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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 13 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CEG Constellation Energy Corp Utilities 39,879.0 $11.1M 0.04% +15K +60.2% $279.25 -1.9%
242 JLL Jones Lang LaSalle Inc Real Estate 35,849.0 $10.9M 0.04% -10K -22.6% $304.32 -2.3%
243 BKR Baker Hughes Co Energy 177,620.0 $10.8M 0.04% +172K +2938.3% $61.05 -4.3%
244 TPG TPG Inc Financial Services 267,337.0 $10.8M 0.04% +243K +997.8% $40.51 +3.8%
245 CMI Cummins Inc Industrials 20,122.0 $10.8M 0.04% -25K -55.1% $538.02 +33.2%
246 TDC Teradata Corp Technology 420,202.0 $10.8M 0.04% +420K +10000.0% $25.63 +20.5%
247 ICE Intercontinental Exchange Inc Financial Services 68,409.0 $10.8M 0.04% +66K +2531.1% $157.28 -14.9%
248 Aptiv PLC 154,268.0 $10.7M 0.04% +54K +54.1% $69.44
249 ESI Element Solutions Inc Basic Materials 306,034.0 $10.4M 0.04% +305K +10000.0% $34.14 +34.7%
250 MMM 3M Co Industrials 70,943.0 $10.3M 0.04% +42K +141.1% $145.23 +10.6%
251 CI Cigna Group/The Healthcare 38,518.0 $10.3M 0.04% -320K -89.3% $266.75 +4.7%
252 GILD Gilead Sciences Inc Healthcare 73,460.0 $10.2M 0.04% -3.1M -97.7% $139.37 -11.2%
253 Liberty Global Ltd 827,639.0 $9.7M 0.04% +587K +243.4% $11.73
254 MO Altria Group Inc Consumer Defensive 143,286.0 $9.5M 0.04% -921K -86.5% $65.99 +4.7%
255 AWI Armstrong World Industries Inc Industrials 56,642.0 $9.3M 0.04% -123K -68.5% $164.80 -4.2%
256 RHI Robert Half Inc Industrials 357,677.0 $9.1M 0.04% +357K +10000.0% $25.40 +24.4%
257 Standardaero Inc 350,855.0 $9.1M 0.04% +251K +250.1% $25.83
258 ALLY Ally Financial Inc Financial Services 224,516.0 $8.8M 0.04% -275K -55.0% $39.23 +16.0%
259 DVN Devon Energy Corp Energy 174,640.0 $8.8M 0.04% +172K +6370.5% $50.32 -16.3%
260 HEI HEICO Corp Industrials 31,992.0 $8.8M 0.04% -249K -88.6% $274.20 +22.9%
Page 13 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%