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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 Q4 2025 · Filed February 12, 2026 · Accession 0001906799-26-000001

Total Value
$391.1M
Positions
218
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (218)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA137,048$25.6M6.54%
2APPLE INCORPORATEDAAPL92,911$25.3M6.46%
3VANGUARD GROWTH ETF92290873648,904$23.9M6.10%
4TESLA INCORPORATEDTSLA43,192$19.4M4.97%
5JPMORGAN CHASE & COMPANY.VYLD49,846$16.1M4.11%
6COMFORT SYSTEMS USA INCORPORATED19990810416,447$15.3M3.93%
7BROADCOM INCORPORATEDAVGO41,176$14.3M3.64%
8AMAZON COM INCORPORATEDAMZN59,161$13.7M3.49%
9PALANTIR TECHNOLOGIES INCORPORATED CLASS APLTR76,356$13.6M3.47%
10COSTCO WHOLESALE CORPORATION NEW22160K10513,946$12.0M3.08%
11RAYMOND JAMES FINL INCORPORATED75473010960,930$9.8M2.50%
12BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWBRK-A17,312$8.7M2.23%
13MICROSOFT CORPORATIONMSFT16,506$8.0M2.04%
14ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)ASMLF7,336$7.8M2.01%
15VISA INCORPORATED COM CLASS AV21,765$7.6M1.95%
16CANADIAN NAT RES LIMITED (CANADA)136385101189,901$6.4M1.64%
17HOME DEPOT INCORPORATEDHD15,981$5.5M1.41%
18PHILIP MORRIS INTERNATIONAL INCORPORATED71817210933,357$5.4M1.37%
19ORACLE CORPORATIONORCL-PD26,251$5.1M1.31%
20ELI LILLY & COMPANYLLY4,604$4.9M1.27%
21STRYKER CORPORATIONSYK13,828$4.9M1.24%
22META PLATFORMS INCORPORATED CLASS AMETA7,252$4.8M1.22%
23UNION PAC CORPORATIONUNP19,681$4.6M1.16%
24CONOCOPHILLIPSCOP45,420$4.3M1.09%
25WALMART INCORPORATEDWMT35,756$4.0M1.02%
26CADENCE DESIGN SYSTEM INCORPORATEDCDNS11,889$3.7M0.95%
27GARMIN LIMITED SHS (SWITZERLAND)GRMN18,047$3.7M0.94%
28DIAMONDBACK ENERGY INCORPORATEDFANG23,973$3.6M0.92%
29MCDONALDS CORPORATIONMCD11,779$3.6M0.92%
30CHUBB LIMITED (SWITZERLAND)CB11,248$3.5M0.90%
31SPDR S&P 500 ETFSPY4,706$3.2M0.82%
32MOTOROLA SOLUTIONS INCORPORATED COM NEWMSI8,109$3.1M0.79%
33MARATHON PETE CORPORATIONMARA18,917$3.1M0.79%
34EXXON MOBIL CORPORATIONXOM24,655$3.0M0.76%
35EATON CORPORATION PLC SHS (IRELAND)ETN9,293$3.0M0.76%
36JOHNSON & JOHNSONJNJ14,159$2.9M0.75%
37INVESCO ULTRA SHORT DURATION ETFIVZ57,056$2.9M0.73%
38OLD DOMINION FREIGHT LINE INCORPORATEDODFL18,053$2.8M0.72%
39ABBVIE INCORPORATEDABBV12,101$2.8M0.71%
40CME GROUP INCORPORATEDCME9,668$2.6M0.68%
41LULULEMON ATHLETICA INCORPORATEDLULU12,050$2.5M0.64%
42ANALOG DEVICES INCORPORATEDADI9,139$2.5M0.63%
43JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)G5150210519,064$2.3M0.58%
44MATADOR RES COMPANYMTDR51,356$2.2M0.56%
45AIR PRODUCTS & CHEMICALS INCORPORATEDAIIR8,321$2.1M0.53%
46PACS GROUP INCORPORATED COM SHSPACS52,818$2.0M0.52%
47DARDEN RESTAURANTS INCORPORATEDDRI10,854$2.0M0.51%
48MEDTRONIC PLC SHS (IRELAND)MDT20,006$1.9M0.49%
49REALTY INCOME CORPORATION REITO33,326$1.9M0.48%
50CUMMINS INCORPORATEDCMI3,430$1.8M0.45%
51VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW9229083632,473$1.6M0.40%
52ASTERA LABS INCORPORATEDALAB9,170$1.5M0.39%
