Institutional Fund
Peterson Wealth Services
South Ogden, UTCIK 19067995 filings on record
Portfolio Value
$404.72M
Q1 2026
Holdings
215
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+3.5%
from $391.07M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation5.9%
- Apple Inc5.9%
- Comfort Sys USA Inc5.6%
- Vanguard Index Fds5.4%
- Tesla Inc4.0%
- Jpmorgan Chase & Co.3.6%
- Other69.6%
Portfolio Holdings
215 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 137.4K | $23.96M | 5.9% | +340 | Added |
| 2 | Apple Inc | 93.4K | $23.71M | 5.9% | +496 | Added |
| 3 | Comfort Sys USA Inc | 16.4K | $22.57M | 5.6% | −77 | Reduced |
| 4 | Vanguard Index Fds | 49.7K | $21.70M | 5.4% | +771 | Added |
| 5 | Tesla Inc | 43.8K | $16.30M | 4.0% | +644 | Added |
| 6 | Jpmorgan Chase & Co. | 49.9K | $14.68M | 3.6% | +51 | Added |
| 7 | Costco Whsl Corp New | 14.1K | $14.04M | 3.5% | +143 | Added |
| 8 | Broadcom Inc | 41.3K | $12.77M | 3.2% | +86 | Added |
| 9 | Amazon Com Inc | 60.1K | $12.51M | 3.1% | +898 | Added |
| 10 | Palantir Technologies Inc | 77.1K | $11.28M | 2.8% | +760 | Added |
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