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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 62 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 KVUE Kenvue Inc Consumer Defensive 8,716.0 $150K 0.00% -152K -94.6% $17.24 +3.6%
1222 PFBC Preferred Bank/Los Angeles CA Financial Services 1,656.0 $150K 0.00% -694.0 -29.5% $90.69 +10.0%
1223 CBOE Cboe Global Markets Inc Financial Services 533.0 $150K 0.00% -81K -99.3% $281.07 -8.9%
1224 SRCE 1st Source Corp Financial Services 2,155.0 $149K 0.00% $69.21 +12.4%
1225 NJR New Jersey Resources Corp Utilities 2,689.0 $148K 0.00% -25.0 -0.9% $54.92 -0.2%
1226 SEI Solaris Energy Infrastructure Energy 2,612.0 $148K 0.00% +2K +1098.2% $56.51 +45.4%
1227 GEHC GE HealthCare Technologies Inc Healthcare 2,062.0 $147K 0.00% -21K -91.2% $71.18 -14.8%
1228 SYBT Stock Yards Bancorp Inc Financial Services 2,211.0 $147K 0.00% +2K +2356.7% $66.29 +10.7%
1229 MVST Microvast Holdings Inc Industrials 97,081.0 $146K 0.00% +78K +416.9% $1.50 -16.0%
1230 HQY HealthEquity Inc Healthcare 1,738.0 $145K 0.00% -34K -95.1% $83.57 +1.2%
1231 ARHS Arhaus Inc Consumer Cyclical 21,366.0 $145K 0.00% -45K -67.7% $6.78 +2.5%
1232 NKTX Nkarta Inc Healthcare 68,305.0 $144K 0.00% -75K -52.2% $2.11 +32.2%
1233 MEG Montrose Environmental Group I Industrials 6,565.0 $144K 0.00% -9K -58.4% $21.89 -24.1%
1234 HBAN Huntington Bancshares Inc/OH Financial Services 9,144.0 $143K 0.00% -197K -95.6% $15.65 +8.9%
1235 Ingersoll Rand Inc 1,774.0 $142K 0.00% $80.12
1236 MTD Mettler-Toledo International I Healthcare 112.0 $141K 0.00% -462.0 -80.5% $1261.20 -7.7%
1237 NGVC Natural Grocers by Vitamin Cot Consumer Defensive 5,439.0 $141K 0.00% +162.0 +3.1% $25.85 +17.0%
1238 WMS Advanced Drainage Systems Inc Industrials 1,022.0 $140K 0.00% +720.0 +238.4% $137.13 +7.3%
1239 ARVN Arvinas Inc Healthcare 13,125.0 $139K 0.00% +10K +306.0% $10.60 -27.0%
1240 SKYW SkyWest Inc Industrials 1,515.0 $139K 0.00% -10K -87.2% $91.83 +1.4%
Page 62 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%