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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 27 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CRUS CIRRUS LOGIC INC Technology 14,800.0 $2.1M 0.04% +700.0 +5.0% $144.62 +11.4%
522 AX AXOS FINANCIAL INC Financial Services 25,100.0 $2.1M 0.04% -800.0 -3.1% $85.09 +1.0%
523 FITB FIFTH THIRD BANCORP Financial Services 45,900.0 $2.1M 0.04% +12K +35.8% $46.46 +2.5%
524 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 66,400.0 $2.1M 0.04% -1K -1.6% $32.01 +3.2%
525 ARW ARROW ELECTRS INC Technology 14,800.0 $2.1M 0.04% +500.0 +3.5% $143.41 +49.5%
526 WAL WESTERN ALLIANCE BANCORP Financial Services 29,800.0 $2.1M 0.04% +1K +4.2% $70.85 +7.4%
527 SEIC SEI INVTS CO Financial Services 26,900.0 $2.1M 0.04% +1K +4.7% $78.47 +16.0%
528 FCFS FIRSTCASH HOLDINGS INC Financial Services 11,200.0 $2.1M 0.04% +500.0 +4.7% $188.00 +20.1%
529 EBAY EBAY INC. Consumer Cyclical 23,000.0 $2.1M 0.04% $91.02 +25.5%
530 ALV AUTOLIV INC Consumer Cyclical 19,900.0 $2.1M 0.04% +600.0 +3.1% $105.16 +12.1%
531 AMP AMERIPRISE FINL INC Financial Services 4,700.0 $2.1M 0.04% $444.40 +2.9%
532 PECO PHILLIPS EDISON & CO INC Real Estate 55,800.0 $2.1M 0.04% -2K -3.1% $37.42 +5.8%
533 KEX KIRBY CORP Industrials 15,700.0 $2.1M 0.04% +700.0 +4.7% $132.88 +10.3%
534 ED CONSOLIDATED EDISON INC Utilities 18,400.0 $2.1M 0.04% $113.18 -5.9%
535 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 56,600.0 $2.1M 0.04% -1K -2.1% $36.75 +8.1%
536 RALLIANT CORP 50,000.0 $2.1M 0.04% -2K -3.3% $41.59
537 LAUR LAUREATE ED INC Consumer Defensive 59,500.0 $2.1M 0.04% NEW $34.84 -5.6%
538 HQY HEALTHEQUITY INC Healthcare 24,800.0 $2.1M 0.04% +1K +4.2% $83.57 +1.3%
539 LBRT LIBERTY ENERGY INC Energy 71,900.0 $2.1M 0.04% -2K -3.1% $28.80 +15.0%
540 INGR INGREDION INC Consumer Defensive 18,300.0 $2.1M 0.04% +700.0 +4.0% $112.66 -10.9%
Page 27 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%