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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 19 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FLO FLOWERS FOODS INC Consumer Defensive 92,800.0 $733K 0.01% +32K +51.6% $7.90 -7.8%
362 DECK DECKERS OUTDOOR CORP Consumer Cyclical 7,300.0 $725K 0.01% +100.0 +1.4% $99.29 -7.3%
363 FTRE FORTREA HLDGS INC Healthcare 41,500.0 $722K 0.01% +500.0 +1.2% $17.40 +5.2%
364 SATS ECHOSTAR CORP Technology 7,000.0 $710K 0.01% +100.0 +1.4% $101.50 -14.4%
365 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 13,200.0 $695K 0.01% +100.0 +0.8% $52.65 +23.8%
366 PNW PINNACLE WEST CAP CORP Utilities 6,200.0 $663K 0.01% +100.0 +1.6% $107.00 -8.7%
367 OLN OLIN CORP Basic Materials 33,300.0 $660K 0.01% +400.0 +1.2% $19.82 -11.4%
368 MKC MCCORMICK & CO INC Consumer Defensive 13,000.0 $655K 0.01% +100.0 +0.8% $50.42 +11.5%
369 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 34,900.0 $648K 0.01% +300.0 +0.9% $18.57 -26.3%
370 ARLO ARLO TECHNOLOGIES INC Industrials 47,600.0 $642K 0.01% +600.0 +1.3% $13.48 -2.9%
371 XRAY DENTSPLY SIRONA INC Healthcare 58,600.0 $622K 0.01% +700.0 +1.2% $10.61 +2.6%
372 SJM SMUCKER J M CO Consumer Defensive 5,500.0 $619K 0.01% +100.0 +1.9% $112.50 +11.9%
373 HAS HASBRO INC Consumer Cyclical 6,900.0 $570K 0.01% +100.0 +1.5% $82.59 +15.5%
374 BAX BAXTER INTL INC Healthcare 26,400.0 $563K 0.01% +200.0 +0.8% $21.32 +24.2%
375 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 84,100.0 $555K 0.01% +1K +1.3% $6.60 -9.1%
376 GEF GREIF INC Consumer Cyclical 7,300.0 $544K 0.01% +100.0 +1.4% $74.49 +15.4%
377 VIR VIR BIOTECHNOLOGY INC Healthcare 53,200.0 $542K 0.01% +3K +6.2% $10.19 -2.7%
378 XNCR XENCOR INC Healthcare 32,500.0 $523K 0.01% +800.0 +2.5% $16.10 +80.1%
379 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 14,200.0 $514K 0.01% +200.0 +1.4% $36.20 -24.4%
380 BXP BXP INC Real Estate 7,600.0 $504K 0.01% +100.0 +1.3% $66.31 +5.5%
Page 19 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%