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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 108 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 HFWA Heritage Financial Corp/WA Financial Services 184.0 $5K -629.0 -77.4% $26.00 +7.4%
2142 ALKT Alkami Technology Inc Technology 304.0 $5K -13K -97.8% $15.67 -6.3%
2143 AHCO AdaptHealth Corp Healthcare 397.0 $5K $11.90 -18.9%
2144 ADTRAN Holdings Inc 374.0 $5K -29K -98.7% $12.58
2145 VTOL Bristow Group Inc Energy 100.0 $5K $46.89 -9.7%
2146 CRY Artivion Inc 127.0 $5K -10K -98.7% $36.62 -51.2%
2147 SHEN Shenandoah Telecommunications Communication Services 300.0 $5K $15.42 -8.0%
2148 AVO Mission Produce Inc Consumer Defensive 336.0 $5K -123K -99.7% $13.76 -16.5%
2149 ADAMM New York Mortgage Trust Inc Financial Services 627.0 $5K -114K -99.5% $7.36 +244.3%
2150 BY Byline Bancorp Inc Financial Services 146.0 $5K $31.57 +11.3%
2151 XERS Xeris Biopharma Holdings Inc Healthcare 791.0 $5K -17K -95.6% $5.80 +19.8%
2152 STEL Stellar Bancorp Inc Financial Services 125.0 $5K $36.61 +5.0%
2153 TDOC Teladoc Health Inc Healthcare 839.0 $5K $5.45 +48.1%
2154 PNTG Pennant Group Inc/The Healthcare 150.0 $5K -19K -99.2% $30.48 +9.7%
2155 AMLX Amylyx Pharmaceuticals Inc Healthcare 325.0 $5K -527.0 -61.9% $13.90 +12.7%
2156 PCT PureCycle Technologies Inc Industrials 865.0 $4K $5.19 +67.6%
2157 THR Thermon Group Holdings Inc Industrials 89.0 $4K $50.40 +21.3%
2158 HZO MarineMax Inc Consumer Cyclical 165.0 $4K $27.06 +29.2%
2159 CASS Cass Information Systems Inc Industrials 101.0 $4K $44.02 +12.5%
2160 MBIN Merchants Bancorp/IN Financial Services 103.0 $4K $42.91 +14.4%
Page 108 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%