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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 25 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 AVT Avnet Inc Technology 21,966.0 $1.4M 0.01% NEW $61.62 +48.4%
482 PHM Pulte Group Inc Consumer Cyclical 11,506.0 $1.4M 0.01% -320.0 -2.7% $117.61 +8.0%
483 HAL Halliburton Co Energy 34,602.0 $1.3M 0.01% +367.0 +1.1% $38.99 -10.4%
484 WELL Welltower Inc Real Estate 6,813.0 $1.3M 0.01% -99.0 -1.4% $197.70 +4.5%
485 SFL SFL CORPORATION LTD SHS Industrials 123,121.0 $1.3M 0.01% -12K -9.0% $10.79 +0.2%
486 MPWR Monolithic Power Systems Inc Technology 1,194.0 $1.3M 0.01% -46.0 -3.7% $1093.35 +43.0%
487 T AT T Inc Communication Services 44,714.0 $1.3M 0.01% -40K -47.0% $28.99 -24.1%
488 KO Coca Cola Co Consumer Defensive 16,986.0 $1.3M 0.01% +2K +13.2% $76.05 +4.4%
489 DTE DTE Energy Co Utilities 8,796.0 $1.3M 0.01% -263.0 -2.9% $146.22 +0.9%
490 First Eagle Overseas Fund I 39,093.0 $1.3M 0.01% $32.51
491 AXS Axis Capital Holdings Ltd Financial Services 12,381.0 $1.3M 0.01% NEW $101.41 -0.4%
492 NBTB NBT Bancorp Inc Financial Services 28,736.0 $1.2M 0.01% -682.0 -2.3% $42.58 +9.6%
493 OLN Olin Corp Basic Materials 40,766.0 $1.2M 0.01% NEW $29.73 -26.0%
494 Canadian Pacific Kansas City C 15,343.0 $1.2M 0.01% -419.0 -2.7% $78.66
495 GRDN Guardian Pharmacy Services Inc Healthcare 30,708.0 $1.2M 0.01% -3K -8.7% $37.66 +12.6%
496 EBAY eBay Inc Consumer Cyclical 12,565.0 $1.1M 0.01% +1K +10.9% $91.02 +18.9%
497 AXSM Axsome Therapeutics Inc Healthcare 6,730.0 $1.1M 0.01% -35.0 -0.5% $169.02 +48.2%
498 PRI Primerica Inc Financial Services 4,470.0 $1.1M 0.01% +80.0 +1.8% $250.48 +12.5%
499 Aberdeen Emerg Mkt Inst 64,736.0 $1.1M 0.01% $17.29
500 SHW Sherwin Williams Co Basic Materials 3,464.0 $1.1M 0.01% -3K -47.8% $320.55 +0.1%
Page 25 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%