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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 8 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 Millrose Properties Inc Cl A 110,926.0 $3.1M 0.03% -11K -8.9% $28.00
142 Technipfmc PLC 44,685.0 $3.1M 0.03% -3K -6.4% $69.13
143 ARMK Aramark Industrials 75,753.0 $3.1M 0.03% -7K -8.5% $40.54 +31.5%
144 PNM Resources Inc 52,271.0 $3.1M 0.03% -6K -11.0% $58.46
145 RSI Rush Street Interactive Inc Consumer Cyclical 138,187.0 $3.0M 0.03% -15K -9.8% $21.75 +33.7%
146 LYFT Lyft Inc Cl A Com Technology 222,072.0 $3.0M 0.02% -84K -27.4% $13.30 +7.4%
147 EWBC East West Bancorp Inc Financial Services 27,351.0 $2.9M 0.02% -20K -41.6% $106.76 +18.8%
148 MYRG MYR Group Inc Industrials 10,139.0 $2.9M 0.02% -1K -12.4% $282.32 +63.3%
149 SJM Smucker J M Co Consumer Defensive 29,576.0 $2.9M 0.02% -2K -6.2% $96.44 +15.0%
150 PNC PNC Financial Services Group I Financial Services 13,588.0 $2.8M 0.02% -205.0 -1.5% $208.09 +11.5%
151 CSGS CSG Systems Intl Inc Technology 35,130.0 $2.8M 0.02% -2K -6.0% $79.94 +0.9%
152 TER Teradyne Inc Technology 9,356.0 $2.8M 0.02% -261.0 -2.7% $296.46 +47.7%
153 KURA Kura Oncology Inc Healthcare 339,599.0 $2.8M 0.02% -51K -13.0% $8.13 +22.1%
154 PANW Palo Alto Networks Inc Technology 17,100.0 $2.7M 0.02% -8K -30.7% $160.32 +79.5%
155 VXF Vanguard Extend Mkt ETF 13,110.0 $2.7M 0.02% -175.0 -1.3% $205.80 +17.1%
156 DG Dollar General Corp Consumer Defensive 22,481.0 $2.7M 0.02% -13K -36.8% $118.73 -4.4%
157 MOS Mosaic Co Basic Materials 104,627.0 $2.7M 0.02% -10K -8.6% $25.50 -10.2%
158 IESC Ies Holdings Inc Industrials 5,542.0 $2.6M 0.02% -511.0 -8.4% $476.47 +49.5%
159 PCAR Paccar Inc Industrials 22,595.0 $2.6M 0.02% -387.0 -1.7% $115.50 +3.0%
160 CARG Cargurus Inc Cl A Consumer Cyclical 74,049.0 $2.5M 0.02% -11K -12.8% $34.05 -11.8%
Page 8 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%