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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 109 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 CCOI Cogent Communications Holdings Communication Services 234.0 $4K $18.84 -24.7%
2162 CNXC Concentrix Corp Technology 159.0 $4K $27.36 -8.3%
2163 HSTM HealthStream Inc Healthcare 210.0 $4K $20.71 +23.8%
2164 CGEM Cullinan Therapeutics Inc Healthcare 306.0 $4K -775.0 -71.7% $14.21 +5.8%
2165 HBNC Horizon Bancorp Inc/IN Financial Services 262.0 $4K $16.57 +16.7%
2166 QDEL QuidelOrtho Corp Healthcare 264.0 $4K -8K -96.9% $16.43 -16.8%
2167 TRNS Transcat Inc Industrials 59.0 $4K -7K -99.1% $73.46 +26.4%
2168 LGIH LGI Homes Inc Consumer Cyclical 109.0 $4K -603.0 -84.7% $39.53 +43.4%
2169 FA First Advantage Corp Industrials 366.0 $4K $11.76 +36.7%
2170 STGW Stagwell Inc Communication Services 683.0 $4K $6.29 +6.7%
2171 NBN Northeast Bank Financial Services 38.0 $4K $112.37 +12.6%
2172 AMPH Amphastar Pharmaceuticals Inc Healthcare 217.0 $4K -19K -98.9% $19.59 -4.0%
2173 MYE Myers Industries Inc Consumer Cyclical 200.0 $4K -31K -99.3% $21.18 +29.4%
2174 CECO CECO Environmental Corp Industrials 71.0 $4K $59.58 +65.2%
2175 AAT American Assets Trust Inc Real Estate 228.0 $4K $18.41 +30.7%
2176 UAA Under Armour Inc Consumer Cyclical 706.0 $4K $5.91 +2.5%
2177 CDNA CareDx Inc Healthcare 240.0 $4K -930.0 -79.5% $17.36 +50.8%
2178 FMNB Farmers National Banc Corp Financial Services 315.0 $4K -19K -98.3% $13.16 +7.5%
2179 FIGR Figure Technology Solutions In Financial Services 121.0 $4K NEW $33.95 -15.9%
2180 Enviri Corp 209.0 $4K -411.0 -66.3% $19.62
Page 109 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%