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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  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 75,300.0 $936K 0.02% NEW $12.43 -4.3%
22 AMCOR PLC 23,500.0 $934K 0.02% NEW $39.75
23 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 15,800.0 $622K 0.01% NEW $39.39 -7.4%
24 MBIN MERCHANTS BANCORP IND Financial Services 13,000.0 $558K 0.01% NEW $42.91 +5.2%
25 WINA WINMARK CORP Consumer Cyclical 1,300.0 $556K 0.01% NEW $427.55 -18.3%
26 LZ LEGALZOOM COM INC Industrials 51,100.0 $290K 0.01% NEW $5.67 +13.0%
Page 2 of 2  ·  26 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%