Peterson Wealth Services
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1906799
Institutional-grade research for retail investors
13F Reported Value
ⓘ$404.7M
Holdings
215
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Peterson Wealth Services disclosed 215 positions worth $404.7M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 5.9% of the equity portfolio, followed by $AAPL and $FIX. During the quarter the fund opened 5 new positions and exited 8 — including a new stake in $EME and a full exit from $MTDR. The portfolio is most concentrated in Technology (29.1% of disclosed assets). All figures are sourced directly from Peterson Wealth Services’s Form 13F-HR filing with the SEC under CIK 1906799.
AI Fund Analysis
Diversifying
$NVDA5.9% weight
Held 9 quarters
$AAPL5.9% weight
Held 9 quarters
$FIX5.6% weight
Held 9 quarters
VANGUARD GROWTH ETF
5.4% weight
Held 9 quarters
$TSLA4.0% weight
Held 9 quarters
$NFLX3 quarters accumulating
STATE STREET TECHNOLOGY SE
3 quarters accumulating
$NVDA2 quarters accumulating
$AAPL2 quarters accumulating
VANGUARD GROWTH ETF
2 quarters accumulating
Sector Allocation
TechnologyIndustrialsFinancialsConsumer DiscretionaryOtherHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$24.0M137,388 sh - 76.1#112
Quality
$23.7M93,407 sh - 79.5#52
Quality
$22.6M16,370 sh VANGUARD GROWTH ETF
—Quality
$21.7M49,675 sh- 50.1
Quality
$16.3M43,836 sh - 35.6
Quality
$14.7M49,897 sh - 67.0
Quality
$14.0M14,089 sh - 86.4
Quality
$12.8M41,262 sh - 74.6
Quality
$12.5M60,059 sh - 85.8
Quality
$11.3M77,116 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $24.0M | 137,388 |
| Apple Inc.$AAPL | 76.1#112 | $23.7M | 93,407 |
| COMFORT SYSTEMS USA INC$FIX | 79.5#52 | $22.6M | 16,370 |
| VANGUARD GROWTH ETF | — | $21.7M | 49,675 |
| Tesla, Inc.$TSLA | 50.1 | $16.3M | 43,836 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $14.7M | 49,897 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $14.0M | 14,089 |
 Broadcom Inc.$AVGO | 86.4 | $12.8M | 41,262 |
 AMAZON COM INC$AMZN | 74.6 | $12.5M | 60,059 |
 Palantir Technologies Inc.$PLTR | 85.8 | $11.3M | 77,116 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Peterson Wealth Services's 215 positions.
Showing top 10 of 215 holdings.
Sector Allocation
Technology
$117.6M
Industrials
$81.2M
Financials
$51.2M
Consumer Discretionary
$46.7M
Other
$31.8M
Healthcare
$24.9M
Energy
$21.6M
Communication Services
$11.1M
Full Holdings — Peterson Wealth Services (Q1 2026)
All 215 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $24.0M | 5.9% | +0% | 90.2 |
| 2 | $AAPL | Apple Inc. | $23.7M | 5.9% | +1% | 76.1 |
| 3 | $FIX | COMFORT SYSTEMS USA INC | $22.6M | 5.6% | -0% | 79.5 |
| 4 | — | VANGUARD GROWTH ETF | $21.7M | 5.4% | +2% | — |
| 5 | $TSLA | Tesla, Inc. | $16.3M | 4.0% | +1% | 50.1 |
| 6 | $JPM | JPMORGAN CHASE & CO | $14.7M | 3.6% | +0% | 35.6 |
