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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 34 of 35  ·  688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SHOO Steven Madden Ltd Consumer Cyclical 1,153.0 $39K +424.0 +58.2% $33.92 +30.3%
662 SM SM Energy Co Energy 1,222.0 $38K +562.0 +85.2% $31.18 -13.0%
663 BHRB Burke & Herbert Financial Serv Financial Services 591.0 $37K +527.0 +823.4% $62.29 +5.2%
664 CRSP CRISPR Therapeutics AG Healthcare 773.0 $37K +60.0 +8.4% $47.57 +13.7%
665 LBRDK Liberty Broadband Corp Communication Services 698.0 $35K +550.0 +371.6% $50.30 -41.1%
666 TEX Terex Corp Industrials 568.0 $34K +215.0 +60.9% $59.10 +13.1%
667 DOX Amdocs Ltd Technology 509.0 $33K +47.0 +10.2% $65.26 -21.1%
668 AUR Aurora Innovation Inc Technology 7,877.0 $32K +3K +78.9% $4.12 +52.4%
669 PII Polaris Inc Consumer Cyclical 591.0 $32K +300.0 +103.1% $54.50 +30.9%
670 AGIO Agios Pharmaceuticals Inc Healthcare 950.0 $32K +650.0 +216.7% $33.83 +1.0%
671 WGO Winnebago Industries Inc Consumer Cyclical 1,015.0 $31K +840.0 +480.0% $30.99 -9.6%
672 PCTY Paylocity Holding Corp Technology 266.0 $29K +53.0 +24.9% $108.04 -6.5%
673 RHP Ryman Hospitality Properties I Real Estate 303.0 $28K +11.0 +3.8% $92.27 +35.6%
674 OWL Blue Owl Capital Inc Financial Services 3,044.0 $28K +464.0 +18.0% $9.13 +4.4%
675 HASI HA Sustainable Infrastructure Financial Services 726.0 $27K +176.0 +32.0% $36.75 +6.3%
676 ALK Alaska Air Group Inc Industrials 634.0 $23K +497.0 +362.8% $36.78 +33.9%
677 CPB Campbell Soup Co Consumer Defensive 1,026.0 $23K +57.0 +5.9% $22.27 -5.0%
678 BUR Burford Capital Ltd Financial Services 4,886.0 $22K +4K +345.8% $4.52 +0.2%
679 Fidelis Insurance Holdings Ltd 1,150.0 $22K +726.0 +171.2% $19.11
680 SIRI Sirius XM Holdings Inc Communication Services 914.0 $21K +641.0 +234.8% $23.08 +21.4%
Page 34 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%