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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 37 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AAT AMERICAN ASSETS TR INC Real Estate 21,000.0 $387K 0.01% -600.0 -2.8% $18.41 +14.4%
722 FTRE FORTREA HLDGS INC Healthcare 41,000.0 $386K 0.01% -1K -3.1% $9.42 +45.0%
723 SBSI SOUTHSIDE BANCSHARES INC Financial Services 12,400.0 $386K 0.01% -500.0 -3.9% $31.09 +2.8%
724 AZTA AZENTA INC Healthcare 18,200.0 $385K 0.01% -500.0 -2.7% $21.13 -23.1%
725 TRUP TRUPANION INC Financial Services 15,000.0 $384K 0.01% -400.0 -2.6% $25.61 -12.8%
726 JBGS JBG SMITH PPTYS Real Estate 26,200.0 $383K 0.01% -900.0 -3.3% $14.61 -2.7%
727 FOX FOX CORP Communication Services 7,200.0 $382K 0.01% -400.0 -5.3% $53.10 +9.0%
728 XNCR XENCOR INC Healthcare 31,700.0 $382K 0.01% -1K -3.1% $12.06 -7.0%
729 CFFN CAPITOL FED FINL INC Financial Services 53,000.0 $378K 0.01% -3K -4.8% $7.13 +7.0%
730 VRTS VIRTUS INVT PARTNERS INC Financial Services 2,800.0 $376K 0.01% -100.0 -3.5% $134.35 +2.7%
731 AOS SMITH A O CORP Industrials 5,700.0 $376K 0.01% -100.0 -1.7% $65.94 -14.0%
732 THRM GENTHERM INC Consumer Cyclical 13,500.0 $375K 0.01% -500.0 -3.6% $27.78 +8.6%
733 CPF CENTRAL PAC FINL CORP Financial Services 11,700.0 $374K 0.01% -600.0 -4.9% $31.96 +5.3%
734 PENG PENGUIN SOLUTIONS INC Technology 21,200.0 $373K 0.01% -800.0 -3.6% $17.60 +166.0%
735 NX QUANEX BLDG PRODS CORP Industrials 20,400.0 $367K 0.01% -500.0 -2.4% $17.97 -7.6%
736 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 9,800.0 $363K 0.01% -700.0 -6.7% $37.01 -0.1%
737 UFCS UNITED FIRE GROUP INC Financial Services 9,700.0 $359K 0.01% -400.0 -4.0% $37.06 +29.7%
738 MATW MATTHEWS INTL CORP Industrials 13,800.0 $356K 0.01% -300.0 -2.1% $25.82 +2.7%
739 LGIH LGI HOMES INC Consumer Cyclical 9,000.0 $356K 0.01% -300.0 -3.2% $39.53 +2.2%
740 TRST TRUSTCO BK CORP N Y Financial Services 8,000.0 $350K 0.01% -400.0 -4.8% $43.78 +10.5%
Page 37 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%