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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 72 of 125  ·  2,499 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 DNUT Krispy Kreme Inc Consumer Defensive 27,135.0 $98K NEW $3.63 -3.3%
1422 TTD Trade Desk Inc/The Technology 2,009.0 $98K NEW $48.97 -61.0%
1423 WAT Waters Corp Healthcare 281.0 $96K NEW $342.90 +10.6%
1424 WOR Worthington Enterprises Inc Industrials 1,732.0 $96K NEW $55.56 -1.8%
1425 DGX Quest Diagnostics Inc Healthcare 547.0 $96K NEW $175.75 +22.7%
1426 DRI Darden Restaurants Inc Consumer Cyclical 537.0 $96K NEW $178.20 +14.7%
1427 MXCT MaxCyte Inc Healthcare 63,330.0 $96K NEW $1.51 -19.5%
1428 WAY Waystar Holding Corp Technology 2,533.0 $94K NEW $37.06 -36.7%
1429 UCB United Community Banks Inc/GA Financial Services 3,195.0 $94K NEW $29.27 +21.2%
1430 VHI Valhi Inc Basic Materials 6,615.0 $93K NEW $14.07 +2.3%
1431 RGA Reinsurance Group of America I Financial Services 492.0 $93K NEW $189.00 +16.9%
1432 OKLO Oklo Inc Utilities 676.0 $93K NEW $137.39 -61.9%
1433 ON ON Semiconductor Corp Technology 1,815.0 $92K NEW $50.85 +79.4%
1434 DLTR Dollar Tree Inc Consumer Defensive 933.0 $92K NEW $98.80 +25.6%
1435 IP International Paper Co Consumer Cyclical 2,375.0 $92K NEW $38.63 +0.4%
1436 RELL Richardson Electronics Ltd/Uni Technology 8,386.0 $91K NEW $10.84 +53.2%
1437 SHC Sotera Health Co Healthcare 5,513.0 $90K NEW $16.34 +9.7%
1438 VCTR Victory Capital Holdings Inc Financial Services 1,446.0 $89K NEW $61.88 +41.8%
1439 CASY Casey's General Stores Inc Consumer Cyclical 172.0 $89K NEW $518.54 +53.8%
1440 MPTI M-Tron Industries Inc Technology 1,605.0 $89K NEW $55.38 +64.4%
Page 72 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%