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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 23 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VICR VICOR CORP Technology 6,600.0 $1.1M 0.02% -4K -36.5% $161.00 +54.7%
442 PLAB PHOTRONICS INC Technology 26,200.0 $1.1M 0.02% -800.0 -3.0% $40.41 +17.6%
443 TDC TERADATA CORP DEL Technology 41,300.0 $1.1M 0.02% -1K -3.3% $25.63 +27.9%
444 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 13,100.0 $1.1M 0.02% -100.0 -0.8% $80.56 -8.0%
445 PRVA PRIVIA HEALTH GROUP INC Healthcare 51,300.0 $1.1M 0.02% -2K -3.2% $20.57 +15.2%
446 WAFD WAFD INC Financial Services 33,600.0 $1.1M 0.02% -2K -6.9% $31.40 +11.7%
447 BANC BANC OF CALIFORNIA INC Financial Services 59,500.0 $1.0M 0.02% -2K -3.2% $17.58 +5.0%
448 HIW HIGHWOODS PPTYS INC Real Estate 48,800.0 $1.0M 0.02% -2K -3.0% $21.41 +20.1%
449 VRSN VERISIGN INC Technology 4,200.0 $1.0M 0.02% -100.0 -2.3% $248.36 +22.9%
450 MCY MERCURY GENL CORP NEW Financial Services 11,800.0 $1.0M 0.02% -400.0 -3.3% $88.15 +14.2%
451 FBNC FIRST BANCORP N C Financial Services 18,400.0 $1.0M 0.02% -600.0 -3.2% $56.35 +4.1%
452 EQR EQUITY RESIDENTIAL Real Estate 17,500.0 $1.0M 0.02% -200.0 -1.1% $59.15 +10.6%
453 NTAP NETAPP INC Technology 10,100.0 $1.0M 0.02% -100.0 -1.0% $102.39 +17.8%
454 DLTR DOLLAR TREE INC Consumer Defensive 9,400.0 $1.0M 0.02% -300.0 -3.1% $109.51 -16.7%
455 HNI HNI CORP Industrials 30,800.0 $1.0M 0.02% -700.0 -2.2% $33.39 -9.7%
456 CF CF INDUSTRIES HOLD Basic Materials 7,900.0 $1.0M 0.02% -100.0 -1.2% $129.84 -1.5%
457 GEO GEO GROUP INC Industrials 60,600.0 $1.0M 0.02% -2K -3.2% $16.81 +35.9%
458 LMAT LEMAITRE VASCULAR INC Healthcare 9,300.0 $1.0M 0.02% -300.0 -3.1% $109.17 -7.6%
459 MPT MEDICAL PROPERTIES TRUST INC Financial Services 218,700.0 $1.0M 0.02% -7K -3.2% $4.63 +9.7%
460 SRPT SAREPTA THERAPEUTICS INC Healthcare 46,500.0 $1.0M 0.02% -2K -3.1% $21.76 -21.8%
Page 23 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%