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Portfolio (Quarterly) Guide ↗

Louisiana State Employees Retirement System

· CIK 0001537191
13F Portfolio $5.7B AUM 1,604 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 431 Added 809 Reduced 31 Exited
Page 45 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 FIS FIDELITY NATL INFORMATION SV Technology 26,400.0 $1.2M 0.02% $46.91 -7.0%
882 OPCH OPTION CARE HEALTH INC Healthcare 46,000.0 $1.2M 0.02% +2K +4.8% $26.92 -20.1%
883 SLM SLM CORP Financial Services 57,800.0 $1.2M 0.02% +2K +2.9% $21.41 +2.8%
884 ACAD ACADIA PHARMACEUTICALS INC Healthcare 55,500.0 $1.2M 0.02% -2K -3.1% $22.26 -4.2%
885 Q QNITY ELECTRONICS INC Technology 10,700.0 $1.2M 0.02% $115.38 +32.6%
886 WU WESTERN UN CO Financial Services 141,000.0 $1.2M 0.02% -5K -3.2% $8.73 -1.7%
887 NOVT NOVANTA INC Technology 10,400.0 $1.2M 0.02% +500.0 +5.0% $118.11 +31.1%
888 WAY WAYSTAR HLDG CORP Technology 50,900.0 $1.2M 0.02% -2K -3.2% $24.11 -20.3%
889 MSM MSC INDL DIRECT INC Industrials 13,300.0 $1.2M 0.02% +600.0 +4.7% $92.27 +14.9%
890 CARG CARGURUS INC Consumer Cyclical 36,000.0 $1.2M 0.02% -1K -3.2% $34.05 -18.9%
891 ASB ASSOCIATED BANC-CORP Financial Services 47,400.0 $1.2M 0.02% +2K +4.9% $25.86 +8.5%
892 PFS PROVIDENT FINL SVCS INC Financial Services 57,900.0 $1.2M 0.02% -2K -3.2% $21.16 +4.7%
893 WDFC WD 40 CO Basic Materials 6,000.0 $1.2M 0.02% -200.0 -3.2% $203.94 +2.0%
894 THO THOR INDS INC Consumer Cyclical 15,300.0 $1.2M 0.02% +700.0 +4.8% $79.89 -6.4%
895 PI IMPINJ INC Technology 11,900.0 $1.2M 0.02% -400.0 -3.2% $102.70 +33.6%
896 KMT KENNAMETAL INC Industrials 33,800.0 $1.2M 0.02% -1K -3.1% $36.13 -2.5%
897 ALK ALASKA AIR GROUP INC Industrials 33,200.0 $1.2M 0.02% +1K +3.4% $36.78 +11.7%
898 LYV LIVE NATION ENTERTAINMENT IN Communication Services 8,000.0 $1.2M 0.02% -100.0 -1.2% $152.51 +8.8%
899 TSCO TRACTOR SUPPLY CO Consumer Cyclical 26,900.0 $1.2M 0.02% $45.30 -30.0%
900 PPG PPG INDS INC Basic Materials 11,400.0 $1.2M 0.02% -100.0 -0.9% $106.88 -2.3%
Page 45 of 76  ·  1,517 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 31.8%
Consumer Cyclical 11.1%
Industrials 10.9%
Financial Services 10.3%
Communication Services 9.3%
Healthcare 8.7%
Consumer Defensive 5.6%
Energy 4.0%
Real Estate 3.0%
Utilities 2.6%