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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 14 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 Principal GB Rest Sec Inti 33,789.0 $327K 0.00% +19K +125.8% $9.67
262 STE Steris PLC USD Healthcare 1,477.0 $327K 0.00% +497.0 +50.7% $221.19 -8.4%
263 ERII Energy Recovery Inc Industrials 32,395.0 $326K 0.00% +3K +9.1% $10.07 -6.5%
264 CTRA Coterra Energy Inc Energy 9,107.0 $320K 0.00% +471.0 +5.5% $35.14 -7.3%
265 SEI Solaris Oilfield Infrastructur Energy 5,613.0 $317K 0.00% +262.0 +4.9% $56.51 +46.7%
266 MTH Meritage Homes Corp Consumer Cyclical 5,008.0 $310K 0.00% +563.0 +12.7% $61.84 +22.5%
267 BANR Banner Corp Financial Services 5,086.0 $309K 0.00% +1K +28.7% $60.68 +6.8%
268 TEL TE Connectivity Ltd Reg Technology 1,470.0 $307K 0.00% +28.0 +1.9% $209.02 +4.1%
269 DXCM Dexcom Inc Healthcare 4,743.0 $298K 0.00% +1K +28.2% $62.80 +15.4%
270 RJF Raymond James Financial Inc Financial Services 2,024.0 $293K 0.00% +266.0 +15.1% $144.79 +7.6%
271 Beacon Financial Corp Com 9,705.0 $291K 0.00% +947.0 +10.8% $30.00
272 WTS Watts Water Technologies Inc C Industrials 1,002.0 $291K 0.00% +17.0 +1.7% $290.29 +18.5%
273 PRTA Prothena Corp PLC Healthcare 29,593.0 $288K 0.00% +16K +124.4% $9.72 -8.1%
274 RMD ResMed Inc Healthcare 1,225.0 $275K 0.00% +7.0 +0.6% $224.48 -16.0%
275 ADT ADT Inc Industrials 39,265.0 $258K 0.00% +4K +11.3% $6.57 +0.2%
276 SPG Simon Property Group Inc Real Estate 1,353.0 $252K 0.00% +11.0 +0.8% $186.56 +13.3%
277 Sealed Air Corp 5,929.0 $249K 0.00% +254.0 +4.5% $42.05
278 AWI Armstrong World Industries Inc Industrials 1,388.0 $229K 0.00% +38.0 +2.8% $164.80 -4.2%
279 VRTX Vertex Pharmaceuticals Inc Healthcare 478.0 $213K 0.00% +7.0 +1.5% $446.54 +1.1%
280 DCI Donaldson Inc Industrials 2,500.0 $212K 0.00% +21.0 +0.8% $84.87 +0.8%
Page 14 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%