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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 39 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IQVIA HLDGS INC 8,500.0 $1.6M 0.02% -100.0 -1.2% $193.22
762 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 23,100.0 $1.6M 0.02% NEW $70.88 +5.1%
763 CLSK CLEANSPARK INC Technology 112,500.0 $1.6M 0.02% -900.0 -0.8% $14.55 -16.3%
764 KAI KADANT INC Industrials 5,200.0 $1.6M 0.02% $314.23 -2.6%
765 SIRI SIRIUSXM HOLDINGS INC Communication Services 55,200.0 $1.6M 0.02% NEW $29.54 -3.5%
766 SON SONOCO PRODS CO Consumer Cyclical 28,900.0 $1.6M 0.02% +300.0 +1.1% $56.35 +2.1%
767 DORM DORMAN PRODS INC Consumer Cyclical 11,900.0 $1.6M 0.02% -400.0 -3.2% $136.45 -5.2%
768 BIIB BIOGEN INC Healthcare 7,500.0 $1.6M 0.02% $216.06 +2.3%
769 APLE APPLE HOSPITALITY REIT INC Real Estate 96,200.0 $1.6M 0.02% -1K -1.4% $16.81 -1.5%
770 SLG SL GREEN RLTY CORP Real Estate 31,200.0 $1.6M 0.02% -400.0 -1.3% $51.77 +13.3%
771 DTE DTE ENERGY CO Utilities 10,600.0 $1.6M 0.02% $152.37 -9.6%
772 ICUI ICU MED INC Healthcare 11,000.0 $1.6M 0.02% +100.0 +0.9% $146.60 +22.5%
773 BOX BOX INC Technology 60,700.0 $1.6M 0.02% -3K -4.4% $26.54 +25.8%
774 KR KROGER CO Consumer Defensive 29,000.0 $1.6M 0.02% -700.0 -2.4% $55.53 +5.4%
775 ADT ADT INC DEL Industrials 247,500.0 $1.6M 0.02% +22K +9.8% $6.50 +14.5%
776 NSIT INSIGHT ENTERPRISES INC Technology 13,200.0 $1.6M 0.02% -500.0 -3.6% $121.80 +24.7%
777 VFC V F CORP Consumer Cyclical 96,200.0 $1.6M 0.02% +900.0 +0.9% $16.68 -16.7%
778 NHI NATIONAL HEALTH INVS INC Real Estate 21,000.0 $1.6M 0.02% NEW $76.26 -3.8%
779 BC BRUNSWICK CORP Consumer Cyclical 19,000.0 $1.6M 0.02% +100.0 +0.5% $84.24 -5.4%
780 TDY TELEDYNE TECHNOLOGIES INC Technology 2,400.0 $1.6M 0.02% $666.90 -5.0%
Page 39 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%