Great Waters Wealth Management

CIK

1964535

City

SHOREVIEW

State / Country

MN

Stock

PSO — Pearson PLC

Top Portfolio Positions

70 positions · $61,792,612 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	29,852	$7,576,139	12.26%
NVDA	Nvidia Corp Technology	34,402	$5,999,708	9.71%
UNH	Unitedhealth Group Inc Healthcare	18,736	$5,069,774	8.20%
HON	Honeywell International Inc Industrials	16,687	$3,771,762	6.10%
MMM	3M Co Industrials	24,529	$3,562,346	5.77%
DCI	DONALDSON Co INC Industrials	30,219	$2,564,686	4.15%
MSFT	Microsoft Corp Technology	5,059	$1,872,690	3.03%
COST	Costco Wholesale Corp /New Consumer Defensive	1,710	$1,703,895	2.76%
TSLA	Tesla, Inc. Consumer Cyclical	4,456	$1,656,518	2.68%
AMZN	Amazon Com Inc Consumer Cyclical	6,152	$1,281,277	2.07%

Portfolio Trend

14 quarters · across all stocks

Holdings in PSO

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$220,584	16,800	0.0%	Shares	Sole	2026-04-17
2025-12-31	$235,872	16,800	-7.9%	Shares	Sole	2026-01-15
2025-09-30	$258,335	18,244	0.0%	Shares	Sole	2025-10-14
2025-06-30	$272,382	18,244	+21.7%	Shares	Sole	2025-07-11
2025-03-31	$239,925	14,986	+3.3%	Shares	Sole	2025-04-14
2024-12-31	$233,836	14,506	0.0%	Shares	Sole	2025-01-17
2024-09-30	$196,846	14,506	0.0%	Shares	Sole	2024-10-04
2024-06-30	$181,034	14,506	0.0%	Shares	Sole	2024-07-09
2024-03-31	$190,898	14,506	0.0%	Shares	Sole	2024-04-09
2023-12-31	$178,278	14,506	0.0%	Shares	Sole	2024-01-19
2023-09-30	$152,893	14,506	0.0%	Shares	Sole	2023-10-11
2023-06-30	$152,022	14,506	0.0%	Shares	Sole	2023-07-07
2023-03-31	$151,587	14,506	0.0%	Shares	Sole	2023-04-25
2022-12-31	$163,482	14,506	—	Shares	Sole	2023-02-03
No 13F history on record for this holder in this stock.