53STERLING INFRASTRUCTURE INCORPORATEDSTRL4,909$1.5M0.38%
54UNITEDHEALTH GROUP INCORPORATEDUNH4,391$1.4M0.37%
55ISHARES TR CORE MSCI EAFE46432F84215,491$1.4M0.35%
56FIDELITY NATL INFORMATION SVCS31620M10620,219$1.3M0.34%
57ADVANCED ENERGY INDUSTRIES0079731006,399$1.3M0.34%
58IES HLDGS INCORPORATEDIESC3,293$1.3M0.33%
59VERIZON COMMUNICATIONS INCORPORATEDVZ31,306$1.3M0.33%
60ALPHABET INCORPORATED CAP STK CLASS AGOOG3,986$1.2M0.32%
61ENSIGN GROUP INCORPORATEDENSG7,103$1.2M0.32%
62COMCAST CORP NEW CLASS ACCZ38,148$1.1M0.29%
63POWELL INDUSTRIES INCORPORATED7391281063,535$1.1M0.29%
64MONOLITHIC PWR SYSTEMS INCORPORATED6098391051,223$1.1M0.28%
65VERTIV HOLDINGS COMPANY COM CLASS AVRT6,784$1.1M0.28%
66BRUNSWICK CORPORATIONBC-PC13,507$1.0M0.26%
67ZURN ELKAY WATER SOLNS CORPORATION98983L10821,035$977,8970.25%
68RELIANCE INCORPORATEDRS3,207$926,3330.24%
69SPDR S&P MIDCAP 400 ETF TRUSTMDY1,515$914,1200.23%
70NEXTERA ENERGY INCORPORATEDNEE-PW11,192$898,4480.23%
71ENTERGY CORPORATION NEWENO9,454$873,8590.22%
72AGCO CORPORATIONAGCO7,682$801,4260.20%
73ADVANCED MICRO DEVICES INCORPORATEDAMD3,737$800,3160.20%
74SIMPSON MFG INCORPORATED8290731054,866$785,6800.20%
75TRANE TECHNOLOGIES PLC SHS (IRELAND)TT1,888$734,9520.19%
76FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A31946M103340$729,6450.19%
77KINSALE CAP GROUP INCORPORATED49714P1081,732$677,4150.17%
78UFP TECHNOLOGIES INCORPORATEDUFPT3,051$677,4140.17%
79INTERDIGITAL INCORPORATEDIDCC2,114$673,0950.17%
80HEALTHEQUITY INCORPORATEDHQY7,217$661,1490.17%
81IREN LIMITED ORDINARY SHARES (AUSTRALIA)IREN17,417$657,8400.17%
82CELSIUS HLDGS INCORPORATED COM NEWCELH14,074$643,7450.16%
83TJX COMPANIES INCORPORATED NEW8725401094,087$627,7780.16%
84GE VERNOVA INCORPORATEDGEV921$601,6630.15%
85AMERICAN EXPRESS COMPANYAXP1,619$598,8830.15%
86INVESCO S&P SMALLCAP MOMENTUM ETFIVZ8,268$595,3840.15%
87AXCELIS TECHNOLOGIES INCORPORATED COM NEWACLS7,403$594,7570.15%
88ISHARES TR CORE US AGGBD ET4642872265,947$594,0210.15%
89SALESFORCE INCORPORATEDCRM2,181$577,7770.15%
90E L F BEAUTY INCORPORATEDELF7,568$575,4710.15%
91NXP SEMICONDUCTORS N V (NETHERLANDS)NXPI2,618$568,2070.15%
92NETFLIX INCORPORATEDNFLX5,750$539,1200.14%
93ALPHABET INCORPORATED CAP STK CLASS CGOOG1,644$516,0230.13%
94AAON INCORPORATED COM PAR $0.004AAON6,692$510,2470.13%
95EXTRA SPACE STORAGE INCORPORATED REITEXR3,865$503,3260.13%
96IQVIA HLDGS INCORPORATEDIQV1,997$450,1440.12%
97STERIS PLC SHS USD (IRELAND)STE1,769$448,5620.11%
98S&P GLOBAL INCORPORATEDSPGI760$397,1950.10%
99DEXCOM INCORPORATEDDXCM5,539$367,6230.09%
100SCHWAB CHARLES CORPORATIONSCHW-PJ3,457$345,4360.09%
101APPLIED MATLS INCORPORATED0382221051,126$289,2920.07%
102ALLSTATE CORPORATIONALL-PJ1,360$283,0190.07%
103NEWMONT CORPORATIONNEMCL2,724$271,9880.07%
104AMPHENOL CORPORATION NEW CLASS A0320951011,992$269,1610.07%
105LAM RESEARCH CORPORATION COM NEWLRCX1,564$267,6490.07%
106EDWARDS LIFESCIENCES CORPORATIONEW3,090$263,4230.07%
107CISCO SYSTEMS INCORPORATEDCSCO3,293$253,6430.06%
