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Portfolio (Quarterly) Guide ↗

Louisiana State Employees Retirement System

· CIK 0001537191
13F Portfolio $5.8B AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1522 New
Page 22 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TFX TELEFLEX INCORPORATED Healthcare 20,200.0 $2.5M 0.04% NEW $122.04 +6.9%
422 FLS FLOWSERVE CORP Industrials 35,200.0 $2.4M 0.04% NEW $69.38 -5.0%
423 TTEK TETRA TECH INC NEW Industrials 72,300.0 $2.4M 0.04% NEW $33.54 -18.7%
424 AME AMETEK INC Industrials 11,800.0 $2.4M 0.04% NEW $205.31 +7.8%
425 SAIA SAIA INC Industrials 7,400.0 $2.4M 0.04% NEW $326.52 +40.4%
426 CBRE CBRE GROUP INC Real Estate 15,000.0 $2.4M 0.04% NEW $160.79 -20.3%
427 COKE COCA COLA CONS INC Consumer Defensive 15,700.0 $2.4M 0.04% NEW $153.30 +12.3%
428 ZS ZSCALER INC Technology 10,700.0 $2.4M 0.04% NEW $224.92 -22.3%
429 WAL WESTERN ALLIANCE BANCORP Financial Services 28,600.0 $2.4M 0.04% NEW $84.07 -8.9%
430 MMSI MERIT MED SYS INC Healthcare 27,200.0 $2.4M 0.04% NEW $88.14 -27.8%
431 ZION ZIONS BANCORPORATION N A Financial Services 40,900.0 $2.4M 0.04% NEW $58.54 +2.6%
432 RGEN REPLIGEN CORP Healthcare 14,600.0 $2.4M 0.04% NEW $163.86 -36.4%
433 ACA ARCOSA INC Industrials 22,500.0 $2.4M 0.04% NEW $106.32 +10.3%
434 KNSL KINSALE CAP GROUP INC Financial Services 6,100.0 $2.4M 0.04% NEW $391.12 -17.0%
435 OGE OGE ENERGY CORP Utilities 55,700.0 $2.4M 0.04% NEW $42.70 +10.8%
436 AIG AMERICAN INTL GROUP INC Financial Services 27,600.0 $2.4M 0.04% NEW $85.55 -9.4%
437 OKE ONEOK INC NEW Energy 32,100.0 $2.4M 0.04% NEW $73.50 +27.6%
438 BMI BADGER METER INC Technology 13,500.0 $2.4M 0.04% NEW $174.41 -31.7%
439 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 26,900.0 $2.3M 0.04% NEW $87.34 +15.3%
440 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 44,900.0 $2.3M 0.04% NEW $52.28 +32.5%
Page 22 of 77  ·  1,522 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 34.1%
Consumer Cyclical 11.6%
Financial Services 10.8%
Industrials 10.0%
Communication Services 9.8%
Healthcare 8.9%
Consumer Defensive 4.4%
Energy 2.9%
Real Estate 2.8%
Basic Materials 2.4%