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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 115 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 JBGS JBG SMITH Properties Real Estate 141.0 $2K -2K -93.8% $14.61 -3.1%
2282 SAH Sonic Automotive Inc Consumer Cyclical 30.0 $2K $68.57 +17.7%
2283 UTZ Utz Brands Inc Consumer Defensive 259.0 $2K $7.92 -11.0%
2284 DIN Dine Brands Global Inc Consumer Cyclical 78.0 $2K $26.24 +30.2%
2285 FWRG First Watch Restaurant Group I Consumer Cyclical 195.0 $2K $10.48 +12.7%
2286 SSTK Shutterstock Inc Communication Services 122.0 $2K $16.61 -20.4%
2287 HY Hyster-Yale Inc Industrials 62.0 $2K $32.52 +20.9%
2288 NX Quanex Building Products Corp Industrials 112.0 $2K $17.97 -5.4%
2289 ARCT Arcturus Therapeutics Holdings Healthcare 257.0 $2K -2K -89.1% $7.72 -2.5%
2290 SERV Serve Robotics Inc Industrials 233.0 $2K $8.44 -17.2%
2291 IVR Invesco Mortgage Capital Inc Real Estate 242.0 $2K -119K -99.8% $8.08 -1.0%
2292 AVXL Anavex Life Sciences Corp Healthcare 627.0 $2K $3.07 -11.1%
2293 STKL SunOpta Inc Consumer Defensive 296.0 $2K -169K -99.8% $6.48 +0.3%
2294 EYPT EyePoint Pharmaceuticals Inc Healthcare 148.0 $2K $12.89 +5.3%
2295 JBSS John B Sanfilippo & Son Inc Consumer Defensive 24.0 $2K -2K -99.0% $79.33 -1.6%
2296 Newpark Resources Inc 130.0 $2K -4K -96.9% $14.49
2297 CDRE Cadre Holdings Inc Industrials 61.0 $2K $30.67 -7.9%
2298 CLW Clearwater Paper Corp Basic Materials 130.0 $2K $14.38 +16.8%
2299 HELE Helen of Troy Ltd Consumer Defensive 127.0 $2K $14.42 +83.6%
2300 CABO Cable One Inc Communication Services 20.0 $2K $91.20 -55.1%
Page 115 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%