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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 52 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 AON Aon PLC Financial Services 949.0 $306K 0.00% $322.78 -1.6%
1022 LENZ LENZ Therapeutics Inc Healthcare 33,071.0 $303K 0.00% +29K +750.6% $9.15 -32.8%
1023 SUNC Sunococorp LLC Energy 4,860.0 $300K 0.00% NEW $61.65 +2.3%
1024 ECL Ecolab Inc Basic Materials 1,126.0 $300K 0.00% -15K -93.0% $266.02 +1.2%
1025 BLMN Bloomin' Brands Inc Consumer Cyclical 55,422.0 $299K 0.00% +55K +10000.0% $5.40 +49.3%
1026 HVT Haverty Furniture Cos Inc Consumer Cyclical 13,980.0 $296K 0.00% NEW $21.18 +14.9%
1027 HLLY Holley Inc Consumer Cyclical 96,386.0 $296K 0.00% -71K -42.4% $3.07 -19.2%
1028 SYRE Spyre Therapeutics Inc Healthcare 5,858.0 $295K 0.00% -7K -54.5% $50.44 +75.1%
1029 AMPX Amprius Technologies Inc Industrials 17,464.0 $294K 0.00% -18K -51.1% $16.86 -4.1%
1030 CCNE CNB Financial Corp/PA Financial Services 10,103.0 $293K 0.00% -252.0 -2.4% $28.96 +11.0%
1031 NSC Norfolk Southern Corp Industrials 1,019.0 $292K 0.00% $287.00 +4.6%
1032 APD Air Products and Chemicals Inc Basic Materials 1,006.0 $292K 0.00% $290.49 -3.5%
1033 RPM RPM International Inc Basic Materials 2,928.0 $291K 0.00% +2K +429.5% $99.40 +8.7%
1034 NTB Bank of NT Butterfield & Son L Financial Services 5,538.0 $291K 0.00% +4K +277.2% $52.48 +11.6%
1035 OXY Occidental Petroleum Corp Energy 4,458.0 $290K 0.00% $65.00 -20.3%
1036 BIPC Brookfield Infrastructure Corp Utilities 7,320.0 $289K 0.00% NEW $39.52 +0.2%
1037 ALH Alliance Laundry Holdings Inc Consumer Cyclical 13,891.0 $288K 0.00% NEW $20.74 +29.7%
1038 CURB Curbline Properties Corp Real Estate 11,165.0 $288K 0.00% +236.0 +2.2% $25.79 +15.8%
1039 KKR KKR & Co Inc Financial Services 3,109.0 $288K 0.00% $92.50 +4.9%
1040 DNUT Krispy Kreme Inc Consumer Defensive 84,697.0 $287K 0.00% +58K +212.1% $3.39 +7.1%
Page 52 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%