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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 15 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SON SONOCO PRODS CO Consumer Cyclical 28,600.0 $1.5M 0.03% +1K +4.8% $54.09 -13.7%
282 KRG KITE REALTY GROUP TRUST Real Estate 62,800.0 $1.5M 0.03% +3K +4.8% $24.55 +5.6%
283 DOW DOW HLDGS INC Basic Materials 36,600.0 $1.5M 0.03% +300.0 +0.8% $41.65 -7.0%
284 BKH BLACK HILLS CORP Utilities 21,900.0 $1.5M 0.03% +1K +4.8% $69.41 +6.6%
285 HWC HANCOCK WHITNEY CORPORATION Financial Services 23,900.0 $1.5M 0.03% +800.0 +3.5% $63.59 +0.9%
286 RLI RLI CORP Financial Services 26,600.0 $1.5M 0.03% +1K +4.7% $57.04 -10.9%
287 BSY BENTLEY SYS INC Technology 43,200.0 $1.5M 0.03% +2K +4.8% $35.12 -5.2%
288 CCL CARNIVAL CORP Consumer Cyclical 58,600.0 $1.5M 0.03% +3K +5.6% $25.88 -3.7%
289 WEX WEX INC Technology 9,900.0 $1.5M 0.03% +400.0 +4.2% $153.04 -7.6%
290 NXST NEXSTAR MEDIA GROUP INC Communication Services 8,300.0 $1.5M 0.03% +400.0 +5.1% $180.83 +8.1%
291 OGS ONE GAS INC Utilities 17,400.0 $1.5M 0.03% +800.0 +4.8% $86.13 -4.4%
292 WAT WATERS CORP Healthcare 5,000.0 $1.5M 0.03% +2K +66.7% $297.80 +10.6%
293 ST SENSATA TECHNOLOGIES HLDG PL Technology 42,200.0 $1.5M 0.03% +2K +4.7% $35.22 +37.7%
294 AMKR AMKOR TECHNOLOGY INC Technology 33,000.0 $1.5M 0.03% +2K +4.8% $45.03 +46.7%
295 BIO BIO RAD LABS INC Healthcare 5,300.0 $1.5M 0.03% +300.0 +6.0% $278.75 +1.1%
296 NEU NEWMARKET CORP Basic Materials 2,300.0 $1.5M 0.03% +100.0 +4.5% $640.95 +6.5%
297 AVT AVNET INC Technology 23,700.0 $1.5M 0.03% +1K +5.3% $61.62 +35.2%
298 VNT VONTIER CORPORATION Technology 41,100.0 $1.5M 0.03% +1K +2.5% $35.47 -21.0%
299 LNTH LANTHEUS HLDGS INC Healthcare 19,200.0 $1.5M 0.03% +900.0 +4.9% $75.85 +23.8%
300 HOMB HOME BANCSHARES INC Financial Services 53,000.0 $1.4M 0.03% +2K +4.7% $26.93 -4.6%
Page 15 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%