Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Peterson Wealth Services

Quarter ended Q3 2025 · Filed November 4, 2025 · Accession 0001906799-25-000004

Total Value
$405.2M
Positions
216
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (216)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD GROWTH ETF9229087362,263$28.3M6.98%
2NVIDIA CORPORATIONNVDA2,605$27.4M6.76%
3APPLE INCORPORATEDAAPL1,125$24.1M5.94%
4TESLA INCORPORATEDTSLA150$20.0M4.94%
5JPMORGAN CHASE & COMPANY.VYLD6,646$16.0M3.94%
6COMFORT SYSTEMS USA INCORPORATED19990810460,331$15.4M3.81%
7PALANTIR TECHNOLOGIES INCORPORATED CLASS APLTR3,629$15.3M3.78%
8BROADCOM INCORPORATEDAVGO13,709$14.1M3.48%
9AMAZON COM INCORPORATEDAMZN1,617$13.0M3.22%
10COSTCO WHOLESALE CORPORATION NEW22160K1053,407$12.6M3.12%
11RAYMOND JAMES FINL INCORPORATED75473010933,617$10.5M2.60%
12BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWBRK-A25$8.8M2.17%
13MICROSOFT CORPORATIONMSFT1,245$8.6M2.12%
14ORACLE CORPORATIONORCL-PD1,667$7.4M1.83%
15VISA INCORPORATED COM CLASS AV36,997$7.4M1.82%
16ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)ASMLF9,884$7.3M1.80%
17HOME DEPOT INCORPORATEDHD1,030$6.4M1.58%
18CANADIAN NAT RES LIMITED (CANADA)13638510132$6.0M1.48%
19CONOCOPHILLIPSCOP160$5.7M1.41%
20PHILIP MORRIS INTERNATIONAL INCORPORATED7181721091,506$5.4M1.34%
21META PLATFORMS INCORPORATED CLASS AMETA2,854$5.0M1.25%
22STRYKER CORPORATIONSYK21,074$5.0M1.23%
23UNION PAC CORPORATIONUNP1,232$4.5M1.11%
24GARMIN LIMITED SHS (SWITZERLAND)GRMN226$4.4M1.09%
25DIAMONDBACK ENERGY INCORPORATEDFANG8,744$4.1M1.02%
26CADENCE DESIGN SYSTEM INCORPORATEDCDNS187,115$4.1M1.01%
27WALMART INCORPORATEDWMT20$3.8M0.94%
28MARATHON PETE CORPORATIONMARA60,744$3.7M0.92%
29MOTOROLA SOLUTIONS INCORPORATED COM NEWMSI3$3.7M0.91%
30MCDONALDS CORPORATIONMCD347$3.6M0.89%
31EATON CORPORATION PLC SHS (IRELAND)ETN3,102$3.5M0.87%
32ELI LILLY & COMPANYLLY7,234$3.5M0.87%
33CHUBB LIMITED (SWITZERLAND)CB1,934$3.2M0.79%
34SPDR S&P 500 ETFSPY1,260$3.1M0.75%
35EXXON MOBIL CORPORATIONXOM2,905$2.8M0.69%
36MATADOR RES COMPANYMTDR11,840$2.7M0.67%
37ABBVIE INCORPORATEDABBV418$2.7M0.67%
38JOHNSON & JOHNSONJNJ20,124$2.6M0.65%
39CME GROUP INCORPORATEDCME2,004$2.6M0.65%
40AIR PRODUCTS & CHEMICALS INCORPORATEDAIIR1,357$2.3M0.57%
41ANALOG DEVICES INCORPORATEDADI94,607$2.3M0.57%
42OLD DOMINION FREIGHT LINE INCORPORATEDODFL1,658$2.3M0.56%
43JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)G5150210550,584$2.2M0.55%
44DARDEN RESTAURANTS INCORPORATEDDRI1,007$2.1M0.51%
45REALTY INCOME CORPORATION REITO3,233$2.0M0.50%
46MEDTRONIC PLC SHS (IRELAND)MDT6,874$2.0M0.50%
47LULULEMON ATHLETICA INCORPORATEDLULU82$2.0M0.50%
48ASTERA LABS INCORPORATEDALAB8,580$1.9M0.48%
49STERLING INFRASTRUCTURE INCORPORATEDSTRL37$1.7M0.42%
50UNITEDHEALTH GROUP INCORPORATEDUNH1,196$1.6M0.39%
51FIDELITY NATL INFORMATION SVCS31620M106122$1.5M0.38%
52IES HLDGS INCORPORATEDIESC33$1.5M0.37%
53CUMMINS INCORPORATEDCMI1,101$1.4M0.36%
54VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW922908363135$1.4M0.34%
55COMCAST CORPORATION NEW CLASS ACCZ18,712$1.4M0.33%
56VERIZON COMMUNICATIONS INCORPORATEDVZ6,903$1.3M0.33%
57ENSIGN GROUP INCORPORATEDENSG1,372$1.2M0.31%
58E L F BEAUTY INCORPORATEDELF9,465$1.2M0.29%
59MONOLITHIC PWR SYSTEMS INCORPORATED6098391058,075$1.1M0.28%
60ADVANCED ENERGY INDUSTRIES0079731003,753$1.1M0.27%
61POWELL INDUSTRIES INCORPORATED7391281061,099$1.1M0.27%
62VERTIV HOLDINGS COMPANY COM CLASS AVRT21,636$1.0M0.26%
63ISHARES TR CORE MSCI EAFE46432F842260$1.0M0.25%
64SUPER MICRO COMPUTER INCORPORATED COM NEWSMCI341$1.0M0.25%
65ZURN ELKAY WATER SOLNS CORPORATION98983L1080$1.0M0.25%
66ALPHABET INCORPORATED CAP STK CLASS AGOOG1,644$992,9140.25%
67CELSIUS HLDGS INCORPORATED COM NEWCELH100$928,0040.23%
68AXCELIS TECHNOLOGIES INCORPORATED COM NEWACLS400$923,3810.23%
69RELIANCE INCORPORATEDRS104$907,7980.22%
70PUBLIC SVC ENTERPRISE GRP INCORPORATED7445731061,448$900,5290.22%
71BRUNSWICK CORPORATIONBC-PC11,678$866,9370.21%
72AGCO CORPORATIONAGCO8,470$832,5100.21%
73SIMPSON MFG INCORPORATED8290731051,361$832,2090.21%
74NEXTERA ENERGY INCORPORATEDNEE-PW123$822,2140.20%
75KINSALE CAP GROUP INCORPORATED49714P10811$806,5260.20%
76TRANE TECHNOLOGIES PLC SHS (IRELAND)TT3,360$797,5400.20%
77PACS GROUP INCORPORATED COM SHSPACS84,028$781,9510.19%
78PAYCOM SOFTWARE INCORPORATEDPAYC3,904$755,3140.19%
79SPDR S&P MIDCAP 400 ETF TRUSTMDY525$750,8870.19%
80INTERDIGITAL INCORPORATEDIDCC377$737,0580.18%
81HEALTHEQUITY INCORPORATEDHQY20$690,5890.17%
82NETFLIX INCORPORATEDNFLX2,745$689,3790.17%
83AAON INCORPORATED COM PAR $0.004AAON1,646$678,9010.17%
84UFP TECHNOLOGIES INCORPORATEDUFPT19,091$670,6560.17%
85PAYLOCITY HLDG CORPORATIONPCTY116$621,7900.15%
86FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A31946M1031,615$613,3040.15%
87ADVANCED MICRO DEVICES INCORPORATEDAMD7,775$607,1980.15%
88TJX COMPANIES INCORPORATED NEW8725401091,890$606,6400.15%
89NXP SEMICONDUCTORS N V (NETHERLANDS)NXPI1,000$593,2460.15%
90GE VERNOVA INCORPORATEDGEV2,007$584,9430.14%
91ISHARES TR CORE US AGGBD ET464287226960$563,5840.14%
92LANTHEUS HLDGS INCORPORATEDLNTH13$562,1380.14%
93EXTRA SPACE STORAGE INCORPORATED REITEXR24,874$543,3580.13%
94ATKORE INCORPORATEDATKR788$538,3190.13%
95AMERICAN EXPRESS COMPANYAXP2,048$537,1710.13%
96SALESFORCE INCORPORATEDCRM3,456$516,2760.13%
97INVESCO S&P SMALLCAP MOMENTUM ETFIVZ1,375$503,5490.12%
98HUBSPOT INCORPORATEDHUBS3,761$481,8340.12%
99THE TRADE DESK INCORPORATED COM CLASS A88339J105367$478,4360.12%
100STERIS PLC SHS USD (IRELAND)STE5,016$437,5430.11%
101ALPHABET INCORPORATED CAP STK CLASS CGOOG342$400,4020.10%
102IQVIA HLDGS INCORPORATEDIQV339$384,0590.09%
103DEXCOM INCORPORATEDDXCM28,937$383,0820.09%
104S&P GLOBAL INCORPORATEDSPGI2,178$369,8960.09%
105SCHWAB CHARLES CORPORATIONSCHW-PJ1,753$329,9210.08%
106ALLSTATE CORPORATIONALL-PJ4,084$291,2650.07%
107FISERV INCORPORATEDFISV2,562$277,9730.07%
