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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 34 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 GEN GEN DIGITAL INC Technology 28,100.0 $529K 0.01% -600.0 -2.1% $18.83 +29.4%
662 VTOL BRISTOW GROUP INC Energy 11,200.0 $525K 0.01% -300.0 -2.6% $46.89 -9.4%
663 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,500.0 $523K 0.01% -100.0 -3.9% $209.08 +19.8%
664 ACT ENACT HLDGS INC Financial Services 12,800.0 $522K 0.01% -400.0 -3.0% $40.81 +5.1%
665 ROCK GIBRALTAR INDS INC Industrials 13,100.0 $522K 0.01% -400.0 -3.0% $39.87 -14.3%
666 CPT CAMDEN PPTY TR Real Estate 5,300.0 $518K 0.01% -100.0 -1.9% $97.66 +7.6%
667 UDR UDR INC Real Estate 15,300.0 $517K 0.01% -100.0 -0.7% $33.78 +11.2%
668 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 5,400.0 $516K 0.01% -300.0 -5.3% $95.60 +24.7%
669 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 24,300.0 $515K 0.01% -800.0 -3.2% $21.18 +0.5%
670 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 9,100.0 $503K 0.01% -300.0 -3.2% $55.31 -39.6%
671 USPH U S PHYSICAL THERAPY Healthcare 6,700.0 $502K 0.01% -300.0 -4.3% $74.96 -17.0%
672 PRG PROG HOLDINGS INC Industrials 17,500.0 $502K 0.01% -600.0 -3.3% $28.69 +15.0%
673 XPEL XPEL INC Consumer Cyclical 11,200.0 $496K 0.01% -300.0 -2.6% $44.26 -1.6%
674 UAA UNDER ARMOUR INC Consumer Cyclical 83,700.0 $495K 0.01% -3K -3.6% $5.91 -12.3%
675 QDEL QUIDELORTHO CORP Healthcare 30,100.0 $495K 0.01% -1K -3.2% $16.43 -32.1%
676 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 17,600.0 $493K 0.01% -600.0 -3.3% $28.01 +7.9%
677 WEN WENDYS CO Consumer Cyclical 70,100.0 $487K 0.01% -2K -3.2% $6.95 +16.5%
678 ALGT ALLEGIANT TRAVEL CO Industrials 6,000.0 $486K 0.01% -200.0 -3.2% $81.04 -12.5%
679 CNMD CONMED CORP Healthcare 13,700.0 $484K 0.01% -500.0 -3.5% $35.36 +3.2%
680 SEZL SEZZLE INC Financial Services 7,600.0 $481K 0.01% -200.0 -2.6% $63.29 +65.1%
Page 34 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%