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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 47 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 IAC IAC INC Technology 29,900.0 $1.2M 0.02% NEW $39.10 +5.3%
922 DXC DXC TECHNOLOGY CO Technology 79,800.0 $1.2M 0.02% NEW $14.65 -37.0%
923 ASB ASSOCIATED BANC CORP Financial Services 45,200.0 $1.2M 0.02% NEW $25.76 +8.9%
924 ALRM ALARM COM HLDGS INC Technology 22,800.0 $1.2M 0.02% NEW $51.02 -14.3%
925 MUR MURPHY OIL CORP Energy 37,100.0 $1.2M 0.02% NEW $31.25 +20.9%
926 NSIT INSIGHT ENTERPRISES INC Technology 14,200.0 $1.2M 0.02% NEW $81.47 +14.9%
927 WAFD WAFD INC Financial Services 36,100.0 $1.2M 0.02% NEW $32.03 +10.7%
928 IRT INDEPENDENCE RLTY TR INC Real Estate 66,100.0 $1.2M 0.02% NEW $17.48 -3.9%
929 LYV LIVE NATION ENTERTAINMENT IN Communication Services 8,100.0 $1.2M 0.02% NEW $142.50 +16.5%
930 MCY MERCURY GENL CORP NEW Financial Services 12,200.0 $1.1M 0.02% NEW $94.06 +8.8%
931 BBWI BATH & BODY WORKS INC Consumer Cyclical 57,100.0 $1.1M 0.02% NEW $20.08 -13.7%
932 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5,500.0 $1.1M 0.02% NEW $207.81 -39.0%
933 ACLS AXCELIS TECHNOLOGIES INC Technology 14,200.0 $1.1M 0.02% NEW $80.34 +89.8%
934 TCBI TEXAS CAP BANCSHARES INC Financial Services 12,600.0 $1.1M 0.02% NEW $90.54 +9.1%
935 VICR VICOR CORP Technology 10,400.0 $1.1M 0.02% NEW $109.60 +141.1%
936 WAT WATERS CORP Healthcare 3,000.0 $1.1M 0.02% NEW $379.83 -10.1%
937 TROW PRICE T ROWE GROUP INC Financial Services 11,100.0 $1.1M 0.02% NEW $102.38 -0.5%
938 LEN LENNAR CORP Consumer Cyclical 11,000.0 $1.1M 0.02% NEW $102.80 -13.6%
939 MPT MEDICAL PPTYS TRUST INC Financial Services 225,900.0 $1.1M 0.02% NEW $5.00 +3.2%
940 FFBC FIRST FINL BANCORP OH Financial Services 45,100.0 $1.1M 0.02% NEW $25.02 +22.6%
Page 47 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%