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Portfolio (Quarterly) Guide ↗

Louisiana State Employees Retirement System

· CIK 0001537191
13F Portfolio $6.7B AUM 1,612 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 392 Added 703 Reduced 38 Exited
Page 13 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 OVV OVINTIV INC Energy 80,600.0 $4.2M 0.06% $52.65 +22.3%
242 PR PERMIAN RESOURCES CORP Energy 230,300.0 $4.2M 0.06% +16K +7.3% $18.41 +26.6%
243 JLL JONES LANG LASALLE INC Real Estate 13,600.0 $4.2M 0.06% -100.0 -0.7% $309.95 +26.7%
244 WM WASTE MGMT INC DEL Industrials 18,900.0 $4.2M 0.06% $222.88 -0.4%
245 RMBS RAMBUS INC DEL Technology 31,600.0 $4.2M 0.06% +400.0 +1.3% $132.74 -32.3%
246 OHI OMEGA HEALTHCARE INVS INC Real Estate 87,100.0 $4.2M 0.06% +1K +1.6% $47.68 -1.6%
247 RPM RPM INTL INC Basic Materials 37,300.0 $4.1M 0.06% +200.0 +0.5% $111.15 -3.9%
248 AEIS ADVANCED ENERGY INDS Industrials 11,100.0 $4.1M 0.06% +200.0 +1.8% $372.87 -26.1%
249 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 46,500.0 $4.1M 0.06% +500.0 +1.1% $88.60 -37.3%
250 UPS UNITED PARCEL SVCS INC Industrials 38,200.0 $4.1M 0.06% +500.0 +1.3% $107.50 -2.2%
251 MRSH MARSH & MCLENNAN COS INC Financial Services 24,600.0 $4.1M 0.06% $166.67 +16.1%
252 EMR EMERSON ELEC CO Industrials 28,600.0 $4.1M 0.06% $143.15 +8.2%
253 CME CME GROUP INC Financial Services 18,500.0 $4.1M 0.06% +100.0 +0.5% $220.83 +25.6%
254 RGA REINSURANCE GROUP AMER INC Financial Services 19,200.0 $4.1M 0.06% +100.0 +0.5% $212.65 +14.9%
255 TRU TRANSUNION Industrials 56,400.0 $4.1M 0.06% +600.0 +1.1% $72.14 +17.8%
256 HOOD ROBINHOOD MKTS INC Financial Services 40,400.0 $4.1M 0.06% $100.28 +11.8%
257 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 12,700.0 $4.0M 0.06% -100.0 -0.8% $317.53 -7.9%
258 SHW SHERWIN WILLIAMS CO Basic Materials 11,700.0 $4.0M 0.06% $344.32 +1.8%
259 AA ALCOA CORP Basic Materials 77,200.0 $4.0M 0.06% +2K +2.8% $52.14 -1.7%
260 EXEL EXELIXIS INC Healthcare 73,600.0 $4.0M 0.06% -2K -2.3% $54.41 +4.2%
Page 13 of 77  ·  1,523 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 38.5%
Industrials 10.8%
Consumer Cyclical 10.4%
Financial Services 9.8%
Healthcare 8.4%
Communication Services 6.6%
Consumer Defensive 4.8%
Energy 3.1%
Real Estate 2.9%
Basic Materials 2.4%