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Portfolio (Quarterly) Guide ↗

Great Waters Wealth Management

· CIK 0001964535
13F Portfolio $1.1B AUM 128 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 42 Added 38 Reduced 1 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 1,236.0 $205K 0.02% +14.0 +1.1% $165.81 +23.8%
42 NEE NEXTERA ENERGY INC Utilities 2,315.0 $203K 0.02% +27.0 +1.2% $87.77 -4.7%
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.5%
Healthcare 19.0%
Industrials 15.6%
Financial Services 6.7%
Consumer Cyclical 6.5%
Consumer Defensive 5.7%
Basic Materials 2.0%
Communication Services 1.9%
Utilities 1.7%
Real Estate 0.8%