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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 72 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 HGTY Hagerty Inc Financial Services 6,668.0 $70K -641.0 -8.8% $10.53 +3.2%
1422 WAFD WaFd Inc Financial Services 2,220.0 $70K +2K +382.6% $31.40 +16.2%
1423 TME Tencent Music Entertainment Gr Communication Services 7,476.0 $69K NEW $9.28 -5.9%
1424 ROL Rollins Inc Consumer Cyclical 1,298.0 $69K $53.41 -15.8%
1425 TYL Tyler Technologies Inc Technology 201.0 $69K -3K -93.0% $342.38 -18.5%
1426 BHE Benchmark Electronics Inc Technology 1,226.0 $69K +820.0 +202.0% $56.06 +64.4%
1427 J Jacobs Solutions Inc Industrials 539.0 $69K $127.28 -5.0%
1428 ESS Essex Property Trust Inc Real Estate 283.0 $68K NEW $242.00 +13.1%
1429 BBBY Beyond Inc Consumer Cyclical 14,745.0 $68K -25K -63.2% $4.64 +27.8%
1430 TRMB Trimble Inc Technology 1,034.0 $67K -90.0 -8.0% $65.23 -24.6%
1431 CLVT Clarivate PLC Technology 26,620.0 $67K NEW $2.53 -19.4%
1432 GGG Graco Inc Industrials 784.0 $66K $84.65 -10.2%
1433 MAA Mid-America Apartment Communit Real Estate 539.0 $66K NEW $122.12 +8.5%
1434 Tempur Sealy International Inc 887.0 $66K $73.92
1435 Cooper Cos Inc/The 917.0 $66K $71.50
1436 ABCB Ameris Bancorp Financial Services 840.0 $66K $77.99 +12.3%
1437 SYNA Synaptics Inc Technology 930.0 $65K -10K -91.5% $70.04 +101.2%
1438 CSL Carlisle Cos Inc Industrials 194.0 $65K $333.62 +8.2%
1439 OVV Ovintiv Inc Energy 1,081.0 $64K -177.0 -14.1% $59.36 -11.7%
1440 REGCO Regency Centers Corp Real Estate 845.0 $64K NEW $75.66 -70.3%
Page 72 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%