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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 36 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 WTS Watts Water Technologies Inc C Industrials 1,002.0 $291K 0.00% +17.0 +1.7% $290.29 +15.9%
702 SMMD iShares Russell 2500 ETF 3,785.0 $289K 0.00% -35K -90.2% $76.35 +18.0%
703 NRG NRG Energy Inc Utilities 1,973.0 $288K 0.00% -608.0 -23.6% $146.14 -7.6%
704 PRTA Prothena Corp PLC Healthcare 29,593.0 $288K 0.00% +16K +124.4% $9.72 -8.1%
705 AFL Aflac Inc Financial Services 2,592.0 $284K 0.00% -2K -46.8% $109.70 +5.3%
706 TMHC Taylor Morrison Home Corp Cl A Consumer Cyclical 4,860.0 $283K 0.00% -98.0 -2.0% $58.24 +22.9%
707 MSTR Strategy Inc Cl A New Technology 2,245.0 $280K 0.00% -1K -40.0% $124.80 -9.8%
708 BIOA Bioage Laboratories Inc Healthcare 15,932.0 $279K 0.00% -267.0 -1.6% $17.49 +18.8%
709 A Agilent Technologies Inc Healthcare 2,432.0 $277K 0.00% NEW $113.99 +11.5%
710 RMD ResMed Inc Healthcare 1,225.0 $275K 0.00% +7.0 +0.6% $224.48 -16.0%
711 CRM Salesforce Inc Com Technology 1,473.0 $275K 0.00% -2K -59.0% $186.67 -18.7%
712 XP Xp Inc Cl A Financial Services 14,392.0 $274K 0.00% -370K -96.3% $19.04 -19.0%
713 CACI CACI International Inc Cl A Technology 500.0 $272K 0.00% NEW $543.87 -14.2%
714 FDP Fresh Del Monte Produce Inc Consumer Defensive 6,747.0 $272K 0.00% -4K -34.5% $40.26 -31.8%
715 SAM Boston Beer Inc Cl A Consumer Defensive 1,173.0 $270K 0.00% NEW $230.40 -23.6%
716 NKTR Nektar Therapeutics Healthcare 3,741.0 $269K 0.00% NEW $71.95 -15.2%
717 Iqvia Holdings Inc 1,571.0 $268K 0.00% -141.0 -8.2% $170.54
718 JXN Jackson Financial Inc Cl A Financial Services 2,510.0 $265K 0.00% -37.0 -1.4% $105.72 +1.0%
719 ED Consolidated Edison Inc Utilities 2,332.0 $264K 0.00% NEW $113.19 -6.0%
720 DFA Intl Core Equity 12,674.0 $264K 0.00% $20.82
Page 36 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%