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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 33 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CAG Conagra Brands Inc Consumer Defensive 1,944.0 $31K -422.0 -17.8% $15.72 -16.0%
642 MOH Molina Healthcare Inc Healthcare 227.0 $30K -5K -95.3% $133.30 +46.6%
643 HLF Herbalife Ltd Consumer Defensive 2,048.0 $30K -68K -97.1% $14.72 -19.2%
644 RLAY Relay Therapeutics Inc Healthcare 2,989.0 $30K -45K -93.8% $9.95 +59.6%
645 LNTH Lantheus Holdings Inc Healthcare 358.0 $27K -230.0 -39.1% $75.85 +36.9%
646 PCOR Procore Technologies Inc Technology 475.0 $27K -1K -74.5% $57.00 -29.8%
647 ReposiTrak Inc 3,490.0 $27K -14K -79.7% $7.60
648 ENS EnerSys Industrials 151.0 $26K -51.0 -25.2% $173.72 +31.2%
649 CLSK Cleanspark Inc Technology 3,075.0 $26K -14K -82.0% $8.51 +102.6%
650 LW Lamb Weston Holdings Inc Consumer Defensive 617.0 $26K -99K -99.4% $42.26 +6.6%
651 Installed Building Products In 96.0 $25K -556.0 -85.3% $265.15
652 UEC Uranium Energy Corp Energy 1,873.0 $25K -15K -89.1% $13.50 -11.0%
653 ImmunityBio Inc 3,292.0 $25K -129K -97.5% $7.67
654 OZK Bank OZK Financial Services 548.0 $25K -15K -96.5% $45.89 +7.3%
655 GAP Gap Inc/The Consumer Cyclical 1,034.0 $25K -22K -95.4% $24.20 -12.6%
656 GVA Granite Construction Inc Industrials 205.0 $25K -42K -99.5% $119.88 +22.3%
657 BTSG BrightSpring Health Services I Healthcare 573.0 $24K -2K -81.3% $42.61 +55.5%
658 EMN Eastman Chemical Co Basic Materials 316.0 $24K -132.0 -29.5% $76.32 -5.0%
659 FFIN First Financial Bankshares Inc Financial Services 790.0 $23K -37K -97.9% $29.45 +11.3%
660 DOCN DigitalOcean Holdings Inc Technology 270.0 $23K -15K -98.2% $85.78 +102.0%
Page 33 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%