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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 32 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DCOM DIME CMNTY BANCSHARES INC Financial Services 18,100.0 $612K 0.01% -600.0 -3.2% $33.82 +7.1%
622 PGNY PROGYNY INC Healthcare 35,600.0 $604K 0.01% -1K -3.0% $16.98 +41.6%
623 MAN MANPOWERGROUP INC WIS Industrials 20,500.0 $604K 0.01% -700.0 -3.3% $29.46 -6.0%
624 CLEARWAY ENERGY INC 15,400.0 $603K 0.01% -500.0 -3.1% $39.17
625 HLX HELIX ENERGY SOLUTIONS GRP I Energy 60,700.0 $600K 0.01% -2K -3.2% $9.89 +5.9%
626 PRLB PROTO LABS INC Industrials 10,500.0 $599K 0.01% -300.0 -2.8% $57.02 +26.7%
627 TFIN TRIUMPH FINANCIAL INC Financial Services 10,000.0 $597K 0.01% -300.0 -2.9% $59.66 +6.0%
628 FOXA FOX CORP Communication Services 10,200.0 $596K 0.01% -400.0 -3.8% $58.40 +12.8%
629 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 43,000.0 $596K 0.01% -2K -3.8% $13.85 -14.7%
630 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 36,400.0 $594K 0.01% -1K -2.9% $16.32 -6.2%
631 LEG LEGGETT & PLATT INC Consumer Cyclical 60,100.0 $594K 0.01% -2K -3.1% $9.88 -5.6%
632 INSP INSPIRE MED SYS INC Healthcare 11,500.0 $593K 0.01% -600.0 -5.0% $51.58 -18.9%
633 LZB LA Z BOY INC Consumer Cyclical 18,300.0 $588K 0.01% -600.0 -3.2% $32.14 +7.5%
634 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 14,600.0 $588K 0.01% -500.0 -3.3% $40.26 -18.7%
635 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 11,100.0 $585K 0.01% -300.0 -2.6% $52.70 +3.3%
636 SNDR SCHNEIDER NATIONAL INC Industrials 22,100.0 $583K 0.01% -700.0 -3.1% $26.36 +22.8%
637 JBLU JETBLUE AIRWAYS CORP Industrials 131,300.0 $580K 0.01% -2K -1.5% $4.42 +3.6%
638 CRI CARTERS INC Consumer Cyclical 16,200.0 $579K 0.01% -500.0 -3.0% $35.76 -0.7%
639 HCSG HEALTHCARE SVCS GROUP INC Healthcare 31,200.0 $579K 0.01% -1K -3.4% $18.55 +16.1%
640 ENOV ENOVIS CORPORATION Industrials 25,400.0 $578K 0.01% -800.0 -3.0% $22.75 +11.0%
Page 32 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%