| 7 | $COST | COSTCO WHOLESALE CORP /NEW | $14.0M | 3.5% | +1% | 67 |
| 8 | $AVGO | Broadcom Inc. | $12.8M | 3.2% | +0% | 86.4 |
| 9 | $AMZN | AMAZON COM INC | $12.5M | 3.1% | +2% | 74.6 |
| 10 | $PLTR | Palantir Technologies Inc. | $11.3M | 2.8% | +1% | 85.8 |
| 11 |  $ASML | ASML HOLDING NV | $9.7M | 2.4% | +0% | — |
| 12 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $9.4M | 2.3% | +1% | — |
| 13 |  $RJF | RAYMOND JAMES FINANCIAL INC | $9.0M | 2.2% | +2% | 63.8 |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.5M | 2.1% | +2% | 64.5 |
| 15 | $NFLX | NETFLIX INC | $8.1M | 2.0% | +1368% | 86.7 |
| 16 |  $V | VISA INC. | $6.7M | 1.6% | +2% | 83.5 |
| 17 |  $MSFT | MICROSOFT CORP | $6.4M | 1.6% | +5% | 83.7 |
| 18 |  $PM | Philip Morris International Inc. | $5.7M | 1.4% | +4% | 80.5 |
| 19 |  $HD | HOME DEPOT, INC. | $5.5M | 1.4% | +4% | 69.2 |
| 20 |  $UNP | UNION PACIFIC CORP | $5.0M | 1.2% | +4% | 74 |
| 21 |  $SYK | STRYKER CORP | $4.7M | 1.1% | +3% | 69.8 |
| 22 |  $LLY | ELI LILLY & Co | $4.5M | 1.1% | +6% | 89.3 |
| 23 |  $MPC | Marathon Petroleum Corp | $4.5M | 1.1% | -3% | 50.7 |
| 24 |  $META | Meta Platforms, Inc. | $4.4M | 1.1% | +6% | 80.9 |
| 25 |  $WMT | Walmart Inc. | $4.4M | 1.1% | -2% | 63.2 |
| 26 |  $GRMN | GARMIN LTD | $4.3M | 1.1% | +2% | — |
| 27 |  $XOM | EXXON MOBIL CORP | $4.2M | 1.0% | +0% | 61.8 |
| 28 |  $ORCL | ORACLE CORP | $3.9M | 1.0% | +2% | 67.2 |
| 29 |  $MCD | MCDONALDS CORP | $3.9M | 1.0% | +6% | 73.9 |
| 30 |  $CB | Chubb Ltd | $3.8M | 0.9% | +4% | — |
| 31 |  $MSI | Motorola Solutions, Inc. | $3.7M | 0.9% | +5% | 73.8 |
| 32 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $3.7M | 0.9% | +4% | 68.1 |
| 33 |  $EME | EMCOR Group, Inc. | $3.5M | 0.9% | NEW | 71.7 |
| 34 |  $JNJ | JOHNSON & JOHNSON | $3.4M | 0.8% | -1% | 72.8 |
| 35 |  $ETN | Eaton Corp plc | $3.4M | 0.8% | +2% | — |
| 36 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $3.4M | 0.8% | +3% | 74.4 |
| 37 |  $VST | Vistra Corp. | $3.3M | 0.8% | NEW | 62.9 |
| 38 |  $SPY | SPDR S&P 500 ETF TRUST | $3.1M | 0.8% | +1% | — |
| 39 |  $CME | CME GROUP INC. | $3.0M | 0.7% | +4% | 74.5 |
| 40 |  $ABBV | AbbVie Inc. | $3.0M | 0.7% | +12% | 59.3 |
| 41 |  $ADI | ANALOG DEVICES INC | $2.9M | 0.7% | -1% | 76.2 |
| 42 |  $APD | Air Products & Chemicals, Inc. | $2.6M | 0.6% | +6% | 41.2 |
| 43 |  $JCI | Johnson Controls International plc | $2.4M | 0.6% | -5% | — |
| 44 |  $DRI | DARDEN RESTAURANTS INC | $2.2M | 0.6% | +4% | 68.6 |
| 45 |  $O | REALTY INCOME CORP | $2.2M | 0.5% | +7% | 74.6 |
| 46 |  $LULU | lululemon athletica inc. | $2.1M | 0.5% | +14% | 62.9 |
| 47 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $2.0M | 0.5% | -1% | 61.9 |
| 48 |  $STRL | STERLING INFRASTRUCTURE, INC. | $2.0M | 0.5% | -1% | 73.3 |
| 49 |  $POWL | POWELL INDUSTRIES INC | $1.9M | 0.5% | -0% | 69.5 |
| 50 |  $CMI | CUMMINS INC | $1.9M | 0.5% | +3% | 58.9 |
