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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 24 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 STZ CONSTELLATION BRANDS INC Consumer Defensive 7,100.0 $988K 0.01% -100.0 -1.4% $139.09 -2.9%
462 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 20,800.0 $983K 0.01% -200.0 -0.9% $47.27 +8.8%
463 FBK FB FINL CORP Financial Services 17,600.0 $974K 0.01% -300.0 -1.7% $55.35 +3.5%
464 NWBI NORTHWEST BANCSHARES INC Financial Services 64,100.0 $972K 0.01% -700.0 -1.1% $15.16 +0.9%
465 PEB PEBBLEBROOK HOTEL TR Real Estate 49,700.0 $965K 0.01% -700.0 -1.4% $19.41 -5.5%
466 PLUS EPLUS INC Technology 11,500.0 $957K 0.01% -100.0 -0.9% $83.23 +3.8%
467 PBI PITNEY BOWES INC Industrials 54,600.0 $957K 0.01% -11K -16.9% $17.52 -2.5%
468 KWR QUAKER HOUGHTON Basic Materials 6,000.0 $953K 0.01% -100.0 -1.6% $158.87 +3.7%
469 FTV FORTIVE CORP Technology 15,600.0 $953K 0.01% -400.0 -2.5% $61.09 -2.6%
470 CALX CALIX INC Technology 25,400.0 $948K 0.01% -1K -4.9% $37.32 +6.8%
471 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 24,200.0 $937K 0.01% -32K -56.6% $38.73 +62.8%
472 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 81,600.0 $934K 0.01% -3K -3.1% $11.45 -0.8%
473 DXPE DXP ENTERPRISES INC Industrials 5,500.0 $928K 0.01% -100.0 -1.8% $168.74 +11.7%
474 AIN ALBANY INTL CORP Consumer Cyclical 12,400.0 $924K 0.01% -300.0 -2.4% $74.50 -21.9%
475 SPSC SPS COMM INC Technology 16,100.0 $920K 0.01% -600.0 -3.6% $57.17 +40.9%
476 PGNY PROGYNY INC Healthcare 31,900.0 $920K 0.01% -4K -10.4% $28.83 -10.4%
477 HMN HORACE MANN EDUCATORS CORP N Financial Services 17,700.0 $914K 0.01% -300.0 -1.7% $51.65 -1.2%
478 CDW CDW CORP Technology 6,500.0 $914K 0.01% -100.0 -1.5% $140.64 +1.0%
479 TILE INTERFACE INC Consumer Cyclical 25,400.0 $910K 0.01% -500.0 -1.9% $35.84 +8.7%
480 OFG OFG BANCORP Financial Services 18,500.0 $908K 0.01% -700.0 -3.6% $49.07 +6.1%
Page 24 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%