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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 24 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VRRM VERRA MOBILITY CORP Technology 70,800.0 $1.0M 0.02% -2K -3.1% $14.29 -7.1%
462 TBBK BANCORP INC DEL Financial Services 18,800.0 $1.0M 0.02% -1K -6.5% $53.73 -0.2%
463 WRB BERKLEY W R CORP Financial Services 15,200.0 $1.0M 0.02% -100.0 -0.7% $66.28 +3.4%
464 ABM ABM INDS INC Industrials 26,000.0 $1.0M 0.02% -2K -7.5% $38.52 +2.7%
465 BANF BANCFIRST CORP Financial Services 9,200.0 $998K 0.02% -300.0 -3.2% $108.50 +2.3%
466 PRDO PERDOCEO ED CORP Consumer Defensive 26,800.0 $997K 0.02% -900.0 -3.2% $37.21 -8.9%
467 SIRIUSPOINT LTD 46,100.0 $993K 0.02% -2K -3.1% $21.54
468 NBTB NBT BANCORP INC Financial Services 23,200.0 $988K 0.02% -800.0 -3.3% $42.58 +5.2%
469 VSH VISHAY INTERTECHNOLOGY INC Technology 54,800.0 $986K 0.02% -2K -3.2% $18.00 +105.3%
470 AMR ALPHA METALLURGICAL RESOUR I Energy 4,800.0 $985K 0.02% -100.0 -2.0% $205.27 -14.9%
471 DNOW DNOW INC Energy 82,300.0 $980K 0.02% -3K -3.2% $11.91 +9.4%
472 NWN NORTHWEST NAT HLDG CO Utilities 18,400.0 $979K 0.02% -600.0 -3.2% $53.22 -5.7%
473 MTX MINERALS TECHNOLOGIES INC Basic Materials 13,800.0 $979K 0.02% -500.0 -3.5% $70.92 +5.8%
474 CUBI CUSTOMERS BANCORP INC Financial Services 14,100.0 $979K 0.02% -500.0 -3.4% $69.41 +5.6%
475 KNTK KINETIK HOLDINGS INC Energy 20,200.0 $978K 0.02% -600.0 -2.9% $48.41 +4.9%
476 ARCB ARCBEST CORP Industrials 9,900.0 $974K 0.02% -400.0 -3.9% $98.36 +27.1%
477 BRO BROWN & BROWN INC Financial Services 14,900.0 $972K 0.02% -100.0 -0.7% $65.21 -11.9%
478 HUBG HUB GROUP INC Industrials 26,900.0 $969K 0.02% -900.0 -3.2% $36.04 +6.4%
479 KN KNOWLES CORP Technology 37,700.0 $968K 0.02% -1K -3.3% $25.68 +32.7%
480 NTCT NETSCOUT SYS INC Technology 30,400.0 $966K 0.02% -1K -3.2% $31.79 +22.7%
Page 24 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%