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Portfolio (Quarterly) Guide ↗

Louisiana State Employees Retirement System

· CIK 0001537191
13F Portfolio $5.8B AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1522 New
Page 10 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NVT NVENT ELECTRIC PLC Industrials 44,600.0 $4.5M 0.08% NEW $101.97 +58.8%
182 HOOD ROBINHOOD MKTS INC Financial Services 40,200.0 $4.5M 0.08% NEW $113.10 -32.5%
183 FN FABRINET Technology 9,900.0 $4.5M 0.08% NEW $455.28 +51.3%
184 KDP KEURIG DR PEPPER INC Consumer Defensive 160,300.0 $4.5M 0.08% NEW $28.01 +3.5%
185 KKR KKR & CO INC Financial Services 35,100.0 $4.5M 0.08% NEW $127.48 -24.6%
186 XPO XPO INC Industrials 32,500.0 $4.4M 0.08% NEW $135.91 +47.6%
187 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 53,800.0 $4.4M 0.08% NEW $82.02 -24.9%
188 JLL JONES LANG LASALLE INC Real Estate 13,100.0 $4.4M 0.08% NEW $336.47 -14.0%
189 TT TRANE TECHNOLOGIES PLC Industrials 11,300.0 $4.4M 0.07% NEW $389.20 +17.9%
190 GD GENERAL DYNAMICS CORP Industrials 13,000.0 $4.4M 0.07% NEW $336.66 +0.6%
191 BWXT BWX TECHNOLOGIES INC Industrials 25,300.0 $4.4M 0.07% NEW $172.84 +17.0%
192 CRS CARPENTER TECHNOLOGY CORP Industrials 13,800.0 $4.3M 0.07% NEW $314.84 +29.2%
193 MMM 3M CO Industrials 27,100.0 $4.3M 0.07% NEW $160.10 -5.3%
194 CPRT COPART INC Industrials 110,300.0 $4.3M 0.07% NEW $39.15 -14.3%
195 ATI ATI INC Industrials 37,600.0 $4.3M 0.07% NEW $114.76 +32.2%
196 FANG DIAMONDBACK ENERGY INC Energy 28,700.0 $4.3M 0.07% NEW $150.33 +36.3%
197 EWBC EAST WEST BANCORP INC Financial Services 38,100.0 $4.3M 0.07% NEW $112.39 +7.4%
198 PINS PINTEREST INC Communication Services 164,900.0 $4.3M 0.07% NEW $25.89 -22.8%
199 CRH PLC 34,200.0 $4.3M 0.07% NEW $124.80
200 CG CARLYLE GROUP INC Financial Services 71,800.0 $4.2M 0.07% NEW $59.11 -20.7%
Page 10 of 77  ·  1,522 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 34.1%
Consumer Cyclical 11.6%
Financial Services 10.8%
Industrials 10.0%
Communication Services 9.8%
Healthcare 8.9%
Consumer Defensive 4.4%
Energy 2.9%
Real Estate 2.8%
Basic Materials 2.4%