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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 19 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CPK CHESAPEAKE UTILS CORP Utilities 10,500.0 $1.3M 0.02% -300.0 -2.8% $126.37 +0.4%
362 NTRS NORTHERN TR CORP Financial Services 9,500.0 $1.3M 0.02% -200.0 -2.1% $139.57 +18.4%
363 ES EVERSOURCE ENERGY Utilities 19,100.0 $1.3M 0.02% -100.0 -0.5% $69.28 -1.7%
364 LCII LCI INDS Consumer Cyclical 10,700.0 $1.3M 0.02% -400.0 -3.6% $122.98 -10.5%
365 SUPN SUPERNUS PHARMACEUTICALS Healthcare 25,400.0 $1.3M 0.02% -900.0 -3.4% $51.69 -6.5%
366 INSW INTERNATIONAL SEAWAYS INC Energy 18,000.0 $1.3M 0.02% -600.0 -3.2% $72.88 +17.0%
367 QTWO Q2 HLDGS INC Technology 27,700.0 $1.3M 0.02% -900.0 -3.1% $47.30 -0.9%
368 CALX CALIX INC Technology 26,700.0 $1.3M 0.02% -900.0 -3.3% $48.99 -18.6%
369 BOH BANK HAWAII CORP Financial Services 17,600.0 $1.3M 0.02% -600.0 -3.3% $74.25 +3.0%
370 CNK CINEMARK HLDGS INC Communication Services 45,800.0 $1.3M 0.02% -2K -3.2% $28.52 -5.9%
371 FIBK FIRST INTST BANCSYSTEM INC Financial Services 39,000.0 $1.3M 0.02% -2K -4.9% $33.40 +2.9%
372 SBCF SEACOAST BKG CORP FLA Financial Services 43,000.0 $1.3M 0.02% -1K -3.1% $30.29 -0.3%
373 CFG CITIZENS FINL GROUP INC Financial Services 21,700.0 $1.3M 0.02% -200.0 -0.9% $59.97 +2.3%
374 AWR AMER STATES WTR CO Utilities 17,200.0 $1.3M 0.02% -500.0 -2.8% $75.62 -0.1%
375 IRIDIUM COMMUNICATIONS INC 46,500.0 $1.3M 0.02% -2K -3.1% $27.74
376 RJF RAYMOND JAMES FINL INC Financial Services 8,900.0 $1.3M 0.02% -100.0 -1.1% $144.79 +6.7%
377 DORM DORMAN PRODS INC Consumer Cyclical 12,300.0 $1.3M 0.02% -400.0 -3.1% $104.36 +10.3%
378 FRPT FRESHPET INC Consumer Defensive 21,600.0 $1.3M 0.02% -800.0 -3.6% $58.96 -17.8%
379 CPRX CATALYST PHARMACEUTICALS INC Healthcare 51,200.0 $1.3M 0.02% -2K -3.2% $24.76 +26.1%
380 ACLS AXCELIS TECHNOLOGIES INC Technology 13,600.0 $1.3M 0.02% -600.0 -4.2% $93.08 +53.9%
Page 19 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%