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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 43 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CINF CINCINNATI FINL CORP Financial Services 7,900.0 $1.5M 0.02% -100.0 -1.2% $185.14 -7.8%
842 AGO ASSURED GUARANTY LTD Financial Services 18,200.0 $1.5M 0.02% -1K -5.2% $80.16 -5.3%
843 HIW HIGHWOODS PPTYS INC Real Estate 48,300.0 $1.5M 0.02% -500.0 -1.0% $30.16 +4.3%
844 HAL HALLIBURTON CO Energy 42,700.0 $1.4M 0.02% $33.95 +2.0%
845 RMD RESMED INC Healthcare 7,400.0 $1.4M 0.02% $194.88 +21.6%
846 CUZ COUSINS PPTYS INC Real Estate 48,100.0 $1.4M 0.02% -600.0 -1.2% $29.98 -1.2%
847 SFNC SIMMONS FIRST NATL CORP Financial Services 63,600.0 $1.4M 0.02% -600.0 -0.9% $22.65 +0.3%
848 SBRA SABRA HEALTH CARE REIT INC Real Estate 73,800.0 $1.4M 0.02% +700.0 +1.0% $19.51 +6.1%
849 WDFC WD 40 CO Basic Materials 5,900.0 $1.4M 0.02% -100.0 -1.7% $243.64 -9.6%
850 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 12,100.0 $1.4M 0.02% -100.0 -0.8% $118.53 -28.0%
851 HP HELMERICH & PAYNE INC Energy 43,800.0 $1.4M 0.02% -500.0 -1.1% $32.74 +29.0%
852 FICO FAIR ISAAC CORP Technology 1,200.0 $1.4M 0.02% $1194.78 -2.4%
853 SLM SLM CORP Financial Services 55,200.0 $1.4M 0.02% -3K -4.5% $25.94 +4.0%
854 CNK CINEMARK HLDGS INC Communication Services 45,100.0 $1.4M 0.02% -700.0 -1.5% $31.73 +16.1%
855 XYL XYLEM INC Industrials 12,100.0 $1.4M 0.02% -300.0 -2.4% $118.21 -4.8%
856 TDC TERADATA CORP DEL Technology 41,200.0 $1.4M 0.02% $34.65 -19.3%
857 FIBK FIRST INTST BANCSYSTEM INC Financial Services 37,000.0 $1.4M 0.02% -2K -5.1% $38.56 -3.6%
858 WEX WEX INC Technology 10,100.0 $1.4M 0.02% +200.0 +2.0% $141.09 +41.1%
859 NIC NICOLET BANKSHARES INC Financial Services 8,600.0 $1.4M 0.02% NEW $165.39 +3.2%
860 BYD BOYD GAMING CORP Consumer Cyclical 16,100.0 $1.4M 0.02% -700.0 -4.2% $88.33 -9.8%
Page 43 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%