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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 25 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CUBE CUBESMART Real Estate 66,300.0 $2.6M 0.04% $39.77 +2.2%
482 ACM AECOM Industrials 37,600.0 $2.6M 0.04% $69.80 -6.2%
483 ENVA ENOVA INTL INC Financial Services 10,900.0 $2.6M 0.04% -100.0 -0.9% $240.73 -0.3%
484 GLOBUS MED INC 33,200.0 $2.6M 0.04% +900.0 +2.8% $79.01
485 LW LAMB WESTON HLDGS INC Consumer Defensive 60,500.0 $2.6M 0.04% -1K -1.8% $43.18 +27.1%
486 FITB FIFTH THIRD BANCORP Financial Services 46,300.0 $2.6M 0.04% +400.0 +0.9% $56.37 -2.1%
487 AMG AFFILIATED MANAGERS GROUP Financial Services 7,700.0 $2.6M 0.04% -500.0 -6.1% $338.40 +9.8%
488 ONB OLD NATL BANCORP IND Financial Services 100,600.0 $2.6M 0.04% $25.90 -0.3%
489 SM SM ENERGY COMPANY Energy 99,800.0 $2.6M 0.04% $26.10 +37.2%
490 NNN NNN REIT INC Real Estate 55,700.0 $2.6M 0.04% +600.0 +1.1% $46.53 -1.5%
491 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 8,600.0 $2.6M 0.04% -100.0 -1.1% $301.03 -19.7%
492 PRI PRIMERICA INC Financial Services 9,100.0 $2.6M 0.04% -200.0 -2.1% $284.20 +5.9%
493 NUE NUCOR CORP Basic Materials 11,600.0 $2.6M 0.04% -100.0 -0.8% $222.75 +13.7%
494 VICR VICOR CORP Technology 6,800.0 $2.6M 0.04% +200.0 +3.0% $379.78 -48.2%
495 PSA PUBLIC STORAGE Real Estate 8,100.0 $2.6M 0.04% +100.0 +1.2% $318.31 +0.1%
496 VST VISTRA CORP Utilities 16,200.0 $2.6M 0.04% $158.63 -11.3%
497 RRC RANGE RES CORP Energy 68,900.0 $2.6M 0.04% $37.19 +12.9%
498 ACLS AXCELIS TECHNOLOGIES INC Technology 13,500.0 $2.6M 0.04% -100.0 -0.7% $189.45 -35.5%
499 AZO AUTOZONE INC Consumer Cyclical 800.0 $2.6M 0.04% $3195.94 -6.3%
500 MATX MATSON INC Industrials 13,300.0 $2.6M 0.04% -500.0 -3.6% $192.23 +15.3%
Page 25 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%