Peterson Wealth Services
242 holdingsFiling period: 2026-06-30Current AUM: $461.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FIX | Comfort Systems USA Incorporated | 16.1K | $31.9M | $18.7M | 4.05% | -276 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 135.9K | $27.2M | $28.7M | 6.21% | -1,519 | 2026-06-30 |
| 3 | AAPL | Apple Incorporated | 93.4K | $27.0M | $32.5M | 7.03% | -52 | 2026-06-30 |
| 4 | VUG | Vanguard Growth ETF | 275.2K | $23.7M | $23.9M | 5.17% | +225.5K | 2026-06-30 |
| 5 | TSLA | Tesla Incorporated | 43.3K | $18.2M | $16.1M | 3.49% | -496 | 2026-06-30 |
| 6 | JPM | JPMorgan Chase & Company | 49.7K | $16.3M | $16.5M | 3.57% | -184 | 2026-06-30 |
| 7 | AVGO | Broadcom Incorporated | 40.9K | $15.4M | $13.2M | 2.85% | -377 | 2026-06-30 |
| 8 | — | Asml Holding NV (Netherlands) | 7.2K | $14.4M | $14.4M | 3.11% | -133 | 2026-06-30 |
| 9 | AMZN | Amazon.com Incorporated | 59.4K | $14.2M | $14.7M | 3.19% | -689 | 2026-06-30 |
| 10 | COST | Costco Wholesale Corporation | 13.9K | $13.0M | $13.9M | 3.01% | -225 | 2026-06-30 |
| 11 | RJF | Raymond James Finl Incorporated | 62.0K | $9.4M | $9.8M | 2.12% | +152 | 2026-06-30 |
| 12 | PLTR | Palantir Technologies Inc | 76.6K | $8.9M | $15.1M | 3.26% | -491 | 2026-06-30 |
| 13 | BRK-B | Berkshire Hathaway Incorporated Del Class B New | 17.7K | $8.8M | $8.8M | 1.91% | -40 | 2026-06-30 |
| 14 | PM | Philip Morris International Incorporated | 44.3K | $8.0M | $8.8M | 1.91% | +9.5K | 2026-06-30 |
| 15 | CNQ | Canadian Nat Res Limited Med Term (Canada) | 193.8K | $7.7M | $10.7M | 2.31% | +1.4K | 2026-06-30 |
| 16 | V | Visa Incorporated.com Class A | 22.2K | $7.6M | $9.1M | 1.96% | +128 | 2026-06-30 |
| 17 | MSFT | Microsoft Corporation | 17.9K | $6.7M | $9.4M | 2.03% | +617 | 2026-06-30 |
| 18 | HD | Home Depot Incorporated | 17.6K | $6.2M | $5.6M | 1.22% | +901 | 2026-06-30 |
| 19 | NFLX | Netflix Incorporated. | 85.2K | $6.1M | $5.6M | 1.21% | +748 | 2026-06-30 |
| 20 | LLY | Eli Lilly & Company | 4.9K | $5.9M | $6.3M | 1.35% | +12 | 2026-06-30 |
| 21 | UNP | Union Pac Corporation | 20.7K | $5.6M | $6.1M | 1.31% | +296 | 2026-06-30 |
| 22 | MPC | Marathon Pete Corporation | 18.5K | $4.7M | $8.4M | 1.83% | +31 | 2026-06-30 |
| 23 | CDNS | Cadence Design System Incorporated | 12.2K | $4.6M | $3.9M | 0.84% | +9 | 2026-06-30 |
| 24 | ALAB | Astera Labs Incorporated | 9.3K | $4.5M | $2.4M | 0.52% | +88 | 2026-06-30 |
| 25 | SYK | Stryker Corporation | 14.3K | $4.5M | $4.4M | 0.95% | +135 | 2026-06-30 |
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