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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 8 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PLTR Palantir Technologies Inc Cl A Technology 74,828.0 $10.9M 0.09% -1K -1.7% $146.28 -12.2%
142 INTC Intel Corp Technology 243,902.0 $10.8M 0.09% -140K -36.5% $44.13 +203.6%
143 AVY Avery Dennison Corp Industrials 62,220.0 $10.7M 0.09% -46K -42.4% $172.68 -8.1%
144 HWC Hancock Whitney Corporation Financial Services 166,765.0 $10.6M 0.09% -5K -2.8% $63.59 +10.5%
145 WAB Wabtec Corp Industrials 41,377.0 $10.3M 0.09% -2K -4.0% $249.91 +8.8%
146 CAT Caterpillar Inc Industrials 14,550.0 $10.3M 0.09% -390.0 -2.6% $708.47 +39.1%
147 CL Colgate Palmolive Co Consumer Defensive 118,350.0 $10.1M 0.08% +17K +16.9% $85.23 +5.0%
148 MCD MC DONALDS CORP Consumer Cyclical 32,147.0 $10.0M 0.08% $310.80 -10.4%
149 POR Portland Gen Elec Co Utilities 187,528.0 $9.9M 0.08% +72K +62.3% $52.77 -4.9%
150 BMY Bristol Myers Squibb Co Healthcare 162,852.0 $9.9M 0.08% +26K +19.2% $60.65 -11.0%
151 DLTR Dollar Tree Inc Consumer Defensive 85,950.0 $9.4M 0.08% +22K +35.0% $109.51 +2.0%
152 IEMG iShares Core MSCI Emerg Mkt 133,579.0 $9.3M 0.08% +30K +29.0% $69.75 +22.8%
153 MAR Marriott Intl Inc Cl A Consumer Cyclical 28,359.0 $9.3M 0.08% -161.0 -0.6% $327.07 +21.1%
154 JAZZ Jazz Pharmaceuticals PLC USD Healthcare 48,945.0 $9.3M 0.08% -7K -12.2% $189.05 +18.8%
155 BKR Baker Hughes Company Cl A Energy 147,972.0 $9.0M 0.07% +3K +1.7% $61.05 -4.3%
156 IONS Ionis Pharmaceuticals Inc Healthcare 118,926.0 $8.9M 0.07% -30K -20.3% $75.09 -1.3%
157 USFD US Foods Holding Corp Consumer Defensive 96,734.0 $8.9M 0.07% -6K -6.1% $92.21 -0.3%
158 SCHW CHARLES SCHWAB NEW Financial Services 94,698.0 $8.9M 0.07% +1K +1.6% $93.98 -2.4%
159 IBM Intl Business Machines Technology 36,650.0 $8.9M 0.07% -8K -17.3% $242.39 +2.8%
160 KNX Knight Swift Trans Holdings In Industrials 150,936.0 $8.7M 0.07% +125K +486.0% $57.58 +28.8%
Page 8 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%