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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 25 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FCF FIRST COMWLTH FINL CORP PA Financial Services 44,400.0 $903K 0.01% -1K -2.4% $20.33 +2.0%
482 IPAR INTERPARFUMS INC Consumer Defensive 8,000.0 $895K 0.01% -100.0 -1.2% $111.86 +4.2%
483 MD PEDIATRIX MEDICAL GROUP INC Healthcare 35,100.0 $889K 0.01% -2K -5.9% $25.33 +6.6%
484 EZPW EZCORP INC Financial Services 25,700.0 $888K 0.01% -300.0 -1.1% $34.57 +1.9%
485 LMAT LEMAITRE VASCULAR INC Healthcare 9,200.0 $883K 0.01% -100.0 -1.1% $95.96 -17.7%
486 IOSP INNOSPEC INC Basic Materials 10,800.0 $879K 0.01% -200.0 -1.8% $81.39 +15.9%
487 STC STEWART INFORMATION SVCS COR Financial Services 13,300.0 $878K 0.01% -100.0 -0.8% $66.02 +5.0%
488 ECPG ENCORE CAP GROUP INC Financial Services 9,400.0 $877K 0.01% -500.0 -5.0% $93.29 +9.7%
489 KSS KOHLS CORP Consumer Cyclical 49,200.0 $872K 0.01% -600.0 -1.2% $17.72 -0.3%
490 NBHC NATIONAL BK HLDGS CORP Financial Services 19,600.0 $871K 0.01% -400.0 -2.0% $44.43 -7.1%
491 DEI DOUGLAS EMMETT INC Real Estate 73,400.0 $866K 0.01% -900.0 -1.2% $11.80 +3.1%
492 GPN GLOBAL PMTS INC Industrials 11,900.0 $863K 0.01% -200.0 -1.6% $72.56 +29.3%
493 ASTRANA HEALTH INC 18,600.0 $863K 0.01% -500.0 -2.6% $46.41
494 NEOG NEOGEN CORP Healthcare 95,400.0 $858K 0.01% -1K -1.1% $8.99 +29.5%
495 CRVL CORVEL CORP Financial Services 13,700.0 $857K 0.01% -100.0 -0.7% $62.52 +12.2%
496 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 9,900.0 $852K 0.01% -200.0 -2.0% $86.09 +16.4%
497 ADMA ADMA BIOLOGICS INC Healthcare 101,600.0 $850K 0.01% -4K -3.7% $8.37 +16.1%
498 BALL BALL CORP Consumer Cyclical 13,600.0 $849K 0.01% -100.0 -0.7% $62.40 +2.7%
499 PRLB PROTO LABS INC Industrials 10,400.0 $848K 0.01% -100.0 -0.9% $81.51 -4.8%
500 PAYO PAYONEER GLOBAL INC Technology 118,800.0 $846K 0.01% -9K -7.2% $7.12 -0.1%
Page 25 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%