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Portfolio (Quarterly) Guide ↗

GREAT LAKES ADVISORS, LLC

· CIK 0001078013
13F Portfolio $12.1B AUM 1,698 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New 284 Added 331 Reduced 86 Exited
Page 13 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TSM Taiwan Semiconductor Mfg Ltd S Technology 1,438.0 $486K 0.00% +50.0 +3.6% $337.96 +36.7%
242 GNW Genworth Financial Inc Cl A Financial Services 59,661.0 $484K 0.00% +2K +4.2% $8.12 +10.2%
243 VTI Vanguard Total Stock Mkt 1,494.0 $479K 0.00% +61.0 +4.3% $320.81 +15.3%
244 CNC Centene Corp Healthcare 14,250.0 $467K 0.00% +261.0 +1.9% $32.74 +86.4%
245 MNST Monster Beverage Corp Consumer Defensive 6,296.0 $456K 0.00% +277.0 +4.6% $72.46 +26.1%
246 PEN Penumbra Inc Healthcare 1,382.0 $454K 0.00% +10.0 +0.7% $328.37 -3.4%
247 CFG Citizens Financial Group Inc Financial Services 7,420.0 $445K 0.00% +74.0 +1.0% $59.97 +11.9%
248 FNB FNB Corp PA Financial Services 25,624.0 $428K 0.00% +461.0 +1.8% $16.72 +9.0%
249 HLX Helix Energy Solutions Group I Energy 41,983.0 $415K 0.00% +3K +7.6% $9.89 -12.1%
250 O Realty Income Corp Real Estate 6,734.0 $412K 0.00% +743.0 +12.4% $61.18 -1.5%
251 Somnigroup International Inc C 5,353.0 $396K 0.00% +64.0 +1.2% $73.92
252 BTU Peabody Energy Corp Energy 11,987.0 $395K 0.00% +187.0 +1.6% $32.95 -24.7%
253 CI The Cigna Group Com Healthcare 1,455.0 $388K 0.00% +616.0 +73.4% $266.75 +4.7%
254 KMB Kimberly Clark Corp Consumer Defensive 3,957.0 $382K 0.00% +991.0 +33.4% $96.47 +6.3%
255 FDX FedEx Corp Industrials 1,064.0 $379K 0.00% +92.0 +9.5% $356.18 -8.4%
256 FANG Diamondback Energy Inc Energy 1,896.0 $375K 0.00% +31.0 +1.7% $197.79 -7.2%
257 FISI Financial Instns Inc Financial Services 11,076.0 $351K 0.00% +312.0 +2.9% $31.71 +17.8%
258 APOS Apollo Global Management Inc Financial Services 3,017.0 $336K 0.00% +242.0 +8.7% $111.42 -77.0%
259 HST Host Hotels Resorts Inc Real Estate 17,479.0 $335K 0.00% +778.0 +4.7% $19.16 +30.5%
260 RDVY First Trust NASDAQ Rising Divi 4,878.0 $333K 0.00% +180.0 +3.8% $68.28 +15.9%
Page 13 of 15  ·  284 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
Financial Services 19.9%
Industrials 14.4%
Technology 12.9%
Healthcare 11.8%
Communication Services 9.4%
Consumer Cyclical 8.9%
Energy 7.3%
Basic Materials 5.1%
Consumer Defensive 4.3%
Utilities 3.5%