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Portfolio (Quarterly) Guide ↗

Louisiana State Employees Retirement System

· CIK 0001537191
13F Portfolio $5.7B AUM 1,604 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 431 Added 809 Reduced 31 Exited
Page 14 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PRU PRUDENTIAL FINL INC Financial Services 17,700.0 $1.7M 0.03% -200.0 -1.1% $97.69 +4.3%
262 RDNT RADNET INC Healthcare 30,900.0 $1.7M 0.03% -900.0 -2.8% $55.89 -6.3%
263 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 5,200.0 $1.7M 0.03% -500.0 -8.8% $330.63 -5.1%
264 OUTFRONT MEDIA INC 64,500.0 $1.7M 0.03% -2K -3.1% $26.50
265 MRCY MERCURY SYS INC Industrials 23,400.0 $1.7M 0.03% -800.0 -3.3% $72.91 +26.2%
266 TDW TIDEWATER INC NEW Energy 20,400.0 $1.7M 0.03% -700.0 -3.3% $83.55 -1.4%
267 FTDR FRONTDOOR INC Consumer Cyclical 32,000.0 $1.7M 0.03% -1K -3.0% $52.86 +16.3%
268 PSMT PRICESMART INC Consumer Defensive 11,200.0 $1.7M 0.03% -400.0 -3.5% $150.50 +5.8%
269 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 53,500.0 $1.7M 0.03% -2K -4.0% $31.49 +1.8%
270 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 8,600.0 $1.7M 0.03% -300.0 -3.4% $195.41 -9.8%
271 DAN DANA INC Consumer Cyclical 49,800.0 $1.7M 0.03% -4K -6.9% $33.65 -1.6%
272 CORT CORCEPT THERAPEUTICS INC Healthcare 41,500.0 $1.7M 0.03% -1K -3.3% $40.31 +39.8%
273 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 29,600.0 $1.7M 0.03% -900.0 -3.0% $56.45 -11.5%
274 HAL HALLIBURTON CO Energy 42,700.0 $1.7M 0.03% -300.0 -0.7% $38.99 +7.1%
275 RMD RESMED INC Healthcare 7,400.0 $1.7M 0.03% -100.0 -1.3% $224.48 -10.1%
276 PTEN PATTERSON-UTI ENERGY INC Energy 153,200.0 $1.7M 0.03% -5K -3.1% $10.83 +14.7%
277 INDB INDEPENDENT BK CORP MASS Financial Services 22,000.0 $1.7M 0.03% -700.0 -3.1% $75.21 +1.1%
278 AZZ AZZ INC Industrials 13,200.0 $1.7M 0.03% -600.0 -4.3% $125.13 +11.7%
279 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 35,600.0 $1.7M 0.03% -1K -3.0% $46.36 -0.9%
280 CVCO CAVCO INDS INC DEL Consumer Cyclical 3,400.0 $1.6M 0.03% -200.0 -5.6% $484.29 -5.9%
Page 14 of 41  ·  809 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 31.8%
Consumer Cyclical 11.1%
Industrials 10.9%
Financial Services 10.3%
Communication Services 9.3%
Healthcare 8.7%
Consumer Defensive 5.6%
Energy 4.0%
Real Estate 3.0%
Utilities 2.6%