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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 14 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RLI RLI CORP Financial Services 26,900.0 $1.6M 0.02% +300.0 +1.1% $59.07 +9.9%
262 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 166,900.0 $1.6M 0.02% +2K +0.9% $9.39 +22.7%
263 HOMB HOME BANCSHARES INC Financial Services 54,800.0 $1.6M 0.02% +2K +3.4% $28.55 +4.7%
264 SEDG SOLAREDGE TECHNOLOGIES INC Energy 26,700.0 $1.6M 0.02% +200.0 +0.8% $58.44 -48.9%
265 AVAV AEROVIRONMENT INC Industrials 9,400.0 $1.6M 0.02% +200.0 +2.2% $165.07 -10.7%
266 CNC CENTENE CORP DEL Healthcare 24,000.0 $1.5M 0.02% +200.0 +0.8% $64.19 +1.3%
267 NXST NEXSTAR MEDIA GROUP INC Communication Services 8,400.0 $1.5M 0.02% +100.0 +1.2% $178.59 +6.0%
268 INGERSOLL RAND INC 18,200.0 $1.5M 0.02% +100.0 +0.6% $81.99
269 LYV LIVE NATION ENTERTAINMENT IN Communication Services 8,100.0 $1.5M 0.02% +100.0 +1.2% $183.11 +2.0%
270 VICI VICI PPTYS INC Real Estate 55,800.0 $1.5M 0.02% +1K +2.4% $26.55 -1.0%
271 VVV VALVOLINE INC Energy 37,300.0 $1.5M 0.02% +400.0 +1.1% $39.54 -16.8%
272 ASB ASSOCIATED BANC-CORP Financial Services 47,800.0 $1.5M 0.02% +400.0 +0.8% $30.77 +0.2%
273 EIX EDISON INTL Utilities 19,700.0 $1.5M 0.02% +100.0 +0.5% $74.45 +0.4%
274 ATO ATMOS ENERGY CORP Utilities 8,500.0 $1.5M 0.02% +100.0 +1.2% $172.27 -2.7%
275 LPX LOUISIANA PAC CORP Basic Materials 18,600.0 $1.5M 0.02% +200.0 +1.1% $78.66 -8.1%
276 SBRA SABRA HEALTH CARE REIT INC Real Estate 73,800.0 $1.4M 0.02% +700.0 +1.0% $19.51 +6.7%
277 WEX WEX INC Technology 10,100.0 $1.4M 0.02% +200.0 +2.0% $141.09 +41.5%
278 OGS ONE GAS INC Utilities 18,400.0 $1.4M 0.02% +1K +5.8% $77.07 +4.3%
279 HRB BLOCK H & R INC Consumer Cyclical 37,100.0 $1.4M 0.02% +300.0 +0.8% $38.08 +39.7%
280 SYNA SYNAPTICS INC Technology 11,300.0 $1.4M 0.02% +100.0 +0.9% $124.23 -23.6%
Page 14 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%