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Home > Institutional Investor > Peterson Financial Group, Inc. > Profile

Instuitional Investor - Peterson Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Peterson Financial Group, Inc.
Portfolio Value $171,034,444
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 26,525 $9,974,424 5.83%
2.
Apple Inc.
 AAPL 45,044 $8,672,346 5.07%
3.
Amazon Com Inc
 AMZN 26,950 $4,094,780 2.39%
4.
Broadcom Inc.
 AVGO 3,662 $4,087,314 2.38%
5.
Nvidia Corp
 NVDA 8,205 $4,063,055 2.37%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)