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Portfolio (Quarterly) Guide ↗

Great Lakes Retirement, Inc.

· CIK 0001801667
13F Portfolio $1.1B AUM 216 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 37 New 105 Added 60 Reduced 37 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DXCM DEXCOM INC Healthcare 17,640.0 $1.2M 0.10% NEW $67.35 +33.5%
22 PAYM ELEVATION SERIES TRUST 38,844.0 $984K 0.09% NEW $25.33 +1.7%
23 LRCX LAM RESEARCH CORP Technology 2,263.0 $981K 0.09% NEW $433.33 -29.1%
24 STT STATE STR CORP Financial Services 3,851.0 $653K 0.06% NEW $169.60 +9.6%
25 ATO ATMOS ENERGY CORP Utilities 2,758.0 $475K 0.04% NEW $172.27 -0.6%
26 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 37,365.0 $447K 0.04% NEW $11.96 -3.4%
27 RLAY RELAY THERAPEUTICS INC Healthcare 13,800.0 $258K 0.02% NEW $18.71 +10.8%
28 SPLS PIMCO ETF TR 4,591.0 $249K 0.02% NEW $54.27 +2.5%
29 NUE NUCOR CORP Basic Materials 1,117.0 $249K 0.02% NEW $222.80 +11.6%
30 LTPZ PIMCO ETF TR 4,725.0 $239K 0.02% NEW $50.65 -4.6%
31 PAYH ELEVATION SERIES TRUST 9,372.0 $232K 0.02% NEW $24.78 +2.0%
32 ONEH ELEVATION SERIES TRUST 8,957.0 $221K 0.02% NEW $24.68 -0.1%
33 CFR CULLEN FROST BANKERS INC Financial Services 1,373.0 $212K 0.02% NEW $154.52 +6.6%
34 HAL HALLIBURTON CO Energy 6,138.0 $208K 0.02% NEW $33.95 +3.2%
35 EME EMCOR GROUP INC Industrials 248.0 $206K 0.02% NEW $829.88 -2.9%
36 TXT TEXTRON INC Industrials 2,233.0 $205K 0.02% NEW $91.75 -6.0%
37 SNDK SANDISK CORP Technology 90.0 $205K 0.02% NEW $2273.73 -31.0%
Page 2 of 2  ·  37 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
Technology 38.2%
Financial Services 14.5%
Industrials 10.9%
Communication Services 9.0%
Consumer Cyclical 7.6%
Healthcare 6.9%
Energy 6.9%
Consumer Defensive 2.8%
Utilities 1.9%
Real Estate 0.8%