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Portfolio (Quarterly) Guide ↗

LOS ANGELES CAPITAL MANAGEMENT LLC

· CIK 0001177206
13F Portfolio $25.4B AUM 2,374 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 164 New 688 Added 913 Reduced 289 Exited
Page 2 of 35  ·  688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRVL Marvell Technology Inc Technology 1,226,864.0 $121.5M 0.48% +1.1M +1325.2% $99.05 +213.6%
22 UHS Universal Health Services Inc Healthcare 664,576.0 $118.9M 0.47% +325K +95.8% $178.97 -21.1%
23 VZ Verizon Communications Inc Communication Services 2,313,232.0 $116.1M 0.46% +1.3M +122.8% $50.20 -8.7%
24 BAC Bank of America Corp Financial Services 2,375,776.0 $115.8M 0.46% +1.6M +192.7% $48.75 +15.3%
25 AIG American International Group I Financial Services 1,487,194.0 $111.9M 0.44% +1.1M +305.4% $75.25 -1.6%
26 DELL Dell Technologies Inc Technology 665,582.0 $109.2M 0.43% +500K +303.0% $164.13 +149.5%
27 MORN Morningstar Inc Financial Services 645,384.0 $109.1M 0.43% +645K +10000.0% $169.05 -9.1%
28 Chesapeake Energy Corp 984,582.0 $108.1M 0.43% +951K +2874.4% $109.78
29 PNC PNC Financial Services Group I Financial Services 510,708.0 $106.3M 0.42% +214K +71.9% $208.09 +11.5%
30 LNG Cheniere Energy Inc Energy 365,308.0 $103.7M 0.41% +124K +51.5% $283.76 -20.0%
31 SYY Sysco Corp Consumer Defensive 1,413,903.0 $100.9M 0.40% +1.4M +10000.0% $71.33 +10.3%
32 DPZ Domino's Pizza Inc Consumer Cyclical 266,754.0 $95.7M 0.38% +267K +10000.0% $358.79 -12.9%
33 NRG NRG Energy Inc Utilities 647,365.0 $94.6M 0.37% +292K +82.3% $146.14 -7.6%
34 CVX Chevron Corp Energy 452,976.0 $93.7M 0.37% +444K +4721.5% $206.90 -16.1%
35 MU Micron Technology Inc Technology 273,905.0 $92.5M 0.36% +118K +75.7% $337.84 +235.7%
36 LULU Lululemon Athletica Inc Consumer Cyclical 598,158.0 $91.6M 0.36% +581K +3332.4% $153.10 -27.0%
37 BPOP Popular Inc Financial Services 678,608.0 $91.0M 0.36% +646K +1952.0% $134.17 +18.7%
38 HAL Halliburton Co Energy 2,281,036.0 $88.9M 0.35% +2.3M +10000.0% $38.99 -10.4%
39 JBHT JB Hunt Transport Services Inc Industrials 389,853.0 $82.6M 0.33% +352K +926.5% $211.90 +28.0%
40 BBY Best Buy Co Inc Consumer Cyclical 1,275,620.0 $81.9M 0.32% +1.1M +573.2% $64.20 +16.4%
Page 2 of 35  ·  688 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 37.1%
Financial Services 11.8%
Healthcare 10.7%
Communication Services 9.2%
Consumer Cyclical 8.6%
Industrials 7.4%
Energy 5.6%
Utilities 3.1%
Basic Materials 2.7%
Consumer Defensive 1.9%