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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 36 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 MTB M & T BK CORP Financial Services 7,500.0 $1.8M 0.03% -200.0 -2.6% $238.01 +1.5%
702 INDB INDEPENDENT BK CORP MASS Financial Services 21,200.0 $1.8M 0.03% -800.0 -3.6% $83.72 -1.1%
703 MWA MUELLER WTR PRODS INC Industrials 68,600.0 $1.8M 0.03% -800.0 -1.1% $25.83 -2.2%
704 HWC HANCOCK WHITNEY CORPORATION Financial Services 23,700.0 $1.8M 0.03% -200.0 -0.8% $74.72 +0.7%
705 OII OCEANEERING INTL INC Energy 43,700.0 $1.8M 0.03% -500.0 -1.1% $40.52 +22.5%
706 MKTX MARKETAXESS HLDGS INC Financial Services 15,600.0 $1.8M 0.03% -900.0 -5.5% $113.49 +43.2%
707 CNR CORE NATURAL RESOURCES INC Energy 22,100.0 $1.8M 0.03% -600.0 -2.6% $80.02 +22.6%
708 POR PORTLAND GEN ELEC CO Utilities 33,900.0 $1.8M 0.03% +1K +4.0% $51.83 -3.2%
709 FBP FIRST BANCORP CORPORATION Financial Services 67,300.0 $1.8M 0.03% -2K -2.5% $26.07 +7.9%
710 INGR INGREDION INC Consumer Defensive 18,500.0 $1.8M 0.03% +200.0 +1.1% $94.71 +10.6%
711 WSFS WSFS FINL CORP Financial Services 22,800.0 $1.7M 0.03% -900.0 -3.8% $76.73 +2.5%
712 CROX CROCS INC Consumer Cyclical 14,500.0 $1.7M 0.03% -100.0 -0.7% $120.64 +2.5%
713 BRC BRADY CORP Industrials 19,100.0 $1.7M 0.03% -300.0 -1.6% $91.57 +2.8%
714 Q QNITY ELECTRONICS INC Technology 10,700.0 $1.7M 0.03% $163.31 -22.7%
715 MTG MGIC INVT CORP WIS Financial Services 61,900.0 $1.7M 0.03% -2K -2.7% $28.20 +11.0%
716 NEU NEWMARKET CORP Basic Materials 2,200.0 $1.7M 0.03% -100.0 -4.3% $791.24 +16.9%
717 CHDN CHURCHILL DOWNS INC Consumer Cyclical 19,400.0 $1.7M 0.03% +200.0 +1.0% $89.64 -2.3%
718 BNL BROADSTONE NET LEASE INC Real Estate 84,000.0 $1.7M 0.03% NEW $20.67 +3.1%
719 ESNT ESSENT GROUP LTD Financial Services 27,000.0 $1.7M 0.03% -700.0 -2.5% $64.28 +8.3%
720 BGC BGC GROUP INC Financial Services 162,000.0 $1.7M 0.03% +900.0 +0.6% $10.69 +11.3%
Page 36 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%