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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 41 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 HTLD HEARTLAND EXPRESS INC Industrials 20,300.0 $211K 0.00% -600.0 -2.9% $10.40 +27.9%
802 SSTK SHUTTERSTOCK INC Communication Services 10,700.0 $178K 0.00% -400.0 -3.6% $16.61 -0.5%
803 DFH DREAM FINDERS HOMES INC Consumer Cyclical 12,700.0 $177K 0.00% -500.0 -3.8% $13.92 -5.9%
804 GDYN GRID DYNAMICS HLDGS INC Technology 29,300.0 $167K 0.00% -1K -3.3% $5.70 +17.7%
805 NABL N-ABLE INC Technology 33,100.0 $155K 0.00% -1K -2.9% $4.67 -27.4%
806 TWI TITAN INTL INC ILL Industrials 21,300.0 $147K 0.00% -700.0 -3.2% $6.91 +9.6%
807 PSKY PARAMOUNT SKYDANCE CORP Communication Services 15,800.0 $143K 0.00% -100.0 -0.6% $9.02 +9.6%
808 GOGO GOGO INC Communication Services 34,400.0 $138K 0.00% -1K -3.4% $4.02 -3.5%
809 CRSR CORSAIR GAMING INC Technology 20,800.0 $115K 0.00% -700.0 -3.3% $5.55 +21.1%
Page 41 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%