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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 28 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 WKC WORLD KINECT CORPORATION Energy 22,500.0 $741K 0.01% -2K -8.5% $32.94 +8.2%
542 HCSG HEALTHCARE SVCS GROUP INC Healthcare 30,100.0 $739K 0.01% -1K -3.5% $24.56 -7.7%
543 DCOM DIME COML BANCSHARES INC Financial Services 18,000.0 $732K 0.01% -100.0 -0.6% $40.65 -0.7%
544 WOR WORTHINGTON ENTERPRISES INC Industrials 13,600.0 $731K 0.01% -200.0 -1.4% $53.76 +5.8%
545 SPSM SPDR SERIES TRUST 12,500.0 $721K 0.01% -174K -93.3% $57.67 -1.3%
546 LZB LA Z BOY INC Consumer Cyclical 17,900.0 $718K 0.01% -400.0 -2.2% $40.12 -20.0%
547 GL GLOBE LIFE INC Financial Services 4,000.0 $715K 0.01% -100.0 -2.4% $178.68 -3.7%
548 EVEREST GROUP LTD 2,000.0 $714K 0.01% -100.0 -4.8% $357.23
549 VSTS VESTIS CORPORATION Industrials 49,200.0 $714K 0.01% -500.0 -1.0% $14.52 -11.0%
550 SONO SONOS INC Technology 52,200.0 $706K 0.01% -1K -2.6% $13.53 +13.3%
551 LVS LAS VEGAS SANDS CORP Consumer Cyclical 15,200.0 $702K 0.01% -200.0 -1.3% $46.19 +2.1%
552 TALO TALOS ENERGY INC Energy 54,100.0 $698K 0.01% -2K -3.0% $12.91 +29.0%
553 HTH HILLTOP HLDGS INC Financial Services 18,000.0 $698K 0.01% -500.0 -2.7% $38.78 -0.6%
554 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 5,300.0 $698K 0.01% -100.0 -1.9% $131.61 -6.1%
555 INVA INNOVIVA INC Healthcare 30,700.0 $697K 0.01% -800.0 -2.5% $22.71 -7.2%
556 KMPR KEMPER CORP Financial Services 25,800.0 $696K 0.01% -200.0 -0.8% $26.96 +2.0%
557 LKFN LAKELAND FINL CORP Financial Services 10,900.0 $673K 0.01% -300.0 -2.7% $61.72 -3.3%
558 AIZ ASSURANT INC Financial Services 2,500.0 $671K 0.01% -100.0 -3.9% $268.53 +5.7%
559 PTC PTC INC Technology 5,900.0 $670K 0.01% -200.0 -3.3% $113.61 +32.8%
560 GBX GREENBRIER COS INC Industrials 13,600.0 $667K 0.01% -100.0 -0.7% $49.01 -5.9%
Page 28 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%