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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 32 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 Cohen Steers Pfd Secs Inc Fdfd 35,186.0 $433K 0.00% $12.32
622 Vanguard Index Funds Md Cp Sto 5,478.0 $431K 0.00% -2K -27.9% $78.59
623 FIX Comfort Systems USA Inc Industrials 312.0 $430K 0.00% $1378.99 +42.7%
624 FNB FNB Corp PA Financial Services 25,624.0 $428K 0.00% +461.0 +1.8% $16.72 +9.0%
625 REET iShares Global REIT ETF 17,006.0 $428K 0.00% -398.0 -2.3% $25.15 +7.6%
626 VLGEA Village Super Mkt Inc Cl A Consumer Defensive 10,109.0 $427K 0.00% NEW $42.23 -3.6%
627 HLF Herbalife Ltd Consumer Defensive 28,660.0 $422K 0.00% $14.72 -19.2%
628 MLI Mueller Industries Inc Industrials 3,786.0 $419K 0.00% NEW $110.80 +24.0%
629 HLX Helix Energy Solutions Group I Energy 41,983.0 $415K 0.00% +3K +7.6% $9.89 -12.1%
630 O Realty Income Corp Real Estate 6,734.0 $412K 0.00% +743.0 +12.4% $61.18 -1.5%
631 HPK Highpeak Energy Inc Energy 59,708.0 $412K 0.00% NEW $6.90 +4.1%
632 NXT Nextpower Inc Technology 3,400.0 $410K 0.00% -2K -34.5% $120.55 +4.4%
633 VVX V2x Inc Industrials 5,952.0 $408K 0.00% NEW $68.50 +24.9%
634 Capital World Growth Income Fu 5,796.0 $407K 0.00% $70.23
635 POOL Pool Corporation Industrials 2,010.0 $407K 0.00% $202.33 -1.7%
636 NCLH Norwegian Cruise Line Holdings Consumer Cyclical 21,731.0 $406K 0.00% $18.70 +9.3%
637 ITW Illinois Tool Works Inc Industrials 1,550.0 $404K 0.00% -557.0 -26.4% $260.36 +1.4%
638 EVR Evercore Inc Class A Financial Services 1,347.0 $402K 0.00% -42.0 -3.0% $298.57 +24.5%
639 JBSS Sanfilippo John B Son Inc Consumer Defensive 4,996.0 $396K 0.00% NEW $79.33 -1.6%
640 Somnigroup International Inc C 5,353.0 $396K 0.00% +64.0 +1.2% $73.92
Page 32 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%