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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 34 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 REZI RESIDEO TECHNOLOGIES INC Industrials 61,100.0 $1.9M 0.03% $31.10 -36.7%
662 BMI BADGER METER INC Technology 12,800.0 $1.9M 0.03% -300.0 -2.3% $148.38 -8.0%
663 SXI STANDEX INTL CORP Industrials 5,300.0 $1.9M 0.03% -100.0 -1.9% $357.67 -15.8%
664 PCG PG&E CORP Utilities 112,500.0 $1.9M 0.03% $16.82 +5.0%
665 ON ON SEMICONDUCTOR CORP Technology 20,000.0 $1.9M 0.03% $94.54 -21.7%
666 CHRD CHORD ENERGY CORPORATION Energy 16,500.0 $1.9M 0.03% $114.30 +22.9%
667 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 24,600.0 $1.9M 0.03% $76.40 +4.0%
668 CARNIVAL CORP LTD 65,700.0 $1.9M 0.03% NEW $28.57
669 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 31,600.0 $1.9M 0.03% +400.0 +1.3% $59.36 -10.1%
670 JHG JANUS HENDERSON GROUP PLC Financial Services 36,100.0 $1.9M 0.03% +400.0 +1.1% $51.95 +0.0%
671 WAT WATERS CORP Healthcare 5,000.0 $1.9M 0.03% $375.04 +12.4%
672 HCC WARRIOR MET COAL INC Energy 23,100.0 $1.9M 0.03% -200.0 -0.9% $81.16 +32.4%
673 KVUE KENVUE INC Consumer Defensive 98,100.0 $1.9M 0.03% +500.0 +0.5% $19.11 -0.4%
674 LBRT LIBERTY ENERGY INC Energy 71,500.0 $1.9M 0.03% -400.0 -0.6% $26.19 -29.6%
675 KMB KIMBERLY-CLARK CORP Consumer Defensive 17,000.0 $1.9M 0.03% +100.0 +0.6% $109.77 -0.8%
676 KTB KONTOOR BRANDS INC Consumer Cyclical 22,300.0 $1.9M 0.03% -400.0 -1.8% $83.34 -8.8%
677 CVSA COVISTA INC Consumer Cyclical 14,900.0 $1.9M 0.03% -400.0 -2.6% $124.66 +11.2%
678 HIG HARTFORD INSURANCE GROUP INC Financial Services 14,000.0 $1.9M 0.03% -200.0 -1.4% $132.52 +3.2%
679 EXTR EXTREME NETWORKS INC Technology 57,300.0 $1.9M 0.03% -2K -3.7% $32.37 -29.3%
680 MSTR STRATEGY INC Technology 21,300.0 $1.9M 0.03% +700.0 +3.4% $86.93 +50.8%
Page 34 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%