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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 30 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ENVIRI CORP 35,800.0 $702K 0.01% -1K -3.0% $19.62
582 ADNT ADIENT PLC Consumer Cyclical 34,700.0 $701K 0.01% -2K -4.4% $20.21 -2.7%
583 DEI DOUGLAS EMMETT INC Real Estate 74,300.0 $700K 0.01% -2K -3.1% $9.42 +23.6%
584 STBA S & T BANCORP INC Financial Services 16,600.0 $694K 0.01% -900.0 -5.1% $41.83 +5.8%
585 ECPG ENCORE CAP GROUP INC Financial Services 9,900.0 $694K 0.01% -300.0 -2.9% $70.12 +15.1%
586 OGN ORGANON & CO Healthcare 115,300.0 $691K 0.01% -4K -3.2% $5.99 +124.0%
587 CRY ARTIVION INC 18,700.0 $685K 0.01% -400.0 -2.1% $36.62 -51.2%
588 WLY WILEY JOHN & SONS INC Communication Services 17,900.0 $682K 0.01% -800.0 -4.3% $38.10 +9.3%
589 VRE VERIS RESIDENTIAL INC Real Estate 36,000.0 $679K 0.01% -1K -3.2% $18.87 +0.6%
590 BKE BUCKLE INC Consumer Cyclical 13,400.0 $675K 0.01% -400.0 -2.9% $50.36 -4.9%
591 WD WALKER & DUNLOP INC Financial Services 15,100.0 $670K 0.01% -500.0 -3.2% $44.38 +13.5%
592 ABR ARBOR REALTY TRUST INC Real Estate 86,800.0 $669K 0.01% -3K -3.2% $7.71 -24.6%
593 ARLO ARLO TECHNOLOGIES INC Industrials 47,000.0 $669K 0.01% -2K -3.3% $14.23 -9.0%
594 OMCL OMNICELL COM Healthcare 19,900.0 $664K 0.01% -700.0 -3.4% $33.38 +29.5%
595 AIN ALBANY INTL CORP Consumer Cyclical 12,700.0 $663K 0.01% -400.0 -3.0% $52.21 +15.3%
596 HTH HILLTOP HLDGS INC Financial Services 18,500.0 $663K 0.01% -1K -6.1% $35.82 +2.7%
597 EZPW EZCORP INC Financial Services 26,000.0 $660K 0.01% -500.0 -1.9% $25.38 +31.5%
598 UFPT UFP TECHNOLOGIES INC Healthcare 3,400.0 $658K 0.01% -100.0 -2.9% $193.60 +12.2%
599 PRGO PERRIGO CO PLC Healthcare 61,000.0 $655K 0.01% -2K -3.2% $10.74 -0.6%
600 TILE INTERFACE INC Consumer Cyclical 25,900.0 $645K 0.01% -800.0 -3.0% $24.92 +14.4%
Page 30 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%