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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 5 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLPI GAMING & LEISURE P Real Estate 82,100.0 $3.6M 0.06% +4K +4.8% $44.37 +5.1%
82 CG CARLYLE GROUP INC Financial Services 75,200.0 $3.6M 0.06% +3K +4.7% $48.39 -2.2%
83 STRL STERLING INFRASTRUCTURE INC Industrials 8,900.0 $3.6M 0.06% +400.0 +4.7% $407.27 +102.8%
84 ROIV ROIVANT SCIENCES LTD Healthcare 130,700.0 $3.6M 0.06% +10K +7.8% $27.70 +4.3%
85 RRX REGAL REXNORD CORPORATION Industrials 19,300.0 $3.6M 0.06% +900.0 +4.9% $187.26 +4.0%
86 AR ANTERO RESOURCES CORP Energy 85,000.0 $3.6M 0.06% +4K +4.8% $42.44 -10.6%
87 MLI MUELLER INDS INC Industrials 32,200.0 $3.6M 0.06% +2K +4.9% $110.80 +23.6%
88 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 56,200.0 $3.5M 0.06% +3K +4.8% $62.42 -0.8%
89 CACI CACI INTL INC Technology 6,400.0 $3.5M 0.06% +300.0 +4.9% $543.87 -10.5%
90 ELAN ELANCO ANIMAL HEALTH INC Healthcare 144,100.0 $3.4M 0.06% +7K +4.8% $23.93 -17.4%
91 FNF FIDELITY NATL FINL INC Financial Services 74,000.0 $3.4M 0.06% +4K +5.0% $46.38 +3.9%
92 ENSG ENSIGN GROUP INC Healthcare 16,700.0 $3.4M 0.06% +800.0 +5.0% $201.50 -11.4%
93 EVR EVERCORE INC Financial Services 11,200.0 $3.3M 0.06% +500.0 +4.7% $298.51 +14.3%
94 SCI SERVICE CORP INTL Consumer Cyclical 40,400.0 $3.3M 0.06% +2K +4.1% $82.51 -5.0%
95 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 17,600.0 $3.3M 0.06% +800.0 +4.8% $189.05 +22.0%
96 JXN JACKSON FINANCIAL INC Financial Services 31,400.0 $3.3M 0.06% +300.0 +1.0% $105.72 +4.5%
97 WTRG ESSENTIAL UTILS INC Utilities 82,000.0 $3.3M 0.06% +4K +4.7% $40.27 -6.8%
98 SF STIFEL FINL CORP Financial Services 44,200.0 $3.3M 0.06% +16K +56.7% $73.92 +1.0%
99 CCK CROWN HLDGS INC Consumer Cyclical 32,500.0 $3.3M 0.06% +1K +3.2% $100.25 -3.2%
100 BWA BORGWARNER INC Consumer Cyclical 60,000.0 $3.3M 0.06% +800.0 +1.4% $54.26 +17.1%
Page 5 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%