Arkolith/Funds/Los Angeles Capital Management LLC

Los Angeles Capital Management LLC

CIK 1177206Asset manager
Holdings as of Mar 31, 2026·disclosed May 8, 2026·~38-day 13F lag·13F-HR
Active Filer

Los Angeles Capital Management LLC holds a diversified book of 2374 stocks worth $25.4B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Vici Properties Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 9% of the equity book.

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Use Arkolith to show LOS ANGELES CAPITAL MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
164
new positions
Added to
691
existing
Trimmed
915
reduced
Sold out
288
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
36%
Top 20 holdings
46%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
43%
Financials
12%
Health Care
10%
Industrials
10%
Consumer Discretionary
6%
Materials
5%
Energy
5%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2,374 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corp
Common Stock
$2.3B13.35M
9.2%
−7.0%
Reduced · −1.0M sh
2Apple Inc
Common Stock
$1.8B7.22M
7.2%
−14%
Reduced · −1.2M sh
3Microsoft Corp
Common Stock
$1.2B3.33M
4.9%
−12%
Reduced · −454K sh
4Broadcom Inc
Common Stock
$922.5M2.98M
3.6%
−1.0%
Reduced · −30K sh
5Alphabet Inc
Common Stock
$622.1M2.17M
2.5%
−14%
Reduced · −343K sh
6Alphabet Inc
Common Stock
$526.6M1.83M
2.1%
−25%
Reduced · −610K sh
7Amazon.com Inc
Common Stock
$512.5M2.46M
2.0%
−30%
Reduced · −1.1M sh
8Eli Lilly & Co
Common Stock
$418.0M454.5K
1.6%
+75%
Added · +194K sh
9Meta Platforms Inc
Common Stock
$405.9M709.5K
1.6%
−53%
Reduced · −816K sh
10Booking Holdings Inc
Common Stock
$317.6M75.4K
1.3%
+76%
Added · +33K sh
11AT&T Inc
Common Stock
$316.1M10.90M
1.2%
+787%
Added · +9.7M sh
12AbbVie Inc
Common Stock
$274.2M1.26M
1.1%
−46%
Reduced · −1.1M sh
13Newmont Corp
Common Stock
$261.2M2.41M
1.0%
−31%
Reduced · −1.1M sh
14Bristol-Myers Squibb Co
Common Stock
$258.2M4.26M
1.0%
−1.4%
Reduced · −58K sh
15Amphenol Corp
Common Stock
$246.2M1.95M
1.0%
−12%
Reduced · −273K sh
16Lam Research Corp
Common Stock
$237.9M1.11M
0.9%
−2.8%
Reduced · −33K sh
17Trane Technologies PLC
Common Stock
$235.0M563.8K
0.9%
+20%
Added · +95K sh
18Hartford Financial Services Gr
Common Stock
$234.5M1.73M
0.9%
+56%
Added · +622K sh
19Exxon Mobil Corp
Common Stock
$220.5M1.30M
0.9%
+522%
Added · +1.1M sh
20Phillips 66
Common Stock
$219.7M1.21M
0.9%
+53%
Added · +418K sh
21VICI Properties Inc
Common Stock
$215.0M7.87M
0.8%
New
New position
22Valero Energy Corp
Common Stock
$213.9M865.8K
0.8%
+132%
Added · +493K sh
23Howmet Aerospace Inc
Common Stock
$211.5M917.9K
0.8%
−22%
Reduced · −256K sh
24Incyte Corp
Common Stock
$201.9M2.14M
0.8%
−6.3%
Reduced · −144K sh
25Arista Networks Inc
Common Stock
$186.2M1.52M
0.7%
+3.2%
Added · +48K sh
26General Dynamics Corp
Common Stock
$179.8M524.0K
0.7%
−1.6%
Reduced · −8K sh
27Allstate Corp
Common Stock
$176.1M849.1K
0.7%
+31%
Added · +203K sh
28TE Connectivity PLC
Common Stock
