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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 48 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 FTDR Frontdoor Inc Consumer Cyclical 7,569.0 $400K 0.00% -30K -79.8% $52.86 +35.4%
942 TUSK Mammoth Energy Services Inc Industrials 163,259.0 $400K 0.00% NEW $2.45 +23.7%
943 AVBP ArriVent Biopharma Inc Healthcare 17,308.0 $399K 0.00% -23K -57.0% $23.07 +37.6%
944 SILA Sila Realty Trust Inc Real Estate 16,859.0 $399K 0.00% $23.68 +28.0%
945 CLFD Clearfield Inc Technology 15,002.0 $397K 0.00% +13K +593.9% $26.47 +52.8%
946 MD Pediatrix Medical Group Inc Healthcare 18,539.0 $397K 0.00% +17K +826.0% $21.39 +10.4%
947 KYMR Kymera Therapeutics Inc Healthcare 4,730.0 $394K 0.00% +3K +140.3% $83.29 +8.6%
948 MYGN Myriad Genetics Inc Healthcare 87,180.0 $392K 0.00% -10K -10.5% $4.50 +0.9%
949 ECPG Encore Capital Group Inc Financial Services 5,574.0 $391K 0.00% -5K -45.5% $70.12 +18.4%
950 GSBC Great Southern Bancorp Inc Financial Services 6,158.0 $389K 0.00% +186.0 +3.1% $63.13 +17.6%
951 Viking Holdings Ltd 5,276.0 $388K 0.00% +4K +447.3% $73.48
952 TTAM Titan America SA Basic Materials 25,877.0 $388K 0.00% -68K -72.5% $14.98 +22.6%
953 CVBF CVB Financial Corp Financial Services 19,986.0 $388K 0.00% +13K +191.8% $19.39 +7.3%
954 LCII LCI Industries Consumer Cyclical 3,135.0 $386K 0.00% -11K -78.3% $122.98 -25.3%
955 WM Waste Management Inc Industrials 1,675.0 $385K 0.00% -488.0 -22.6% $229.79 -6.6%
956 NC NACCO Industries Inc Energy 7,354.0 $382K 0.00% +5K +195.9% $51.97 -4.0%
957 IRTC iRhythm Technologies Inc Healthcare 3,235.0 $382K 0.00% +393.0 +13.8% $118.02 -11.3%
958 BCAL California BanCorp Financial Services 21,520.0 $381K 0.00% NEW $17.72 +11.4%
959 RDVT Red Violet Inc Technology 10,975.0 $380K 0.00% -17K -60.1% $34.60 +59.2%
960 ITT ITT Inc Industrials 1,975.0 $376K 0.00% -203.0 -9.3% $190.53 +3.3%
Page 48 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%