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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 19 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BBWI BATH & BODY WORKS INC Consumer Cyclical 59,400.0 $1.1M 0.02% +2K +4.0% $18.67 -13.2%
362 EPR EPR PPTYS Real Estate 22,100.0 $1.1M 0.02% +1K +4.7% $49.96 +14.8%
363 CUZ COUSINS PPTYS INC Real Estate 48,700.0 $1.1M 0.02% +2K +4.7% $22.57 +14.4%
364 WMG WARNER MUSIC GROUP CORP Communication Services 42,600.0 $1.1M 0.02% +2K +5.5% $25.54 +30.9%
365 DLB DOLBY LABORATORIES INC Technology 17,700.0 $1.1M 0.02% +800.0 +4.7% $60.06 -9.7%
366 GHC GRAHAM HLDGS CO Consumer Defensive 1,000.0 $1.1M 0.02% +100.0 +11.1% $1057.26 +3.4%
367 INTERNATIONAL BANCSHARES COR 15,700.0 $1.1M 0.02% +700.0 +4.7% $67.29
368 ELF E L F BEAUTY INC Consumer Defensive 17,100.0 $1.0M 0.02% +600.0 +3.6% $60.61 -6.9%
369 IRT INDEPENDENCE RLTY TR INC Real Estate 68,700.0 $1.0M 0.02% +3K +3.9% $14.89 +7.5%
370 MMS MAXIMUS INC Industrials 15,800.0 $1.0M 0.02% +200.0 +1.3% $64.10 -7.4%
371 LIVN LIVANOVA PLC Healthcare 15,800.0 $1.0M 0.02% +700.0 +4.6% $63.56 +10.1%
372 CDP COPT DEFENSE PROPERTIES Real Estate 32,800.0 $1.0M 0.02% +2K +4.8% $30.60 +3.9%
373 CVLT COMMVAULT SYS INC Technology 12,800.0 $997K 0.02% +600.0 +4.9% $77.89 +33.4%
374 BHF BRIGHTHOUSE FINL INC Financial Services 16,600.0 $994K 0.02% +800.0 +5.1% $59.88 +4.7%
375 WHR WHIRLPOOL CORP Consumer Cyclical 18,400.0 $992K 0.02% +3K +18.7% $53.92 -25.8%
376 SLGN SILGAN HLDGS INC Consumer Cyclical 25,400.0 $986K 0.02% +1K +4.5% $38.80 -5.6%
377 OLN OLIN CORP Basic Materials 32,900.0 $978K 0.02% +1K +4.1% $29.73 -9.9%
378 BILL BILL HOLDINGS INC Technology 25,500.0 $977K 0.02% +800.0 +3.2% $38.30 +0.6%
379 HTO H2O AMERICA Utilities 16,600.0 $974K 0.02% +1K +8.5% $58.67 -5.8%
380 SHC SOTERA HEALTH CO Healthcare 67,500.0 $968K 0.02% +10K +17.6% $14.34 +6.5%
Page 19 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%