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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XOM EXXON MOBIL CORP Energy 1,504.0 $206K 0.02% +43.0 +2.9% $136.75 +20.7%
122 CVX CHEVRON CORPORATION Energy 1,236.0 $205K 0.02% +14.0 +1.1% $165.81 +23.8%
123 NEE NEXTERA ENERGY INC Utilities 2,315.0 $203K 0.02% +27.0 +1.2% $87.77 -4.7%
124 C CITIGROUP INC Financial Services 1,443.0 $202K 0.02% NEW $139.96 -5.9%
125 BIZD VANECK ETF TRUST 12,186.0 $154K 0.01% $12.66 +5.0%
126 SFL SFL CORPORATION LTD Industrials 15,000.0 $153K 0.01% $10.20 +21.5%
127 GNL GLOBAL NET LEASE INC Real Estate 10,000.0 $89K 0.01% $8.94 +1.1%
Page 7 of 7  ·  127 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%