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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 4 of 35  ·  688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EHC Encompass Health Corp Healthcare 532,646.0 $51.5M 0.20% +404K +314.7% $96.73 +1.3%
62 CHRW CH Robinson Worldwide Inc Industrials 309,623.0 $51.4M 0.20% +289K +1427.1% $166.07 +11.4%
63 IVZ Invesco Ltd Financial Services 2,095,572.0 $50.9M 0.20% +2.1M +10000.0% $24.29 +15.9%
64 RJF Raymond James Financial Inc Financial Services 338,002.0 $48.9M 0.19% +241K +248.0% $144.79 +7.6%
65 EQT EQT Corp Energy 748,462.0 $47.6M 0.19% +746K +10000.0% $63.64 -20.3%
66 CDNS Cadence Design Systems Inc Technology 162,296.0 $45.1M 0.18% +129K +391.7% $277.87 +39.4%
67 LYFT Lyft Inc Technology 3,381,536.0 $45.0M 0.18% +1.3M +66.1% $13.30 +7.4%
68 AMP Ameriprise Financial Inc Financial Services 100,375.0 $44.6M 0.18% +79K +373.9% $444.40 +5.2%
69 SPOT Spotify Technology SA Communication Services 91,430.0 $44.3M 0.17% +89K +3080.2% $484.91 -3.5%
70 NUE Nucor Corp Basic Materials 260,658.0 $44.1M 0.17% +249K +2215.7% $169.10 +44.2%
71 ACN Accenture PLC Technology 211,714.0 $42.0M 0.17% +138K +188.9% $198.29 -35.5%
72 CVS CVS Health Corp Healthcare 570,071.0 $40.9M 0.16% +211K +58.8% $71.82 +36.9%
73 CAI Caris Life Sciences Inc Healthcare 2,289,602.0 $40.9M 0.16% +2.3M +10000.0% $17.88 +3.3%
74 TIGO Millicom International Cellular SA Communication Services 522,808.0 $39.2M 0.15% +302K +137.0% $74.94 +12.6%
75 PODD Insulet Corp Healthcare 185,745.0 $39.0M 0.15% +60K +47.5% $209.84 -30.5%
76 CSCO Cisco Systems Inc Technology 496,533.0 $38.5M 0.15% +18K +3.9% $77.59 +54.1%
77 ADSK Autodesk Inc Technology 156,466.0 $37.5M 0.15% +55K +53.9% $239.40 -19.0%
78 KEY KeyCorp Financial Services 1,861,977.0 $37.3M 0.15% +1.8M +7524.2% $20.05 +12.7%
79 JCI Johnson Controls International Industrials 278,871.0 $36.5M 0.14% +276K +9324.5% $130.95 +10.6%
80 ADBE Adobe Inc Technology 147,535.0 $35.9M 0.14% +92K +164.8% $243.08 -19.7%
Page 4 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%