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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 38 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 10,400.0 $350K 0.01% -300.0 -2.8% $33.65 +2.2%
742 PURSUIT ATTRACTIONS AND HOSP 9,500.0 $348K 0.01% -300.0 -3.1% $36.63
743 CORE LABORATORIES INC 20,600.0 $346K 0.01% -700.0 -3.3% $16.79
744 HAFC HANMI FINL CORP Financial Services 13,100.0 $345K 0.01% -500.0 -3.7% $26.36 +10.4%
745 MRTN MARTEN TRANS LTD Industrials 25,700.0 $337K 0.01% -800.0 -3.0% $13.13 +18.2%
746 KOP KOPPERS HOLDINGS INC Basic Materials 8,700.0 $337K 0.01% -300.0 -3.3% $38.68 +5.2%
747 BLFS BIOLIFE SOLUTIONS INC Healthcare 17,300.0 $330K 0.01% -600.0 -3.4% $19.08 +16.9%
748 BJRI BJS RESTAURANTS INC Consumer Cyclical 9,400.0 $330K 0.01% -300.0 -3.1% $35.10 +21.5%
749 CXM SPRINKLR INC Technology 54,800.0 $329K 0.01% -700.0 -1.3% $6.00 -14.8%
750 SMP STANDARD MTR PRODS INC Consumer Cyclical 9,300.0 $323K 0.01% -300.0 -3.1% $34.74 +6.5%
751 WSR WHITESTONE REIT Real Estate 19,900.0 $321K 0.01% -700.0 -3.4% $16.15 +17.6%
752 LQDT LIQUIDITY SVCS INC Consumer Cyclical 10,500.0 $321K 0.01% -400.0 -3.7% $30.57 +7.8%
753 SCSC SCANSOURCE INC Technology 8,800.0 $319K 0.01% -400.0 -4.3% $36.30 +16.0%
754 APOG APOGEE ENTERPRISES INC Industrials 9,500.0 $319K 0.01% -400.0 -4.0% $33.54 +2.6%
755 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 4,000.0 $317K 0.01% -100.0 -2.4% $79.33 -5.6%
756 NPK NATIONAL PRESTO INDS INC Industrials 2,300.0 $315K 0.01% -100.0 -4.2% $137.06 +0.7%
757 AMN AMN HEALTHCARE SVCS INC Healthcare 17,000.0 $312K 0.01% -600.0 -3.4% $18.34 +57.4%
758 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 20,200.0 $311K 0.01% -700.0 -3.4% $15.42 +3.2%
759 RWT REDWOOD TRUST INC Real Estate 55,200.0 $310K 0.01% -3K -4.8% $5.61 -7.7%
760 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 15,700.0 $308K 0.01% -500.0 -3.1% $19.59 -12.2%
Page 38 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%