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Portfolio (Quarterly) Guide ↗

Louisiana State Employees Retirement System

· CIK 0001537191
13F Portfolio $5.7B AUM 1,604 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 431 Added 809 Reduced 31 Exited
Page 11 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WAL WESTERN ALLIANCE BANCORP Financial Services 29,800.0 $2.1M 0.04% +1K +4.2% $70.85 +5.0%
202 SEIC SEI INVTS CO Financial Services 26,900.0 $2.1M 0.04% +1K +4.7% $78.47 +15.4%
203 FCFS FIRSTCASH HOLDINGS INC Financial Services 11,200.0 $2.1M 0.04% +500.0 +4.7% $188.00 +20.5%
204 ALV AUTOLIV INC Consumer Cyclical 19,900.0 $2.1M 0.04% +600.0 +3.1% $105.16 +10.1%
205 KEX KIRBY CORP Industrials 15,700.0 $2.1M 0.04% +700.0 +4.7% $132.88 +9.6%
206 HQY HEALTHEQUITY INC Healthcare 24,800.0 $2.1M 0.04% +1K +4.2% $83.57 -1.7%
207 INGR INGREDION INC Consumer Defensive 18,300.0 $2.1M 0.04% +700.0 +4.0% $112.66 -8.9%
208 SSD SIMPSON MFG INC Industrials 12,000.0 $2.1M 0.04% +500.0 +4.3% $171.62 +4.1%
209 AAL AMERICAN AIRLINES GROUP INC Industrials 191,500.0 $2.1M 0.04% +9K +4.9% $10.74 +15.1%
210 AGCO AGCO CORP Industrials 17,400.0 $2.0M 0.04% +300.0 +1.8% $115.87 -2.3%
211 SLAB SILICON LABORATORIES INC Technology 9,600.0 $2.0M 0.04% +500.0 +5.5% $208.15 +4.1%
212 STAG STAG INDUSTRIAL INC Real Estate 55,400.0 $2.0M 0.04% +4K +7.2% $36.06 +4.7%
213 CART MAPLEBEAR INC Consumer Cyclical 53,300.0 $2.0M 0.04% +2K +4.7% $37.46 +9.4%
214 VTR VENTAS INC Real Estate 24,200.0 $2.0M 0.04% +200.0 +0.8% $81.78 +6.9%
215 CMC COMMERCIAL METALS CO Basic Materials 32,200.0 $2.0M 0.04% +2K +4.9% $61.43 +14.1%
216 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 47,900.0 $2.0M 0.04% +2K +4.8% $41.27 +26.6%
217 ORA ORMAT TECHNOLOGIES INC Utilities 17,600.0 $2.0M 0.04% +800.0 +4.8% $111.92 +17.5%
218 PB PROSPERITY BANCSHARES INC Financial Services 29,300.0 $2.0M 0.04% +3K +11.4% $67.18 -1.0%
219 WFRD WEATHERFORD INTL PLC Energy 20,800.0 $2.0M 0.03% +1K +5.0% $94.58 +15.1%
220 NOV NOV INC Energy 104,500.0 $2.0M 0.03% +4K +3.6% $18.81 +8.3%
Page 11 of 22  ·  431 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 31.8%
Consumer Cyclical 11.1%
Industrials 10.9%
Financial Services 10.3%
Communication Services 9.3%
Healthcare 8.7%
Consumer Defensive 5.6%
Energy 4.0%
Real Estate 3.0%
Utilities 2.6%