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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 21 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 LHX L3Harris Technologies Inc Industrials 769.0 $265K 0.00% -413.0 -34.9% $345.15 -14.6%
402 PLOW Douglas Dynamics Inc Consumer Cyclical 6,219.0 $262K 0.00% -5K -44.2% $42.09 +17.4%
403 Flotek Industries Inc 15,301.0 $260K 0.00% -5K -25.5% $16.97
404 Cencora Inc 822.0 $258K 0.00% -9K -91.3% $314.14
405 REPL Replimune Group Inc Healthcare 33,588.0 $257K 0.00% -10K -23.7% $7.65 +33.2%
406 Eton Pharmaceuticals Inc 10,269.0 $253K 0.00% -4K -29.8% $24.68
407 Disc Medicine Inc 3,952.0 $253K 0.00% -3K -39.1% $63.94
408 AZO AutoZone Inc Consumer Cyclical 74.0 $250K 0.00% -670.0 -90.0% $3377.78 -9.3%
409 OKE ONEOK Inc Energy 2,765.0 $250K 0.00% -246.0 -8.2% $90.39 -5.9%
410 CARE Carter Bankshares Inc Financial Services 10,689.0 $249K 0.00% -997.0 -8.5% $23.32 +32.8%
411 EBMT Eagle Bancorp Montana Inc Financial Services 12,076.0 $249K 0.00% -28K -69.8% $20.58 +11.3%
412 F Ford Motor Co Consumer Cyclical 21,326.0 $246K 0.00% -118K -84.7% $11.54 +21.8%
413 WWW Wolverine World Wide Inc Consumer Cyclical 14,998.0 $245K 0.00% -9K -36.8% $16.32 +7.8%
414 CBNK Capital Bancorp Inc Financial Services 8,192.0 $244K 0.00% -223.0 -2.6% $29.74 +11.9%
415 ABNB Airbnb Inc Consumer Cyclical 1,912.0 $241K 0.00% -2K -49.7% $126.28 +12.8%
416 FAST Fastenal Co Industrials 5,195.0 $241K 0.00% -50K -90.6% $46.40 -1.1%
417 PRTA Prothena Corp PLC Healthcare 24,419.0 $237K 0.00% -71K -74.4% $9.72 -8.1%
418 Fortinet Inc 2,900.0 $237K 0.00% -24.0 -0.8% $81.72
419 DASH DoorDash Inc Communication Services 1,567.0 $235K 0.00% -52K -97.1% $150.15 +15.5%
420 PEBK Peoples Bancorp of North Carol Financial Services 5,967.0 $234K 0.00% -2K -27.2% $39.16 +8.4%
Page 21 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%