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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 17 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BCRX BioCryst Pharmaceuticals Inc Healthcare 48,900.0 $466K 0.00% -306K -86.2% $9.52 -5.6%
322 AMTB Amerant Bancorp Inc Financial Services 21,114.0 $465K 0.00% -13K -38.0% $22.04 +7.1%
323 TMDX TransMedics Group Inc Healthcare 4,590.0 $456K 0.00% -21K -82.0% $99.41 -20.7%
324 SBUX Starbucks Corp Consumer Cyclical 5,068.0 $454K 0.00% -88.0 -1.7% $89.59 +12.3%
325 ILMN Illumina Inc Healthcare 3,678.0 $453K 0.00% -31K -89.5% $123.26 +31.4%
326 CME CME Group Inc Financial Services 1,533.0 $453K 0.00% -98.0 -6.0% $295.35 -16.6%
327 ATNI ATN International Inc Communication Services 16,497.0 $449K 0.00% -1K -7.9% $27.22 -5.4%
328 QLYS Qualys Inc Technology 5,105.0 $448K 0.00% -10K -66.9% $87.85 +26.7%
329 MBWM Mercantile Bank Corp Financial Services 8,720.0 $440K 0.00% -459.0 -5.0% $50.50 +6.4%
330 WSM Williams-Sonoma Inc Consumer Cyclical 2,398.0 $437K 0.00% -1K -34.6% $182.33 +24.5%
331 NBR Nabors Industries Ltd Energy 5,072.0 $436K 0.00% -1K -21.3% $86.06 +1.2%
332 WRBY Warby Parker Inc Healthcare 20,708.0 $436K 0.00% -20K -48.8% $21.07 +23.2%
333 AXS Axis Capital Holdings Ltd Financial Services 4,285.0 $435K 0.00% -77.0 -1.8% $101.41 -0.4%
334 PHIN Phinia Inc Consumer Cyclical 6,290.0 $430K 0.00% -289.0 -4.4% $68.44 +18.0%
335 CRWD Crowdstrike Holdings Inc Technology 1,102.0 $430K 0.00% -615.0 -35.8% $390.41 +75.4%
336 ISTR Investar Holding Corp Financial Services 15,706.0 $428K 0.00% -7K -31.3% $27.27 +9.4%
337 FBK FB Financial Corp Financial Services 8,196.0 $426K 0.00% -691.0 -7.8% $51.94 +3.5%
338 MGNI Magnite Inc Communication Services 35,325.0 $420K 0.00% -5K -11.9% $11.88 +50.6%
339 GLUE Monte Rosa Therapeutics Inc Healthcare 25,331.0 $417K 0.00% -1K -5.5% $16.45 +11.3%
340 OTTR Otter Tail Corp Utilities 4,714.0 $414K 0.00% -8K -62.5% $87.77 -0.3%
Page 17 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%