$173.6M830.7K
0.7%
+46%
Added · +263K sh
29Tesla Inc
Common Stock
$166.1M446.8K
0.7%
−44%
Reduced · −344K sh
30HCA Healthcare Inc
Common Stock
$152.1M321.4K
0.6%
+12%
Added · +33K sh
31Freeport-McMoRan Inc
Common Stock
$143.0M2.43M
0.6%
−10%
Reduced · −277K sh
32General Motors Co
Common Stock
$136.4M1.83M
0.5%
+57%
Added · +661K sh
33Eversource Energy
Common Stock
$135.0M1.95M
0.5%
+165%
Added · +1.2M sh
34Exelixis Inc
Common Stock
$133.1M3.10M
0.5%
+174%
Added · +2.0M sh
35Expedia Group Inc
Common Stock
$132.1M572.0K
0.5%
+39%
Added · +160K sh
36Applied Materials Inc
Common Stock
$130.4M381.4K
0.5%
31×
Added · +369K sh
37IDEXX Laboratories Inc
Common Stock
$127.8M227.4K
0.5%
+19%
Added · +36K sh
38GE Vernova Inc
Common Stock
$124.1M142.2K
0.5%
−9.7%
Reduced · −15K sh
39RTX Corp
Common Stock
$123.6M640.5K
0.5%
+2.5%
Added · +16K sh
40Marathon Petroleum Corp
Common Stock
$122.5M501.6K
0.5%
+134%
Added · +287K sh
41Marvell Technology Inc
Common Stock
$121.5M1.23M
0.5%
14×
Added · +1.1M sh
42Edison International
Common Stock
$119.2M1.63M
0.5%
−46%
Reduced · −1.4M sh
43Universal Health Services Inc
Common Stock
$118.9M664.6K
0.5%
+96%
Added · +325K sh
44Verizon Communications Inc
Common Stock
$116.1M2.31M
0.5%
+123%
Added · +1.3M sh
45Bank of America Corp
Common Stock
$115.8M2.38M
0.5%
+193%
Added · +1.6M sh
46Palantir Technologies Inc
Common Stock
$113.8M778.2K
0.4%
−50%
Reduced · −789K sh
47Carnival Corp
Common Stock
$113.8M4.40M
0.4%
New
New position
48American International Group I
Common Stock
$111.9M1.49M
0.4%
+305%
Added · +1.1M sh
49Wells Fargo & Co
Common Stock
$109.5M1.38M
0.4%
−20%
Reduced · −349K sh
50Dell Technologies Inc
Common Stock
$109.2M665.6K
0.4%
+303%
Added · +500K sh
Showing 50 of 2,374 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 8, 20262,374$25.4B13F-HR
Q4 2025Dec 31, 2025Feb 11, 20262,499$29.3B13F-HR
Q3 2025Sep 30, 2025Oct 20, 20251,344$29.5B13F-HR
Q2 2025Jun 30, 2025Aug 7, 20251,320$26.7B13F-HR
Q1 2025Mar 31, 2025May 5, 20251,078$22.6B13F-HR
Q4 2024Dec 31, 2024Feb 4, 20251,098$24.6B13F-HR
Q3 2024Sep 30, 2024Nov 4, 20241,154$24.8B13F-HR
Q2 2024Jun 30, 2024Aug 5, 20241,165$28.0B13F-HR
Q1 2024Mar 31, 2024Apr 5, 20241,125$29.3B13F-HR
Q4 2023Dec 31, 2023Feb 6, 20241,120$26.8B13F-HR
Q3 2023Sep 30, 2023Nov 6, 20231,102$23.6B13F-HR
Q2 2023Jun 30, 2023Aug 3, 20231,148$24.9B13F-HR
Q1 2023Mar 31, 2023May 4, 20231,152$22.5B13F-HR
Q4 2022Dec 31, 2022Feb 6, 20231,183$20.6B13F-HR
Q3 2022Sep 30, 2022Nov 2, 20221,210$19.3B13F-HR
Q2 2022Jun 30, 2022Aug 5, 20221,307$20.3B13F-HR
Q1 2022Mar 31, 2022May 6, 20221,402$25.5B13F-HR
Q4 2021Dec 31, 2021Feb 3, 20221,376$26.8B13F-HR
Q3 2021Sep 30, 2021Nov 8, 20211,460$21.9B13F-HR/A
Q2 2021Jun 30, 2021Aug 5, 20211,518$22.7B13F-HR
Q1 2021Mar 31, 2021May 5, 20211,573$22.1B13F-HR
Q4 2020Dec 31, 2020Mar 10, 20211,502$23.4B13F-HR/A
Amended / restated
  • Q3 2021 · filed Nov 5, 202113F-HR · superseded
  • Q4 2020 · filed Feb 4, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.