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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 28 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ROG ROGERS CORP Technology 7,400.0 $794K 0.01% -300.0 -3.9% $107.33 +24.7%
542 ALG ALAMO GROUP INC Industrials 4,800.0 $792K 0.01% -100.0 -2.0% $164.97 -9.1%
543 TRMB TRIMBLE INC Technology 12,100.0 $789K 0.01% -100.0 -0.8% $65.23 -15.7%
544 LTC LTC PPTYS INC Real Estate 21,100.0 $784K 0.01% -700.0 -3.2% $37.16 +3.4%
545 DXPE DXP ENTERPRISES INC Industrials 5,600.0 $782K 0.01% -200.0 -3.5% $139.73 +4.4%
546 WERN WERNER ENTERPRISES INC Industrials 26,600.0 $782K 0.01% -800.0 -2.9% $29.41 +28.7%
547 TXT TEXTRON INC Industrials 8,900.0 $779K 0.01% -100.0 -1.1% $87.56 +3.5%
548 OFG OFG BANCORP Financial Services 19,200.0 $777K 0.01% -900.0 -4.5% $40.46 +10.4%
549 KIM KIMCO REALTY CORP Real Estate 34,400.0 $773K 0.01% -200.0 -0.6% $22.47 +4.5%
550 HMN HORACE MANN EDUCATORS CORP N Financial Services 18,000.0 $768K 0.01% -600.0 -3.2% $42.68 +7.1%
551 CHCO CITY HLDG CO Financial Services 6,400.0 $765K 0.01% -200.0 -3.0% $119.52 +2.8%
552 J JACOBS SOLUTIONS INC Industrials 6,000.0 $764K 0.01% -100.0 -1.6% $127.28 -10.7%
553 CNS COHEN & STEERS INC Financial Services 12,200.0 $763K 0.01% -400.0 -3.2% $62.55 +15.5%
554 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 84,200.0 $759K 0.01% -3K -3.2% $9.01 +15.4%
555 ADUS ADDUS HOMECARE CORP Healthcare 8,100.0 $759K 0.01% -300.0 -3.6% $93.65 -1.1%
556 KWR QUAKER HOUGHTON Basic Materials 6,100.0 $758K 0.01% -200.0 -3.2% $124.23 +9.7%
557 TEAM ATLASSIAN CORPORATION Technology 11,100.0 $758K 0.01% -100.0 -0.9% $68.25 +31.0%
558 CRVL CORVEL CORP Financial Services 13,800.0 $754K 0.01% -500.0 -3.5% $54.65 +8.2%
559 APTIV PLC 10,800.0 $750K 0.01% -200.0 -1.8% $69.44
560 UNIT UNITI GROUP LLC Real Estate 79,500.0 $746K 0.01% -3K -3.2% $9.38 +15.1%
Page 28 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%