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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 38 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 NOVT NOVANTA INC Technology 10,400.0 $1.7M 0.03% $162.24 -11.3%
742 KRG KITE REALTY GROUP TRUST Real Estate 59,400.0 $1.7M 0.03% -3K -5.4% $28.38 -7.5%
743 ITRI ITRON INC Technology 19,400.0 $1.7M 0.03% -900.0 -4.4% $86.53 +14.2%
744 DAVE INC 4,500.0 $1.7M 0.03% NEW $372.59
745 STWD STARWOOD PPTY TR INC Real Estate 102,000.0 $1.7M 0.03% +1K +1.1% $16.38 -2.9%
746 SWX SOUTHWEST GAS HLDGS INC Utilities 18,800.0 $1.7M 0.03% +200.0 +1.1% $88.68 +2.2%
747 COIN COINBASE GLOBAL INC Financial Services 11,400.0 $1.7M 0.03% $146.19 +24.3%
748 BKH BLACK HILLS CORP Utilities 22,300.0 $1.7M 0.03% +400.0 +1.8% $74.40 -0.8%
749 TXNM ENERGY INC 29,200.0 $1.7M 0.03% +800.0 +2.8% $56.78
750 CVBF CVB FINL CORP Financial Services 73,500.0 $1.7M 0.03% +17K +30.1% $22.55 -0.7%
751 STANDARDAERO INC 55,400.0 $1.7M 0.03% +400.0 +0.7% $29.91
752 OTTR OTTER TAIL CORP Utilities 18,400.0 $1.7M 0.03% -200.0 -1.1% $89.98 +2.6%
753 CACC CREDIT ACCEP CORP MICH Financial Services 2,600.0 $1.7M 0.03% NEW $636.74 -6.8%
754 NJR NEW JERSEY RES CORP Utilities 29,500.0 $1.7M 0.03% +300.0 +1.0% $56.04 -2.8%
755 NTRS NORTHERN TR CORP Financial Services 9,500.0 $1.7M 0.02% $173.84 +7.9%
756 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 8,200.0 $1.6M 0.02% -400.0 -4.7% $201.08 +4.4%
757 GFF GRIFFON CORP Industrials 16,900.0 $1.6M 0.02% -500.0 -2.9% $97.53 +3.4%
758 ESAB ESAB CORPORATION Industrials 16,700.0 $1.6M 0.02% +200.0 +1.2% $98.63 -16.6%
759 WSBC WESBANCO INC Financial Services 42,200.0 $1.6M 0.02% NEW $39.03 +3.6%
760 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 26,400.0 $1.6M 0.02% -200.0 -0.8% $62.22 -29.2%
Page 38 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%