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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 31 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 BLOCK INC 27,400.0 $2.1M 0.03% -500.0 -1.8% $76.00
602 JBL JABIL INC Technology 5,400.0 $2.1M 0.03% $385.48 -19.3%
603 ED CONSOLIDATED EDISON INC Utilities 18,800.0 $2.1M 0.03% +400.0 +2.2% $110.63 -2.3%
604 MGY MAGNOLIA OIL & GAS CORP Energy 81,100.0 $2.1M 0.03% +900.0 +1.1% $25.58 +3.3%
605 EBC EASTERN BANKSHARES INC Financial Services 93,200.0 $2.1M 0.03% NEW $22.24 +0.7%
606 MSCI MSCI INC Financial Services 3,700.0 $2.1M 0.03% $560.04 +0.7%
607 EXP EAGLE MATLS INC Basic Materials 9,200.0 $2.1M 0.03% +100.0 +1.1% $225.00 -11.1%
608 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 25,500.0 $2.1M 0.03% $81.16 -8.8%
609 NE NOBLE CORP PLC Energy 55,200.0 $2.1M 0.03% -600.0 -1.1% $37.30 +21.1%
610 VCYT VERACYTE INC Healthcare 35,000.0 $2.1M 0.03% $58.73 -24.6%
611 LAZ LAZARD INC Financial Services 48,900.0 $2.1M 0.03% NEW $41.94 +2.0%
612 LSTR LANDSTAR SYS INC Industrials 9,900.0 $2.0M 0.03% $206.81 -12.2%
613 HR HEALTHCARE RLTY TR Real Estate 101,400.0 $2.0M 0.03% $20.17 -4.5%
614 FAF FIRST AMERN FINL CORP Financial Services 29,800.0 $2.0M 0.03% +300.0 +1.0% $68.59 +7.3%
615 POWI POWER INTEGRATIONS INC Technology 24,400.0 $2.0M 0.03% -200.0 -0.8% $83.76 -34.5%
616 VLYPN VALLEY NATL BANCORP 139,500.0 $2.0M 0.03% +700.0 +0.5% $14.65
617 MSGE SPHERE ENTERTAINMENT CO Communication Services 11,800.0 $2.0M 0.03% $173.03 -54.1%
618 SYY SYSCO CORP Consumer Defensive 24,400.0 $2.0M 0.03% $83.58 -0.4%
619 ST SENSATA TECHNOLOGIES HLDG PL Technology 42,600.0 $2.0M 0.03% +400.0 +0.9% $47.74 -10.8%
620 CMC COMMERCIAL METALS CO Basic Materials 32,400.0 $2.0M 0.03% +200.0 +0.6% $62.75 +9.0%
Page 31 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%