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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 37 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 Vanguard Primecap Fund Admiral 1,458.0 $262K 0.00% -540.0 -27.0% $179.77
722 WCM Focused Growth Inst 10,572.0 $260K 0.00% -7K -41.1% $24.57
723 MAS Masco Corp Industrials 4,301.0 $260K 0.00% -25.0 -0.6% $60.37 +23.2%
724 Fidelity Contrafund Inc 11,274.0 $259K 0.00% $22.96
725 ADT ADT Inc Industrials 39,265.0 $258K 0.00% +4K +11.3% $6.57 +0.2%
726 NTNX Nutanix Inc Cl A Technology 6,701.0 $255K 0.00% -839.0 -11.1% $38.01 +23.4%
727 EQH Equitable Holdings Inc Financial Services 6,845.0 $254K 0.00% -91K -93.0% $37.11 +22.0%
728 CARNIVAL CORP COMMON SHARES 9,763.0 $253K 0.00% NEW $25.88
729 SPG Simon Property Group Inc Real Estate 1,353.0 $252K 0.00% +11.0 +0.8% $186.56 +13.3%
730 Vanguard Group Div Growth Fund 8,601.0 $250K 0.00% -8K -49.5% $29.01
731 Sealed Air Corp 5,929.0 $249K 0.00% +254.0 +4.5% $42.05
732 LRN Stride Inc Consumer Defensive 2,801.0 $247K 0.00% NEW $88.17 -6.1%
733 Vanguard Equity Income Adml 2,616.0 $245K 0.00% -1K -31.1% $93.71
734 UI Ubiquiti Inc Technology 310.0 $245K 0.00% NEW $790.29 -25.4%
735 ELF E L F Beauty Inc Consumer Defensive 4,036.0 $245K 0.00% $60.61 +5.9%
736 WTM White Mountains Ins Group Ltd Financial Services 110.0 $242K 0.00% $2196.96 -8.8%
737 DINO Hf Sinclair Corporation Com Energy 3,860.0 $241K 0.00% NEW $62.39 +3.4%
738 MATX Matson Inc Industrials 1,452.0 $238K 0.00% NEW $163.94 +16.7%
739 ASML ASML Holding NV NY Registry Technology 180.0 $238K 0.00% NEW $1320.87 +46.1%
740 Morgan Stanley Inst Fund Inc G 9,094.0 $237K 0.00% $26.09
Page 37 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%