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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 11 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BA Boeing Co/The Industrials 7,089.0 $1.4M 0.01% -23K -76.7% $199.03 +11.9%
202 MTZ MasTec Inc Industrials 4,312.0 $1.4M 0.01% -2K -33.4% $321.74 +18.0%
203 AEP American Electric Power Co Inc Utilities 10,503.0 $1.4M 0.01% -25K -70.6% $131.08 -2.6%
204 CIEN Ciena Corp Technology 3,538.0 $1.4M 0.01% -2K -35.8% $388.23 +10.3%
205 UNP Union Pacific Corp Industrials 5,601.0 $1.4M 0.01% -1K -20.6% $242.62 +5.9%
206 HAYW Hayward Holdings Inc Industrials 99,615.0 $1.3M 0.01% -15K -12.9% $13.38 +12.1%
207 STE STERIS PLC Healthcare 5,997.0 $1.3M 0.01% -4K -39.5% $221.13 -8.4%
208 TNGX Tango Therapeutics Inc Healthcare 63,220.0 $1.3M 0.01% -1K -1.6% $20.92 +33.7%
209 IPI Intrepid Potash Inc Basic Materials 30,847.0 $1.3M 0.01% -24K -44.1% $42.77 -19.4%
210 OSK Oshkosh Corp Industrials 8,852.0 $1.3M 0.01% -15K -63.4% $147.21 -5.2%
211 BFH Bread Financial Holdings Inc Financial Services 17,302.0 $1.3M 0.01% -620.0 -3.5% $74.89 +36.7%
212 CTO CTO Realty Growth Inc Real Estate 68,965.0 $1.3M 0.01% -41K -37.4% $18.49 +11.4%
213 FIVE Five Below Inc Consumer Cyclical 5,574.0 $1.3M 0.01% -46K -89.1% $228.48 -15.1%
214 INVA Innoviva Inc Healthcare 53,533.0 $1.2M 0.01% -200K -78.8% $23.30 -3.5%
215 YOU Clear Secure Inc Technology 25,701.0 $1.2M 0.01% -7K -21.8% $48.41 +6.3%
216 LYTS LSI Industries Inc Technology 66,545.0 $1.2M 0.01% -2K -2.5% $18.60 +43.0%
217 DHI DR Horton Inc Consumer Cyclical 8,818.0 $1.2M 0.01% -64K -87.8% $137.22 +15.0%
218 HON Honeywell International Inc Industrials 5,100.0 $1.2M 0.01% -2K -32.0% $226.03 +1.3%
219 ROAD Construction Partners Inc Industrials 10,088.0 $1.1M 0.00% -988.0 -8.9% $111.12 +10.5%
220 RMBS Rambus Inc Technology 13,028.0 $1.1M 0.00% -58K -81.6% $86.03 +64.1%
Page 11 of 46  ·  913 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%