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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 23 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BCPC BALCHEM CORP Basic Materials 14,400.0 $2.4M 0.04% -400.0 -2.7% $169.48 -5.5%
442 VST VISTRA CORP Utilities 16,200.0 $2.4M 0.04% -100.0 -0.6% $150.33 -4.4%
443 CR CRANE COMPANY Industrials 14,200.0 $2.4M 0.04% +700.0 +5.2% $171.00 +0.5%
444 PTCT PTC THERAPEUTICS INC Healthcare 35,600.0 $2.4M 0.04% -1K -3.3% $68.13 +4.9%
445 AHR AMERICAN HEALTHCARE REIT INC Real Estate 51,400.0 $2.4M 0.04% NEW $47.16 +8.9%
446 CUBE CUBESMART Real Estate 66,100.0 $2.4M 0.04% +3K +4.8% $36.65 +7.2%
447 MUSA MURPHY USA INC Consumer Cyclical 4,900.0 $2.4M 0.04% +200.0 +4.3% $493.97 +14.5%
448 PLXS PLEXUS CORP Technology 11,900.0 $2.4M 0.04% -500.0 -4.0% $202.54 +26.7%
449 CRC CALIFORNIA RES CORP Energy 34,800.0 $2.4M 0.04% -1K -3.3% $69.22 -10.4%
450 GWW WW GRAINGER INC Industrials 2,200.0 $2.4M 0.04% $1090.81 +14.5%
451 MOOG INC 8,200.0 $2.4M 0.04% -5K -36.9% $292.64
452 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 90,500.0 $2.4M 0.04% -3K -3.2% $26.43 +4.4%
453 VSNT VERSANT MEDIA GROUP INC Industrials 64,500.0 $2.4M 0.04% NEW $37.02 +13.8%
454 OXY OCCIDENTAL PETE CORP Energy 36,700.0 $2.4M 0.04% $65.00 -8.6%
455 CNR CORE NATURAL RESOURCES INC Energy 22,700.0 $2.4M 0.04% -800.0 -3.4% $104.73 -20.4%
456 CTRE CARETRUST REIT INC Real Estate 64,800.0 $2.4M 0.04% -38K -36.7% $36.65 +13.1%
457 TER TERADYNE INC Technology 8,000.0 $2.4M 0.04% $296.46 +15.4%
458 EW EDWARDS LIFESCIENCES CORP Healthcare 29,600.0 $2.4M 0.04% $80.08 +2.7%
459 VSEC VSE CORP Industrials 12,800.0 $2.4M 0.04% NEW $184.40 -7.8%
460 ATR APTARGROUP INC Healthcare 18,700.0 $2.4M 0.04% +500.0 +2.8% $126.02 -9.3%
Page 23 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%