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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 9 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CFR CULLEN FROST BANKERS INC Financial Services 18,300.0 $2.5M 0.04% +600.0 +3.4% $137.08 +0.5%
162 SNEX STONEX GROUP INC Financial Services 31,050.0 $2.5M 0.04% +10K +45.8% $80.65 +36.7%
163 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 58,700.0 $2.5M 0.04% +7K +12.9% $42.61 +31.8%
164 ZION ZIONS BANCORPORATION NATL AS Financial Services 42,800.0 $2.5M 0.04% +2K +4.7% $57.62 +3.5%
165 AYI ACUITY INC Industrials 8,800.0 $2.5M 0.04% +400.0 +4.8% $280.22 +0.8%
166 LFUS LITTELFUSE INC Technology 7,200.0 $2.4M 0.04% +300.0 +4.3% $339.35 +31.5%
167 CR CRANE COMPANY Industrials 14,200.0 $2.4M 0.04% +700.0 +5.2% $171.00 +0.5%
168 CUBE CUBESMART Real Estate 66,100.0 $2.4M 0.04% +3K +4.8% $36.65 +4.7%
169 MUSA MURPHY USA INC Consumer Cyclical 4,900.0 $2.4M 0.04% +200.0 +4.3% $493.97 +13.7%
170 ATR APTARGROUP INC Healthcare 18,700.0 $2.4M 0.04% +500.0 +2.8% $126.02 -8.1%
171 CGNX COGNEX CORP Technology 48,000.0 $2.4M 0.04% +2K +3.5% $48.99 +26.4%
172 COLB COLUMBIA BKG SYS INC Financial Services 85,700.0 $2.4M 0.04% +3K +3.5% $27.43 +5.8%
173 MASI MASIMO CORP Healthcare 13,200.0 $2.3M 0.04% +600.0 +4.8% $177.87 +0.3%
174 CHRD CHORD ENERGY CORPORATION Energy 16,500.0 $2.3M 0.04% +800.0 +5.1% $142.18 +5.2%
175 CYTK CYTOKINETICS INC Healthcare 35,500.0 $2.3M 0.04% +2K +6.6% $65.91 +15.1%
176 CAVA CAVA GROUP INC Consumer Cyclical 28,900.0 $2.3M 0.04% +1K +4.7% $80.90 -1.2%
177 UMBF UMB FINL CORP Financial Services 20,700.0 $2.3M 0.04% +900.0 +4.5% $112.79 +10.5%
178 R RYDER SYS INC Industrials 11,400.0 $2.3M 0.04% +200.0 +1.8% $204.71 +12.8%
179 PRI PRIMERICA INC Financial Services 9,300.0 $2.3M 0.04% +500.0 +5.7% $250.48 +9.4%
180 WTS WATTS WATER TECHNOLOGIES INC Industrials 8,000.0 $2.3M 0.04% +400.0 +5.3% $290.29 +2.2%
Page 9 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%