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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 32 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BHB Bar Harbor Bankshares Financial Services 1,095.0 $36K -3K -70.9% $32.45 +12.1%
622 WOR Worthington Enterprises Inc Industrials 680.0 $35K -1K -60.7% $52.14 +15.8%
623 HSIC Henry Schein Inc Healthcare 480.0 $35K -16.0 -3.2% $73.70 +8.4%
624 ORKA Oruka Therapeutics Inc Healthcare 719.0 $35K -583.0 -44.8% $49.05 +47.5%
625 AGCO AGCO Corp Industrials 299.0 $35K -16K -98.2% $115.87 -1.9%
626 OSIS OSI Systems Inc Technology 130.0 $35K -2K -92.8% $265.51 -16.1%
627 CRC California Resources Corp Energy 493.0 $34K -520.0 -51.3% $69.22 -20.1%
628 NFG National Fuel Gas Co Energy 360.0 $34K -191K -99.8% $93.96 -19.2%
629 SJM J M Smucker Co/The Consumer Defensive 349.0 $34K -104.0 -23.0% $96.44 +15.0%
630 MARA Marathon Digital Holdings Inc Financial Services 4,052.0 $33K -40K -90.7% $8.16 +74.3%
631 AMH American Homes 4 Rent Real Estate 1,168.0 $33K -494.0 -29.7% $27.92 +13.6%
632 LC LendingClub Corp Financial Services 2,240.0 $32K -34K -93.8% $14.32 +34.1%
633 HRL Hormel Foods Corp Consumer Defensive 1,413.0 $32K -5K -77.0% $22.65 +6.7%
634 AES AES Corp/The Utilities 2,261.0 $32K -753.0 -25.0% $14.09 +3.8%
635 Z Zillow Group Inc Communication Services 761.0 $31K -12K -94.0% $41.38 -22.4%
636 CNA CNA Financial Corp Financial Services 685.0 $31K -15K -95.6% $45.92 -3.0%
637 MGM MGM Resorts International Consumer Cyclical 849.0 $31K -1K -55.2% $37.01 +26.6%
638 W Wayfair Inc Consumer Cyclical 416.0 $31K -8K -94.9% $75.21 +17.7%
639 ERIE Erie Indemnity Co Financial Services 124.0 $31K -13K -99.0% $251.31 -12.0%
640 CALY Topgolf Callaway Brands Corp Consumer Cyclical 2,245.0 $31K -45.0 -2.0% $13.88 +31.3%
Page 32 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%