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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 41 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 AGYS AGILYSYS INC Technology 11,600.0 $1.4M 0.02% NEW $118.84 -33.1%
802 AEE AMEREN CORP Utilities 13,800.0 $1.4M 0.02% NEW $99.86 +10.0%
803 RRR RED ROCK RESORTS INC Consumer Cyclical 22,200.0 $1.4M 0.02% NEW $61.95 -15.3%
804 ATO ATMOS ENERGY CORP Utilities 8,200.0 $1.4M 0.02% NEW $167.63 +5.9%
805 CNX CNX RES CORP Energy 37,300.0 $1.4M 0.02% NEW $36.77 -3.3%
806 MTDR MATADOR RES CO Energy 32,300.0 $1.4M 0.02% NEW $42.44 +32.2%
807 POWL POWELL INDS INC Industrials 4,300.0 $1.4M 0.02% NEW $318.78 -15.0%
808 LBRT LIBERTY ENERGY INC Energy 74,200.0 $1.4M 0.02% NEW $18.46 +78.1%
809 DTE DTE ENERGY CO Utilities 10,600.0 $1.4M 0.02% NEW $128.98 +11.5%
810 EFX EQUIFAX INC Industrials 6,300.0 $1.4M 0.02% NEW $216.98 -24.8%
811 DOV DOVER CORP Industrials 7,000.0 $1.4M 0.02% NEW $195.24 +6.4%
812 LSTR LANDSTAR SYS INC Industrials 9,500.0 $1.4M 0.02% NEW $143.70 +33.0%
813 FRPT FRESHPET INC Consumer Defensive 22,400.0 $1.4M 0.02% NEW $60.93 -15.8%
814 BYD BOYD GAMING CORP Consumer Cyclical 16,000.0 $1.4M 0.02% NEW $85.24 -6.6%
815 HWKN HAWKINS INC Basic Materials 9,600.0 $1.4M 0.02% NEW $142.06 +7.4%
816 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 22,000.0 $1.4M 0.02% NEW $61.69 -21.8%
817 TBBK BANCORP INC DEL Financial Services 20,100.0 $1.4M 0.02% NEW $67.52 -18.7%
818 WU WESTERN UN CO Financial Services 145,600.0 $1.4M 0.02% NEW $9.31 -7.8%
819 TSCO TRACTOR SUPPLY CO Consumer Cyclical 27,000.0 $1.4M 0.02% NEW $50.01 -36.6%
820 OZK BANK OZK LITTLE ROCK ARK Financial Services 29,300.0 $1.3M 0.02% NEW $46.02 +4.7%
Page 41 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%