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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 68 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 UCTT ULTRA CLEAN HLDGS INC Technology 20,800.0 $527K 0.01% NEW $25.33 +204.6%
1342 STAA STAAR SURGICAL CO Healthcare 22,800.0 $526K 0.01% NEW $23.09 +43.5%
1343 MRNA MODERNA INC Healthcare 17,800.0 $525K 0.01% NEW $29.49 +56.9%
1344 ACT ENACT HLDGS INC Financial Services 13,200.0 $523K 0.01% NEW $39.64 +8.2%
1345 WGO WINNEBAGO INDS INC Consumer Cyclical 12,900.0 $523K 0.01% NEW $40.52 -29.9%
1346 AES AES CORP Utilities 36,400.0 $522K 0.01% NEW $14.34 +1.6%
1347 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 23,300.0 $520K 0.01% NEW $22.32 -33.0%
1348 WYNN WYNN RESORTS LTD Consumer Cyclical 4,300.0 $517K 0.01% NEW $120.33 -20.6%
1349 WS WORTHINGTON STL INC Basic Materials 14,900.0 $516K 0.01% NEW $34.62 +7.8%
1350 EZPW EZCORP INC Financial Services 26,500.0 $515K 0.01% NEW $19.42 +66.3%
1351 CSR CENTERSPACE Real Estate 7,700.0 $514K 0.01% NEW $66.72 +0.8%
1352 PCRX PACIRA BIOSCIENCES INC Healthcare 19,700.0 $510K 0.01% NEW $25.88 -13.0%
1353 THRM GENTHERM INC Consumer Cyclical 14,000.0 $509K 0.01% NEW $36.37 -16.8%
1354 HLIT HARMONIC INC Technology 51,400.0 $508K 0.01% NEW $9.89 +25.2%
1355 CNXC CONCENTRIX CORP Technology 12,200.0 $507K 0.01% NEW $41.58 -41.2%
1356 BXP BXP INC Real Estate 7,500.0 $506K 0.01% NEW $67.48 -12.3%
1357 BAX BAXTER INTL INC Healthcare 26,300.0 $503K 0.01% NEW $19.11 -5.2%
1358 IPGP IPG PHOTONICS CORP Technology 7,000.0 $501K 0.01% NEW $71.60 +53.7%
1359 TWO HBRS INVT CORP 47,700.0 $501K 0.01% NEW $10.50
1360 PMT PENNYMAC MTG INVT TR Real Estate 39,900.0 $501K 0.01% NEW $12.55 -17.8%
Page 68 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%