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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 5 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NU NU Holdings Ltd/Cayman Islands Financial Services 4,849,798.0 $69.7M 0.28% -3.5M -42.1% $14.37 -11.6%
82 C Citigroup Inc Financial Services 613,004.0 $69.5M 0.27% -402K -39.6% $113.41 +26.2%
83 ROK Rockwell Automation Inc Industrials 192,747.0 $69.2M 0.27% +14K +8.0% $358.88 +32.0%
84 AMT American Tower Corp Real Estate 397,482.0 $68.6M 0.27% +215K +117.7% $172.58 +2.0%
85 CFG Citizens Financial Group Inc Financial Services 1,138,679.0 $68.3M 0.27% -221K -16.2% $59.97 +11.9%
86 MCO Moody's Corp Financial Services 155,624.0 $67.9M 0.27% +150K +2860.3% $436.25 +3.3%
87 HLNE Hamilton Lane Inc Financial Services 678,491.0 $67.4M 0.27% +674K +10000.0% $99.40 -17.3%
88 SCHW Charles Schwab Corp/The Financial Services 717,266.0 $67.4M 0.27% -210K -22.6% $93.98 -2.4%
89 AMGN Amgen Inc Healthcare 187,621.0 $66.0M 0.26% +115K +160.0% $351.85 -4.1%
90 TXN Texas Instruments Inc Technology 334,195.0 $64.9M 0.26% +245K +276.2% $194.14 +66.3%
91 TRV Travelers Cos Inc/The Financial Services 220,214.0 $64.2M 0.25% +45K +26.0% $291.68 +5.5%
92 DLTR Dollar Tree Inc Consumer Defensive 564,546.0 $61.8M 0.24% +564K +10000.0% $109.51 +2.0%
93 REGN Regeneron Pharmaceuticals Inc Healthcare 78,880.0 $60.9M 0.24% -22K -21.5% $772.64 -21.1%
94 CTAS Cintas Corp Industrials 357,133.0 $60.4M 0.24% +40K +12.7% $169.14 +1.0%
95 SCCO Southern Copper Corp Basic Materials 342,406.0 $58.9M 0.23% -59K -14.7% $172.06 +12.1%
96 DECK Deckers Outdoor Corp Consumer Cyclical 579,293.0 $58.0M 0.23% +446K +333.7% $100.09 +9.0%
97 MNST Monster Beverage Corp Consumer Defensive 795,804.0 $57.7M 0.23% -374K -32.0% $72.46 +26.1%
98 AVT Avnet Inc Technology 915,855.0 $56.4M 0.22% +891K +3616.9% $61.62 +48.4%
99 BK Bank of New York Mellon Corp/T Financial Services 467,035.0 $55.4M 0.22% +371K +388.8% $118.63 +20.1%
100 V Visa Inc Financial Services 181,832.0 $55.0M 0.22% +84K +86.3% $302.24 +8.3%
Page 5 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%