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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 29 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CE CELANESE CORP DEL Basic Materials 48,100.0 $2.2M 0.03% -500.0 -1.0% $46.00 -2.8%
562 HXL HEXCEL CORP NEW Industrials 22,100.0 $2.2M 0.03% $100.06 -5.4%
563 VTR VENTAS INC Real Estate 24,800.0 $2.2M 0.03% +600.0 +2.5% $88.80 +5.3%
564 DIOD DIODES INC Technology 20,100.0 $2.2M 0.03% -200.0 -1.0% $109.44 -17.3%
565 DHI D R HORTON INC Consumer Cyclical 13,500.0 $2.2M 0.03% -200.0 -1.5% $162.88 -8.4%
566 OUTFRONT MEDIA INC 67,100.0 $2.2M 0.03% +3K +4.0% $32.76
567 RDN RADIAN GROUP INC Financial Services 58,300.0 $2.2M 0.03% -2K -3.0% $37.67 -2.3%
568 REXR REXFORD INDL RLTY INC Real Estate 65,500.0 $2.2M 0.03% -1K -1.9% $33.50 +11.3%
569 TTEK TETRA TECH INC NEW Industrials 75,900.0 $2.2M 0.03% $28.89 +26.7%
570 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 53,400.0 $2.2M 0.03% -2K -3.6% $41.03 -12.7%
571 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 56,000.0 $2.2M 0.03% -600.0 -1.1% $39.05 +2.6%
572 BOOT BOOT BARN HLDGS INC Consumer Cyclical 13,300.0 $2.2M 0.03% -200.0 -1.5% $164.27 -2.8%
573 THG HANOVER INS GROUP INC Financial Services 10,200.0 $2.2M 0.03% -100.0 -1.0% $214.12 +6.7%
574 RSG REPUBLIC SVCS INC Industrials 10,200.0 $2.2M 0.03% -100.0 -1.0% $213.08 +4.3%
575 PSMT PRICESMART INC Consumer Defensive 11,100.0 $2.2M 0.03% -100.0 -0.9% $195.34 -10.2%
576 UGI UGI CORP NEW Utilities 62,700.0 $2.2M 0.03% +500.0 +0.8% $34.54 +11.3%
577 PB PROSPERITY BANCSHARES INC Financial Services 29,500.0 $2.2M 0.03% +200.0 +0.7% $73.03 +0.1%
578 IDCC INTERDIGITAL INC Technology 7,600.0 $2.2M 0.03% +200.0 +2.7% $283.13 +21.6%
579 HIMS HIMS & HERS HEALTH INC Healthcare 62,000.0 $2.1M 0.03% +2K +2.6% $34.67 -14.0%
580 NFG NATIONAL FUEL GAS CO Energy 27,800.0 $2.1M 0.03% +200.0 +0.7% $77.21 +8.2%
Page 29 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%