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Peterson Wealth Services | Tormere

Peterson Wealth Services

Est. AUM

$404.7M

13F long equity, this entity only

Positions

215

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$24.0M	137388	5.92%	SOLE
2	APPLE INCORPORATED	COM	$23.7M	93407	5.86%	SOLE
3	COMFORT SYSTEMS USA INCORPORATED	COM	$22.6M	16370	5.58%	SOLE
4	VANGUARD GROWTH ETF	GROWTH ETF	$21.7M	49675	5.36%	SOLE
5	TESLA INCORPORATED	COM	$16.3M	43836	4.03%	SOLE
6	JPMORGAN CHASE & COMPANY	COM	$14.7M	49897	3.63%	SOLE
7	COSTCO WHOLESALE CORPORATION	COM	$14.0M	14089	3.47%	SOLE
8	BROADCOM INCORPORATED	COM	$12.8M	41262	3.16%	SOLE
9	AMAZON COM INCORPORATED	COM	$12.5M	60059	3.09%	SOLE
10	PALANTIR TECHNOLOGIES INCORPORATED CLASS A	CL A	$11.3M	77116	2.79%	SOLE
11	ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)	N Y REGISTRY SHS	$9.7M	7349	2.40%	SOLE
12	CANADIAN NAT RES LIMITED MED TERM (CANADA)	COM	$9.4M	192389	2.32%	SOLE
13	RAYMOND JAMES FINL INCORPORATED	COM	$9.0M	61861	2.21%	SOLE
14	BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	CL B NEW	$8.5M	17702	2.10%	SOLE
15	NETFLIX INCORPORATED.	COM	$8.1M	84412	2.01%	SOLE
16	VISA INCORPORATED COM CLASS A	COM CL A	$6.7M	22104	1.65%	SOLE
17	MICROSOFT CORPORATION	COM	$6.4M	17284	1.58%	SOLE
18	PHILIP MORRIS INTERNATIONAL INCORPORATED	COM	$5.7M	34732	1.42%	SOLE
19	HOME DEPOT INCORPORATED	COM	$5.5M	16686	1.36%	SOLE
20	UNION PAC CORPORATION	COM	$5.0M	20402	1.22%	SOLE
21	STRYKER CORPORATION	COM	$4.7M	14206	1.15%	SOLE
22	ELI LILLY & COMPANY	COM	$4.5M	4902	1.11%	SOLE
23	MARATHON PETE CORPORATION	COM	$4.5M	18430	1.11%	SOLE
24	META PLATFORMS INCORPORATED CLASS A	CL A	$4.4M	7674	1.08%	SOLE
25	WALMART INCORPORATED	COM	$4.4M	35067	1.08%	SOLE
26	GARMIN LIMITED SHS (SWITZERLAND)	SHS	$4.3M	18322	1.05%	SOLE
27	EXXON MOBIL CORPORATION	COM	$4.2M	24664	1.03%	SOLE
28	ORACLE CORPORATION	COM	$3.9M	26813	0.97%	SOLE
29	MCDONALDS CORPORATION	COM	$3.9M	12478	0.96%	SOLE
30	CHUBB LIMITED SWITZ (SWITZERLAND)	COM	$3.8M	11665	0.94%	SOLE
31	MOTOROLA SOLUTIONS INCORPORATED COM NEW	COM NEW	$3.7M	8510	0.91%	SOLE
32	OLD DOMINION FREIGHT LINE INCORPORATED	COM	$3.7M	18692	0.90%	SOLE
33	EMCOR GROUP INCORPORATED	COM	$3.5M	4778	0.87%	SOLE
34	JOHNSON & JOHNSON	COM	$3.4M	14055	0.85%	SOLE
35	EATON CORPORATION PLC SHS (IRELAND)	SHS	$3.4M	9510	0.84%	SOLE
36	CADENCE DESIGN SYSTEMS INCORPORATED	COM	$3.4M	12198	0.84%	SOLE
37	VISTRA CORPORATION	COM	$3.3M	21926	0.81%	SOLE
38	STATE STREET SPDR S&P 500 ETF TRUST	TR UNIT	$3.1M	4741	0.76%	SOLE
39	CME GROUP INCORPORATED	COM	$3.0M	10044	0.73%	SOLE
40	ABBVIE INCORPORATED	COM	$3.0M	13570	0.73%	SOLE
41	ANALOG DEVICES INCORPORATED	COM	$2.9M	9024	0.71%	SOLE
42	AIR PRODUCTS AND CHEMICALS INCORPORATED	COM	$2.6M	8804	0.63%	SOLE
43	JOHNSON CONTROLS INTERNATION SHS (IRELAND)	SHS	$2.4M	18099	0.59%	SOLE
44	DARDEN RESTAURANTS INCORPORATED	COM	$2.2M	11287	0.55%	SOLE
45	REALTY INCOME CORPORATION REIT	COM	$2.2M	35791	0.54%	SOLE
46	LULULEMON ATHLETICA INCORPORATED	COM	$2.1M	13718	0.52%	SOLE
47	ADVANCED ENERGY INDUSTRIES	COM	$2.0M	6316	0.50%	SOLE
48	STERLING INFRASTRUCTURE INCORPORATED	COM	$2.0M	4855	0.49%	SOLE
49	POWELL INDUSTRIES INCORPORATED	COM	$1.9M	3519	0.47%	SOLE
50	CUMMINS INCORPORATED	COM	$1.9M	3535	0.47%	SOLE

1–50 of 215

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.