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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 6 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DG Dollar General Corp Consumer Defensive 440,628.0 $52.3M 0.21% +183K +70.9% $118.73 -4.4%
102 NTAP NetApp Inc Technology 508,280.0 $52.0M 0.20% +472K +1294.2% $102.39 +56.0%
103 EXC Exelon Corp Utilities 1,061,640.0 $52.0M 0.20% +218K +25.9% $49.02 -6.5%
104 EHC Encompass Health Corp Healthcare 532,646.0 $51.5M 0.20% +404K +314.7% $96.73 +1.3%
105 CHRW CH Robinson Worldwide Inc Industrials 309,623.0 $51.4M 0.20% +289K +1427.1% $166.07 +11.4%
106 NOC Northrop Grumman Corp Industrials 75,285.0 $51.4M 0.20% -12K -13.3% $682.24 -23.6%
107 IVZ Invesco Ltd Financial Services 2,095,572.0 $50.9M 0.20% +2.1M +10000.0% $24.29 +15.9%
108 HEICO Corp 238,728.0 $50.4M 0.20% -109K -31.3% $211.09
109 RJF Raymond James Financial Inc Financial Services 338,002.0 $48.9M 0.19% +241K +248.0% $144.79 +7.6%
110 EQT EQT Corp Energy 748,462.0 $47.6M 0.19% +746K +10000.0% $63.64 -20.3%
111 RPRX Royalty Pharma PLC Healthcare 971,927.0 $46.6M 0.18% -257K -20.9% $47.97 +10.4%
112 CDNS Cadence Design Systems Inc Technology 162,296.0 $45.1M 0.18% +129K +391.7% $277.87 +39.4%
113 LYFT Lyft Inc Technology 3,381,536.0 $45.0M 0.18% +1.3M +66.1% $13.30 +7.4%
114 AMP Ameriprise Financial Inc Financial Services 100,375.0 $44.6M 0.18% +79K +373.9% $444.40 +5.2%
115 HALO Halozyme Therapeutics Inc Healthcare 689,915.0 $44.6M 0.18% -406K -37.0% $64.63 +6.1%
116 SPOT Spotify Technology SA Communication Services 91,430.0 $44.3M 0.17% +89K +3080.2% $484.91 -3.5%
117 NUE Nucor Corp Basic Materials 260,658.0 $44.1M 0.17% +249K +2215.7% $169.10 +44.2%
118 NFLX Netflix Inc Communication Services 455,760.0 $43.8M 0.17% -79K -14.8% $96.15 -19.5%
119 KEYS Keysight Technologies Inc Technology 151,748.0 $42.8M 0.17% -266K -63.7% $282.37 +28.8%
120 ACN Accenture PLC Technology 211,714.0 $42.0M 0.17% +138K +188.9% $198.29 -35.5%
Page 6 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%