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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 6 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WAL Western Alliance Bancorp Financial Services 69,753.0 $4.9M 0.04% -9K -11.6% $70.85 +10.7%
102 TT Trane Technologies Plc Industrials 11,851.0 $4.9M 0.04% -164.0 -1.4% $416.76 +16.0%
103 Mitsui Co Ltd Sp ADR 6,126.0 $4.7M 0.04% -578.0 -8.6% $775.31
104 VTV Vanguard Value ETF 24,189.0 $4.7M 0.04% -5K -16.7% $196.20 +10.3%
105 VUG Vanguard Growth ETF 10,783.0 $4.7M 0.04% -192.0 -1.8% $436.79 -80.1%
106 IDYA Ideaya Biosciences Inc Healthcare 141,048.0 $4.7M 0.04% -9K -6.0% $33.32 -6.3%
107 NPO Enpro Inc Com Industrials 18,373.0 $4.6M 0.04% -2K -9.9% $250.65 +51.5%
108 OZK Bank Ozk Financial Services 99,425.0 $4.6M 0.04% -9K -8.6% $45.89 +7.3%
109 NTRS Northern Trust Corp Financial Services 32,016.0 $4.5M 0.04% -592.0 -1.8% $139.57 +23.3%
110 MMM 3M Co Industrials 30,732.0 $4.5M 0.04% -1K -3.9% $145.23 +10.6%
111 LNC Lincoln Natl Corp Ind Financial Services 125,529.0 $4.5M 0.04% -33K -20.6% $35.50 +4.7%
112 CAH Cardinal Health Inc Healthcare 21,008.0 $4.4M 0.04% -131.0 -0.6% $211.31 +4.9%
113 CNX CNX Resources Corporation Energy 114,220.0 $4.4M 0.04% -13K -10.1% $38.55 -15.3%
114 ELV Elevance Health Inc Com Healthcare 14,888.0 $4.4M 0.04% -957.0 -6.0% $292.75 +32.7%
115 HD Home Depot Inc Consumer Cyclical 13,146.0 $4.3M 0.04% -3K -18.2% $328.90 +1.6%
116 WMB Williams Cos Inc Energy 59,269.0 $4.3M 0.04% -12K -16.3% $72.78 -2.1%
117 PHIN Phinia Inc Common Stock Consumer Cyclical 62,527.0 $4.3M 0.04% -2K -3.4% $68.44 +18.0%
118 FTDR Frontdoor Inc Consumer Cyclical 80,734.0 $4.3M 0.04% -6K -6.8% $52.86 +35.4%
119 DY Dycom Industries Inc Industrials 12,025.0 $4.1M 0.03% -1K -8.6% $338.82 +34.8%
120 KLAC KLA Tencor Corp Technology 2,706.0 $4.0M 0.03% -26.0 -0.9% $1472.41 -82.4%
Page 6 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%