| 51 |  $ZTS | Zoetis Inc. | $1.9M | 0.5% | NEW | 72.6 |
| 52 |  $IESC | IES Holdings, Inc. | $1.7M | 0.4% | +11% | 73.5 |
| 53 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $1.7M | 0.4% | +17% | — |
| 54 |  $PACS | PACS Group, Inc. | $1.7M | 0.4% | +2% | 70.4 |
| 55 |  $VRT | Vertiv Holdings Co | $1.7M | 0.4% | -0% | 82.7 |
| 56 |  $VZ | VERIZON COMMUNICATIONS INC | $1.7M | 0.4% | +6% | 71.6 |
| 57 | — | ISHARES TR CORE MSCI EAFE | $1.6M | 0.4% | +16% | — |
| 58 |  $FANG | Diamondback Energy, Inc. | $1.6M | 0.4% | -67% | 81.4 |
| 59 |  $ENSG | ENSIGN GROUP, INC | $1.4M | 0.3% | -0% | 68 |
| 60 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $1.3M | 0.3% | +0% | 76.3 |
| 61 |  $UNH | UNITEDHEALTH GROUP INC | $1.2M | 0.3% | +4% | 66.8 |
| 62 |  $ETR | ENTERGY CORP /DE/ | $1.2M | 0.3% | +16% | 65.1 |
| 63 |  $CCZ | COMCAST CORP | $1.2M | 0.3% | +12% | 70.4 |
| 64 |  $NEE | NEXTERA ENERGY INC | $1.1M | 0.3% | +9% | 71.7 |
| 65 |  $FIS | Fidelity National Information Services, Inc. | $1.1M | 0.3% | +17% | 69.6 |
| 66 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.1M | 0.3% | +17% | — |
| 67 |  $GOOG | Alphabet Inc. | $1.1M | 0.3% | -6% | 80.2 |
| 68 |  $BC | BRUNSWICK CORP | $1.1M | 0.3% | +7% | 39.4 |
| 69 |  $ALAB | Astera Labs, Inc. | $1.0M | 0.3% | +1% | 77.7 |
| 70 |  $RS | RELIANCE, INC. | $1.0M | 0.3% | +3% | 55.4 |
| 71 |  $ZWS | Zurn Elkay Water Solutions Corp | $967,972 | 0.2% | +3% | 67.4 |
| 72 |  $AGCO | AGCO CORP /DE | $920,407 | 0.2% | +3% | 50.7 |
| 73 |  $COP | CONOCOPHILLIPS | $873,981 | 0.2% | -85% | 74.8 |
| 74 |  $SSD | Simpson Manufacturing Co., Inc. | $861,127 | 0.2% | +3% | 62.6 |
| 75 |  $AMD | ADVANCED MICRO DEVICES INC | $824,095 | 0.2% | +8% | 78.8 |
| 76 |  $IVZ | Invesco Ltd. | $780,614 | 0.2% | -73% | — |
| 77 |  $ACLS | AXCELIS TECHNOLOGIES INC | $734,308 | 0.2% | +7% | 50.3 |
| 78 | $IVZ | Invesco Ltd. | $733,667 | 0.2% | +17% | — |
| 79 |  $TT | Trane Technologies plc | $712,566 | 0.2% | -9% | — |
| 80 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $684,584 | 0.2% | +7% | 54.8 |
| 81 |  $IREN | IREN Ltd | $683,406 | 0.2% | +14% | — |
| 82 |  $IDCC | InterDigital, Inc. | $680,032 | 0.2% | +7% | 76.2 |
| 83 |  $AMAT | APPLIED MATERIALS INC /DE | $654,893 | 0.2% | +70% | 74.8 |
| 84 |  $HQY | HEALTHEQUITY, INC. | $645,411 | 0.2% | +7% | 72.3 |
| 85 |  $KNSL | Kinsale Capital Group, Inc. | $626,195 | 0.1% | +6% | 79.6 |
| 86 |  $UFPT | UFP TECHNOLOGIES INC | $623,198 | 0.1% | +6% | 66.6 |
| 87 | — | ISHARES TR CORE US AGGBD ET | $615,825 | 0.1% | +4% | — |
| 88 |  $AAON | AAON, INC. | $594,604 | 0.1% | +7% | 54.5 |
| 89 |  $DXCM | DEXCOM INC | $586,992 | 0.1% | +69% | 77.9 |
| 90 |  $TJX | TJX COMPANIES INC /DE/ | $581,908 | 0.1% | -11% | 70.7 |
| 91 |  $EXR | Extra Space Storage Inc. | $555,188 | 0.1% | +10% | 66.7 |
| 92 |  $NXPI | NXP Semiconductors N.V. | $541,211 | 0.1% | +5% | — |
