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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 69 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 XNCR XENCOR INC Healthcare 32,700.0 $501K 0.01% NEW $15.31 -31.3%
1362 CLEARWAY ENERGY INC 15,900.0 $500K 0.01% NEW $31.42
1363 NWSA NEWS CORP NEW Communication Services 19,100.0 $499K 0.01% NEW $26.12 +0.7%
1364 CRL CHARLES RIV LABS INTL INC Healthcare 2,500.0 $499K 0.01% NEW $199.48 -23.5%
1365 COHU COHU INC Technology 21,400.0 $498K 0.01% NEW $23.27 +84.3%
1366 SEZL SEZZLE INC Financial Services 7,800.0 $495K 0.01% NEW $63.48 +64.6%
1367 FOX FOX CORP Communication Services 7,600.0 $493K 0.01% NEW $64.93 -10.1%
1368 GIII G III APPAREL GROUP LTD Consumer Cyclical 17,000.0 $492K 0.01% NEW $28.96 -0.9%
1369 ASTRANA HEALTH INC 19,800.0 $491K 0.01% NEW $24.81
1370 PFBC PREFERRED BK LOS ANGELES CA Financial Services 5,200.0 $491K 0.01% NEW $94.43 -2.8%
1371 AHCO ADAPTHEALTH CORP Healthcare 49,200.0 $490K 0.01% NEW $9.96 +5.3%
1372 GEF GREIF INC Consumer Cyclical 7,200.0 $487K 0.01% NEW $67.70 -8.9%
1373 SWKS SKYWORKS SOLUTIONS INC Technology 7,600.0 $482K 0.01% NEW $63.41 +12.6%
1374 CERT CERTARA INC Healthcare 54,700.0 $482K 0.01% NEW $8.81 -47.2%
1375 TREEHOUSE FOODS INC 20,400.0 $481K 0.01% NEW $23.59
1376 VRTS VIRTUS INVT PARTNERS INC Financial Services 2,900.0 $473K 0.01% NEW $163.15 -16.7%
1377 TECH BIO-TECHNE CORP Healthcare 8,000.0 $470K 0.01% NEW $58.81 -22.4%
1378 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 21,700.0 $468K 0.01% NEW $21.56 -19.0%
1379 SCL STEPAN CO Basic Materials 9,800.0 $464K 0.01% NEW $47.36 +5.0%
1380 JBGS JBG SMITH PPTYS Real Estate 27,100.0 $461K 0.01% NEW $17.01 -16.4%
Page 69 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%