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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 35 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 MSA MSA SAFETY INC Industrials 10,600.0 $1.9M 0.03% $174.58 +9.1%
682 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 21,900.0 $1.8M 0.03% $84.21 -8.8%
683 GATX GATX CORP Industrials 10,400.0 $1.8M 0.03% $177.19 +0.7%
684 UBSI UNITED BANKSHARES INC WEST V Financial Services 40,200.0 $1.8M 0.03% -300.0 -0.7% $45.83 +3.5%
685 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 52,500.0 $1.8M 0.03% -1K -1.9% $35.09 +0.4%
686 HBAN HUNTINGTON BANCSHARES INC Financial Services 103,600.0 $1.8M 0.03% $17.73 -3.9%
687 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 35,800.0 $1.8M 0.03% NEW $50.99 -3.0%
688 CATY CATHAY GEN BANCORP Financial Services 29,400.0 $1.8M 0.03% -400.0 -1.3% $61.99 +0.1%
689 M MACYS INC Consumer Cyclical 77,200.0 $1.8M 0.03% $23.55 -3.1%
690 EPAM EPAM SYS INC Technology 22,900.0 $1.8M 0.03% +20K +717.9% $79.35 +37.8%
691 CHE CHEMED CORP NEW Healthcare 3,900.0 $1.8M 0.03% -200.0 -4.9% $465.74 +17.8%
692 VNO VORNADO RLTY TR Real Estate 46,200.0 $1.8M 0.03% $39.30 -0.9%
693 CWEN CLEARWAY ENERGY INC Utilities 53,100.0 $1.8M 0.03% +16K +41.2% $34.18 -5.0%
694 MMSI MERIT MED SYS INC Healthcare 26,100.0 $1.8M 0.03% -200.0 -0.8% $69.34 +30.6%
695 CRC CALIFORNIA RES CORP Energy 34,200.0 $1.8M 0.03% -600.0 -1.7% $52.87 -0.6%
696 OXY OCCIDENTAL PETE CORP Energy 37,100.0 $1.8M 0.03% +400.0 +1.1% $48.57 +20.7%
697 MHO M/I HOMES INC Consumer Cyclical 11,200.0 $1.8M 0.03% -400.0 -3.5% $160.79 -5.3%
698 NDAQ NASDAQ INC Financial Services 22,800.0 $1.8M 0.03% $78.82 +26.2%
699 FELE FRANKLIN ELEC INC Industrials 16,700.0 $1.8M 0.03% -300.0 -1.8% $107.19 -4.3%
700 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,100.0 $1.8M 0.03% $576.70 -7.7%
Page 35 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%