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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 91 of 119  ·  2,374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 FUL HB Fuller Co Basic Materials 268.0 $17K $61.68 +5.2%
1802 NWS News Corp Communication Services 576.0 $16K $28.51 +0.8%
1803 NSA National Storage Affiliates Tr Real Estate 434.0 $16K NEW $37.74 +17.8%
1804 LFVN Lifevantage Corp Consumer Defensive 3,741.0 $16K -23K -86.1% $4.32 +48.4%
1805 WSC WillScot Holdings Corp Industrials 927.0 $16K $17.36 +66.1%
1806 SKY Skyline Champion Corp Consumer Cyclical 216.0 $16K -88.0 -28.9% $74.37 +12.1%
1807 PBH Prestige Consumer Healthcare I Healthcare 271.0 $16K $59.27 -20.8%
1808 PVH PVH Corp Consumer Cyclical 228.0 $16K $69.76 +10.5%
1809 IRMD iRadimed Corp Healthcare 165.0 $16K +151.0 +1078.6% $96.26 -4.2%
1810 BXMT Blackstone Mortgage Trust Inc Real Estate 829.0 $16K NEW $19.15 -5.5%
1811 VVV Valvoline Inc Energy 470.0 $16K $33.68 +13.0%
1812 HP Helmerich & Payne Inc Energy 437.0 $16K $36.03 -2.9%
1813 ELF elf Beauty Inc Consumer Defensive 257.0 $16K $60.61 +5.9%
1814 VSCO Victoria's Secret & Co Consumer Cyclical 336.0 $16K $46.36 +76.8%
1815 SLGN Silgan Holdings Inc Consumer Cyclical 400.0 $16K $38.80 +7.3%
1816 GOLF Acushnet Holdings Corp Consumer Cyclical 166.0 $16K $93.48 +15.2%
1817 CVCO Cavco Industries Inc Consumer Cyclical 32.0 $15K -59.0 -64.8% $484.28 +24.2%
1818 ORI Old Republic International Cor Financial Services 388.0 $15K -82K -99.5% $39.90 -3.0%
1819 TXG 10X Genomics Inc Healthcare 725.0 $15K -34K -97.9% $21.23 +63.7%
1820 RDNT RadNet Inc Healthcare 275.0 $15K -3K -92.4% $55.89 -3.8%
Page 91 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%