108AMPHENOL CORPORATION NEW CLASS A03209510130$253,4020.06%
109VANGUARD VALUE ETF92290874430,643$246,3530.06%
110EDWARDS LIFESCIENCES CORPORATIONEW4,600$241,2430.06%
111CHIPOTLE MEXICAN GRILL INCORPORATEDCMG11,283$236,5510.06%
112HEWLETT PACKARD ENTERPRISE COMPANYHPE-PC15,768$235,2200.06%
113NEWMONT CORPORATIONNEMCL10,892$231,3960.06%
114AUTOMATIC DATA PROCESSING INCORPORATEDADP11$231,3380.06%
115APPLIED MATLS INCORPORATED03822210510$230,4210.06%
116CISCO SYSTEMS INCORPORATEDCSCO9,735$225,0310.06%
117ABBOTT LABSABLZF11,749$220,4650.05%
118OSHKOSH CORPORATIONOSK56,952$216,2150.05%
119LAM RESEARCH CORPORATION COM NEWLRCX955$215,8470.05%
120PHILLIPS 66PSX3,601$204,8960.05%
121VALERO ENERGY CORPORATIONVLO2,693$203,5790.05%
122VANGUARD FTSE DEVELOPED MARKETS ETF9219438582$202,8890.05%
123PULTE GROUP INCORPORATED745867101180$191,3110.05%
124D R HORTON INCORPORATED23331A10910,862$186,6290.05%
125COGNEX CORPORATIONCGNX43,075$185,3610.05%
126MICROCHIP TECHNOLOGY INCORPORATED.MCHPP16,625$183,2600.05%
127THERMO FISHER SCIENTIFIC INCORPORATEDTMO4,197$178,0080.04%
128STRIDE INCORPORATEDLRN13,445$175,6000.04%
129ISHARES TR U.S. MED DVC ETF46428881014,197$174,8330.04%
130PROCTER AND GAMBLE COMPANY74271810940$168,8990.04%
131INTUITIVE SURGICAL INCORPORATED COM NEWISRG4$168,6060.04%
132SYNOPSYS INCORPORATEDSNPS37$168,2460.04%
133GLOBAL PMTS INCORPORATED37940X1021,521$166,7470.04%
134INVESCO QQQ TRIVZ6,844$160,2990.04%
135LENNAR CORPORATION CLASS ALEN-B11,332$155,0010.04%
136EOG RES INCORPORATEDEOG3,855$153,8190.04%
137VANECK NATURAL RESOURCES ETF92189F841775$153,7420.04%
138FIRST TRUST CAPITAL STRENGTH ETF33733E1042,156$151,2290.04%
139SEI INVTS COMPANY7841171034,970$148,7420.04%
140SPDR TECHNOLOGY SELECT SECTOR FUND81369Y803797$147,9680.04%
141FASTENAL COMPANYFAST23,408$142,4710.04%
142COCA COLA COMPANYKO4,092$132,9050.03%
143SPDR ENERGY SELECT SECTOR FUND81369Y50658$129,1860.03%
144KEYCORP4932671081,897$124,2140.03%
145LANDSTAR SYSTEMS INCORPORATEDLSTR10,960$117,0270.03%
146ISHARES TR EAFE GRWTH ETF464288885728$109,3250.03%
147SKYWORKS SOLUTIONS INCORPORATEDSWKS1,446$104,7700.03%
148ZIONS BANCORPORATION N A989701107192$103,8390.03%
149ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)ACN460$102,9910.03%
150UNITED PARCEL SERVICE INCORPORATED CLASS BUPS4,608$102,8900.03%
151VANGUARD FINANCIALS ETF92204A40560$101,7300.03%
152TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS874039100127$100,8240.02%
153VANGUARD INFORMATION TECHNOLOGY ETF92204A7026$100,7950.02%
154SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7884,591$91,6380.02%
155INVESCO ULTRA SHORT DURATION ETFIVZ2,022$69,0580.02%
156CHEVRON CORPORATION NEWCVX6,036$68,4490.02%
157GE AEROSPACE COM NEW369604301951$67,9850.02%
158STARBUCKS CORPORATIONSBUX1,768$67,4530.02%
159OCCIDENTAL PETE CORPORATION67459910515,986$47,2500.01%
160AUTOZONE INCORPORATEDAZO9,457$47,1930.01%
161BRISTOL-MYERS SQUIBB COMPANYCELG-RI42,764$44,1530.01%
