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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 15 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BX Blackstone Inc Financial Services 3,095.0 $356K 0.00% -483.0 -13.5% $114.99 +7.7%
282 FLR Fluor Corp Industrials 7,626.0 $356K 0.00% -911.0 -10.7% $46.65 +15.0%
283 RNG RingCentral Inc Cl A Technology 9,464.0 $352K 0.00% -39K -80.6% $37.19 -5.8%
284 CRL Charles River Laboratories Int Healthcare 2,026.0 $349K 0.00% -38.0 -1.8% $172.50 +7.2%
285 VTR Ventas Inc Real Estate 4,231.0 $346K 0.00% -912.0 -17.7% $81.78 +0.5%
286 MRVL Marvell Technology Inc Technology 3,354.0 $332K 0.00% -262.0 -7.2% $99.04 +213.6%
287 NTAP NetApp Inc Technology 3,189.0 $327K 0.00% -227.0 -6.7% $102.40 +56.0%
288 MHO M I Homes Inc Consumer Cyclical 2,652.0 $325K 0.00% -489.0 -15.6% $122.45 +21.8%
289 ADSK Autodesk Inc Technology 1,343.0 $322K 0.00% -8K -85.8% $239.40 -19.0%
290 H Hyatt Hotels Corp Cl A Consumer Cyclical 2,221.0 $319K 0.00% -272.0 -10.9% $143.79 +40.5%
291 VLTO Veralto Corp Industrials 3,477.0 $307K 0.00% -241.0 -6.5% $88.42 -6.4%
292 RIVN Rivian Automotive Inc Cl A Consumer Cyclical 20,409.0 $307K 0.00% -271K -93.0% $15.05 +9.8%
293 BR Broadridge Financial Solutions Technology 1,881.0 $306K 0.00% -749.0 -28.5% $162.48 -15.3%
294 TGT Target Corp Consumer Defensive 2,495.0 $302K 0.00% -237.0 -8.7% $121.17 +7.9%
295 VV Vanguard Large Cap Index Fund 1,009.0 $302K 0.00% -63.0 -5.9% $298.85 +15.4%
296 ACIW ACI Worldwide Inc Technology 7,273.0 $298K 0.00% -3K -29.6% $41.01 +7.5%
297 RL Ralph Lauren Corp Cl A Consumer Cyclical 861.0 $296K 0.00% -536.0 -38.4% $343.99 +20.1%
298 PSMT PriceSmart Inc Consumer Defensive 1,952.0 $294K 0.00% -329.0 -14.4% $150.50 +20.9%
299 SMMD iShares Russell 2500 ETF 3,785.0 $289K 0.00% -35K -90.2% $76.35 +18.0%
300 NRG NRG Energy Inc Utilities 1,973.0 $288K 0.00% -608.0 -23.6% $146.14 -7.6%
Page 15 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%