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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 11 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DHR Danaher Corp Healthcare 7,774.0 $1.5M 0.01% -354.0 -4.4% $189.60 -6.6%
202 HCI HCI Group Inc Financial Services 9,510.0 $1.5M 0.01% -901.0 -8.7% $154.61 +5.8%
203 ANET Arista Networks Inc Technology 11,480.0 $1.4M 0.01% -4K -23.7% $122.78 +38.2%
204 FLS Flowserve Corp Industrials 19,165.0 $1.4M 0.01% -2K -8.9% $73.51 +11.1%
205 Bayer AG Sp ADR 119,517.0 $1.4M 0.01% -31K -20.5% $11.48
206 BBWI Bath Body Works Inc Consumer Cyclical 73,312.0 $1.4M 0.01% -2K -2.8% $18.67 +10.1%
207 PHM Pulte Group Inc Consumer Cyclical 11,506.0 $1.4M 0.01% -320.0 -2.7% $117.61 +8.0%
208 WELL Welltower Inc Real Estate 6,813.0 $1.3M 0.01% -99.0 -1.4% $197.70 +4.5%
209 SFL SFL CORPORATION LTD SHS Industrials 123,121.0 $1.3M 0.01% -12K -9.0% $10.79 +0.2%
210 MPWR Monolithic Power Systems Inc Technology 1,194.0 $1.3M 0.01% -46.0 -3.7% $1093.35 +43.0%
211 T AT T Inc Communication Services 44,714.0 $1.3M 0.01% -40K -47.0% $28.99 -24.1%
212 DTE DTE Energy Co Utilities 8,796.0 $1.3M 0.01% -263.0 -2.9% $146.22 +0.9%
213 NBTB NBT Bancorp Inc Financial Services 28,736.0 $1.2M 0.01% -682.0 -2.3% $42.58 +9.6%
214 Canadian Pacific Kansas City C 15,343.0 $1.2M 0.01% -419.0 -2.7% $78.66
215 GRDN Guardian Pharmacy Services Inc Healthcare 30,708.0 $1.2M 0.01% -3K -8.7% $37.66 +12.6%
216 AXSM Axsome Therapeutics Inc Healthcare 6,730.0 $1.1M 0.01% -35.0 -0.5% $169.02 +48.2%
217 SHW Sherwin Williams Co Basic Materials 3,464.0 $1.1M 0.01% -3K -47.8% $320.55 +0.1%
218 EW Edwards Lifesciences Corp Healthcare 13,839.0 $1.1M 0.01% -1K -7.5% $80.08 +9.1%
219 AMD Advanced Micro Devices Inc Technology 5,173.0 $1.1M 0.01% -506.0 -8.9% $203.43 +164.2%
220 South St Corp 11,147.0 $1.0M 0.01% -1K -8.9% $92.52
Page 11 of 17  ·  331 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%