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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 4 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DPZ Domino's Pizza Inc Consumer Cyclical 266,754.0 $95.7M 0.38% +267K +10000.0% $358.79 -12.9%
62 NRG NRG Energy Inc Utilities 647,365.0 $94.6M 0.37% +292K +82.3% $146.14 -7.6%
63 CVX Chevron Corp Energy 452,976.0 $93.7M 0.37% +444K +4721.5% $206.90 -16.1%
64 MU Micron Technology Inc Technology 273,905.0 $92.5M 0.36% +118K +75.7% $337.84 +235.7%
65 LULU Lululemon Athletica Inc Consumer Cyclical 598,158.0 $91.6M 0.36% +581K +3332.4% $153.10 -27.0%
66 AMD Advanced Micro Devices Inc Technology 448,443.0 $91.2M 0.36% -744K -62.4% $203.43 +164.2%
67 BPOP Popular Inc Financial Services 678,608.0 $91.0M 0.36% +646K +1952.0% $134.17 +18.7%
68 JNJ Johnson & Johnson Healthcare 369,494.0 $90.3M 0.36% -848K -69.6% $244.44 -6.6%
69 HAL Halliburton Co Energy 2,281,036.0 $88.9M 0.35% +2.3M +10000.0% $38.99 -10.4%
70 KLAC KLA Corp Technology 60,118.0 $88.5M 0.35% -44K -42.4% $1472.41 -82.4%
71 LMT Lockheed Martin Corp Industrials 137,184.0 $82.9M 0.33% -121K -46.9% $604.39 -15.5%
72 JBHT JB Hunt Transport Services Inc Industrials 389,853.0 $82.6M 0.33% +352K +926.5% $211.90 +28.0%
73 BBY Best Buy Co Inc Consumer Cyclical 1,275,620.0 $81.9M 0.32% +1.1M +573.2% $64.20 +16.4%
74 TPR Tapestry Inc Consumer Cyclical 527,845.0 $74.5M 0.29% +526K +10000.0% $141.11 +1.7%
75 FSLR First Solar Inc Energy 376,547.0 $74.3M 0.29% +355K +1651.7% $197.26 +30.6%
76 UAL United Airlines Holdings Inc Industrials 789,823.0 $72.7M 0.29% -256K -24.4% $92.07 +28.5%
77 TMUS T-Mobile US Inc Communication Services 344,967.0 $72.5M 0.28% +49K +16.5% $210.03 -13.5%
78 USB US Bancorp Financial Services 1,389,660.0 $72.3M 0.28% +503K +56.8% $52.01 +11.8%
79 GE General Electric Co Industrials 251,212.0 $71.3M 0.28% -860K -77.4% $283.77 +26.0%
80 ORCL Oracle Corp Technology 476,020.0 $70.0M 0.28% -89K -15.8% $147.11 +25.3%
Page 4 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%