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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 8 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CMCSA Comcast Corp Communication Services 130,403.0 $3.7M 0.01% -1.3M -90.9% $28.71 -21.9%
142 SMG Scotts Miracle-Gro Co/The Basic Materials 61,357.0 $3.7M 0.01% -21K -25.3% $60.81 +6.4%
143 STRL Sterling Infrastructure Inc Industrials 8,598.0 $3.5M 0.01% -9K -50.0% $407.27 +111.6%
144 NVT nVent Electric PLC Industrials 29,434.0 $3.5M 0.01% -270.0 -0.9% $118.28 +49.7%
145 APLS Apellis Pharmaceuticals Inc Healthcare 85,913.0 $3.5M 0.01% -866K -91.0% $40.23 +2.0%
146 SMTC Semtech Corp Technology 44,626.0 $3.4M 0.01% -5K -9.5% $76.89 +105.8%
147 HOG Harley-Davidson Inc Consumer Cyclical 168,942.0 $3.4M 0.01% -162K -49.0% $20.22 +27.0%
148 SPGI S&P Global Inc Financial Services 7,918.0 $3.4M 0.01% -181.0 -2.2% $425.34 -3.4%
149 RCL Royal Caribbean Cruises Ltd Consumer Cyclical 12,036.0 $3.3M 0.01% -92K -88.5% $275.18 +13.6%
150 MCK McKesson Corp Healthcare 3,599.0 $3.1M 0.01% -60K -94.4% $865.36 -13.3%
151 INTC Intel Corp Technology 70,074.0 $3.1M 0.01% -142K -67.0% $44.13 +203.6%
152 CPRX Catalyst Pharmaceuticals Inc Healthcare 124,357.0 $3.1M 0.01% -12K -9.0% $24.76 +26.7%
153 Liberty Media Corp-Liberty For 36,018.0 $3.1M 0.01% -49K -57.5% $85.02
154 APP AppLovin Corp Technology 7,616.0 $3.0M 0.01% -146K -95.0% $398.00 +18.0%
155 MC Moelis & Co Financial Services 52,244.0 $3.0M 0.01% -54K -50.6% $57.00 +17.9%
156 NXT NEXTracker Inc Technology 24,579.0 $3.0M 0.01% -21K -45.9% $120.55 +4.4%
157 TTEK Tetra Tech Inc Industrials 96,085.0 $2.9M 0.01% -125K -56.6% $30.12 -9.2%
158 GNRC Generac Holdings Inc Industrials 14,183.0 $2.8M 0.01% -77K -84.4% $195.33 +42.9%
159 PRIM Primoris Services Corp Industrials 19,275.0 $2.8M 0.01% -15K -44.1% $143.04 -29.2%
160 Birkenstock Holding Plc 76,827.0 $2.8M 0.01% -47K -38.0% $35.83
Page 8 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%