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Portfolio (Quarterly) Guide ↗

LOS ANGELES CAPITAL MANAGEMENT LLC

· CIK 0001177206
13F Portfolio $29.3B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2499 New
Page 14 of 125  ·  2,499 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MPWR Monolithic Power Systems Inc Technology 6,953.0 $7.6M 0.03% NEW $1087.56 +18.4%
262 PEN Penumbra Inc Healthcare 32,642.0 $7.6M 0.03% NEW $231.54 +37.6%
263 CTSH Cognizant Technology Solutions Technology 103,424.0 $7.5M 0.03% NEW $72.19 -41.8%
264 VTRS Viatris Inc Healthcare 716,394.0 $7.4M 0.03% NEW $10.36 +56.2%
265 BX Blackstone Inc Financial Services 48,863.0 $7.3M 0.03% NEW $148.39 -17.3%
266 WAB Westinghouse Air Brake Technol Industrials 35,541.0 $7.2M 0.03% NEW $203.14 +30.0%
267 BEN Franklin Resources Inc Financial Services 314,797.0 $7.2M 0.02% NEW $22.77 +49.8%
268 EEFT Euronet Worldwide Inc Technology 94,884.0 $7.2M 0.02% NEW $75.50 +2.2%
269 TTEK Tetra Tech Inc Industrials 221,470.0 $7.1M 0.02% NEW $32.18 -7.1%
270 ORLY O'Reilly Automotive Inc Consumer Cyclical 74,552.0 $7.1M 0.02% NEW $95.15 -5.1%
271 AEIS Advanced Energy Industries Inc Industrials 33,986.0 $7.0M 0.02% NEW $205.61 +51.4%
272 FSS Federal Signal Corp Industrials 60,352.0 $7.0M 0.02% NEW $115.77 +13.2%
273 EPAM EPAM Systems Inc Technology 43,488.0 $6.9M 0.02% NEW $159.15 -44.5%
274 MC Moelis & Co Financial Services 105,801.0 $6.8M 0.02% NEW $64.27 +6.7%
275 EXPD Expeditors International of Wa Industrials 55,956.0 $6.7M 0.02% NEW $120.19 +39.4%
276 STRL Sterling Infrastructure Inc Industrials 17,180.0 $6.5M 0.02% NEW $379.03 +84.9%
277 NYT New York Times Co/The Communication Services 113,686.0 $6.5M 0.02% NEW $56.82 +30.0%
278 HHH Howard Hughes Holdings Inc Real Estate 81,346.0 $6.4M 0.02% NEW $78.68 -5.7%
279 JBHT JB Hunt Transport Services Inc Industrials 37,979.0 $6.3M 0.02% NEW $166.64 +71.5%
280 CHTR Charter Communications Inc Communication Services 27,252.0 $6.3M 0.02% NEW $230.92 -40.6%
Page 14 of 125  ·  2,499 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 41.6%
Healthcare 14.2%
Communication Services 11.9%
Financial Services 8.8%
Industrials 8.5%
Consumer Cyclical 6.9%
Utilities 2.4%
Basic Materials 1.9%
Consumer Defensive 1.7%
Energy 1.4%