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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 28 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 36,700.0 $2.0M 0.03% NEW $54.17 -14.2%
542 BOX BOX INC Technology 66,400.0 $2.0M 0.03% NEW $29.91 -15.0%
543 FORM FORMFACTOR INC Technology 35,500.0 $2.0M 0.03% NEW $55.78 +123.4%
544 A AGILENT TECHNOLOGIES INC Healthcare 14,500.0 $2.0M 0.03% NEW $136.07 -18.1%
545 CCI CROWN CASTLE INC Real Estate 22,200.0 $2.0M 0.03% NEW $88.87 +3.8%
546 SPSM SPDR SERIES TRUST 42,000.0 $2.0M 0.03% NEW $46.86 +12.2%
547 IQVIA HLDGS INC 8,700.0 $2.0M 0.03% NEW $225.41
548 VOYA VOYA FINANCIAL INC Financial Services 26,300.0 $2.0M 0.03% NEW $74.49 +9.3%
549 HIG HARTFORD INSURANCE GROUP INC Financial Services 14,200.0 $2.0M 0.03% NEW $137.80 -1.3%
550 RUN SUNRUN INC Energy 106,300.0 $2.0M 0.03% NEW $18.40 -25.0%
551 ITRI ITRON INC Technology 21,000.0 $2.0M 0.03% NEW $92.86 -12.4%
552 DUOL DUOLINGO INC Technology 11,100.0 $1.9M 0.03% NEW $175.50 -38.1%
553 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 52,000.0 $1.9M 0.03% NEW $37.45 +55.3%
554 KR KROGER CO Consumer Defensive 31,100.0 $1.9M 0.03% NEW $62.48 +10.5%
555 INGR INGREDION INC Consumer Defensive 17,600.0 $1.9M 0.03% NEW $110.26 -9.1%
556 DELL DELL TECHNOLOGIES INC Technology 15,400.0 $1.9M 0.03% NEW $125.88 +94.4%
557 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,100.0 $1.9M 0.03% NEW $622.66 -13.7%
558 PATH UIPATH INC Technology 117,300.0 $1.9M 0.03% NEW $16.39 -35.9%
559 SYNOVUS FINL CORP 38,400.0 $1.9M 0.03% NEW $50.05
560 ENPH ENPHASE ENERGY INC Energy 59,900.0 $1.9M 0.03% NEW $32.05 +64.8%
Page 28 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%