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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 20 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IAC PEOPLE INC Technology 27,400.0 $1.3M 0.02% -2K -5.2% $46.16 -0.0%
382 UE URBAN EDGE PPTYS Real Estate 55,200.0 $1.3M 0.02% -700.0 -1.2% $22.88 -5.6%
383 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 44,500.0 $1.3M 0.02% -700.0 -1.6% $28.24 -6.6%
384 MCY MERCURY GENL CORP NEW Financial Services 11,700.0 $1.2M 0.02% -100.0 -0.8% $106.62 -1.9%
385 WAFD WAFD INC Financial Services 32,400.0 $1.2M 0.02% -1K -3.6% $38.37 -5.3%
386 TROW PRICE T ROWE GROUP INC Financial Services 10,900.0 $1.2M 0.02% -200.0 -1.8% $113.69 -0.5%
387 DGII DIGI INTL INC Technology 16,500.0 $1.2M 0.02% -200.0 -1.2% $74.95 +2.1%
388 HNI HNI CORP Industrials 30,600.0 $1.2M 0.02% -200.0 -0.7% $40.41 +23.5%
389 BTU PEABODY ENGR CORP Energy 53,400.0 $1.2M 0.02% -500.0 -0.9% $23.12 +19.1%
390 PARR PAR PAC HOLDINGS INC Energy 22,000.0 $1.2M 0.02% -300.0 -1.4% $56.08 +31.2%
391 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 12,000.0 $1.2M 0.02% -300.0 -2.4% $101.88 +16.6%
392 GAP GAP INC Consumer Cyclical 65,200.0 $1.2M 0.02% -600.0 -0.9% $18.68 +12.5%
393 UNFI UNITED NAT FOODS INC Consumer Defensive 26,600.0 $1.2M 0.02% -400.0 -1.5% $45.67 +4.5%
394 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 23,200.0 $1.2M 0.02% -900.0 -3.7% $52.17 +1.3%
395 TRN TRINITY INDS INC Industrials 34,800.0 $1.2M 0.02% -800.0 -2.2% $34.58 -13.8%
396 DBX DROPBOX INC Technology 43,800.0 $1.2M 0.02% -7K -13.4% $27.47 +27.9%
397 VRSK VERISK ANALYTICS INC Industrials 6,700.0 $1.2M 0.02% -10K -58.6% $179.53 +4.2%
398 BCC BOISE CASCADE CO DEL Basic Materials 15,400.0 $1.2M 0.02% -1K -6.1% $77.63 +4.8%
399 ROG ROGERS CORP Technology 7,300.0 $1.2M 0.02% -100.0 -1.4% $163.73 -23.0%
400 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 40,300.0 $1.2M 0.02% -600.0 -1.5% $29.53 +9.7%
Page 20 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%