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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 33 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 IT GARTNER INC Technology 3,400.0 $441K 0.01% -200.0 -5.6% $129.62 +56.4%
642 MRTN MARTEN TRANS LTD Industrials 25,400.0 $441K 0.01% -300.0 -1.2% $17.35 -15.4%
643 PCRX PACIRA BIOSCIENCES INC Healthcare 17,200.0 $436K 0.01% -1K -5.5% $25.37 -2.0%
644 CPF CENTRAL PAC FINL CORP Financial Services 11,400.0 $435K 0.01% -300.0 -2.6% $38.20 -1.2%
645 CFFN CAPITOL FED FINL INC Financial Services 51,100.0 $435K 0.01% -2K -3.6% $8.51 +0.2%
646 SBSI SOUTHSIDE BANCSHARES INC Financial Services 12,300.0 $433K 0.01% -100.0 -0.8% $35.19 -8.9%
647 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 7,000.0 $433K 0.01% -300.0 -4.1% $61.82 -2.8%
648 CNMD CONMED CORP Healthcare 13,200.0 $432K 0.01% -500.0 -3.6% $32.73 +57.3%
649 PMT PENNYMAC MTG INVT TR Real Estate 38,200.0 $431K 0.01% -400.0 -1.0% $11.28 -17.6%
650 SCSC SCANSOURCE INC Technology 8,200.0 $427K 0.01% -600.0 -6.8% $52.09 +3.9%
651 APOG APOGEE ENTERPRISES INC Industrials 9,300.0 $425K 0.01% -200.0 -2.1% $45.74 -9.6%
652 TRST TRUSTCO BK CORP N Y Financial Services 7,700.0 $423K 0.01% -300.0 -3.8% $54.91 +4.2%
653 INVX INNOVEX INTERNATIONAL INC Energy 16,900.0 $419K 0.01% -200.0 -1.2% $24.80 +15.4%
654 HAFC HANMI FINL CORP Financial Services 12,900.0 $418K 0.01% -200.0 -1.5% $32.40 -3.6%
655 UTL UNITIL CORP Utilities 7,900.0 $416K 0.01% -100.0 -1.2% $52.69 +1.7%
656 HSIC SCHEIN HENRY INC Healthcare 4,900.0 $409K 0.01% -200.0 -3.9% $83.52 +7.2%
657 LQDT LIQUIDITY SVCS INC Consumer Cyclical 10,400.0 $407K 0.01% -100.0 -0.9% $39.12 +10.5%
658 EIG EMPLOYERS HLDGS INC Financial Services 8,000.0 $404K 0.01% -2K -20.0% $50.48 -2.6%
659 FDP DEL MONTE CORP Consumer Defensive 14,400.0 $402K 0.01% -200.0 -1.4% $27.91 +4.7%
660 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,700.0 $401K 0.01% -100.0 -3.6% $148.69 +18.6%
Page 33 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%