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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 8 of 35  ·  688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 Liberty Global Ltd 1,097,442.0 $13.3M 0.05% +815K +288.5% $12.09
142 MAR Marriott International Inc/MD Consumer Cyclical 38,128.0 $12.5M 0.05% +36K +2105.2% $327.07 +21.1%
143 STLD Steel Dynamics Inc Basic Materials 67,918.0 $12.2M 0.05% +67K +10000.0% $180.00 +38.8%
144 EXPD Expeditors International of Wa Industrials 84,893.0 $12.2M 0.05% +29K +51.7% $143.23 +12.6%
145 CRM Salesforce Inc Technology 64,477.0 $12.0M 0.05% +7K +12.8% $186.67 -18.7%
146 FAF First American Financial Corp Financial Services 185,748.0 $11.2M 0.04% +152K +446.4% $60.29 +13.8%
147 CEG Constellation Energy Corp Utilities 39,879.0 $11.1M 0.04% +15K +60.2% $279.25 -1.9%
148 BKR Baker Hughes Co Energy 177,620.0 $10.8M 0.04% +172K +2938.3% $61.05 -4.3%
149 TPG TPG Inc Financial Services 267,337.0 $10.8M 0.04% +243K +997.8% $40.51 +3.8%
150 TDC Teradata Corp Technology 420,202.0 $10.8M 0.04% +420K +10000.0% $25.63 +20.5%
151 ICE Intercontinental Exchange Inc Financial Services 68,409.0 $10.8M 0.04% +66K +2531.1% $157.28 -14.9%
152 Aptiv PLC 154,268.0 $10.7M 0.04% +54K +54.1% $69.44
153 ESI Element Solutions Inc Basic Materials 306,034.0 $10.4M 0.04% +305K +10000.0% $34.14 +34.7%
154 MMM 3M Co Industrials 70,943.0 $10.3M 0.04% +42K +141.1% $145.23 +10.6%
155 Liberty Global Ltd 827,639.0 $9.7M 0.04% +587K +243.4% $11.73
156 RHI Robert Half Inc Industrials 357,677.0 $9.1M 0.04% +357K +10000.0% $25.40 +24.4%
157 Standardaero Inc 350,855.0 $9.1M 0.04% +251K +250.1% $25.83
158 DVN Devon Energy Corp Energy 174,640.0 $8.8M 0.04% +172K +6370.5% $50.32 -16.3%
159 AR Antero Resources Corp Energy 203,580.0 $8.6M 0.03% +202K +10000.0% $42.44 -21.7%
160 FSS Federal Signal Corp Industrials 77,305.0 $8.4M 0.03% +17K +28.1% $108.14 +9.6%
Page 8 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%