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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 24 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ACIW ACI WORLDWIDE INC Technology 47,200.0 $2.3M 0.04% NEW $47.81 -10.9%
462 AMG AFFILIATED MANAGERS GROUP IN Financial Services 7,800.0 $2.2M 0.04% NEW $288.28 +2.3%
463 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 5,700.0 $2.2M 0.04% NEW $393.30 -19.4%
464 CFR CULLEN FROST BANKERS INC Financial Services 17,700.0 $2.2M 0.04% NEW $126.63 +9.2%
465 RDN RADIAN GROUP INC Financial Services 62,100.0 $2.2M 0.04% NEW $35.99 +5.2%
466 MET METLIFE INC Financial Services 28,300.0 $2.2M 0.04% NEW $78.94 +3.1%
467 NDAQ NASDAQ INC Financial Services 23,000.0 $2.2M 0.04% NEW $97.13 -4.7%
468 CRBG COREBRIDGE FINL INC Financial Services 74,000.0 $2.2M 0.04% NEW $30.17 -8.7%
469 AX AXOS FINANCIAL INC Financial Services 25,900.0 $2.2M 0.04% NEW $86.16 -2.9%
470 CSW INDUSTRIALS INC 7,600.0 $2.2M 0.04% NEW $293.53
471 UGI UGI CORP NEW Utilities 59,500.0 $2.2M 0.04% NEW $37.43 -7.7%
472 LAD LITHIA MTRS INC Consumer Cyclical 6,700.0 $2.2M 0.04% NEW $332.33 -20.3%
473 BRX BRIXMOR PPTY GROUP INC Real Estate 84,700.0 $2.2M 0.04% NEW $26.22 +13.9%
474 GWW WW GRAINGER INC Industrials 2,200.0 $2.2M 0.04% NEW $1009.05 +25.4%
475 ATR APTARGROUP INC Healthcare 18,200.0 $2.2M 0.04% NEW $121.96 -6.8%
476 ROK ROCKWELL AUTOMATION INC Industrials 5,700.0 $2.2M 0.04% NEW $389.07 +12.2%
477 REZI RESIDEO TECHNOLOGIES INC Industrials 63,100.0 $2.2M 0.04% NEW $35.12 -19.6%
478 VMI VALMONT INDS INC Industrials 5,500.0 $2.2M 0.04% NEW $402.32 +24.4%
479 CADENCE BANK 51,500.0 $2.2M 0.04% NEW $42.84
480 OSK OSHKOSH CORP Industrials 17,500.0 $2.2M 0.04% NEW $125.63 -2.9%
Page 24 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%