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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 7 of 35  ·  688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AME AMETEK Inc Industrials 79,451.0 $17.0M 0.07% +78K +7561.6% $214.36 +10.8%
122 CL Colgate-Palmolive Co Consumer Defensive 199,627.0 $17.0M 0.07% +195K +4150.1% $85.23 +5.0%
123 CW Curtiss-Wright Corp Industrials 24,813.0 $16.9M 0.07% +17K +223.4% $681.12 +13.3%
124 TNL Travel Leisure Co Consumer Cyclical 240,353.0 $16.6M 0.07% +237K +7212.2% $69.19 +10.9%
125 Leidos Holdings Inc 104,923.0 $16.3M 0.06% +57K +116.7% $155.52
126 MTG MGIC Investment Corp Financial Services 611,378.0 $16.0M 0.06% +585K +2213.1% $26.25 -0.7%
127 PG Procter & Gamble Co/The Consumer Defensive 110,458.0 $16.0M 0.06% +77K +229.5% $144.44 +4.1%
128 SMCI Super Micro Computer Inc Technology 691,375.0 $15.7M 0.06% +682K +7444.5% $22.77 +34.7%
129 WST West Pharmaceutical Services I Healthcare 60,705.0 $15.2M 0.06% +18K +41.5% $250.64 +29.1%
130 HRB H&R Block Inc Consumer Cyclical 471,614.0 $15.0M 0.06% +471K +10000.0% $31.74 +8.3%
131 RDDT Reddit Inc Communication Services 108,847.0 $14.7M 0.06% +11K +10.7% $134.65 +29.9%
132 CAT Caterpillar Inc Industrials 20,533.0 $14.5M 0.06% +11K +111.1% $708.46 +39.1%
133 NDAQ Nasdaq Inc Financial Services 166,190.0 $14.1M 0.06% +148K +834.5% $84.89 -3.1%
134 G Genpact Ltd Technology 376,105.0 $14.0M 0.06% +375K +10000.0% $37.25 -24.2%
135 CRUS Cirrus Logic Inc Technology 95,528.0 $13.8M 0.05% +79K +470.1% $144.62 +14.3%
136 THC Tenet Healthcare Corp Healthcare 73,085.0 $13.8M 0.05% +64K +702.1% $188.71 -8.6%
137 BILL BILL Holdings Inc Technology 357,078.0 $13.7M 0.05% +357K +10000.0% $38.30 -15.2%
138 HD Home Depot Inc/The Consumer Cyclical 41,228.0 $13.6M 0.05% +18K +77.2% $328.89 +1.6%
139 Smurfit Westrock PLC 340,020.0 $13.5M 0.05% +201K +144.4% $39.85
140 FDX FedEx Corp Industrials 37,762.0 $13.5M 0.05% +37K +10000.0% $356.18 -8.4%
Page 7 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%