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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 28 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 POR Portland General Electric Co Utilities 1,865.0 $98K -885.0 -32.2% $52.77 -4.9%
542 ALAB Astera Labs Inc Technology 888.0 $97K -4K -80.8% $109.60 +280.5%
543 BSRR Sierra Bancorp Financial Services 2,828.0 $96K -2K -45.0% $33.92 +16.5%
544 MATX Matson Inc Industrials 576.0 $94K -64.0 -10.0% $163.94 +16.7%
545 PCVX Vaxcyte Inc Healthcare 1,590.0 $92K -20K -92.8% $58.11 -11.5%
546 LYB LyondellBasell Industries NV Basic Materials 1,114.0 $90K -8.0 -0.7% $80.56 -25.4%
547 BURL Burlington Stores Inc Consumer Cyclical 272.0 $89K -32.0 -10.5% $325.38 +3.6%
548 EVRG Evergy Inc Utilities 1,059.0 $87K -29K -96.5% $81.92 +0.7%
549 SNA Snap-on Inc Industrials 238.0 $86K -4.0 -1.6% $363.22 +6.6%
550 KBR KBR Inc Industrials 2,342.0 $86K -3K -55.7% $36.86 -11.0%
551 IBCP Independent Bank Corp/MI Financial Services 2,591.0 $86K -173.0 -6.3% $33.30 +3.0%
552 PINS Pinterest Inc Communication Services 4,640.0 $85K -361K -98.7% $18.34 +10.5%
553 TWLO Twilio Inc Communication Services 675.0 $85K -27.0 -3.9% $125.82 +48.0%
554 Bunge Global SA 664.0 $84K -94K -99.3% $127.20
555 LEN Lennar Corp Consumer Cyclical 967.0 $84K -60.0 -5.8% $86.84 +3.3%
556 EVI EVI Industries Inc Industrials 4,041.0 $83K -9K -69.6% $20.58 -22.7%
557 TSN Tyson Foods Inc Consumer Defensive 1,297.0 $83K -7K -83.8% $64.07 -13.4%
558 PSTG Pure Storage Inc Technology 1,398.0 $83K -265K -99.5% $59.04 +26.5%
559 BWXT BWX Technologies Inc Industrials 403.0 $82K -66K -99.4% $204.49 +0.4%
560 FTV Fortive Corp Technology 1,464.0 $81K -139.0 -8.7% $55.28 +10.4%
Page 28 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%