108VANGUARD VALUE ETF9229087441,321$252,2980.06%
109HEWLETT PACKARD ENTERPRISE COMPANYHPE-PC9,589$230,3160.06%
110CHIPOTLE MEXICAN GRILL INCORPORATEDCMG5,986$221,4820.06%
111INTUITIVE SURGICAL INCORPORATED COM NEWISRG377$213,5180.05%
112THERMO FISHER SCIENTIFIC INCORPORATEDTMO367$212,7830.05%
113VANGUARD FTSE DEVELOPED MARKETS ETF9219438583,386$211,5230.05%
114OSHKOSH CORPORATIONOSK1,668$209,5730.05%
115ABBOTT LABSABLZF1,647$206,3980.05%
116AUTOMATIC DATA PROCESSING INCORPORATEDADP788$202,7500.05%
117VALERO ENERGY CORPORATIONVLO1,197$194,8940.05%
118PHILLIPS 66PSX1,508$194,6330.05%
119MICROCHIP TECHNOLOGY INCORPORATED.MCHPP2,857$182,0560.05%
120ISHARES TR U.S. MED DVC ETF4642888102,894$179,8620.05%
121PULTE GROUP INCORPORATED7458671011,448$169,8350.04%
122VANECK NATURAL RESOURCES ETF92189F8412,742$164,8910.04%
123INVESCO QQQ TRIVZ260$159,7210.04%
124D R HORTON INCORPORATED23331A1091,102$158,7110.04%
125SYNOPSYS INCORPORATEDSNPS337$158,2960.04%
126PROCTER AND GAMBLE COMPANY7427181091,101$157,7500.04%
127GLOBAL PMTS INCORPORATED37940X1022,008$155,4350.04%
128FIRST TRUST CAPITAL STRENGTH ETF33733E1041,615$149,4060.04%
129FISERV INCORPORATEDFISV2,218$148,9830.04%
130STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y8031,033$148,7850.04%
131COGNEX CORPORATIONCGNX4,094$147,2890.04%
132EOG RES INCORPORATEDEOG1,375$144,3370.04%
133SEI INVTS COMPANY7841171031,753$143,7810.04%
134LANDSTAR SYSTEMS INCORPORATEDLSTR955$137,2880.04%
135KEYCORP4932671086,646$137,1730.04%
136STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y5062,892$129,3010.03%
137LENNAR CORPORATION CLASS ALEN-B1,231$126,5070.03%
138FASTENAL COMPANYFAST2,921$117,2310.03%
139ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)ACN420$112,7980.03%
140TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS874039100361$109,7040.03%
141ISHARES TR EAFE GRWTH ETF464288885960$109,3630.03%
142ZIONS BANCORPORATION N A9897011071,843$107,8740.03%
143VANGUARD FINANCIALS ETF92204A405779$103,9610.03%
144VANGUARD INFORMATION TECHNOLOGY ETF92204A702135$101,7600.03%
145UNITED PARCEL SERVICE INCORPORATED CLASS BUPS924$91,6460.02%
146STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7882,100$90,8320.02%
147COCA COLA COMPANYKO1,002$70,0500.02%
148GE AEROSPACE COM NEW369604301226$69,6150.02%
149STARBUCKS CORPORATIONSBUX802$67,5460.02%
150CHEVRON CORPORATION NEWCVX441$67,1800.02%
151BRISTOL-MYERS SQUIBB COMPANYCELG-RI979$52,8070.01%
152STRIDE INCORPORATEDLRN813$52,7880.01%
153BARRICK MINING CORPORATION COM SHS (CANADA)06849F1081,183$51,5200.01%
154OCCIDENTAL PETE CORPORATION6745991051,000$41,1200.01%
155ISHARES TR MSCI EMG MKT ETF464287234745$40,7590.01%
156AUTOZONE INCORPORATEDAZO11$37,3070.01%
157SUPER MICRO COMPUTER INCORPORATED COM NEWSMCI1,274$37,2900.01%
158OLD NATL BANCORP IND6800331071,668$37,2190.01%
159DEVON ENERGY CORPORATION NEW25179M1031,007$36,8950.01%
160MCGRATH RENTCORPMGRC348$36,5300.01%
161NORFOLK SOUTHN CORPORATION655844108123$35,5510.01%
