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Portfolio (Quarterly) Guide ↗

Louisiana State Employees Retirement System

· CIK 0001537191
13F Portfolio $6.7B AUM 1,612 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 392 Added 703 Reduced 38 Exited
Page 13 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MIR MIRION TECHNOLOGIES INC Industrials 107,200.0 $1.9M 0.03% -1K -1.2% $17.93 -18.0%
242 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 17,700.0 $1.9M 0.03% -2K -9.7% $108.35 -0.7%
243 OPLN OPENLANE INC Consumer Cyclical 46,400.0 $1.9M 0.03% -700.0 -1.5% $41.24 -16.8%
244 SFBS SERVISFIRST BANCSHARES INC Financial Services 22,000.0 $1.9M 0.03% -300.0 -1.4% $86.75 -50.3%
245 BMI BADGER METER INC Technology 12,800.0 $1.9M 0.03% -300.0 -2.3% $148.38 -8.1%
246 SXI STANDEX INTL CORP Industrials 5,300.0 $1.9M 0.03% -100.0 -1.9% $357.67 -14.8%
247 HCC WARRIOR MET COAL INC Energy 23,100.0 $1.9M 0.03% -200.0 -0.9% $81.16 +29.7%
248 LBRT LIBERTY ENERGY INC Energy 71,500.0 $1.9M 0.03% -400.0 -0.6% $26.19 -29.8%
249 KTB KONTOOR BRANDS INC Consumer Cyclical 22,300.0 $1.9M 0.03% -400.0 -1.8% $83.34 -4.0%
250 CVSA COVISTA INC Consumer Cyclical 14,900.0 $1.9M 0.03% -400.0 -2.6% $124.66 +9.4%
251 HIG HARTFORD INSURANCE GROUP INC Financial Services 14,000.0 $1.9M 0.03% -200.0 -1.4% $132.52 +4.3%
252 EXTR EXTREME NETWORKS INC Technology 57,300.0 $1.9M 0.03% -2K -3.7% $32.37 -30.1%
253 UBSI UNITED BANKSHARES INC WEST V Financial Services 40,200.0 $1.8M 0.03% -300.0 -0.7% $45.83 +3.4%
254 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 52,500.0 $1.8M 0.03% -1K -1.9% $35.09 +0.1%
255 CATY CATHAY GEN BANCORP Financial Services 29,400.0 $1.8M 0.03% -400.0 -1.3% $61.99 -0.2%
256 CHE CHEMED CORP NEW Healthcare 3,900.0 $1.8M 0.03% -200.0 -4.9% $465.74 +16.8%
257 MMSI MERIT MED SYS INC Healthcare 26,100.0 $1.8M 0.03% -200.0 -0.8% $69.34 +31.4%
258 CRC CALIFORNIA RES CORP Energy 34,200.0 $1.8M 0.03% -600.0 -1.7% $52.87 -2.3%
259 MHO M/I HOMES INC Consumer Cyclical 11,200.0 $1.8M 0.03% -400.0 -3.5% $160.79 -4.1%
260 FELE FRANKLIN ELEC INC Industrials 16,700.0 $1.8M 0.03% -300.0 -1.8% $107.19 -5.0%
Page 13 of 36  ·  703 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 38.5%
Industrials 10.8%
Consumer Cyclical 10.4%
Financial Services 9.8%
Healthcare 8.4%
Communication Services 6.6%
Consumer Defensive 4.8%
Energy 3.1%
Real Estate 2.9%
Basic Materials 2.4%