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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 102 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 IE Ivanhoe Electric Inc / US Technology 618.0 $7K $11.82 -3.6%
2022 AGM Farmer Mac Financial Services 49.0 $7K $148.35 +23.7%
2023 PUMP ProPetro Holding Corp Energy 504.0 $7K $14.41 +2.4%
2024 IDYA Ideaya Biosciences Inc Healthcare 217.0 $7K -43.0 -16.5% $33.32 -6.3%
2025 PRCT PROCEPT BioRobotics Corp Healthcare 284.0 $7K -6K -95.2% $25.01 -13.2%
2026 ECVT Ecovyst Inc Basic Materials 550.0 $7K $12.86 -0.3%
2027 PRKS United Parks & Resorts Inc Consumer Cyclical 216.0 $7K $32.66 +42.8%
2028 NWL Newell Brands Inc Consumer Defensive 2,053.0 $7K $3.43 +43.4%
2029 GLOB Globant SA Technology 152.0 $7K $46.11 -33.3%
2030 LEG Leggett & Platt Inc Consumer Cyclical 706.0 $7K $9.88 +11.2%
2031 USPH US Physical Therapy Inc Healthcare 93.0 $7K $74.96 -15.5%
2032 Baldwin Insurance Group Inc/Th 317.0 $7K $21.94
2033 KOD Kodiak Sciences Inc Healthcare 182.0 $7K $38.12 -5.2%
2034 COHU Cohu Inc Technology 226.0 $7K -1K -85.1% $30.62 +126.7%
2035 CLNE Clean Energy Fuels Corp Energy 2,760.0 $7K -150K -98.2% $2.48 -25.0%
2036 OI O-I Glass Inc Consumer Cyclical 647.0 $7K $10.51 -12.2%
2037 FMBH First Mid Bancshares Inc Financial Services 165.0 $7K $41.19 +11.3%
2038 SEM Select Medical Holdings Corp Healthcare 415.0 $7K $16.29 +1.5%
2039 WD Walker & Dunlop Inc Financial Services 152.0 $7K $44.38 +17.1%
2040 LUNR Intuitive Machines Inc Industrials 363.0 $7K -26K -98.6% $18.56 +23.1%
Page 102 of 119  ·  2,374 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%