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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 40 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 URBN URBAN OUTFITTERS INC Consumer Cyclical 22,500.0 $1.6M 0.02% -1K -5.9% $70.86 +11.3%
782 MSM MSC INDL DIRECT INC Industrials 13,400.0 $1.6M 0.02% +100.0 +0.8% $118.95 +2.7%
783 AEE AMEREN CORP Utilities 14,100.0 $1.6M 0.02% $113.04 -5.5%
784 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 20,000.0 $1.6M 0.02% -300.0 -1.5% $79.54 +40.1%
785 ADEA ADEIA INC Technology 48,300.0 $1.6M 0.02% -300.0 -0.6% $32.93 -20.3%
786 GNW GENWORTH FINL INC Financial Services 167,900.0 $1.6M 0.02% -9K -5.2% $9.47 +5.4%
787 RLI RLI CORP Financial Services 26,900.0 $1.6M 0.02% +300.0 +1.1% $59.07 +8.5%
788 LRN STRIDE INC Consumer Defensive 18,400.0 $1.6M 0.02% -200.0 -1.1% $86.24 -0.8%
789 CPRX CATALYST PHARMACEUTICALS INC Healthcare 50,400.0 $1.6M 0.02% -800.0 -1.6% $31.43 +0.2%
790 STLD STEEL DYNAMICS INC Basic Materials 6,900.0 $1.6M 0.02% -100.0 -1.4% $229.46 +2.8%
791 NRG NRG ENERGY INC Utilities 10,800.0 $1.6M 0.02% $146.06 -21.5%
792 GNTX GENTEX CORP Consumer Cyclical 62,300.0 $1.6M 0.02% -1K -1.9% $25.27 -8.5%
793 CALM CAL MAINE FOODS INC Consumer Defensive 19,500.0 $1.6M 0.02% -400.0 -2.0% $80.56 -0.5%
794 EXR EXTRA SPACE STORAGE INC Real Estate 10,800.0 $1.6M 0.02% $145.30 -1.4%
795 TDS TELEPHONE & DATA SYS INC Communication Services 42,400.0 $1.6M 0.02% -1K -2.8% $37.01 -10.6%
796 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 166,900.0 $1.6M 0.02% +2K +0.9% $9.39 +25.5%
797 HOMB HOME BANCSHARES INC Financial Services 54,800.0 $1.6M 0.02% +2K +3.4% $28.55 +4.1%
798 NTAP NETAPP INC Technology 10,100.0 $1.6M 0.02% $154.76 +22.4%
799 OZK BANK OZK LITTLE ROCK ARK Financial Services 30,000.0 $1.6M 0.02% $52.09 -5.1%
800 FIRST HAWAIIAN INC 53,300.0 $1.6M 0.02% -1K -2.0% $29.30
Page 40 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%