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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 87 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 CAR Avis Budget Group Inc Industrials 148.0 $22K -430.0 -74.4% $145.85 +29.2%
1722 ACLS Axcelis Technologies Inc Technology 230.0 $21K -5K -95.8% $93.08 +101.5%
1723 ACA Arcosa Inc Industrials 200.0 $21K -8K -97.4% $106.14 +28.0%
1724 MWA Mueller Water Products Inc Industrials 771.0 $21K -205K -99.6% $27.49 -4.9%
1725 MTH Meritage Homes Corp Consumer Cyclical 342.0 $21K $61.84 +22.5%
1726 NOVT Novanta Inc Technology 179.0 $21K $118.11 +31.5%
1727 SIRI Sirius XM Holdings Inc Communication Services 914.0 $21K +641.0 +234.8% $23.08 +21.4%
1728 CVSA Adtalem Global Education Inc Consumer Cyclical 183.0 $21K -28K -99.4% $115.25 +3.3%
1729 AUB Atlantic Union Bankshares Corp Financial Services 590.0 $21K $35.74 +9.6%
1730 NPO Enpro Inc Industrials 84.0 $21K $250.65 +51.5%
1731 TFX Teleflex Inc Healthcare 176.0 $21K $119.61 +6.2%
1732 CTBI Community Trust Bancorp Inc Financial Services 345.0 $21K $60.72 +12.6%
1733 ADT ADT Inc Industrials 3,179.0 $21K $6.57 +0.2%
1734 CPRI Capri Holdings Ltd Consumer Cyclical 1,185.0 $21K -41K -97.2% $17.62 +15.3%
1735 TEM Tempus AI Inc Healthcare 460.0 $21K $45.22 +12.4%
1736 Upbound Group Inc 1,144.0 $21K -50K -97.8% $18.05
1737 BIO Bio-Rad Laboratories Inc Healthcare 74.0 $21K -79.0 -51.6% $278.76 +1.3%
1738 MMSI Merit Medical Systems Inc Healthcare 298.0 $21K $68.93 -2.5%
1739 SKT Tanger Inc Real Estate 598.0 $20K -39K -98.5% $33.98 +15.2%
1740 ASO Academy Sports & Outdoors Inc Consumer Cyclical 357.0 $20K -450.0 -55.8% $56.45 -8.2%
Page 87 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%