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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 33 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CCL CARNIVAL CORP Consumer Cyclical 55,500.0 $1.7M 0.03% NEW $30.54 -14.3%
642 FNB F N B CORP Financial Services 99,100.0 $1.7M 0.03% NEW $17.10 +2.2%
643 KVUE KENVUE INC Consumer Defensive 97,900.0 $1.7M 0.03% NEW $17.25 +1.2%
644 XYL XYLEM INC Industrials 12,400.0 $1.7M 0.03% NEW $136.18 -20.5%
645 SANDISK CORP 7,100.0 $1.7M 0.03% NEW $237.38
646 DOCS DOXIMITY INC Healthcare 38,000.0 $1.7M 0.03% NEW $44.28 -56.2%
647 FIX COMFORT SYS USA INC Industrials 1,800.0 $1.7M 0.03% NEW $933.29 +96.5%
648 GATX GATX CORP Industrials 9,900.0 $1.7M 0.03% NEW $169.60 +2.0%
649 KD KYNDRYL HLDGS INC Technology 63,200.0 $1.7M 0.03% NEW $26.56 -54.6%
650 FELE FRANKLIN ELEC INC Industrials 17,500.0 $1.7M 0.03% NEW $95.53 +1.2%
651 CRUS CIRRUS LOGIC INC Technology 14,100.0 $1.7M 0.03% NEW $118.50 +40.6%
652 CGNX COGNEX CORP Technology 46,400.0 $1.7M 0.03% NEW $35.98 +78.6%
653 GXO GXO LOGISTICS INCORPORATED Industrials 31,700.0 $1.7M 0.03% NEW $52.64 -11.2%
654 CHE CHEMED CORP NEW Healthcare 3,900.0 $1.7M 0.03% NEW $427.86 +3.2%
655 CALM CAL MAINE FOODS INC Consumer Defensive 20,900.0 $1.7M 0.03% NEW $79.57 -3.3%
656 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 33,200.0 $1.7M 0.03% NEW $50.02 -27.4%
657 INDB INDEPENDENT BK CORP MASS Financial Services 22,700.0 $1.7M 0.03% NEW $73.08 +7.6%
658 BTU PEABODY ENERGY CORP Energy 55,700.0 $1.7M 0.03% NEW $29.70 -17.8%
659 KEX KIRBY CORP Industrials 15,000.0 $1.7M 0.03% NEW $110.18 +32.2%
660 GNW GENWORTH FINL INC Financial Services 183,000.0 $1.7M 0.03% NEW $9.03 +2.4%
Page 33 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%