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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 3 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLD ProLogis Inc Real Estate 707,883.0 $93.6M 0.78% +19K +2.8% $132.18 +6.3%
42 MDLZ MONDELEZ INTL INC Consumer Defensive 1,443,440.0 $83.2M 0.69% +80K +5.9% $57.64 +4.3%
43 TXT Textron Inc Industrials 897,177.0 $78.6M 0.65% +102K +12.8% $87.56 +2.2%
44 AMT American Tower Corp Real Estate 449,607.0 $77.6M 0.64% +19K +4.3% $172.58 +2.0%
45 NEE Nextera Energy Inc Utilities 826,884.0 $76.8M 0.64% +82K +11.0% $92.88 -6.6%
46 TRV Travelers Companies Inc Financial Services 249,194.0 $72.7M 0.60% +36K +16.9% $291.68 +5.5%
47 IEFA iShares Core MSCI EAFE 638,649.0 $57.8M 0.48% +258K +67.9% $90.53 +7.5%
48 Janus Henderson Global Real Es 4,430,495.0 $55.1M 0.46% +1.6M +58.4% $12.43
49 EOG EOG RES INC Energy 372,922.0 $53.9M 0.45% +45K +13.7% $144.57 -10.1%
50 DRI DARDEN RESTAURANTS Consumer Cyclical 272,083.0 $53.3M 0.44% +48K +21.5% $196.04 +8.9%
51 VZ VERIZON COMMUNICATIONS Communication Services 1,026,058.0 $51.5M 0.43% +109K +11.9% $50.20 -8.7%
52 PG PROCTER GAMBLE Consumer Defensive 344,546.0 $49.8M 0.41% +40K +13.3% $144.44 +4.1%
53 OTIS Otis Worldwide Corp Industrials 620,007.0 $47.8M 0.40% +86K +16.2% $77.08 -4.9%
54 Voya Mutual Funds Intl Small C 614,201.0 $46.7M 0.39% +68K +12.4% $76.08
55 AMGN Amgen Inc Healthcare 127,893.0 $45.0M 0.37% +14K +12.2% $351.86 -4.1%
56 CARR CARRIER GLOBAL CORPORATION Industrials 783,411.0 $44.1M 0.37% +118K +17.8% $56.31 +27.5%
57 SPGI S AND P GLOBAL INC Financial Services 98,516.0 $41.9M 0.35% +11K +13.0% $425.35 -3.4%
58 SPEM SPDR Portfolio Emg MK 872,116.0 $40.9M 0.34% +158K +22.2% $46.91 +13.2%
59 PSA Public Storage Real Estate 149,970.0 $40.6M 0.34% +22K +17.1% $270.89 +17.4%
60 BDX Becton Dickinson Co Healthcare 242,729.0 $38.2M 0.32% +33K +15.6% $157.23 -8.4%
Page 3 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%