Great Lakes Advisors, LLC
Annual return '25
+18.4%
SPY '25
+17.7%
Alpha
+0.7ptsvs SPY
Invested
$12.1B
Holdings
793
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GWW
WW GRAINGER INC
Held since at least Q1 2024
3.1%
02
$GOOGL
ALPHABET INC CAP STK CL A
Q4 2025: New position (3.1k shares)
2.9%
03
$JPM
J P MORGAN CHASE AND CO
Q4 2025: New position (1.0k shares)
2.8%
04
$XOM
Exxon Mobil Corp
Q4 2025: New position (7.3k shares)
2.1%
05
$AMZN
Amazon com Inc
Q1 2026: Increased +19.0% (3.9k → 4.6k shares)
2.1%
06
$BAC
Bank America Corp
Held since at least Q1 2024
1.9%
07
$RTX
RTX CORPORATION
Q4 2025: New position (3.4k shares)
1.6%
08
$MRK
Merck Co Inc
Q4 2025: New position (600 shares)
1.6%
09
$LIN
Linde PLC
Held since at least Q1 2024
1.5%
10
$MSFT
Microsoft Corp
Q1 2026: Increased +40.0% (2.0k → 2.8k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.