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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 17 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 APD AIR PROD CHEM INC Basic Materials 790.0 $229K 0.00% -570.0 -41.9% $290.44 -3.5%
322 AEP American Electric Power Inc Utilities 1,724.0 $226K 0.00% -123.0 -6.7% $131.09 -2.6%
323 LII Lennox Intl Inc Industrials 470.0 $218K 0.00% -44.0 -8.6% $464.13 +14.7%
324 MTD Mettler Toledo International Healthcare 166.0 $209K 0.00% -10.0 -5.7% $1261.20 -9.2%
325 NOW ServiceNow Inc Technology 2,002.0 $209K 0.00% -162.0 -7.5% $104.55 -9.1%
326 RKT Rocket Cos Inc Cl A Financial Services 13,172.0 $188K 0.00% -536.0 -3.9% $14.25 +1.2%
327 CGEM Cullinan Therapeutics Inc Healthcare 11,806.0 $168K 0.00% -597.0 -4.8% $14.21 +5.8%
328 ARRY Array Technologies Inc Energy 17,803.0 $129K 0.00% -370K -95.4% $7.23 +10.6%
329 Borr Drilling Ltd 20,599.0 $119K 0.00% -1K -4.6% $5.77
330 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 138.0 $10K -10.0 -6.8% $76.09 +12.5%
331 IVE ISHARES S P 500 VAL ETF 12.0 $3K -188.0 -94.0% $209.08 +8.3%
Page 17 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%