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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 44 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 AWR AMER STATES WTR CO Utilities 17,200.0 $1.4M 0.02% $82.63 +7.5%
862 OGS ONE GAS INC Utilities 18,400.0 $1.4M 0.02% +1K +5.8% $77.07 +3.4%
863 BOH BANK HAWAII CORP Financial Services 17,400.0 $1.4M 0.02% -200.0 -1.1% $81.49 -5.4%
864 QLYS QUALYS INC Technology 10,300.0 $1.4M 0.02% -100.0 -1.0% $137.49 +38.0%
865 MTN VAIL RESORTS INC Consumer Cyclical 10,400.0 $1.4M 0.02% $136.15 +6.8%
866 HRB BLOCK H & R INC Consumer Cyclical 37,100.0 $1.4M 0.02% +300.0 +0.8% $38.08 +38.7%
867 HUBB HUBBELL INC Industrials 2,700.0 $1.4M 0.02% $523.20 -10.1%
868 ACI ALBERTSONS COMPANIES INC Consumer Defensive 104,200.0 $1.4M 0.02% -3K -2.9% $13.53 -9.2%
869 ARCB ARCBEST CORP Industrials 9,800.0 $1.4M 0.02% -100.0 -1.0% $143.54 -3.4%
870 CNX CNX RES CORP Energy 41,400.0 $1.4M 0.02% $33.93 +6.3%
871 ACAD ACADIA PHARMACEUTICALS INC Healthcare 55,500.0 $1.4M 0.02% $25.30 +17.5%
872 SYNA SYNAPTICS INC Technology 11,300.0 $1.4M 0.02% +100.0 +0.9% $124.23 -22.1%
873 OTIS OTIS WORLDWIDE CORP Industrials 19,600.0 $1.4M 0.02% -200.0 -1.0% $71.60 -0.1%
874 SBCF SEACOAST BKG CORP FLA Financial Services 42,200.0 $1.4M 0.02% -800.0 -1.9% $33.25 +3.1%
875 NATL NCR ATLEOS CORPORATION Technology 32,300.0 $1.4M 0.02% -500.0 -1.5% $43.41 +6.0%
876 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 18,300.0 $1.4M 0.02% -400.0 -2.1% $76.43 -6.0%
877 WSM WILLIAMS SONOMA INC Consumer Cyclical 6,000.0 $1.4M 0.02% -100.0 -1.6% $233.10 +2.9%
878 RUN SUNRUN INC Energy 104,500.0 $1.4M 0.02% +2K +1.6% $13.38 -32.1%
879 PPL PPL CORP Utilities 38,400.0 $1.4M 0.02% +700.0 +1.9% $36.35 -5.0%
880 AMTM AMENTUM HOLDINGS INC Industrials 67,500.0 $1.4M 0.02% -700.0 -1.0% $20.67 -0.4%
Page 44 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%