162ISHARES TR MSCI EMG MKT ETF464287234431$44,0550.01%
163MCGRATH RENTCORPMGRC21,359$40,6590.01%
164NORFOLK SOUTHN CORPORATION65584410810$36,8140.01%
165OLD NATL BANCORP IND68003310717$36,3970.01%
166DEVON ENERGY CORPORATION NEW25179M1035,693$35,3140.01%
167QUEST DIAGNOSTICS INCORPORATEDDGX61,042$34,3040.01%
168FORD MTR COMPANY34537086018,017$30,6450.01%
169ZOETIS INCORPORATED CLASS AZTS21,374$28,0230.01%
170TEXAS INSTRS INCORPORATED8825081049,762$27,5600.01%
171BANK HAWAII CORPORATION06254010917,466$26,2560.01%
172CIPHER MINING INCORPORATED17253J1063,289$24,3490.01%
173ALTRIA GROUP INCORPORATEDMO59,430$22,5930.01%
174COREWEAVE INCORPORATED COM CLASS ACRWV13,653$21,8960.01%
175ISHARES TR NORTH AMERN NAT4642873742,910$21,1410.01%
176BAKER HUGHES COMPANY CLASS ABKR400$19,4880.00%
177ISHARES TR CORE S&P MCP ETF464287507140$16,9680.00%
178ISHARES TR CORE S&P SCP ETF4642878045,622$16,6360.00%
179PEPSICO INCORPORATEDPEP33,461$16,2580.00%
180IREN LIMITED ORDINARY SHARES (AUSTRALIA)IREN183$15,9090.00%
181CATERPILLAR INCORPORATEDCAT16,142$15,2690.00%
182GRIFOLS S A SP ADR REP B NVT (SPAIN)GIKLY7,287$15,1490.00%
183ISHARES INCORPORATED CORE MSCI EMKT46434G10311,830$12,0630.00%
184TARGET CORPORATIONTGT45,033$11,3920.00%
185ISHARES TR GL CLEAN ENE ETF464288224825$11,2690.00%
186RTX CORPORATIONRTX760$10,8100.00%
187VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF9220427183,386$8,5530.00%
188SPDR HEALTH CARE SELECT81369Y2092,083$8,0720.00%
189CF INDUSTRIES HLDGS INCORPORATED125269100441$7,1760.00%
190ACUREN CORPORATIONTICAW6,517$6,1230.00%
191NORTHROP GRUMMAN CORPORATIONNOC101$6,0930.00%
192NOVO-NORDISK A S ADR (DENMARK)NONOF25$5,5930.00%
193INTERCONTINENTAL EXCHANGE INCORPORATED45866F1042,135$5,5580.00%
194WASTE MGMT INCORPORATED DEL94106L10923$4,4970.00%
195PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46710,790$4,1230.00%
196HERSHEY COMPANYHSY9,577$3,7410.00%
197NUCOR CORPORATIONNUE146,783$3,3860.00%
198L3HARRIS TECHNOLOGIES INCORPORATEDLHX1,612$3,3700.00%
199SYSCO CORPORATIONSYY361$3,0470.00%
200ROBINHOOD MKTS INCORPORATED COM CLASS A77070010265$2,8640.00%
201BOEING COMPANYBA-PA979$2,8060.00%
202FIDUS INVT CORPORATION316500107343$2,4670.00%
203ONTO INNOVATION INCORPORATEDONTO26,396$2,1970.00%
204WESTLAKE CORPORATIONWLK1,835$1,7720.00%
205RIVIAN AUTOMOTIVE INCORPORATED COM CLASS ARIVN20$1,5270.00%
206MACYS INCORPORATED55616P10419,301$1,4700.00%
207AMRIZE LIMITED SHS (SWITZERLAND)AMRZ9,340$1,4560.00%
208ARM HOLDINGS PLC SPONSORED ADS0420682057,535$1,4150.00%
209CERENCE INCORPORATEDCRNC80$1,2460.00%
210MURPHY USA INCORPORATEDMUSA575$1,1650.00%
211LAUDER ESTEE COMPANIES INCORPORATED CLASS A5184391041,230$1,1330.00%
212STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS)STMEF1,179$1,0460.00%
213VANGUARD TOTAL BOND MARKET ETF9219378351,321$4460.00%
214INVESCO BUILDING & CONSTRUCTION ETFIVZ267$3820.00%
215VANGUARD FTSE EMERGING MARKETS ETF92204285859,001$1080.00%
216BEYOND MEAT INCORPORATEDBYND13$470.00%