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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 58 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 PARR PAR PAC HOLDINGS INC Energy 23,000.0 $808K 0.01% NEW $35.14 +75.4%
1142 J JACOBS SOLUTIONS INC Industrials 6,100.0 $808K 0.01% NEW $132.46 -14.8%
1143 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 5,100.0 $807K 0.01% NEW $158.29 -1.2%
1144 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 33,000.0 $805K 0.01% NEW $24.40 -29.9%
1145 NWBI NORTHWEST BANCSHARES INC MD Financial Services 66,900.0 $803K 0.01% NEW $12.00 +13.8%
1146 INVH INVITATION HOMES INC Real Estate 28,800.0 $800K 0.01% NEW $27.79 +3.1%
1147 SYNA SYNAPTICS INC Technology 10,800.0 $799K 0.01% NEW $74.02 +67.0%
1148 FCF FIRST COMWLTH FINL CORP PA Financial Services 47,400.0 $799K 0.01% NEW $16.86 +8.8%
1149 FMC FMC CORP Basic Materials 57,200.0 $793K 0.01% NEW $13.87 -8.0%
1150 CNS COHEN & STEERS INC Financial Services 12,600.0 $791K 0.01% NEW $62.78 +14.2%
1151 SEDG SOLAREDGE TECHNOLOGIES INC Energy 27,400.0 $790K 0.01% NEW $28.85 +89.0%
1152 AVNT AVIENT CORPORATION Basic Materials 25,300.0 $790K 0.01% NEW $31.24 +4.5%
1153 VECO VEECO INSTRS INC DEL Technology 27,600.0 $789K 0.01% NEW $28.58 +91.4%
1154 CHCO CITY HLDG CO Financial Services 6,600.0 $787K 0.01% NEW $119.20 +3.9%
1155 TXT TEXTRON INC Industrials 9,000.0 $785K 0.01% NEW $87.17 +1.2%
1156 POTLATCHDELTIC CORPORATION 19,700.0 $784K 0.01% NEW $39.78
1157 NHC NATIONAL HEALTHCARE CORP Healthcare 5,700.0 $781K 0.01% NEW $137.09 +43.0%
1158 TRIP TRIPADVISOR INC Consumer Cyclical 53,600.0 $780K 0.01% NEW $14.56 -36.1%
1159 GEN GEN DIGITAL INC Technology 28,700.0 $780K 0.01% NEW $27.19 -10.6%
1160 LMAT LEMAITRE VASCULAR INC Healthcare 9,600.0 $779K 0.01% NEW $81.10 +24.9%
Page 58 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%