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Portfolio (Quarterly) Guide ↗

Louisiana State Employees Retirement System

· CIK 0001537191
13F Portfolio $5.7B AUM 1,604 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 431 Added 809 Reduced 31 Exited
Page 36 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 31,200.0 $1.6M 0.03% +1K +4.7% $50.80 -4.7%
702 SHAK SHAKE SHACK INC Consumer Cyclical 17,900.0 $1.6M 0.03% -500.0 -2.7% $88.47 -28.3%
703 HSY HERSHEY CO Consumer Defensive 7,600.0 $1.6M 0.03% $207.89 -8.4%
704 NRG NRG ENERGY INC Utilities 10,800.0 $1.6M 0.03% +1K +10.2% $146.14 -6.3%
705 BRC BRADY CORP Industrials 19,400.0 $1.6M 0.03% -600.0 -3.0% $81.24 +4.1%
706 BGC BGC GROUP INC Financial Services 161,100.0 $1.6M 0.03% -4K -2.1% $9.78 +13.8%
707 CALM CAL MAINE FOODS INC Consumer Defensive 19,900.0 $1.6M 0.03% -1K -4.8% $79.15 -2.8%
708 OII OCEANEERING INTL INC Energy 44,200.0 $1.6M 0.03% -2K -3.3% $35.47 +8.5%
709 FELE FRANKLIN ELEC INC Industrials 17,000.0 $1.6M 0.03% -500.0 -2.9% $92.17 +4.9%
710 AGO ASSURED GUARANTY LTD Financial Services 19,200.0 $1.6M 0.03% -600.0 -3.0% $81.48 -3.4%
711 STEP STEPSTONE GROUP INC Financial Services 32,700.0 $1.6M 0.03% -600.0 -1.8% $47.72 +9.0%
712 VIRT VIRTU FINL INC Financial Services 35,400.0 $1.6M 0.03% -1K -3.3% $43.98 +22.3%
713 UFPI UFP INDUSTRIES INC Basic Materials 16,900.0 $1.6M 0.03% +800.0 +5.0% $92.12 -13.2%
714 FCN FTI CONSULTING INC Industrials 8,800.0 $1.6M 0.03% +400.0 +4.8% $176.77 -13.3%
715 ATO ATMOS ENERGY CORP Utilities 8,400.0 $1.6M 0.03% +200.0 +2.4% $184.72 -3.9%
716 WSFS WSFS FINL CORP Financial Services 23,700.0 $1.6M 0.03% -1K -5.2% $65.46 +9.7%
717 AVTR AVANTOR INC Healthcare 197,800.0 $1.6M 0.03% +9K +4.8% $7.84 +0.4%
718 DTE DTE ENERGY CO Utilities 10,600.0 $1.5M 0.03% $146.22 -1.7%
719 AEE AMEREN CORP Utilities 14,100.0 $1.5M 0.03% +300.0 +2.2% $109.92 -0.1%
720 CHE CHEMED CORP NEW Healthcare 4,100.0 $1.5M 0.03% +200.0 +5.1% $377.74 +16.9%
Page 36 of 76  ·  1,517 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 31.8%
Consumer Cyclical 11.1%
Industrials 10.9%
Financial Services 10.3%
Communication Services 9.3%
Healthcare 8.7%
Consumer Defensive 5.6%
Energy 4.0%
Real Estate 3.0%
Utilities 2.6%