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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 38 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CNO CNO Financial Group Inc Financial Services 5,776.0 $237K 0.00% -334.0 -5.5% $41.06 +23.8%
742 FFIV F5 Inc Com Technology 813.0 $235K 0.00% -65.0 -7.4% $289.33 +33.2%
743 RRC Range Resources Corp Energy 5,129.0 $232K 0.00% NEW $45.18 -19.5%
744 MCO Moodys Corp Financial Services 531.0 $232K 0.00% -170.0 -24.2% $436.25 +3.3%
745 NEU NewMarket Corp Basic Materials 360.0 $231K 0.00% -6.0 -1.6% $641.31 +21.7%
746 APD AIR PROD CHEM INC Basic Materials 790.0 $229K 0.00% -570.0 -41.9% $290.44 -3.5%
747 AWI Armstrong World Industries Inc Industrials 1,388.0 $229K 0.00% +38.0 +2.8% $164.80 -4.2%
748 TOL Toll Brothers Inc Consumer Cyclical 1,669.0 $228K 0.00% NEW $136.47 +14.1%
749 OSIS OSI Systems Inc Technology 854.0 $227K 0.00% NEW $265.51 -16.1%
750 BE Bloom Energy Corp Cl A Industrials 1,671.0 $226K 0.00% NEW $135.49 +142.8%
751 HUBB Hubbell Inc Industrials 461.0 $226K 0.00% $490.74 +6.7%
752 AEP American Electric Power Inc Utilities 1,724.0 $226K 0.00% -123.0 -6.7% $131.09 -2.6%
753 SNX Td Synnex Corporation Com Technology 1,339.0 $226K 0.00% NEW $168.71 +68.7%
754 VLO Valero Energy Corp Energy 898.0 $222K 0.00% NEW $247.12 -4.4%
755 OVV Ovintiv Inc Energy 3,738.0 $222K 0.00% NEW $59.36 -11.7%
756 DFA Inv Dimensions Group Inc U 4,524.0 $220K 0.00% $48.61
757 LII Lennox Intl Inc Industrials 470.0 $218K 0.00% -44.0 -8.6% $464.13 +14.7%
758 CIEN Ciena Corp Technology 560.0 $217K 0.00% NEW $388.23 +10.3%
759 VNT Vontier Corporation Technology 6,111.0 $217K 0.00% $35.47 -18.1%
760 MRTN Marten Transport Ltd Industrials 16,323.0 $214K 0.00% NEW $13.13 +28.3%
Page 38 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%