| 93 |  $CELH | Celsius Holdings, Inc. | $537,664 | 0.1% | +8% | 63 |
| 94 |  $LNTH | Lantheus Holdings, Inc. | $506,981 | 0.1% | +3160% | 66.9 |
| 95 |  $GEV | GE Vernova Inc. | $502,821 | 0.1% | -37% | 70.1 |
| 96 |  $AXP | AMERICAN EXPRESS CO | $490,163 | 0.1% | +0% | 73.2 |
| 97 |  $ELF | e.l.f. Beauty, Inc. | $482,759 | 0.1% | +5% | 53.4 |
| 98 |  $GOOGL | Alphabet Inc. | $471,841 | 0.1% | +0% | 80.2 |
| 99 |  $SMCI | Super Micro Computer, Inc. | $390,005 | 0.1% | +1244% | 61.9 |
| 100 |  $SPGI | S&P Global Inc. | $388,018 | 0.1% | +20% | 79.4 |
| 101 |  $SCHW | SCHWAB CHARLES CORP | $387,577 | 0.1% | +19% | 77.2 |
| 102 |  $LRCX | LAM RESEARCH CORP | $380,297 | 0.1% | +14% | 82.4 |
| 103 |  $PAYC | Paycom Software, Inc. | $377,787 | 0.1% | +8300% | 69.8 |
| 104 |  $VLO | VALERO ENERGY CORP/TX | $349,713 | 0.1% | +18% | 51.4 |
| 105 |  $PCTY | Paylocity Holding Corp | $347,565 | 0.1% | +5447% | 72.7 |
| 106 |  $ALL | ALLSTATE CORP | $338,690 | 0.1% | +20% | 76.6 |
| 107 |  $NEM | NEWMONT Corp /DE/ | $331,377 | 0.1% | +12% | 88.3 |
| 108 |  $PSX | Phillips 66 | $329,155 | 0.1% | +20% | 47.6 |
| 109 |  $IQV | IQVIA HOLDINGS INC. | $325,049 | 0.1% | -5% | 59.7 |
| 110 |  $HUBS | HUBSPOT INC | $320,992 | 0.1% | +3107% | 58.1 |
| 111 |  $CSCO | CISCO SYSTEMS, INC. | $300,153 | 0.1% | +17% | 72.3 |
| 112 |  $OSK | OSHKOSH CORP | $289,329 | 0.1% | +18% | 53 |
| 113 |  $HPE | Hewlett Packard Enterprise Co | $281,980 | 0.1% | +24% | 52.5 |
| 114 |  $STE | STERIS plc | $280,818 | 0.1% | -28% | — |
| 115 |  $CRM | Salesforce, Inc. | $273,553 | 0.1% | -33% | 75.2 |
| 116 |  $EW | Edwards Lifesciences Corp | $268,188 | 0.1% | +8% | 67.6 |
| 117 | — | VANGUARD VALUE ETF | $259,180 | 0.1% | +0% | — |
| 118 |  $CGNX | COGNEX CORP | $252,268 | 0.1% | +26% | 63.6 |
| 119 |  $EOG | EOG RESOURCES INC | $248,449 | 0.1% | +25% | 71.1 |
| 120 |  $CEG | Constellation Energy Corp | $242,246 | 0.1% | NEW | 62.5 |
| 121 |  $MCHP | MICROCHIP TECHNOLOGY INC | $230,834 | 0.1% | +25% | 40 |
| 122 |  $APH | AMPHENOL CORP /DE/ | $224,956 | 0.1% | -11% | 80.5 |
| 123 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $216,975 | 0.1% | +0% | — |
| 124 |  $PHM | PULTEGROUP INC/MI/ | $210,755 | 0.1% | +24% | 65.1 |
| 125 |  $ABT | ABBOTT LABORATORIES | $207,742 | 0.1% | +23% | 67 |
| 126 |  $LSTR | LANDSTAR SYSTEM INC | $206,625 | 0.1% | +35% | 49 |
| 127 |  $PG | PROCTER & GAMBLE Co | $201,860 | 0.1% | +27% | 72.9 |
| 128 | — | VANECK NATURAL RESOURCES ETF | $198,697 | 0.1% | +0% | — |
| 129 |  $DHI | HORTON D R INC /DE/ | $190,004 | 0.1% | +26% | 54.6 |
| 130 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $180,583 | 0.0% | +0% | 63.7 |
| 131 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $177,164 | 0.0% | +0% | — |
| 132 |  $ISRG | INTUITIVE SURGICAL INC | $173,793 | 0.0% | +0% | 81.4 |
| 133 |  $SEIC | SEI INVESTMENTS CO | $173,648 | 0.0% | +26% | 77.9 |
