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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 14 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MTB M & T BK CORP Financial Services 7,500.0 $1.8M 0.03% -200.0 -2.6% $238.01 +0.9%
262 INDB INDEPENDENT BK CORP MASS Financial Services 21,200.0 $1.8M 0.03% -800.0 -3.6% $83.72 -0.6%
263 MWA MUELLER WTR PRODS INC Industrials 68,600.0 $1.8M 0.03% -800.0 -1.1% $25.83 -3.6%
264 HWC HANCOCK WHITNEY CORPORATION Financial Services 23,700.0 $1.8M 0.03% -200.0 -0.8% $74.72 -0.6%
265 OII OCEANEERING INTL INC Energy 43,700.0 $1.8M 0.03% -500.0 -1.1% $40.52 +26.9%
266 MKTX MARKETAXESS HLDGS INC Financial Services 15,600.0 $1.8M 0.03% -900.0 -5.5% $113.49 +43.3%
267 CNR CORE NATURAL RESOURCES INC Energy 22,100.0 $1.8M 0.03% -600.0 -2.6% $80.02 +19.1%
268 FBP FIRST BANCORP CORPORATION Financial Services 67,300.0 $1.8M 0.03% -2K -2.5% $26.07 +8.0%
269 WSFS WSFS FINL CORP Financial Services 22,800.0 $1.7M 0.03% -900.0 -3.8% $76.73 +2.9%
270 CROX CROCS INC Consumer Cyclical 14,500.0 $1.7M 0.03% -100.0 -0.7% $120.64 +1.5%
271 BRC BRADY CORP Industrials 19,100.0 $1.7M 0.03% -300.0 -1.6% $91.57 +1.4%
272 MTG MGIC INVT CORP WIS Financial Services 61,900.0 $1.7M 0.03% -2K -2.7% $28.20 +10.0%
273 NEU NEWMARKET CORP Basic Materials 2,200.0 $1.7M 0.03% -100.0 -4.3% $791.24 +17.3%
274 ESNT ESSENT GROUP LTD Financial Services 27,000.0 $1.7M 0.03% -700.0 -2.5% $64.28 +6.6%
275 SKYW SKYWEST INC Industrials 17,400.0 $1.7M 0.03% -400.0 -2.2% $99.33 +2.6%
276 ACGL ARCH CAP GROUP LTD Financial Services 17,800.0 $1.7M 0.03% -400.0 -2.2% $97.06 +3.3%
277 RNST RENASANT CORP Financial Services 40,400.0 $1.7M 0.03% -2K -3.8% $42.54 -3.6%
278 CVLT COMMVAULT SYS INC Technology 12,100.0 $1.7M 0.03% -700.0 -5.5% $141.73 -6.3%
279 ICHR ICHOR HOLDINGS Technology 15,200.0 $1.7M 0.03% -100.0 -0.7% $112.28 -49.2%
280 VCTR VICTORY CAP HLDGS INC DEL Financial Services 20,300.0 $1.7M 0.03% -800.0 -3.8% $84.06 +37.0%
Page 14 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%