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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 16 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PANW Palo Alto Networks Inc Technology 3,398.0 $545K 0.00% -33K -90.7% $160.32 +79.5%
302 AXSM Axsome Therapeutics Inc Healthcare 3,178.0 $537K 0.00% -2K -42.8% $169.02 +48.2%
303 NBBK NB Bancorp Inc Financial Services 25,375.0 $535K 0.00% -65K -71.9% $21.07 -4.5%
304 BBIO Bridgebio Pharma Inc Healthcare 7,142.0 $530K 0.00% -12K -61.9% $74.26 -10.8%
305 CDZI Cadiz Inc Utilities 107,585.0 $528K 0.00% -71K -39.6% $4.91 -17.1%
306 SYK Stryker Corp Healthcare 1,601.0 $526K 0.00% -601.0 -27.3% $328.59 -6.3%
307 USAU US Gold Corp Basic Materials 34,630.0 $526K 0.00% -36K -51.0% $15.19 +4.3%
308 MIRM Mirum Pharmaceuticals Inc Healthcare 5,672.0 $524K 0.00% -22K -79.7% $92.38 +16.0%
309 MRBK Meridian Corp Financial Services 27,298.0 $518K 0.00% -36K -56.9% $18.96 +1.5%
310 MSBI Midland States Bancorp Inc Financial Services 23,155.0 $517K 0.00% -63K -73.2% $22.31 +31.9%
311 BBW Build-A-Bear Workshop Inc Consumer Cyclical 13,737.0 $514K 0.00% -10K -41.5% $37.45 -13.6%
312 RMD ResMed Inc Healthcare 2,280.0 $512K 0.00% -140K -98.4% $224.48 -16.0%
313 STNE StoneCo Ltd Technology 36,155.0 $511K 0.00% -34K -48.4% $14.12 -25.0%
314 RDW Redwire Corp Industrials 59,205.0 $503K 0.00% -12K -17.0% $8.50 +68.8%
315 MDT Medtronic PLC Healthcare 5,736.0 $497K 0.00% -2K -27.0% $86.65 -8.4%
316 ORN Orion Group Holdings Inc Industrials 43,731.0 $477K 0.00% -32K -41.9% $10.90 +45.8%
317 KALU Kaiser Aluminum Corp Basic Materials 3,945.0 $475K 0.00% -381.0 -8.8% $120.51 +51.6%
318 LRN Stride Inc Consumer Defensive 5,388.0 $475K 0.00% -39K -87.9% $88.17 -6.1%
319 ATLC Atlanticus Holdings Corp Financial Services 9,048.0 $475K 0.00% -22K -71.1% $52.47 +90.8%
320 NMIH NMI Holdings Inc Financial Services 12,605.0 $473K 0.00% -2K -14.2% $37.51 -0.1%
Page 16 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%