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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 19 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WULF Terawulf Inc Financial Services 24,533.0 $354K 0.00% -32K -56.3% $14.43 +100.8%
362 NAT Nordic American Tankers Ltd Industrials 60,120.0 $352K 0.00% -47K -44.0% $5.86 -0.2%
363 EOG EOG Resources Inc Energy 2,408.0 $348K 0.00% -82.0 -3.3% $144.57 -10.1%
364 SEPN Septerna Inc Healthcare 14,214.0 $342K 0.00% -4K -23.4% $24.03 +50.5%
365 AMBP Ardagh Metal Packaging SA Consumer Cyclical 83,930.0 $340K 0.00% -291K -77.6% $4.05 +7.2%
366 ORLY O'Reilly Automotive Inc Consumer Cyclical 3,641.0 $336K 0.00% -71K -95.1% $92.31 -5.9%
367 ITW Illinois Tool Works Inc Industrials 1,291.0 $336K 0.00% -49.0 -3.7% $260.29 +1.5%
368 MSI Motorola Solutions Inc Technology 770.0 $334K 0.00% -59K -98.7% $433.97 -8.9%
369 SHW Sherwin-Williams Co/The Basic Materials 1,029.0 $330K 0.00% -23.0 -2.2% $320.55 +0.1%
370 AVA Avista Corp Utilities 8,213.0 $330K 0.00% -333.0 -3.9% $40.14 -0.9%
371 FFBC First Financial Bancorp Financial Services 11,691.0 $326K 0.00% -5K -28.4% $27.88 +13.4%
372 SNPS Synopsys Inc Technology 816.0 $324K 0.00% -16.0 -1.9% $396.48 +14.9%
373 LMND Lemonade Inc Financial Services 5,097.0 $319K 0.00% -20K -79.8% $62.68 -6.1%
374 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 1,046.0 $318K 0.00% -11K -91.4% $304.08 +14.7%
375 BFLY Butterfly Network Inc Healthcare 77,533.0 $313K 0.00% -2K -2.4% $4.04 +120.3%
376 CSTL Castle Biosciences Inc Healthcare 12,728.0 $312K 0.00% -11K -46.1% $24.55 -14.0%
377 SSRM SSR Mining Inc Basic Materials 10,562.0 $311K 0.00% -3K -24.9% $29.40 +5.3%
378 BKH Black Hills Corp Utilities 4,458.0 $309K 0.00% -980.0 -18.0% $69.41 +4.8%
379 DV DoubleVerify Holdings Inc Technology 32,470.0 $308K 0.00% -58K -64.0% $9.50 +8.7%
380 GRAB Grab Holdings Ltd Technology 84,043.0 $308K 0.00% -21K -20.3% $3.66 -2.5%
Page 19 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%