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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 13 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SPB Spectrum Brands Holdings Inc Consumer Defensive 62,807.0 $4.6M 0.04% +7K +13.3% $73.70 +13.9%
242 NPO Enpro Inc Com Industrials 18,373.0 $4.6M 0.04% -2K -9.9% $250.65 +51.5%
243 OZK Bank Ozk Financial Services 99,425.0 $4.6M 0.04% -9K -8.6% $45.89 +7.3%
244 Ck Asset Holdings Ltd Unsponso 395,564.0 $4.6M 0.04% +64K +19.2% $11.51
245 KVUE Kenvue Inc Consumer Defensive 262,179.0 $4.5M 0.04% +16K +6.6% $17.24 +5.1%
246 KRG Kite Realty Group Tr Real Estate 183,415.0 $4.5M 0.04% $24.55 +13.7%
247 AA Alcoa Corp Basic Materials 67,376.0 $4.5M 0.04% +11K +18.7% $66.33 -10.6%
248 NTRS Northern Trust Corp Financial Services 32,016.0 $4.5M 0.04% -592.0 -1.8% $139.57 +23.3%
249 MMM 3M Co Industrials 30,732.0 $4.5M 0.04% -1K -3.9% $145.23 +10.6%
250 LNC Lincoln Natl Corp Ind Financial Services 125,529.0 $4.5M 0.04% -33K -20.6% $35.50 +4.7%
251 HFWA Heritage Financial Corp Wash Financial Services 171,237.0 $4.5M 0.04% +4K +2.1% $26.00 +7.4%
252 CAH Cardinal Health Inc Healthcare 21,008.0 $4.4M 0.04% -131.0 -0.6% $211.31 +4.9%
253 CRS Carpenter Technology Corp Industrials 11,251.0 $4.4M 0.04% $394.15 +48.8%
254 ACLS Axcelis Technologies Inc Technology 47,594.0 $4.4M 0.04% NEW $93.08 +101.5%
255 BDC Belden Inc Technology 38,361.0 $4.4M 0.04% $114.83 +7.3%
256 CNX CNX Resources Corporation Energy 114,220.0 $4.4M 0.04% -13K -10.1% $38.55 -15.3%
257 ADC Agree Realty Corp Real Estate 58,153.0 $4.4M 0.04% $75.38 -2.8%
258 DNLI Denali Therapeutics Inc Healthcare 227,110.0 $4.4M 0.04% NEW $19.20 +21.4%
259 ELV Elevance Health Inc Com Healthcare 14,888.0 $4.4M 0.04% -957.0 -6.0% $292.75 +32.7%
260 HD Home Depot Inc Consumer Cyclical 13,146.0 $4.3M 0.04% -3K -18.2% $328.90 +1.6%
Page 13 of 40  ·  792 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%