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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 5 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PYPL Paypal Holdings Inc Financial Services 151,861.0 $6.9M 0.06% -132K -46.5% $45.23 -6.0%
82 ZION Zions Bancorporation Financial Services 118,355.0 $6.8M 0.06% -7K -5.8% $57.62 +14.8%
83 SPDW SPDR Portfolio Devlpd 144,492.0 $6.6M 0.06% -93K -39.0% $45.65 +13.5%
84 PBF PBF Energy Inc Cl A Energy 136,999.0 $6.5M 0.05% -11K -7.5% $47.62 -21.7%
85 HCC Warrior Met Coal Inc Energy 68,791.0 $6.4M 0.05% -2K -2.5% $93.15 -2.8%
86 AGX Argan Inc Industrials 11,226.0 $6.1M 0.05% -4K -26.6% $544.65 +35.7%
87 CRC California Resources Corp Energy 86,405.0 $6.0M 0.05% -6K -6.5% $69.22 -20.1%
88 GVA Granite Contruction Inc Industrials 49,831.0 $6.0M 0.05% -3K -5.8% $119.88 +22.3%
89 VEA Vanguard Tax Mgd FTSE Dev Mkt 93,213.0 $6.0M 0.05% -2K -1.6% $64.08 +12.8%
90 PGR Progressive Corp Ohio Financial Services 29,711.0 $5.9M 0.05% -9K -23.9% $198.25 +3.3%
91 BFH Bread Financial Holdings Inc C Financial Services 77,266.0 $5.8M 0.05% -7K -8.4% $74.89 +36.7%
92 LH Laboratory Corp America Holdin Healthcare 21,097.0 $5.6M 0.05% -1K -5.2% $266.81 -4.1%
93 CECO CECO Environmental Corp Industrials 91,071.0 $5.4M 0.04% -26K -22.4% $59.58 +65.2%
94 ACAD Acadia Pharmaceuticals Inc Healthcare 241,827.0 $5.4M 0.04% -72K -22.9% $22.26 -2.9%
95 IWD iShares Russell 1000 Val ETF 24,915.0 $5.3M 0.04% -62K -71.2% $213.68 +13.3%
96 ADI Analog Devices Inc Technology 16,731.0 $5.3M 0.04% -1K -8.2% $318.14 +36.6%
97 AEE Ameren Corp Utilities 47,665.0 $5.2M 0.04% -47K -49.8% $109.92 -1.1%
98 R Ryder Systems Inc Industrials 25,253.0 $5.2M 0.04% -3K -9.7% $204.71 +28.7%
99 ORLY O Reilly Automotive Inc Consumer Cyclical 55,973.0 $5.2M 0.04% -3K -4.4% $92.31 -5.9%
100 FHN First Horizon Corporation Com Financial Services 221,677.0 $5.0M 0.04% -20K -8.2% $22.76 +9.0%
Page 5 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%