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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 46 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 INSW INTERNATIONAL SEAWAYS INC Energy 17,800.0 $1.4M 0.02% -200.0 -1.1% $76.59 +30.6%
902 BBWI BATH & BODY WORKS INC Consumer Cyclical 58,900.0 $1.4M 0.02% -500.0 -0.8% $23.13 -19.2%
903 PATH UIPATH INC Technology 125,000.0 $1.4M 0.02% +800.0 +0.6% $10.87 +68.4%
904 CELH CELSIUS HLDGS INC Consumer Defensive 46,400.0 $1.4M 0.02% $29.28 +13.0%
905 DUOL DUOLINGO INC Technology 11,800.0 $1.4M 0.02% +200.0 +1.7% $115.02 +25.1%
906 AN AUTONATION INC Consumer Cyclical 7,300.0 $1.4M 0.02% -200.0 -2.7% $185.79 +7.2%
907 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 45,600.0 $1.4M 0.02% NEW $29.74 -11.9%
908 RHI ROBERT HALF INC. Industrials 44,100.0 $1.4M 0.02% $30.70 +46.2%
909 RRR RED ROCK RESORTS INC Consumer Cyclical 20,800.0 $1.4M 0.02% -700.0 -3.3% $65.06 -9.8%
910 RJF RAYMOND JAMES FINL INC Financial Services 8,900.0 $1.4M 0.02% $152.03 +15.4%
911 TDW TIDEWATER INC NEW Energy 20,300.0 $1.4M 0.02% $66.63 +40.6%
912 CC CHEMOURS CO Basic Materials 65,900.0 $1.4M 0.02% -600.0 -0.9% $20.52 -22.6%
913 SR SPIRE INC Utilities 17,300.0 $1.4M 0.02% +200.0 +1.2% $78.09 +5.7%
914 PFS PROVIDENT FINL SVCS INC Financial Services 57,100.0 $1.3M 0.02% -800.0 -1.4% $23.64 -0.5%
915 SHOO MADDEN STEVEN LTD Consumer Cyclical 32,000.0 $1.3M 0.02% -200.0 -0.6% $42.10 +6.6%
916 MGEE MGE ENERGY INC Utilities 16,500.0 $1.3M 0.02% +300.0 +1.9% $81.54 -3.7%
917 AVB AVALONBAY CMNTYS INC Real Estate 7,100.0 $1.3M 0.02% -100.0 -1.4% $188.69 -2.5%
918 FISV FISERV INC Technology 27,300.0 $1.3M 0.02% $49.05 +7.2%
919 WRBY WARBY PARKER INC Healthcare 44,100.0 $1.3M 0.02% NEW $30.34 -16.3%
920 STEP STEPSTONE GROUP INC Financial Services 32,300.0 $1.3M 0.02% -400.0 -1.2% $41.36 +21.8%
Page 46 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%