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Peterson Wealth Services
hedge fundUpdated 10 days agoManaged by Peterson Wealth Services • Latest filing Q3 2026
Portfolio value
$474.2M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
17.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $405.2M |
| Q4 2025 | $391.1M |
| Q1 2026 | $404.7M |
| Q2 2026 | $458.7M |
| Q3 2026 | $474.2M |
Top holdings
223 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $31.5M | 94.5K | 6.64% | Added(+1.2%) | |
| 2 | $31.3M | 137.2K | 6.61% | Added(+0.9%) | |
| 3 | $26.8M | 16.2K | 5.64% | Added(+0.5%) | |
| 4 | $24.8M | 275.6K | 5.24% | Added(+0.2%) | |
| 5 | $16.6M | 50.2K | 3.50% | Added(+1.0%) | |
| 6 | $16M | 45.2K | 3.38% | Added(+4.2%) | |
| 7 | $15.3M | 61.6K | 3.23% | Added(+3.7%) | |
| 8 | $14.7M | 78.6K | 3.10% | Added(+2.6%) | |
| 9 | $14.6M | 41.4K | 3.07% | Added(+1.3%) | |
| 10 | $13.2M | 7.3K | 2.77% | Added(+0.7%) | |
| 11 | $13.1M | 14.4K | 2.76% | Added(+3.8%) | |
| 12 | $13.1M | 21.3K | 2.75% | Added(+440.2%) | |
| 13 | $10M | 19.5K | 2.11% | Added(+8.9%) | |
| 14 | $10M | 63.2K | 2.11% | Added(+2.0%) | |
| 15 | $9.3M | 198.4K | 1.97% | Added(+2.4%) | |
| 16 | $8.6M | 44.8K | 1.80% | Added(+1.2%) | |
| 17 | $8.2M | 22.9K | 1.74% | Added(+3.1%) | |
| 18 | $8.2M | 28.6K | 1.73% | Added(+56.7%) | |
| 19 | $7.2M | 18.2K | 1.52% | Trimmed(-1.5%) | |
| 20 | $7M | 25.8K | 1.48% | Added(+24.9%) |