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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 14 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HL HECLA MINING COMPANY Basic Materials 194,300.0 $3.6M 0.06% -176K -47.6% $18.63 -10.2%
262 CPRT COPART INC Industrials 109,000.0 $3.6M 0.06% -1K -1.2% $33.20 +0.6%
263 RRX REGAL REXNORD CORPORATION Industrials 19,300.0 $3.6M 0.06% +900.0 +4.9% $187.26 -2.1%
264 AR ANTERO RESOURCES CORP Energy 85,000.0 $3.6M 0.06% +4K +4.8% $42.44 -9.2%
265 CRH PLC 34,200.0 $3.6M 0.06% $105.12
266 CI THE CIGNA GROUP Healthcare 13,400.0 $3.6M 0.06% -200.0 -1.5% $266.75 +6.2%
267 MLI MUELLER INDS INC Industrials 32,200.0 $3.6M 0.06% +2K +4.9% $110.80 +19.9%
268 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 11,700.0 $3.6M 0.06% -200.0 -1.7% $304.08 +3.6%
269 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 12,800.0 $3.5M 0.06% -200.0 -1.5% $275.18 -11.5%
270 AON AON PLC Financial Services 10,900.0 $3.5M 0.06% -100.0 -0.9% $322.78 +0.7%
271 AEIS ADVANCED ENERGY INDS Industrials 10,900.0 $3.5M 0.06% -6K -37.0% $322.71 -4.2%
272 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 56,200.0 $3.5M 0.06% +3K +4.8% $62.42 +0.1%
273 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 46,000.0 $3.5M 0.06% -27K -36.7% $76.16 +6.5%
274 CL COLGATE PALMOLIVE CO Consumer Defensive 41,100.0 $3.5M 0.06% $85.23 +5.3%
275 ITW ILLINOIS TOOL WKS INC Industrials 13,400.0 $3.5M 0.06% -100.0 -0.7% $260.29 -5.9%
276 CACI CACI INTL INC Technology 6,400.0 $3.5M 0.06% +300.0 +4.9% $543.87 -9.4%
277 ECL ECOLAB INC Basic Materials 13,000.0 $3.5M 0.06% $266.02 -8.1%
278 ELAN ELANCO ANIMAL HEALTH INC Healthcare 144,100.0 $3.4M 0.06% +7K +4.8% $23.93 -18.1%
279 ESI ELEMENT SOLUTIONS INC Basic Materials 100,900.0 $3.4M 0.06% -3K -3.2% $34.14 +13.9%
280 GM GENERAL MTRS CO Consumer Cyclical 46,100.0 $3.4M 0.06% -2K -3.4% $74.50 -4.2%
Page 14 of 76  ·  1,517 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%