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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 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SNX Td Synnex Corporation Com Technology 1,339.0 $226K 0.00% NEW $168.71 +68.7%
62 VLO Valero Energy Corp Energy 898.0 $222K 0.00% NEW $247.12 -4.4%
63 OVV Ovintiv Inc Energy 3,738.0 $222K 0.00% NEW $59.36 -11.7%
64 CIEN Ciena Corp Technology 560.0 $217K 0.00% NEW $388.23 +10.3%
65 MRTN Marten Transport Ltd Industrials 16,323.0 $214K 0.00% NEW $13.13 +28.3%
66 HWM Howmet Aerospace Inc Industrials 916.0 $211K 0.00% NEW $230.46 +20.5%
67 Pinnacle Financial Partners In 2,424.0 $209K 0.00% NEW $86.14
68 Liberty Media Corp Delaware Se 2,442.0 $208K 0.00% NEW $85.02
69 GTES Gates Industrial Corpratin PLC Industrials 9,092.0 $206K 0.00% NEW $22.61 +24.2%
70 WMS Advanced Drain Systems Inc Industrials 1,471.0 $202K 0.00% NEW $137.13 +1.5%
71 GRNT Granite Ridge Resources Inc Energy 33,406.0 $196K 0.00% NEW $5.87 -20.1%
72 AVO Mission Produce Inc Consumer Defensive 13,345.0 $184K 0.00% NEW $13.76 -16.5%
73 AMLX Amylyx Pharmaceuticals Inc Healthcare 10,380.0 $144K 0.00% NEW $13.90 +12.7%
74 TVRD Tvardi Therapeutics Inc Healthcare 36,236.0 $115K 0.00% NEW $3.18 -17.3%
75 BCBP BCB Bancorp Inc Financial Services 11,070.0 $99K 0.00% NEW $8.98 +23.2%
76 Newsmax Inc Class B 18,262.0 $95K 0.00% NEW $5.22
77 RIG Transocean Ltd Reg Energy 11,819.0 $78K 0.00% NEW $6.63 -19.9%
78 Qoria Ltd 12,000.0 $2K NEW $0.15
79 WAT WATERS CORP Healthcare 4.0 $1K NEW $300.00 +19.0%
80 VSNT VERSANT MEDIA GROUP INC CL A Industrials 1.0 $37.0 NEW $37.00 +3.1%
Page 4 of 4  ·  80 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%