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Portfolio (Quarterly) Guide ↗

Louisiana State Employees Retirement System

· CIK 0001537191
13F Portfolio $6.7B AUM 1,612 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 392 Added 703 Reduced 38 Exited
Page 11 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AXTA AXALTA COATING SYS LTD Basic Materials 62,600.0 $2.1M 0.03% +700.0 +1.1% $34.22 +6.4%
202 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 35,300.0 $2.1M 0.03% +300.0 +0.9% $60.67 +21.7%
203 VIRT VIRTU FINL INC Financial Services 35,900.0 $2.1M 0.03% +500.0 +1.4% $59.57 +9.5%
204 HLI HOULIHAN LOKEY INC Financial Services 15,900.0 $2.1M 0.03% +100.0 +0.6% $134.13 -3.8%
205 AVT AVNET INC Technology 24,000.0 $2.1M 0.03% +300.0 +1.3% $88.82 -1.4%
206 STAG STAG INDUSTRIAL INC Real Estate 56,000.0 $2.1M 0.03% +600.0 +1.1% $38.06 -2.5%
207 SLAB SILICON LABORATORIES INC Technology 9,700.0 $2.1M 0.03% +100.0 +1.0% $218.56 -0.1%
208 RGEN REPLIGEN CORP Healthcare 15,500.0 $2.1M 0.03% +200.0 +1.3% $136.44 +33.2%
209 AGCO AGCO CORP Industrials 17,600.0 $2.1M 0.03% +200.0 +1.1% $119.70 -7.3%
210 ED CONSOLIDATED EDISON INC Utilities 18,800.0 $2.1M 0.03% +400.0 +2.2% $110.63 -3.2%
211 MGY MAGNOLIA OIL & GAS CORP Energy 81,100.0 $2.1M 0.03% +900.0 +1.1% $25.58 +3.4%
212 EXP EAGLE MATLS INC Basic Materials 9,200.0 $2.1M 0.03% +100.0 +1.1% $225.00 -11.6%
213 FAF FIRST AMERN FINL CORP Financial Services 29,800.0 $2.0M 0.03% +300.0 +1.0% $68.59 +6.8%
214 VLYPN VALLEY NATL BANCORP 139,500.0 $2.0M 0.03% +700.0 +0.5% $14.65
215 ST SENSATA TECHNOLOGIES HLDG PL Technology 42,600.0 $2.0M 0.03% +400.0 +0.9% $47.74 -11.7%
216 CMC COMMERCIAL METALS CO Basic Materials 32,400.0 $2.0M 0.03% +200.0 +0.6% $62.75 +6.5%
217 CBRE CBRE GROUP INC Real Estate 15,000.0 $2.0M 0.03% +200.0 +1.4% $134.69 +12.6%
218 FULT FULTON FINL CORP PA Financial Services 82,900.0 $2.0M 0.03% +3K +3.9% $24.19 -2.2%
219 GRMN GARMIN LTD Technology 8,400.0 $2.0M 0.03% +100.0 +1.2% $237.54 +21.5%
220 FNB F N B CORP Financial Services 104,200.0 $2.0M 0.03% +600.0 +0.6% $19.08 -3.7%
Page 11 of 20  ·  392 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 38.5%
Industrials 10.8%
Consumer Cyclical 10.4%
Financial Services 9.8%
Healthcare 8.4%
Communication Services 6.6%
Consumer Defensive 4.8%
Energy 3.1%
Real Estate 2.9%
Basic Materials 2.4%