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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 20 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WTS WATTS WATER TECHNOLOGIES INC Industrials 8,000.0 $3.1M 0.05% $391.45 -5.1%
382 MAC MACERICH CO Real Estate 124,200.0 $3.1M 0.05% +11K +9.3% $25.19 -3.7%
383 DAL DELTA AIR LINES INC Industrials 33,400.0 $3.1M 0.05% +300.0 +0.9% $93.66 -10.7%
384 AROC ARCHROCK INC Energy 76,800.0 $3.1M 0.05% -1K -1.3% $40.71 -24.6%
385 ACA ARCOSA INC Industrials 21,500.0 $3.1M 0.05% -300.0 -1.4% $145.29 -0.0%
386 DINO HF SINCLAIR CORP Energy 44,800.0 $3.1M 0.05% -500.0 -1.1% $69.65 +33.9%
387 GTES GATES INDL CORP PLC Industrials 111,300.0 $3.1M 0.05% -1K -1.1% $27.97 -7.2%
388 AMH AMERICAN HOMES 4 RENT Real Estate 92,700.0 $3.1M 0.05% -2K -1.9% $33.52 +3.1%
389 SRE SEMPRA Utilities 33,400.0 $3.1M 0.05% $92.71 -9.4%
390 KEYS KEYSIGHT TECHNOLOGIES INC Technology 8,800.0 $3.1M 0.05% +100.0 +1.1% $350.07 -8.6%
391 HCA HCA HEALTHCARE INC Healthcare 7,900.0 $3.1M 0.05% -100.0 -1.2% $389.89 +10.0%
392 SCI SERVICE CORP INTL Consumer Cyclical 40,400.0 $3.1M 0.05% $75.96 +11.2%
393 D DOMINION ENERGY INC Utilities 44,900.0 $3.1M 0.04% +1K +3.2% $68.29 -2.0%
394 KLIC KULICKE & SOFFA INDS INC Technology 22,900.0 $3.1M 0.04% -300.0 -1.3% $133.76 -36.8%
395 HPE HEWLETT PACKARD ENTERPRISE C Technology 67,800.0 $3.1M 0.04% $45.11 +18.5%
396 GWRE GUIDEWIRE SOFTWARE INC Technology 24,800.0 $3.1M 0.04% $123.05 +53.1%
397 FLEX FLEX LTD Technology 18,800.0 $3.0M 0.04% -88K -82.4% $162.07 -32.6%
398 DCI DONALDSON INC Industrials 33,900.0 $3.0M 0.04% +500.0 +1.5% $89.77 +3.9%
399 GVA GRANITE CONSTR INC Industrials 19,200.0 $3.0M 0.04% -100.0 -0.5% $158.08 -22.9%
400 DLR DIGITAL RLTY TR INC Real Estate 16,900.0 $3.0M 0.04% +400.0 +2.4% $179.58 +7.1%
Page 20 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%