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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 27 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 NTGR NetGear Inc Technology 42,723.0 $933K 0.01% -2K -4.7% $21.84 +5.5%
522 COCO Vita Coco Co Inc Consumer Defensive 19,109.0 $916K 0.01% $47.91 +75.4%
523 KR Kroger Co Consumer Defensive 12,486.0 $903K 0.01% +855.0 +7.3% $72.36 -21.8%
524 WDC Western Digital Corp Technology 3,290.0 $890K 0.01% -363.0 -9.9% $270.49 +175.9%
525 Edenred SA Unsponsord ADR 91,675.0 $889K 0.01% +29K +46.1% $9.70
526 AIG American Intl Group Inc Financial Services 11,780.0 $886K 0.01% +2K +25.6% $75.25 -1.6%
527 Aberdeen Venture Partners X L 2.0 $886K 0.01% $443199.00
528 PLOW Douglas Dynamics Inc Consumer Cyclical 21,038.0 $885K 0.01% NEW $42.09 +17.4%
529 AX Axos Financial Inc Financial Services 10,262.0 $873K 0.01% $85.09 +3.5%
530 LIND Lindblad Expeditions Holdings Consumer Cyclical 50,154.0 $868K 0.01% NEW $17.30 +48.8%
531 Fidelity Tr 500 Index Ins Prem 3,799.0 $864K 0.01% +120.0 +3.3% $227.40
532 GLW Corning Inc Technology 6,298.0 $856K 0.01% +142.0 +2.3% $135.97 +43.4%
533 ZETA Zeta Global Holdings Corp Cl A Technology 53,452.0 $851K 0.01% $15.92 +18.7%
534 HPQ Hp Inc Technology 43,912.0 $844K 0.01% NEW $19.21 +22.3%
535 HII Huntington Ingalls Industries Industrials 2,214.0 $841K 0.01% +275.0 +14.2% $379.90 -24.9%
536 CVNA Carvana Co Cl A Consumer Cyclical 2,607.0 $820K 0.01% -483.0 -15.6% $314.38 -78.8%
537 LL Mortgage Fund Lp 1.0 $817K 0.01% $817119.00
538 EHC Encompass Health Corp Healthcare 8,432.0 $816K 0.01% -40K -82.8% $96.73 +1.3%
539 ASO Academy Sports Outdoors Inc Consumer Cyclical 14,384.0 $812K 0.01% $56.45 -8.2%
540 TDG Transdigm Group Inc Industrials 698.0 $809K 0.01% -613.0 -46.8% $1158.96 +14.6%
Page 27 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%