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Portfolio (Quarterly) Guide ↗

LOS ANGELES CAPITAL MANAGEMENT LLC

· CIK 0001177206
13F Portfolio $29.3B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2499 New
Page 87 of 125  ·  2,499 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 BSY Bentley Systems Inc Technology 649.0 $33K NEW $50.33 -35.9%
1722 LNTH Lantheus Holdings Inc Healthcare 588.0 $33K NEW $55.49 +98.0%
1723 HRB H&R Block Inc Consumer Cyclical 643.0 $33K NEW $50.72 -21.1%
1724 KNX Knight-Swift Transportation Ho Industrials 748.0 $33K NEW $43.53 +75.4%
1725 AAON AAON Inc Industrials 321.0 $32K NEW $100.66 +6.9%
1726 ONB Old National Bancorp/IN Financial Services 1,596.0 $32K NEW $20.20 +28.7%
1727 ARVN Arvinas Inc Healthcare 3,233.0 $32K NEW $9.93 -15.5%
1728 Air Lease Corp 501.0 $32K NEW $63.87
1729 SSD Simpson Manufacturing Co Inc Industrials 183.0 $32K NEW $174.76 +14.9%
1730 AVTR Avantor Inc Healthcare 2,876.0 $32K NEW $11.05 -6.6%
1731 ELF elf Beauty Inc Consumer Defensive 257.0 $32K NEW $123.11 -37.9%
1732 Cadence Bank 846.0 $32K NEW $37.38
1733 ORA Ormat Technologies Inc Utilities 300.0 $32K NEW $105.11 +7.1%
1734 RGEN Repligen Corp Healthcare 217.0 $31K NEW $144.57 -1.5%
1735 UGI UGI Corp Utilities 939.0 $31K NEW $33.41 +5.2%
1736 PFSI PennyMac Financial Services In Financial Services 250.0 $31K NEW $125.30 -33.4%
1737 HSIC Henry Schein Inc Healthcare 496.0 $31K NEW $62.90 +37.4%
1738 TTC Toro Co/The Industrials 415.0 $31K NEW $75.08 +29.3%
1739 MASI Masimo Corp Healthcare 220.0 $31K NEW $141.54 +27.1%
1740 CHWY Chewy Inc Consumer Cyclical 900.0 $31K NEW $34.47 -39.5%
Page 87 of 125  ·  2,499 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 41.6%
Healthcare 14.2%
Communication Services 11.9%
Financial Services 8.8%
Industrials 8.5%
Consumer Cyclical 6.9%
Utilities 2.4%
Basic Materials 1.9%
Consumer Defensive 1.7%
Energy 1.4%