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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 6 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PRU Prudential Financial Inc Financial Services 256,335.0 $25.0M 0.21% +14K +5.9% $97.69 +9.0%
102 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 369,919.0 $23.1M 0.19% +42K +12.9% $62.42 -0.4%
103 CVX Chevron Corp Energy 111,313.0 $23.0M 0.19% -83K -42.7% $206.90 -16.1%
104 EMR Emerson Electric Co Industrials 173,402.0 $22.7M 0.19% -133K -43.3% $131.02 +15.0%
105 KMI Kinder Morgan Inc Energy 643,554.0 $21.6M 0.18% -23K -3.4% $33.53 -5.8%
106 FMI Funds Inc Stock Fund Inv 627,258.0 $21.1M 0.17% -104K -14.2% $33.58
107 ACGL Arch Capital Group Ltd Financial Services 219,366.0 $21.1M 0.17% -185K -45.7% $95.99 -5.0%
108 PM Philip Morris Intl Inc Consumer Defensive 125,864.0 $20.8M 0.17% -139K -52.4% $165.34 +7.9%
109 PEG Public Service Enterprise Grou Utilities 255,445.0 $20.7M 0.17% -200K -43.9% $80.95 -1.3%
110 ON ON Semiconductor Corp Technology 319,236.0 $19.8M 0.16% +41K +14.8% $61.92 +96.4%
111 SPY STATE STREET SPDR S P 500 ETF Financial Services 30,038.0 $19.5M 0.16% -4K -12.2% $650.35 +14.8%
112 PFE Pfizer Inc Healthcare 693,490.0 $19.5M 0.16% +173K +33.3% $28.08 -10.2%
113 STRL Sterling Infrastructure Inc Industrials 47,771.0 $19.5M 0.16% -4K -7.7% $407.27 +111.6%
114 TFC TRUIST FINL CORP Financial Services 407,603.0 $18.7M 0.15% +45K +12.4% $45.97 +5.1%
115 COST Costco Wholesale Corp Consumer Defensive 18,476.0 $18.4M 0.15% +7K +65.3% $996.43 -4.5%
116 GE General Electric Co Industrials 64,227.0 $18.2M 0.15% -62K -49.2% $283.77 +26.0%
117 MA MASTERCARD INC CL A Financial Services 36,135.0 $18.1M 0.15% -7K -16.3% $499.67 -2.0%
118 NFLX NETFLIX COM INC Communication Services 185,067.0 $17.8M 0.15% +14K +7.9% $96.15 -19.5%
119 EXPE Expedia Group Inc Consumer Cyclical 76,133.0 $17.6M 0.15% -55K -42.1% $230.89 +4.3%
120 LLY ELI LILLY CO Healthcare 18,886.0 $17.4M 0.14% -3K -11.7% $919.82 +19.4%
Page 6 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%