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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 1 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 224,134.0 $44.8M 3.98% -25K -9.9% $200.09 +8.4%
2 AMD ADVANCED MICRO DEVICES INC Technology 66,273.0 $38.5M 3.42% -9K -11.5% $580.91 -19.2%
3 GOOGL ALPHABET INC Communication Services 107,643.0 $38.5M 3.42% -14K -11.2% $357.37 -4.7%
4 AMZN AMAZON COM INC Consumer Cyclical 116,984.0 $27.9M 2.48% -608.0 -0.5% $238.34 +9.1%
5 SCHB SCHWAB STRATEGIC TR 906,333.0 $26.2M 2.33% -7K -0.8% $28.96 +1.8%
6 SLB SLB LIMITED Energy 297,258.0 $13.8M 1.23% -17K -5.4% $46.49 +15.2%
7 LLY ELI LILLY & CO Healthcare 11,470.0 $13.8M 1.22% -229.0 -2.0% $1199.35 +3.8%
8 FDMO FIDELITY COVINGTON TRUST 137,003.0 $13.5M 1.20% -92K -40.2% $98.57 -4.1%
9 LMT LOCKHEED MARTIN CORP Industrials 23,133.0 $11.8M 1.05% -632.0 -2.7% $509.45 +12.2%
10 MU MICRON TECHNOLOGY INC Technology 10,090.0 $11.6M 1.03% -723.0 -6.7% $1154.24 -15.6%
11 DVN DEVON ENERGY CORP NEW Energy 278,998.0 $11.5M 1.02% -208K -42.7% $41.32 +19.3%
12 PWR QUANTA SVCS INC Industrials 14,432.0 $10.4M 0.92% -742.0 -4.9% $720.04 -8.0%
13 ANET ARISTA NETWORKS INC Technology 61,042.0 $10.4M 0.92% -2K -3.2% $169.88 +8.2%
14 MRVL MARVELL TECHNOLOGY INC Technology 34,492.0 $10.3M 0.91% -4K -9.3% $297.89 -15.7%
15 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 10,358.0 $10.0M 0.89% -7K -40.2% $964.96 -11.9%
16 AVGO BROADCOM INC Technology 23,174.0 $8.8M 0.78% -562.0 -2.4% $377.74 -3.6%
17 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 16,743.0 $8.0M 0.71% -1K -8.1% $477.57 -12.9%
18 AMAT APPLIED MATLS INC Technology 10,195.0 $7.4M 0.65% -725.0 -6.6% $723.00 -31.4%
19 GLW CORNING INC Technology 28,599.0 $7.3M 0.65% -8K -21.9% $255.43 -40.7%
20 DFAC DIMENSIONAL ETF TRUST 145,663.0 $6.5M 0.57% -160K -52.3% $44.36 +2.3%
Page 1 of 3  ·  60 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%