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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 32 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SKT TANGER INC Real Estate 52,700.0 $1.8M 0.03% NEW $33.37 +6.8%
622 WEC WEC ENERGY GROUP INC Utilities 16,600.0 $1.8M 0.03% NEW $105.46 +4.9%
623 LFUS LITTELFUSE INC Technology 6,900.0 $1.7M 0.03% NEW $252.92 +75.5%
624 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 55,700.0 $1.7M 0.03% NEW $31.22 +6.7%
625 OTIS OTIS WORLDWIDE CORP Industrials 19,900.0 $1.7M 0.03% NEW $87.35 -18.0%
626 ESNT ESSENT GROUP LTD Financial Services 26,700.0 $1.7M 0.03% NEW $65.01 -4.8%
627 STWD STARWOOD PPTY TR INC Real Estate 96,300.0 $1.7M 0.03% NEW $18.01 -4.8%
628 FAF FIRST AMERN FINL CORP Financial Services 28,200.0 $1.7M 0.03% NEW $61.44 +10.4%
629 WAY WAYSTAR HLDG CORP Technology 52,600.0 $1.7M 0.03% NEW $32.75 -41.3%
630 CUSHMAN AND WAKEFIELD LTD 106,100.0 $1.7M 0.03% NEW $16.19
631 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 16,600.0 $1.7M 0.03% NEW $103.47 +19.9%
632 KMB KIMBERLY-CLARK CORP Consumer Defensive 17,000.0 $1.7M 0.03% NEW $100.89 -2.1%
633 EQT EQT CORP Energy 31,900.0 $1.7M 0.03% NEW $53.60 +7.7%
634 MAT MATTEL INC Consumer Cyclical 86,000.0 $1.7M 0.03% NEW $19.84 -24.5%
635 MWA MUELLER WTR PRODS INC Industrials 71,600.0 $1.7M 0.03% NEW $23.82 +5.5%
636 FCFS FIRSTCASH HOLDINGS INC Financial Services 10,700.0 $1.7M 0.03% NEW $159.38 +42.0%
637 GRMN GARMIN LTD Technology 8,400.0 $1.7M 0.03% NEW $202.85 +18.2%
638 LGND LIGAND PHARMACEUTICALS INC Healthcare 9,000.0 $1.7M 0.03% NEW $189.07 +17.5%
639 EXPE EXPEDIA GROUP INC Consumer Cyclical 6,000.0 $1.7M 0.03% NEW $283.31 -23.0%
640 ARES ARES MANAGEMENT CORPORATION Financial Services 10,500.0 $1.7M 0.03% NEW $161.63 -23.3%
Page 32 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%