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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 5 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CL Colgate Palmolive Co Consumer Defensive 118,350.0 $10.1M 0.08% +17K +16.9% $85.23 +5.0%
82 POR Portland Gen Elec Co Utilities 187,528.0 $9.9M 0.08% +72K +62.3% $52.77 -4.9%
83 BMY Bristol Myers Squibb Co Healthcare 162,852.0 $9.9M 0.08% +26K +19.2% $60.65 -11.0%
84 DLTR Dollar Tree Inc Consumer Defensive 85,950.0 $9.4M 0.08% +22K +35.0% $109.51 +2.0%
85 IEMG iShares Core MSCI Emerg Mkt 133,579.0 $9.3M 0.08% +30K +29.0% $69.75 +22.8%
86 BKR Baker Hughes Company Cl A Energy 147,972.0 $9.0M 0.07% +3K +1.7% $61.05 -4.3%
87 SCHW CHARLES SCHWAB NEW Financial Services 94,698.0 $8.9M 0.07% +1K +1.6% $93.98 -2.4%
88 KNX Knight Swift Trans Holdings In Industrials 150,936.0 $8.7M 0.07% +125K +486.0% $57.58 +28.7%
89 WMT WalMart Inc Consumer Defensive 69,374.0 $8.6M 0.07% +10K +16.5% $124.28 -5.7%
90 UTHR United Therapeutics Corp Healthcare 14,418.0 $8.5M 0.07% +7K +100.5% $592.98 -9.5%
91 VOO VANGUARD S P 500 ETF 13,890.0 $8.3M 0.07% +418.0 +3.1% $597.55 +15.2%
92 REGN Regeneron Pharmaceuticals Healthcare 10,232.0 $7.9M 0.07% +8K +458.2% $772.64 -21.1%
93 V Visa Inc Cl A Financial Services 26,023.0 $7.9M 0.07% +2K +7.5% $302.25 +8.3%
94 DFGR Dimensional Global Real Estate 274,860.0 $7.3M 0.06% +149K +118.9% $26.58 +7.9%
95 Hiscox Ltd Unsponsored ADR 157,999.0 $6.9M 0.06% +6K +4.2% $43.90
96 TEX Terex Corp Industrials 113,128.0 $6.7M 0.06% +58K +107.1% $59.10 +13.1%
97 HOMB Home Bancshares Inc Financial Services 227,498.0 $6.1M 0.05% +11K +5.0% $26.93 +2.7%
98 Sompo Holdings Inc 311,713.0 $6.1M 0.05% +8K +2.5% $19.49
99 WSFS WSFS Financial Corp Financial Services 92,004.0 $6.0M 0.05% +13K +16.3% $65.46 +13.3%
100 DSM Firmenich AG Sp ADR 835,855.0 $6.0M 0.05% +357K +74.4% $7.20
Page 5 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%