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Portfolio (Quarterly) Guide ↗

Great Lakes Retirement, Inc.

· CIK 0001801667
13F Portfolio $962M AUM 216 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 31 New 125 Added 34 Reduced 14 Exited
Page 3 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 18,219.0 $5.6M 0.58% -322.0 -1.7% $304.69 +32.8%
42 VO VANGUARD INDEX FDS 18,071.0 $5.2M 0.55% +3K +20.0% $290.22 -73.1%
43 WFC WELLS FARGO CO NEW Financial Services 52,841.0 $4.9M 0.51% +1K +2.6% $93.20 -18.0%
44 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 17,317.0 $4.8M 0.50% -419.0 -2.4% $276.12 +194.3%
45 NFLX NETFLIX INC Communication Services 50,323.0 $4.7M 0.49% +45K +910.7% $93.76 -5.5%
46 PH PARKER HANNIFIN CORP Industrials 5,337.0 $4.7M 0.49% +714.0 +15.4% $879.00 -1.4%
47 BLK BLACKROCK INC Financial Services 4,207.0 $4.5M 0.47% +33.0 +0.8% $1070.25 +0.3%
48 CAT CATERPILLAR INC Industrials 7,787.0 $4.5M 0.46% +391.0 +5.3% $572.88 +53.6%
49 AXP AMERICAN EXPRESS CO Financial Services 11,802.0 $4.4M 0.45% +74.0 +0.6% $369.96 -15.7%
50 PANW PALO ALTO NETWORKS INC Technology 23,648.0 $4.4M 0.45% +992.0 +4.4% $184.20 +41.5%
51 STOT SSGA ACTIVE TR 89,675.0 $4.2M 0.44% +4K +4.6% $47.28 -0.5%
52 AMGN AMGEN INC Healthcare 12,625.0 $4.1M 0.43% +381.0 +3.1% $327.32 +3.7%
53 QCOM QUALCOMM INC Technology 23,897.0 $4.1M 0.42% +1K +5.8% $171.05 +39.2%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 12,496.0 $3.7M 0.39% $296.20 -14.3%
55 MA MASTERCARD INCORPORATED Financial Services 6,360.0 $3.6M 0.38% +172.0 +2.8% $570.89 -12.7%
56 AMP AMERIPRISE FINL INC Financial Services 7,358.0 $3.6M 0.38% +203.0 +2.8% $490.35 -7.8%
57 BX BLACKSTONE INC Financial Services 22,707.0 $3.5M 0.36% +659.0 +3.0% $154.14 -23.1%
58 WMT WALMART INC Consumer Defensive 30,176.0 $3.4M 0.35% +2K +7.6% $111.64 +7.7%
59 KIM KIMCO RLTY CORP Real Estate 164,958.0 $3.3M 0.35% +7K +4.7% $20.27 +18.9%
60 SO SOUTHERN CO Utilities 38,180.0 $3.3M 0.35% +1K +3.6% $87.20 +8.4%
Page 3 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 32.7%
Financial Services 16.5%
Industrials 10.6%
Communication Services 9.6%
Energy 8.4%
Healthcare 8.1%
Consumer Cyclical 8.1%
Consumer Defensive 3.1%
Utilities 1.4%
Basic Materials 0.9%