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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 12 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GS Goldman Sachs Group Inc/The Financial Services 1,317.0 $1.1M 0.00% -58.0 -4.2% $845.99 +29.6%
222 PL Planet Labs PBC Industrials 39,021.0 $1.1M 0.00% -30K -43.7% $27.95 +1.0%
223 USFD US Foods Holding Corp Consumer Defensive 11,826.0 $1.1M 0.00% -100.0 -0.8% $92.21 -0.3%
224 URI United Rentals Inc Industrials 1,435.0 $1.0M 0.00% -1K -44.4% $728.56 +47.8%
225 POWL Powell Industries Inc Industrials 1,920.0 $1.0M 0.00% -4K -66.0% $541.08 -45.1%
226 UFCS United Fire Group Inc Financial Services 27,989.0 $1.0M 0.00% -30K -51.5% $37.06 +30.3%
227 LGND Ligand Pharmaceuticals Inc Healthcare 5,150.0 $1.0M 0.00% -5K -50.1% $199.65 +37.7%
228 VICR Vicor Corp Technology 6,336.0 $1.0M 0.00% -5K -44.0% $161.00 +105.8%
229 NET Cloudflare Inc Technology 4,930.0 $1.0M 0.00% -247K -98.0% $206.34 +8.6%
230 VRSK Verisk Analytics Inc Industrials 5,338.0 $1.0M 0.00% -7K -57.0% $189.75 -8.4%
231 EVER EverQuote Inc Communication Services 64,581.0 $996K 0.00% -5K -7.1% $15.42 +30.7%
232 PRDO Perdoceo Education Corp Consumer Defensive 26,673.0 $993K 0.00% -7K -21.5% $37.21 -13.9%
233 CTRN Citi Trends Inc Consumer Cyclical 22,720.0 $984K 0.00% -13K -36.8% $43.32 +40.0%
234 ENVA Enova International Inc Financial Services 7,239.0 $983K 0.00% -42K -85.2% $135.83 +49.1%
235 Vox Royalty Corp 186,332.0 $976K 0.00% -163K -46.6% $5.24
236 CMRE Costamare Inc Industrials 57,137.0 $966K 0.00% -91K -61.4% $16.90 -10.1%
237 AVAV AeroVironment Inc Industrials 5,273.0 $965K 0.00% -637.0 -10.8% $183.05 -7.3%
238 ENPH Enphase Energy Inc Energy 25,123.0 $950K 0.00% -82K -76.5% $37.81 +38.3%
239 BK Technologies Corp 12,267.0 $915K 0.00% -5K -30.7% $74.63
240 BBUC Brookfield Business Corp Financial Services 35,292.0 $876K 0.00% -11K -23.9% $24.82 +33.3%
Page 12 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%