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Portfolio (Quarterly) Guide ↗

Louisiana State Employees Retirement System

· CIK 0001537191
13F Portfolio $5.8B AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1522 New
Page 42 of 77  ·  1,522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SR SPIRE INC Utilities 16,300.0 $1.3M 0.02% NEW $82.70 +4.8%
822 CPK CHESAPEAKE UTILS CORP Utilities 10,800.0 $1.3M 0.02% NEW $124.76 +1.8%
823 BILL BILL HOLDINGS INC Technology 24,700.0 $1.3M 0.02% NEW $54.54 -33.2%
824 LCII LCI INDS Consumer Cyclical 11,100.0 $1.3M 0.02% NEW $121.34 -10.0%
825 MMS MAXIMUS INC Industrials 15,600.0 $1.3M 0.02% NEW $86.32 -28.9%
826 EXPAND ENERGY CORPORATION 12,200.0 $1.3M 0.02% NEW $110.36
827 LXP INDUSTRIAL TRUST 27,100.0 $1.3M 0.02% NEW $49.58
828 DBX DROPBOX INC Technology 48,300.0 $1.3M 0.02% NEW $27.80 -2.0%
829 BCO BRINKS CO Industrials 11,500.0 $1.3M 0.02% NEW $116.73 -10.2%
830 ST SENSATA TECHNOLOGIES HLDG PL Technology 40,300.0 $1.3M 0.02% NEW $33.29 +43.4%
831 TPR TAPESTRY INC Consumer Cyclical 10,500.0 $1.3M 0.02% NEW $127.77 +6.3%
832 BR BROADRIDGE FINL SOLUTIONS IN Technology 6,000.0 $1.3M 0.02% NEW $223.17 -32.8%
833 BC BRUNSWICK CORP Consumer Cyclical 18,000.0 $1.3M 0.02% NEW $74.24 +6.1%
834 CBOE CBOE GLOBAL MKTS INC Financial Services 5,300.0 $1.3M 0.02% NEW $251.00 +40.2%
835 NTRS NORTHERN TR CORP Financial Services 9,700.0 $1.3M 0.02% NEW $136.59 +22.3%
836 HNI HNI CORP Industrials 31,500.0 $1.3M 0.02% NEW $42.04 -26.6%
837 PPL PPL CORP Utilities 37,800.0 $1.3M 0.02% NEW $35.02 +1.2%
838 BIIB BIOGEN INC Healthcare 7,500.0 $1.3M 0.02% NEW $175.99 +7.7%
839 EL LAUDER ESTEE COS INC Consumer Defensive 12,600.0 $1.3M 0.02% NEW $104.72 -24.6%
840 GFF GRIFFON CORP Industrials 17,900.0 $1.3M 0.02% NEW $73.65 +14.9%
Page 42 of 77  ·  1,522 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 34.1%
Consumer Cyclical 11.6%
Financial Services 10.8%
Industrials 10.0%
Communication Services 9.8%
Healthcare 8.9%
Consumer Defensive 4.4%
Energy 2.9%
Real Estate 2.8%
Basic Materials 2.4%