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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 16 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AGO ASSURED GUARANTY LTD Financial Services 19,200.0 $1.6M 0.03% -600.0 -3.0% $81.48 -7.3%
302 STEP STEPSTONE GROUP INC Financial Services 32,700.0 $1.6M 0.03% -600.0 -1.8% $47.72 +12.2%
303 VIRT VIRTU FINL INC Financial Services 35,400.0 $1.6M 0.03% -1K -3.3% $43.98 +23.9%
304 WSFS WSFS FINL CORP Financial Services 23,700.0 $1.6M 0.03% -1K -5.2% $65.46 +6.8%
305 OTIS OTIS WORLDWIDE CORP Industrials 19,800.0 $1.5M 0.03% -100.0 -0.5% $77.08 -7.9%
306 KLIC KULICKE & SOFFA INDS INC Technology 23,200.0 $1.5M 0.03% -700.0 -2.9% $65.72 +55.3%
307 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 18,000.0 $1.5M 0.03% -800.0 -4.3% $84.64 -10.2%
308 KAI KADANT INC Industrials 5,200.0 $1.5M 0.03% -200.0 -3.7% $292.35 +8.7%
309 RNST RENASANT CORP Financial Services 42,000.0 $1.5M 0.03% -2K -3.5% $36.13 +8.3%
310 URBN URBAN OUTFITTERS INC Consumer Cyclical 23,900.0 $1.5M 0.03% -800.0 -3.2% $63.35 +8.8%
311 TMDX TRANSMEDICS GROUP INC Healthcare 15,200.0 $1.5M 0.03% -500.0 -3.2% $99.41 -36.4%
312 PJT PJT PARTNERS INC Financial Services 10,800.0 $1.5M 0.03% -300.0 -2.7% $139.72 +12.0%
313 BOX BOX INC Technology 63,500.0 $1.5M 0.03% -3K -4.4% $23.64 +9.0%
314 ENVA ENOVA INTL INC Financial Services 11,000.0 $1.5M 0.03% -400.0 -3.5% $135.83 +20.8%
315 ZS ZSCALER INC Technology 10,600.0 $1.5M 0.03% -100.0 -0.9% $140.29 +14.8%
316 FUL FULLER H B CO Basic Materials 24,100.0 $1.5M 0.03% -700.0 -2.8% $61.68 -5.9%
317 CATY CATHAY GEN BANCORP Financial Services 29,800.0 $1.5M 0.03% -1K -4.5% $49.86 +13.5%
318 BKU BANKUNITED INC Financial Services 32,900.0 $1.5M 0.03% -2K -4.4% $45.16 +0.9%
319 CWEN CLEARWAY ENERGY INC Utilities 37,600.0 $1.5M 0.03% -1K -3.3% $39.29 -7.5%
320 FBP FIRST BANCORP CORPORATION Financial Services 69,000.0 $1.5M 0.03% -3K -4.0% $21.36 +9.0%
Page 16 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%