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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 35 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ALK ALASKA AIR GROUP INC Industrials 32,100.0 $1.6M 0.03% NEW $50.30 -18.3%
682 ICUI ICU MED INC Healthcare 11,300.0 $1.6M 0.03% NEW $142.67 -8.0%
683 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 4,900.0 $1.6M 0.03% NEW $328.60 -22.7%
684 CRC CALIFORNIA RES CORP Energy 36,000.0 $1.6M 0.03% NEW $44.71 +39.3%
685 OUTFRONT MEDIA INC 66,600.0 $1.6M 0.03% NEW $24.10
686 NXST NEXSTAR MEDIA GROUP INC Communication Services 7,900.0 $1.6M 0.03% NEW $203.05 -6.7%
687 GAP GAP INC Consumer Cyclical 62,600.0 $1.6M 0.03% NEW $25.60 -9.5%
688 FULT FULTON FINL CORP PA Financial Services 82,700.0 $1.6M 0.03% NEW $19.33 +10.7%
689 TXNM ENERGY INC 27,100.0 $1.6M 0.03% NEW $58.88
690 MTB M & T BK CORP Financial Services 7,900.0 $1.6M 0.03% NEW $201.48 +5.4%
691 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 27,000.0 $1.6M 0.03% NEW $58.87 -2.4%
692 KFY KORN FERRY Industrials 24,000.0 $1.6M 0.03% NEW $66.02 +0.9%
693 FITB FIFTH THIRD BANCORP Financial Services 33,800.0 $1.6M 0.03% NEW $46.81 +5.0%
694 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 20,900.0 $1.6M 0.03% NEW $75.56 +7.1%
695 NOV NOV INC Energy 100,900.0 $1.6M 0.03% NEW $15.63 +33.5%
696 DAR DARLING INGREDIENTS INC Consumer Defensive 43,800.0 $1.6M 0.03% NEW $36.00 +60.7%
697 ARW ARROW ELECTRS INC Technology 14,300.0 $1.6M 0.03% NEW $110.18 +93.2%
698 BSY BENTLEY SYS INC Technology 41,200.0 $1.6M 0.03% NEW $38.16 -12.6%
699 AN AUTONATION INC Consumer Cyclical 7,600.0 $1.6M 0.03% NEW $206.48 -9.7%
700 WSC WILLSCOT HLDGS CORP Industrials 83,300.0 $1.6M 0.03% NEW $18.83 +26.2%
Page 35 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%