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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 8 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FSS FEDERAL SIGNAL CORP Industrials 27,000.0 $2.9M 0.05% -900.0 -3.2% $108.14 +3.6%
142 LUMN LUMEN TECHNOLOGIES INC Communication Services 418,500.0 $2.9M 0.05% -14K -3.2% $6.95 +42.9%
143 QRVO QORVO INC Technology 37,400.0 $2.9M 0.05% -1K -2.9% $77.40 +19.8%
144 SPXC SPX TECHNOLOGIES INC Industrials 14,400.0 $2.9M 0.05% -13K -47.8% $199.94 +0.1%
145 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 8,700.0 $2.9M 0.05% -100.0 -1.1% $330.87 -12.9%
146 CTVA CORTEVA INC Basic Materials 34,300.0 $2.9M 0.05% -200.0 -0.6% $83.71 -2.4%
147 TRNO TERRENO RLTY CORP Real Estate 46,200.0 $2.8M 0.05% -1K -2.5% $61.42 +6.8%
148 DXCM DEXCOM INC Healthcare 44,900.0 $2.8M 0.05% -1K -2.4% $62.80 +1.9%
149 CIEN CIENA CORP Technology 7,200.0 $2.8M 0.05% -32K -81.5% $388.23 +36.0%
150 VSAT VIASAT INC Technology 60,200.0 $2.8M 0.05% -2K -2.9% $45.80 +56.0%
151 EAT BRINKER INTL INC Consumer Cyclical 19,300.0 $2.8M 0.05% -1K -5.4% $142.77 -6.9%
152 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 26,100.0 $2.8M 0.05% -800.0 -3.0% $105.40 -3.4%
153 SEALED AIR CORP NEW 65,300.0 $2.7M 0.05% -2K -3.1% $42.05
154 GKOS GLAUKOS CORP Healthcare 25,500.0 $2.7M 0.05% -800.0 -3.0% $107.66 +34.4%
155 CHTR CHARTER COMMUNICATIONS INC Communication Services 12,700.0 $2.7M 0.05% -500.0 -3.8% $215.88 -32.8%
156 NE NOBLE CORP PLC Energy 55,800.0 $2.7M 0.05% -2K -3.0% $49.07 +10.5%
157 ALL ALLSTATE CORP Financial Services 13,200.0 $2.7M 0.05% -200.0 -1.5% $207.34 +6.6%
158 TRGP TARGA RES CORP Energy 10,900.0 $2.7M 0.05% -100.0 -0.9% $250.73 +9.2%
159 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 30,100.0 $2.7M 0.05% -600.0 -1.9% $90.67 +0.7%
160 KHC KRAFT HEINZ CO Consumer Defensive 121,200.0 $2.7M 0.05% -2K -1.2% $22.49 +1.6%
Page 8 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%