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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 85 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 GVA Granite Construction Inc Industrials 205.0 $25K — -42K -99.5% $119.88 -3.4%
1682 MSA MSA Safety Inc Industrials 149.0 $24K — — — $163.95 +11.2%
1683 FNB FNB Corp/PA Financial Services 1,461.0 $24K — — — $16.72 +4.2%
1684 BTSG BrightSpring Health Services I Healthcare 573.0 $24K — -2K -81.3% $42.61 +32.7%
1685 LPX Louisiana-Pacific Corp Basic Materials 332.0 $24K — — — $72.75 -9.2%
1686 UFPI UFP Industries Inc Basic Materials 262.0 $24K — — — $92.12 -13.8%
1687 EMN Eastman Chemical Co Basic Materials 316.0 $24K — -132.0 -29.5% $76.32 -12.9%
1688 SAIC Science Applications Internati Technology 253.0 $24K — — — $94.92 +37.9%
1689 FCN FTI Consulting Inc Industrials 132.0 $23K — — — $176.77 -25.2%
1690 ALK Alaska Air Group Inc Industrials 634.0 $23K — +497.0 +362.8% $36.78 +7.9%
1691 H Hyatt Hotels Corp Consumer Cyclical 162.0 $23K — — — $143.79 +12.1%
1692 AMTM Amentum Holdings Inc Industrials 893.0 $23K — — — $26.08 -29.1%
1693 FFIN First Financial Bankshares Inc Financial Services 790.0 $23K — -37K -97.9% $29.45 +8.8%
1694 DOCN DigitalOcean Holdings Inc Technology 270.0 $23K — -15K -98.2% $85.78 +58.9%
1695 CPB Campbell Soup Co Consumer Defensive 1,026.0 $23K — +57.0 +5.9% $22.27 -10.0%
1696 AN AutoNation Inc Consumer Cyclical 117.0 $23K — — — $195.26 -17.4%
1697 RLI RLI Corp Financial Services 400.0 $23K — -3K -89.6% $57.04 -1.9%
1698 BSY Bentley Systems Inc Technology 649.0 $23K — — — $35.12 -10.9%
1699 RITM Rithm Capital Corp Real Estate 2,404.0 $23K — — — $9.48 -4.2%
1700 GLNG Golar LNG Ltd Energy 420.0 $23K — — — $54.11 -9.8%
Page 85 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%