162FORD MTR COMPANY3453708602,591$33,9960.01%
163CIPHER MINING INCORPORATED17253J1061,950$28,7820.01%
164BANK HAWAII CORPORATION062540109400$27,3480.01%
165QUEST DIAGNOSTICS INCORPORATEDDGX150$26,0300.01%
166TEXAS INSTRS INCORPORATED882508104150$26,0240.01%
167ISHARES TR NORTH AMERN NAT464287374431$21,6360.01%
168ALTRIA GROUP INCORPORATEDMO342$19,7200.01%
169CATERPILLAR INCORPORATEDCAT32$18,3320.00%
170BAKER HUGHES COMPANY CLASS ABKR400$18,2160.00%
171ISHARES TR CORE S&P MCP ETF464287507260$17,1600.00%
172ISHARES TR CORE S&P SCP ETF464287804140$16,8250.00%
173PEPSICO INCORPORATEDPEP116$16,6140.00%
174HUBSPOT INCORPORATEDHUBS41$16,4530.00%
175GRIFOLS S A SP ADR REP B NVT (SPAIN)GIKLY1,521$14,2210.00%
176LANTHEUS HLDGS INCORPORATEDLNTH205$13,6430.00%
177TARGET CORPORATIONTGT127$12,4140.00%
178ISHARES INCORPORATED CORE MSCI EMKT46434G103183$12,3010.00%
179ISHARES TR GL CLEAN ENE ETF464288224728$11,9610.00%
180RTX CORPORATIONRTX65$11,8950.00%
181COREWEAVE INCORPORATED COM CLASS ACRWV160$11,4580.00%
182CLIMB GLOBAL SOLUTIONS INCORPORATEDCLMB106$10,9000.00%
183STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y20958$8,9780.00%
184PAYLOCITY HLDG CORPORATIONPCTY58$8,8450.00%
185GOLDMINING INCORPORATED (CANADA)GLDG6,891$8,6140.00%
186VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF92204271860$8,6000.00%
187ISHARES TR S&P 100 ETF46428710121$7,2020.00%
188CF INDUSTRIES HLDGS INCORPORATED12526910080$6,1870.00%
189PAYCOM SOFTWARE INCORPORATEDPAYC37$5,9010.00%
190NORTHROP GRUMMAN CORPORATIONNOC10$5,7020.00%
191AMERICAN WTR WKS COMPANY INCORPORATED NEW03042010343$5,6120.00%
192INTERCONTINENTAL EXCHANGE INCORPORATED45866F10433$5,3590.00%
193ZOETIS INCORPORATED CLASS AZTS37$4,6330.00%
194WASTE MGMT INCORPORATED DEL94106L10920$4,4920.00%
195PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46740$4,1630.00%
196NUCOR CORPORATIONNUE25$4,0780.00%
197HERSHEY COMPANYHSY20$3,6400.00%
198L3HARRIS TECHNOLOGIES INCORPORATEDLHX11$3,2410.00%
199BOEING COMPANYBA-PA13$2,8230.00%
200SYSCO CORPORATIONSYY37$2,7270.00%
201ONTO INNOVATION INCORPORATEDONTO17$2,6840.00%
202FIDUS INVT CORPORATION316500107122$2,3530.00%
203ROBINHOOD MKTS INCORPORATED COM CLASS A77070010220$2,2620.00%
204RIVIAN AUTOMOTIVE INCORPORATED COM CLASS ARIVN104$2,0500.00%
205MACYS INCORPORATED55616P10482$1,8080.00%
206WESTLAKE CORPORATIONWLK23$1,7010.00%
207AMRIZE LIMITED SHS (SWITZERLAND)AMRZ30$1,6220.00%
208THE TRADE DESK INCORPORATED COM CLASS A88339J10537$1,4050.00%
209LAUDER ESTEE COMPANIES INCORPORATED CLASS A51843910413$1,3510.00%
210MURPHY USA INCORPORATEDMUSA3$1,2110.00%
211ATKORE INCORPORATEDATKR19$1,2020.00%
212ARM HOLDINGS PLC SPONSORED ADS04206820510$1,0930.00%
213CERENCE INCORPORATEDCRNC100$1,0690.00%
214STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS)STMEF37$9600.00%
215GENERAL MLS INCORPORATED37033410420$9300.00%
216VANGUARD TOTAL BOND MARKET ETF9219378356$4440.00%
217INVESCO BUILDING & CONSTRUCTION ETFIVZ4$3700.00%
218BEYOND MEAT INCORPORATEDBYND25$210.00%