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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 67 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ECPG ENCORE CAP GROUP INC Financial Services 10,200.0 $554K 0.01% NEW $54.35 +48.6%
1322 VRE VERIS RESIDENTIAL INC Real Estate 37,200.0 $554K 0.01% NEW $14.88 +27.6%
1323 ENR ENERGIZER HLDGS INC NEW Industrials 27,800.0 $553K 0.01% NEW $19.89 -16.8%
1324 NSA NATIONAL STORAGE AFFILIATES Real Estate 19,600.0 $553K 0.01% NEW $28.21 +47.1%
1325 FDS FACTSET RESH SYS INC Financial Services 1,900.0 $551K 0.01% NEW $290.19 -22.7%
1326 USPH U S PHYSICAL THERAPY Healthcare 7,000.0 $547K 0.01% NEW $78.09 -16.7%
1327 PRLB PROTO LABS INC Industrials 10,800.0 $546K 0.01% NEW $50.59 +42.8%
1328 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 5,700.0 $545K 0.01% NEW $95.70 +26.0%
1329 WABC WESTAMERICA BANCORPORATION Financial Services 11,400.0 $545K 0.01% NEW $47.83 +14.2%
1330 CHH CHOICE HOTELS INTL INC Consumer Cyclical 5,700.0 $543K 0.01% NEW $95.26 +11.4%
1331 VITL VITAL FARMS INC Consumer Defensive 17,000.0 $543K 0.01% NEW $31.94 -74.1%
1332 CRI CARTERS INC Consumer Cyclical 16,700.0 $542K 0.01% NEW $32.43 +9.5%
1333 PNW PINNACLE WEST CAP CORP Utilities 6,100.0 $541K 0.01% NEW $88.70 +12.5%
1334 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 15,100.0 $538K 0.01% NEW $35.63 -8.2%
1335 PRG PROG HOLDINGS INC Industrials 18,100.0 $534K 0.01% NEW $29.49 +14.4%
1336 KW KENNEDY-WILSON HOLDINGS INC Real Estate 55,000.0 $532K 0.01% NEW $9.67 +14.1%
1337 ALGN ALIGN TECHNOLOGY INC Healthcare 3,400.0 $531K 0.01% NEW $156.15 -0.6%
1338 SAFT SAFETY INS GROUP INC Financial Services 6,800.0 $530K 0.01% NEW $77.91 -8.8%
1339 ALGT ALLEGIANT TRAVEL CO Industrials 6,200.0 $529K 0.01% NEW $85.27 -18.1%
1340 SJM SMUCKER J M CO Consumer Defensive 5,400.0 $528K 0.01% NEW $97.81 +6.0%
Page 67 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%