| 134 |  $GPN | GLOBAL PAYMENTS INC | $169,998 | 0.0% | +26% | 42.9 |
| 135 |  $ADP | AUTOMATIC DATA PROCESSING INC | $160,147 | 0.0% | +0% | 77.9 |
| 136 | — | ISHARES TR U.S. MED DVC ETF | $154,395 | 0.0% | +0% | — |
| 137 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $152,848 | 0.0% | -20% | 72.9 |
| 138 | — | FIRST TRUST CAPITAL STRENGTH ETF | $149,807 | 0.0% | +0% | — |
| 139 |  $LEN | LENNAR CORP /NEW/ | $141,444 | 0.0% | +32% | 49.2 |
| 140 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $137,508 | 0.0% | +0% | — |
| 141 |  $FAST | FASTENAL CO | $136,274 | 0.0% | +1% | 73.5 |
| 142 |  $UPS | UNITED PARCEL SERVICE INC | $134,117 | 0.0% | +48% | 58.2 |
| 143 |  $KEY | KEYCORP /NEW/ | $133,252 | 0.0% | +0% | 70.4 |
| 144 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $122,000 | 0.0% | +0% | — |
| 145 |  $LRN | Stride, Inc. | $111,535 | 0.0% | +56% | 71.1 |
| 146 | — | ISHARES TR EAFE GRWTH ETF | $106,915 | 0.0% | +0% | — |
| 147 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $106,531 | 0.0% | +0% | 57.8 |
| 148 |  $SNPS | SYNOPSYS INC | $102,688 | 0.0% | -23% | 63.1 |
| 149 | — | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $96,231 | 0.0% | +1% | — |
| 150 | — | VANGUARD FINANCIALS ETF | $94,359 | 0.0% | +0% | — |
| 151 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $94,192 | 0.0% | +0% | — |
| 152 |  $CVX | CHEVRON CORP | $91,198 | 0.0% | +0% | 54.7 |
| 153 |  $ACN | Accenture plc | $83,993 | 0.0% | +1% | — |
| 154 |  $KO | COCA COLA CO | $76,202 | 0.0% | +0% | 74 |
| 155 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $75,033 | 0.0% | -50% | — |
| 156 |  $CLMB | Climb Global Solutions, Inc. | $70,741 | 0.0% | +3267% | 62.2 |
| 157 |  $SBUX | STARBUCKS CORP | $69,287 | 0.0% | -4% | 54.6 |
| 158 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $65,000 | 0.0% | +0% | 66.3 |
| 159 |  $GE | GENERAL ELECTRIC CO | $64,132 | 0.0% | +0% | 74.8 |
| 160 |  $BMY | BRISTOL MYERS SQUIBB CO | $59,376 | 0.0% | +0% | 70.1 |
| 161 |  $DVN | DEVON ENERGY CORP/DE | $50,684 | 0.0% | +0% | 70.2 |
| 162 |  $VSNT | Versant Media Group, Inc. | $48,994 | 0.0% | NEW | — |
| 163 | — | ISHARES TR MSCI EMG MKT ETF | $42,309 | 0.0% | +0% | — |
| 164 |  $MGRC | MCGRATH RENTCORP | $38,560 | 0.0% | +1% | 59.2 |
| 165 |  $AZO | AUTOZONE INC | $37,156 | 0.0% | +0% | 66.5 |
| 166 |  $ONB | OLD NATIONAL BANCORP /IN/ | $37,113 | 0.0% | +1% | — |
| 167 |  $NSC | NORFOLK SOUTHERN CORP | $35,491 | 0.0% | +1% | 70.8 |
| 168 |  $CRWV | CoreWeave, Inc. | $31,375 | 0.0% | +153% | 46.5 |
| 169 |  $F | FORD MOTOR CO | $30,218 | 0.0% | +1% | 58.5 |
| 170 |  $BOH | BANK OF HAWAII CORP | $29,700 | 0.0% | +0% | 34.7 |
| 171 |  $DGX | QUEST DIAGNOSTICS INC | $29,397 | 0.0% | +0% | 69.1 |
| 172 | — | ISHARES TR NORTH AMERN NAT | $27,127 | 0.0% | +0% | — |
| 173 |  $CIFR | Cipher Digital Inc. | $24,891 | 0.0% | -1% | 30.1 |
