$755.2k0.16%	0.16%	Added +8.9k	+8,933 4881.4%
89	HEALTHEQUITY INC COM HQY	HQY	8,089	$730.6k0.16%	0.16%	Added +366	+366 4.7%
90	SUPER MICRO COMPUTER INC COM NEW SMCI	SMCI	24,868	$729.4k0.16%	0.16%	Added +7.7k	+7,740 45.2%
91	KINSALE CAP GROUP INC COM KNSL	KNSL	2,102	$693.2k0.15%	0.15%	Added +269	+269 14.7%
92	CONOCOPHILLIPS COM COP	COP	6,529	$678.7k0.15%	0.15%	Reduced -92	-92 -1.4%
93	INTERDIGITAL INC COM IDCC	IDCC	2,375	$672.5k0.15%	0.15%	Added +123	+123 5.5%
94	EXTRA SPACE STORAGE INC COM EXR	EXR	4,404	$640.0k0.14%	0.14%	Added +170	+170 4.0%
95	DEXCOM INC COM DXCM	DXCM	9,341	$629.1k0.14%	0.14%	Reduced -6	-6 -0.1%
96	GE VERNOVA INC COM GEV	GEV	525	$617.2k0.13%	0.13%	Reduced -51	-51 -8.8%
97	ALPHABET INC CAP STK CL C GOOG	GOOG	1,645	$581.3k0.13%	0.13%	Unchanged
98	AMERICAN EXPRESS CO COM AXP	AXP	1,640	$554.6k0.12%	0.12%	Added +20	+20 1.2%
99	TJX COS INC NEW COM TJX	TJX	3,504	$530.9k0.12%	0.12%	Reduced -140	-140 -3.8%
100	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	11,765	$530.7k0.12%	0.12%	Reduced -78	-78 -0.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PAYCOM SOFTWARE INC PAYC	PAYC	3,108	$377.8k3.1k shares