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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 -7.4%
1662 WTM White Mountains Insurance Grou Financial Services 12.0 $26K — — — $2197.00 -7.7%
1663 SR Spire Inc Utilities 291.0 $26K — — — $90.54 -14.7%
1664 THRM Gentherm Inc Consumer Cyclical 947.0 $26K — — — $27.78 +26.7%
1665 ENS EnerSys Industrials 151.0 $26K — -51.0 -25.2% $173.72 +3.0%
1666 CLSK Cleanspark Inc Technology 3,075.0 $26K — -14K -82.0% $8.51 +63.9%
1667 STWD Starwood Property Trust Inc Real Estate 1,518.0 $26K — — — $17.22 -16.6%
1668 LW Lamb Weston Holdings Inc Consumer Defensive 617.0 $26K — -99K -99.4% $42.26 +3.1%
1669 BRT BRT Apartments Corp Real Estate 1,951.0 $26K — NEW — $13.34 +3.2%
1670 HXL Hexcel Corp Industrials 320.0 $26K — — — $80.93 +6.0%
1671 CWAN Clearwater Analytics Holdings Technology 1,094.0 $26K — — — $23.65 +3.8%
1672 EXP Eagle Materials Inc Basic Materials 136.0 $26K — — — $189.45 -5.8%
1673 WEX WEX Inc Technology 168.0 $26K — — — $153.04 +16.5%
1674 SON Sonoco Products Co Consumer Cyclical 473.0 $26K — — — $54.09 -7.5%
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 -10.4%
1677 UEC Uranium Energy Corp Energy 1,873.0 $25K — -15K -89.1% $13.50 -30.3%
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 +2.2%
1680 GAP Gap Inc/The Consumer Cyclical 1,034.0 $25K — -22K -95.4% $24.20 -9.8%
Page 84 of 119  ·  2,374 positions

① 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 38.0%
Financial Services 12.1%
Healthcare 11.0%
Consumer Cyclical 8.8%
Industrials 7.6%
Communication Services 6.9%
Energy 5.8%
Utilities 3.2%
Basic Materials 2.8%
Consumer Defensive 2.0%