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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 84 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 FND Floor & Decor Holdings Inc Consumer Cyclical 522.0 $27K $50.80 +4.4%
1662 WTM White Mountains Insurance Grou Financial Services 12.0 $26K $2197.00 -8.4%
1663 SR Spire Inc Utilities 291.0 $26K $90.54 -14.9%
1664 THRM Gentherm Inc Consumer Cyclical 947.0 $26K $27.78 +29.3%
1665 ENS EnerSys Industrials 151.0 $26K -51.0 -25.2% $173.72 +31.2%
1666 CLSK Cleanspark Inc Technology 3,075.0 $26K -14K -82.0% $8.51 +102.6%
1667 STWD Starwood Property Trust Inc Real Estate 1,518.0 $26K $17.22 -3.0%
1668 LW Lamb Weston Holdings Inc Consumer Defensive 617.0 $26K -99K -99.4% $42.26 +6.6%
1669 BRT BRT Apartments Corp Real Estate 1,951.0 $26K NEW $13.34 +11.6%
1670 HXL Hexcel Corp Industrials 320.0 $26K $80.93 +20.6%
1671 CWAN Clearwater Analytics Holdings Technology 1,094.0 $26K $23.65 +2.7%
1672 EXP Eagle Materials Inc Basic Materials 136.0 $26K $189.45 +18.5%
1673 WEX WEX Inc Technology 168.0 $26K $153.04 -16.7%
1674 SON Sonoco Products Co Consumer Cyclical 473.0 $26K $54.09 -6.3%
1675 Installed Building Products In 96.0 $25K -556.0 -85.3% $265.15
1676 NXST Nexstar Media Group Inc Communication Services 140.0 $25K $180.83 -9.2%
1677 UEC Uranium Energy Corp Energy 1,873.0 $25K -15K -89.1% $13.50 -11.0%
1678 ImmunityBio Inc 3,292.0 $25K -129K -97.5% $7.67
1679 OZK Bank OZK Financial Services 548.0 $25K -15K -96.5% $45.89 +7.3%
1680 GAP Gap Inc/The Consumer Cyclical 1,034.0 $25K -22K -95.4% $24.20 -12.6%
Page 84 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%