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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 15 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PATK PATRICK INDS INC Consumer Cyclical 14,800.0 $1.6M 0.03% -400.0 -2.6% $111.07 -20.9%
282 A AGILENT TECHNOLOGIES INC Healthcare 14,400.0 $1.6M 0.03% -100.0 -0.7% $113.98 -2.7%
283 LRN STRIDE INC Consumer Defensive 18,600.0 $1.6M 0.03% -1K -6.1% $88.17 +1.7%
284 SKYW SKYWEST INC Industrials 17,800.0 $1.6M 0.03% -600.0 -3.3% $91.83 -13.4%
285 OTTR OTTER TAIL CORP Utilities 18,600.0 $1.6M 0.03% -600.0 -3.1% $87.77 -0.8%
286 KMB KIMBERLY-CLARK CORP Consumer Defensive 16,900.0 $1.6M 0.03% -100.0 -0.6% $96.47 -0.8%
287 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 18,800.0 $1.6M 0.03% -700.0 -3.6% $86.44 +30.0%
288 SFBS SERVISFIRST BANCSHARES INC Financial Services 22,300.0 $1.6M 0.03% -700.0 -3.0% $72.83 +3.8%
289 FULT FULTON FINL CORP PA Financial Services 79,800.0 $1.6M 0.03% -3K -3.5% $20.34 +2.1%
290 UNF UNIFIRST CORP MASS Industrials 6,400.0 $1.6M 0.03% -300.0 -4.5% $251.59 +5.0%
291 HP HELMERICH & PAYNE INC Energy 44,300.0 $1.6M 0.03% -1K -2.9% $36.03 +14.8%
292 KTB KONTOOR BRANDS INC Consumer Cyclical 22,700.0 $1.6M 0.03% -700.0 -3.0% $70.29 -10.2%
293 MTB M & T BK CORP Financial Services 7,700.0 $1.6M 0.03% -200.0 -2.5% $206.72 -1.5%
294 DVN DEVON ENERGY CORP NEW Energy 31,600.0 $1.6M 0.03% -400.0 -1.2% $50.32 -1.2%
295 SHAK SHAKE SHACK INC Consumer Cyclical 17,900.0 $1.6M 0.03% -500.0 -2.7% $88.47 -28.6%
296 BRC BRADY CORP Industrials 19,400.0 $1.6M 0.03% -600.0 -3.0% $81.24 +9.1%
297 BGC BGC GROUP INC Financial Services 161,100.0 $1.6M 0.03% -4K -2.1% $9.78 +15.2%
298 CALM CAL MAINE FOODS INC Consumer Defensive 19,900.0 $1.6M 0.03% -1K -4.8% $79.15 -1.9%
299 OII OCEANEERING INTL INC Energy 44,200.0 $1.6M 0.03% -2K -3.3% $35.47 +8.3%
300 FELE FRANKLIN ELEC INC Industrials 17,000.0 $1.6M 0.03% -500.0 -2.9% $92.17 +3.4%
Page 15 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%