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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 33 of 35  ·  688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SITE SiteOne Landscape Supply Inc Industrials 596.0 $79K +27.0 +4.8% $133.11 -17.2%
642 SATS EchoStar Corp Technology 659.0 $77K +473.0 +254.3% $117.07 -6.7%
643 Brown-Forman Corp 2,867.0 $76K +2K +116.0% $26.44
644 VAL Valaris Ltd Energy 738.0 $72K +287.0 +63.6% $98.04 -19.9%
645 WEN Wendy's Co/The Consumer Cyclical 10,171.0 $71K +9K +1054.5% $6.95 -0.0%
646 WAFD WaFd Inc Financial Services 2,220.0 $70K +2K +382.6% $31.40 +15.3%
647 BHE Benchmark Electronics Inc Technology 1,226.0 $69K +820.0 +202.0% $56.06 +64.4%
648 MTSI MACOM Technology Solutions Hol Technology 287.0 $64K +19.0 +7.1% $222.07 +76.3%
649 VRRM Verra Mobility Corp Technology 4,288.0 $61K +4K +451.2% $14.29 -67.0%
650 DFH Dream Finders Homes Inc Consumer Cyclical 4,333.0 $60K +4K +2145.1% $13.92 +12.1%
651 UNM Unum Group Financial Services 732.0 $53K +9.0 +1.2% $73.03 +23.2%
652 FRME First Merchants Corp Financial Services 1,373.0 $53K +1K +325.1% $38.73 +5.1%
653 NSIT Insight Enterprises Inc Technology 789.0 $53K +660.0 +511.6% $67.01 +61.8%
654 GCI Liberty Inc 1,404.0 $52K +1K +1250.0% $37.21
655 IMVT Immunovant Inc Healthcare 2,017.0 $50K +2K +563.5% $24.84 +42.3%
656 AGNC AGNC Investment Corp Real Estate 4,753.0 $48K +418.0 +9.6% $10.03 +3.5%
657 MUR Murphy Oil Corp Energy 1,127.0 $46K +610.0 +118.0% $41.25 -16.9%
658 BTU Peabody Energy Corp Energy 1,333.0 $44K +840.0 +170.4% $32.95 -24.7%
659 EOLS Evolus Inc Healthcare 9,837.0 $40K +10K +3013.0% $4.11 +61.3%
660 ALGM Allegro MicroSystems Inc Technology 1,246.0 $39K +630.0 +102.3% $31.53 +87.1%
Page 33 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%