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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 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KLAC KLA CORP Technology 45,099.0 $13.6M 1.21% +40K +866.3% $301.71 -37.9%
22 FDMO FIDELITY COVINGTON TRUST 137,003.0 $13.5M 1.20% -92K -40.2% $98.57 -3.4%
23 DHR DANAHER CORP DEL Healthcare 69,528.0 $13.2M 1.18% +7K +11.1% $190.48 +11.0%
24 LMT LOCKHEED MARTIN CORP Industrials 23,133.0 $11.8M 1.05% -632.0 -2.7% $509.45 +15.6%
25 MU MICRON TECHNOLOGY INC Technology 10,090.0 $11.6M 1.03% -723.0 -6.7% $1154.24 -18.8%
26 DVN DEVON ENERGY CORP NEW Energy 278,998.0 $11.5M 1.02% -208K -42.7% $41.32 +16.6%
27 NFLX NETFLIX INC. Communication Services 158,909.0 $11.3M 1.01% +109K +215.8% $71.40 +12.4%
28 WMB WILLIAMS COS INC Energy 148,818.0 $11.1M 0.98% $74.34 -1.5%
29 GSSC GOLDMAN SACHS ETF TR 119,712.0 $10.9M 0.97% +2K +1.9% $91.26 +0.6%
30 JPM JPMORGAN CHASE & CO Financial Services 32,198.0 $10.5M 0.94% +2K +5.8% $327.33 +9.1%
31 PWR QUANTA SVCS INC Industrials 14,432.0 $10.4M 0.92% -742.0 -4.9% $720.04 -5.9%
32 ANET ARISTA NETWORKS INC Technology 61,042.0 $10.4M 0.92% -2K -3.2% $169.88 +9.8%
33 MRVL MARVELL TECHNOLOGY INC Technology 34,492.0 $10.3M 0.91% -4K -9.3% $297.89 -20.4%
34 DELL DELL TECHNOLOGIES INC Technology 23,424.0 $10.1M 0.90% +5K +24.4% $431.46 +1.4%
35 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 10,358.0 $10.0M 0.89% -7K -40.2% $964.96 -13.7%
36 APOS APOLLO GLOBAL MGMT INC Financial Services 82,405.0 $9.7M 0.87% +12K +16.8% $118.31 -78.4%
37 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 10,138.0 $9.5M 0.84% +73.0 +0.7% $935.49 +2.3%
38 PANW PALO ALTO NETWORKS INC Technology 25,840.0 $8.8M 0.78% +2K +9.3% $341.02 +5.5%
39 AVGO BROADCOM INC Technology 23,174.0 $8.8M 0.78% -562.0 -2.4% $377.74 -4.0%
40 CAT CATERPILLAR INC Industrials 8,103.0 $8.6M 0.77% +316.0 +4.1% $1064.94 -23.4%
Page 2 of 11  ·  216 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%