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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 13 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WFRD WEATHERFORD INTL PLC Energy 21,000.0 $1.7M 0.03% +200.0 +1.0% $81.50 +8.2%
242 GXO GXO LOGISTICS INCORPORATED Industrials 33,700.0 $1.7M 0.03% +500.0 +1.5% $50.70 -6.5%
243 PJT PJT PARTNERS INC Financial Services 11,300.0 $1.7M 0.03% +500.0 +4.6% $150.94 +15.7%
244 MTDR MATADOR RES CO Energy 34,200.0 $1.7M 0.03% +300.0 +0.9% $49.78 +11.6%
245 EQT EQT CORP Energy 32,000.0 $1.7M 0.03% +200.0 +0.6% $53.17 +1.6%
246 SIGI SELECTIVE INS GROUP INC Financial Services 17,500.0 $1.7M 0.03% +100.0 +0.6% $97.01 -5.3%
247 STWD STARWOOD PPTY TR INC Real Estate 102,000.0 $1.7M 0.03% +1K +1.1% $16.38 -1.6%
248 SWX SOUTHWEST GAS HLDGS INC Utilities 18,800.0 $1.7M 0.03% +200.0 +1.1% $88.68 +0.5%
249 BKH BLACK HILLS CORP Utilities 22,300.0 $1.7M 0.03% +400.0 +1.8% $74.40 -1.9%
250 TXNM ENERGY INC 29,200.0 $1.7M 0.03% +800.0 +2.8% $56.78
251 CVBF CVB FINL CORP Financial Services 73,500.0 $1.7M 0.03% +17K +30.1% $22.55 -0.7%
252 STANDARDAERO INC 55,400.0 $1.7M 0.03% +400.0 +0.7% $29.91
253 NJR NEW JERSEY RES CORP Utilities 29,500.0 $1.7M 0.03% +300.0 +1.0% $56.04 -4.0%
254 ESAB ESAB CORPORATION Industrials 16,700.0 $1.6M 0.02% +200.0 +1.2% $98.63 -18.4%
255 SON SONOCO PRODS CO Consumer Cyclical 28,900.0 $1.6M 0.02% +300.0 +1.1% $56.35 +2.7%
256 ICUI ICU MED INC Healthcare 11,000.0 $1.6M 0.02% +100.0 +0.9% $146.60 +24.3%
257 ADT ADT INC DEL Industrials 247,500.0 $1.6M 0.02% +22K +9.8% $6.50 +14.3%
258 VFC V F CORP Consumer Cyclical 96,200.0 $1.6M 0.02% +900.0 +0.9% $16.68 -17.0%
259 BC BRUNSWICK CORP Consumer Cyclical 19,000.0 $1.6M 0.02% +100.0 +0.5% $84.24 -4.6%
260 MSM MSC INDL DIRECT INC Industrials 13,400.0 $1.6M 0.02% +100.0 +0.8% $118.95 -0.5%
Page 13 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%