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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 19 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CR CRANE COMPANY Industrials 14,400.0 $3.2M 0.05% +200.0 +1.4% $223.07 -7.6%
362 ARW ARROW ELECTRS INC Technology 15,000.0 $3.2M 0.05% +200.0 +1.4% $213.41 -5.1%
363 KMI KINDER MORGAN INC DEL Energy 100,100.0 $3.2M 0.05% $31.97 -3.2%
364 CG CARLYLE GROUP INC Financial Services 75,800.0 $3.2M 0.05% +600.0 +0.8% $42.11 +16.2%
365 LUMN LUMEN TECHNOLOGIES INC Communication Services 415,400.0 $3.2M 0.05% -3K -0.7% $7.68 -23.3%
366 WTRG ESSENTIAL UTILS INC Utilities 83,000.0 $3.2M 0.05% +1K +1.2% $38.31 +6.4%
367 EGP EASTGROUP PPTYS INC Real Estate 15,700.0 $3.2M 0.05% +300.0 +1.9% $202.53 +0.1%
368 FERROVIAL NV 46,300.0 $3.2M 0.05% -1K -2.1% $68.61
369 TGTX TG THERAPEUTICS INC Healthcare 57,800.0 $3.2M 0.05% -2K -4.2% $54.94 +0.9%
370 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 7,900.0 $3.2M 0.05% -100.0 -1.2% $401.84 +1.3%
371 TFC TRUIST FINL CORP Financial Services 63,700.0 $3.2M 0.05% -600.0 -0.9% $49.82 +1.0%
372 ACMR ACM RESH INC Technology 25,000.0 $3.2M 0.05% +1K +5.9% $126.89 -37.1%
373 WTFC WINTRUST FINL CORP Financial Services 19,700.0 $3.2M 0.05% +300.0 +1.6% $160.72 -6.0%
374 EAT BRINKER INTL INC Consumer Cyclical 18,800.0 $3.2M 0.05% -500.0 -2.6% $168.00 +48.0%
375 SN SHARKNINJA INC Consumer Cyclical 20,700.0 $3.2M 0.05% NEW $152.27 +20.7%
376 COKE COCA COLA CONS INC Consumer Defensive 16,500.0 $3.2M 0.05% +100.0 +0.6% $190.92 +2.9%
377 ALL ALLSTATE CORP Financial Services 13,200.0 $3.1M 0.05% $237.94 +8.3%
378 ETSY INC 41,600.0 $3.1M 0.05% -2K -5.0% $75.33
379 JXN JACKSON FINANCIAL INC Financial Services 30,600.0 $3.1M 0.05% -800.0 -2.5% $102.39 +28.6%
380 SF STIFEL FINL CORP Financial Services 44,900.0 $3.1M 0.05% +700.0 +1.6% $69.77 +14.1%
Page 19 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%