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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 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 MYGN MYRIAD GENETICS INC Healthcare 42,700 $263K 0.01% SOLD
22 FWRD FORWARD AIR CORP Industrials 10,200 $255K 0.00% SOLD
23 AHRT ARMADA HOFFLER PPTYS INC Financial Services 36,700 $243K 0.00% SOLD
24 CABO CABLE ONE INC Communication Services 2,100 $237K 0.00% SOLD
25 INN SUMMIT HOTEL PPTYS INC Real Estate 48,500 $236K 0.00% SOLD
26 GUESS INC 14,100 $236K 0.00% SOLD
27 BDN BRANDYWINE RLTY TR Real Estate 79,600 $232K 0.00% SOLD
28 BLMN BLOOMIN BRANDS INC Consumer Cyclical 35,100 $217K 0.00% SOLD
29 ANGI ANGI INC Communication Services 16,400 $212K 0.00% SOLD
30 KREF KKR REAL ESTATE FIN TR INC Real Estate 24,900 $205K 0.00% SOLD
31 PLAY DAVE & BUSTERS ENTMT INC Communication Services 12,400 $201K 0.00% SOLD
Page 2 of 2  ·  31 positions
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%