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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 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WAB Wabtec Corp Industrials 41,377.0 $10.3M 0.09% -2K -4.0% $249.91 +8.8%
62 CAT Caterpillar Inc Industrials 14,550.0 $10.3M 0.09% -390.0 -2.6% $708.47 +39.1%
63 MAR Marriott Intl Inc Cl A Consumer Cyclical 28,359.0 $9.3M 0.08% -161.0 -0.6% $327.07 +21.1%
64 JAZZ Jazz Pharmaceuticals PLC USD Healthcare 48,945.0 $9.3M 0.08% -7K -12.2% $189.05 +18.8%
65 IONS Ionis Pharmaceuticals Inc Healthcare 118,926.0 $8.9M 0.07% -30K -20.3% $75.09 -1.3%
66 USFD US Foods Holding Corp Consumer Defensive 96,734.0 $8.9M 0.07% -6K -6.1% $92.21 -0.3%
67 IBM Intl Business Machines Technology 36,650.0 $8.9M 0.07% -8K -17.3% $242.39 +2.8%
68 COF Capital One Financial Corp Financial Services 47,475.0 $8.7M 0.07% -278.0 -0.6% $182.43 +10.5%
69 BUD Anheuser Busch InBev SA NV Sp Consumer Defensive 120,557.0 $8.4M 0.07% -139K -53.6% $69.37 +16.4%
70 ELAN Elanco Animal Health Inc Healthcare 347,911.0 $8.3M 0.07% -19K -5.2% $23.93 +1.2%
71 CNI Canadian National Railway Co Industrials 80,143.0 $8.2M 0.07% -52K -39.1% $102.77 +10.4%
72 TSLA Tesla Inc Consumer Cyclical 22,121.0 $8.2M 0.07% -3K -11.3% $371.78 +7.7%
73 DAN Dana Incorporated Consumer Cyclical 241,707.0 $8.1M 0.07% -34K -12.3% $33.65 -13.3%
74 GL Globe Life Inc Financial Services 56,558.0 $7.9M 0.07% -4K -6.0% $139.17 +22.7%
75 QQQ Invesco QQQ Ser 1 Financial Services 13,520.0 $7.8M 0.07% -92.0 -0.7% $577.18 +28.3%
76 NFG National Fuel Gas Co NJ Energy 82,508.0 $7.8M 0.06% -16K -16.3% $93.96 -19.2%
77 GEHC GE Healthcare Technologies Inc Healthcare 105,422.0 $7.5M 0.06% -104K -49.6% $71.18 -13.5%
78 PTGX Protagonist Therapeutics Inc Healthcare 71,043.0 $7.5M 0.06% -3K -4.0% $105.40 +7.1%
79 Annaly Cap Mgmt Inc Com New 350,905.0 $7.4M 0.06% -43K -11.0% $21.15
80 CVS CVS Health Corp Healthcare 100,580.0 $7.2M 0.06% -99K -49.5% $71.82 +36.9%
Page 4 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%