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Portfolio (Quarterly) Guide ↗

GREAT LAKES ADVISORS, LLC

· CIK 0001078013
13F Portfolio $12.3B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 798 New
Page 4 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HGER Harbor Commodity AllWeather S 2,669,646.0 $66.3M 0.54% NEW $24.82 +19.5%
62 SLB SLB LIMITED Energy 1,661,905.0 $63.8M 0.52% NEW $38.38 +17.6%
63 STT STATE STR CORP Financial Services 485,508.0 $62.6M 0.51% NEW $129.01 +32.3%
64 TRV Travelers Companies Inc Financial Services 213,158.0 $61.8M 0.50% NEW $290.06 +18.0%
65 NEE NEXTERA ENERGY INC Utilities 744,956.0 $59.8M 0.49% NEW $80.28 +10.0%
66 MCK McKesson Corp Healthcare 65,694.0 $53.9M 0.44% NEW $820.29 -4.1%
67 CMCSA COMCAST CORP Communication Services 1,757,817.0 $52.5M 0.43% NEW $29.89 -20.4%
68 CMI Cummins Inc Industrials 98,491.0 $50.3M 0.41% NEW $510.45 +29.6%
69 OTIS OTIS WORLDWIDE CORP Industrials 533,611.0 $46.6M 0.38% NEW $87.35 -16.3%
70 BWA BorgWarner Inc Consumer Cyclical 1,021,800.0 $46.0M 0.38% NEW $45.06 +41.0%
71 SPGI S AND P GLOBAL INC Financial Services 87,148.0 $45.5M 0.37% NEW $522.60 -15.8%
72 PG PROCTER and GAMBLE Consumer Defensive 304,168.0 $43.6M 0.35% NEW $143.31 +5.6%
73 SHEL Shell PLC Spon ADS Energy 582,932.0 $42.8M 0.35% NEW $73.48 +6.2%
74 PM Philip Morris Intl Inc Consumer Defensive 264,391.0 $42.4M 0.35% NEW $160.40 +13.6%
75 DD DUPONT DE NEMOURS INC Basic Materials 1,028,960.0 $41.4M 0.34% NEW $40.20 +248.0%
76 DRI DARDEN RESTAURANTS Consumer Cyclical 223,893.0 $41.2M 0.34% NEW $184.02 +11.0%
77 SMOT VanEck Morningstar SMID Moat E 1,134,513.0 $41.1M 0.34% NEW $36.20 +9.1%
78 CB Chubb Limited Financial Services 131,444.0 $41.0M 0.34% NEW $312.12 +15.7%
79 BDX BECTON DICKINSON and CO Healthcare 209,902.0 $40.7M 0.33% NEW $194.07 -18.5%
80 Voya Mutual Funds Intl Small C 546,546.0 $40.6M 0.33% NEW $74.32
Page 4 of 40  ·  798 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 22.0%
Industrials 13.7%
Technology 13.7%
Healthcare 12.6%
Communication Services 9.8%
Consumer Cyclical 9.4%
Energy 5.3%
Basic Materials 4.3%
Consumer Defensive 3.9%
Utilities 3.0%