| 174 |  $BKR | Baker Hughes Co | $24,420 | 0.0% | +0% | 63.4 |
| 175 |  $CAT | CATERPILLAR INC | $22,671 | 0.0% | +0% | 67.8 |
| 176 |  $MO | ALTRIA GROUP, INC. | $22,569 | 0.0% | +0% | 72.1 |
| 177 |  $PEP | PEPSICO INC | $17,977 | 0.0% | +0% | 62.7 |
| 178 | — | ISHARES TR CORE S&P SCP ETF | $17,403 | 0.0% | +0% | — |
| 179 |  $TGT | TARGET CORP | $15,392 | 0.0% | +0% | 53.1 |
| 180 | — | ISHARES TR GL CLEAN ENE ETF | $13,315 | 0.0% | +0% | — |
| 181 | — | ISHARES INCORPORATED CORE MSCI EMKT | $12,764 | 0.0% | +0% | — |
| 182 |  $RTX | RTX Corp | $12,553 | 0.0% | +0% | 70 |
| 183 |  $GRFS | Grifols SA | $12,198 | 0.0% | +0% | — |
| 184 |  $CF | CF Industries Holdings, Inc. | $10,387 | 0.0% | +0% | 76.8 |
| 185 | — | ISHARES TR CORE S&P MCP ETF | $8,779 | 0.0% | -50% | — |
| 186 | — | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $8,747 | 0.0% | +0% | — |
| 187 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $8,503 | 0.0% | +0% | — |
| 188 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $6,822 | 0.0% | +0% | 60.5 |
| 189 |  $ICE | Intercontinental Exchange, Inc. | $5,221 | 0.0% | +0% | 73.8 |
| 190 |  $MDT | Medtronic plc | $4,766 | 0.0% | -100% | — |
| 191 |  $WM | WASTE MANAGEMENT INC | $4,717 | 0.0% | +5% | 70.7 |
| 192 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $4,240 | 0.0% | +0% | — |
| 193 |  $NUE | NUCOR CORP | $4,228 | 0.0% | +0% | 58.9 |
| 194 |  $HSY | HERSHEY CO | $4,158 | 0.0% | +0% | 59.4 |
| 195 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $3,812 | 0.0% | +0% | 66.5 |
| 196 |  $ONTO | ONTO INNOVATION INC. | $3,486 | 0.0% | +0% | 66.5 |
| 197 |  $WLK | WESTLAKE CORP | $2,687 | 0.0% | +0% | 34.6 |
| 198 |  $SYY | SYSCO CORP | $2,639 | 0.0% | +0% | 58.4 |
| 199 |  $BA | BOEING CO | $2,587 | 0.0% | +0% | 51.8 |
| 200 |  $FDUS | FIDUS INVESTMENT Corp | $2,126 | 0.0% | +0% | — |
| 201 |  $AMRZ | Amrize Ltd | $1,681 | 0.0% | +0% | — |
| 202 |  $RIVN | Rivian Automotive, Inc. / DE | $1,565 | 0.0% | +0% | 36 |
| 203 |  $ARM | ARM HOLDINGS PLC /UK | $1,513 | 0.0% | +0% | — |
| 204 |  $M | Macy's, Inc. | $1,483 | 0.0% | +0% | 48.9 |
| 205 |  $MUSA | Murphy USA Inc. | $1,482 | 0.0% | +0% | 53.2 |
| 206 |  $HOOD | Robinhood Markets, Inc. | $1,386 | 0.0% | +0% | 75.8 |
| 207 |  $FISV | FISERV INC | $1,339 | 0.0% | -99% | 67.4 |
| 208 |  $STM | STMicroelectronics N.V. | $1,278 | 0.0% | +0% | — |
| 209 |  $ATKR | Atkore Inc. | $1,119 | 0.0% | +0% | 34 |
| 210 |  $DIS | Walt Disney Co | $964 | 0.0% | NEW | 68.9 |
| 211 |  $EL | ESTEE LAUDER COMPANIES INC | $930 | 0.0% | +0% | 52.5 |
| 212 |  $TTD | Trade Desk, Inc. | $840 | 0.0% | +0% | 72.2 |
| 213 |  $CRNC | Cerence Inc. | $631 | 0.0% | +0% | 47.5 |
| 214 | — | INVESCO BUILDING & CONSTRUCTION ETF | $390 | 0.0% | +0% | — |
| 215 |  $BYND | BEYOND MEAT, INC. | $18 | 0.0% | +0% | 13.1 |
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