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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 48 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 EPR EPR PPTYS Real Estate 22,400.0 $1.3M 0.02% +300.0 +1.4% $58.01 +3.4%
942 PRK PARK NATL CORP Financial Services 7,100.0 $1.3M 0.02% $182.99 +9.0%
943 DAN DANA INC Consumer Cyclical 47,700.0 $1.3M 0.02% -2K -4.2% $27.21 +10.5%
944 NTCT NETSCOUT SYS INC Technology 29,800.0 $1.3M 0.02% -600.0 -2.0% $43.55 -11.6%
945 FSLR FIRST SOLAR INC Energy 5,500.0 $1.3M 0.02% $235.96 -12.7%
946 FCN FTI CONSULTING INC Industrials 8,700.0 $1.3M 0.02% -100.0 -1.1% $149.01 +2.0%
947 CURB CURBLINE PPTYS CORP Real Estate 42,600.0 $1.3M 0.02% -400.0 -0.9% $30.40 -0.9%
948 HWKN HAWKINS INC Basic Materials 9,100.0 $1.3M 0.02% -200.0 -2.1% $142.10 -16.6%
949 PATK PATRICK INDS INC Consumer Cyclical 14,400.0 $1.3M 0.02% -400.0 -2.7% $89.78 -6.8%
950 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,600.0 $1.3M 0.02% -100.0 -2.7% $359.00 -2.5%
951 DIEBOLD NIXDORF INC 15,200.0 $1.3M 0.02% NEW $85.02
952 NWE NORTHWESTERN ENERGY GROUP IN Utilities 18,000.0 $1.3M 0.02% +200.0 +1.1% $71.62 -0.2%
953 CBOE CBOE GLOBAL MKTS INC Financial Services 5,300.0 $1.3M 0.02% $242.67 +28.6%
954 CPK CHESAPEAKE UTILS CORP Utilities 10,500.0 $1.3M 0.02% $122.48 +9.6%
955 LUV SOUTHWEST AIRLS CO Industrials 25,000.0 $1.3M 0.02% $51.42 -20.9%
956 MUR MURPHY OIL CORP Energy 39,400.0 $1.3M 0.02% +500.0 +1.3% $32.56 +6.5%
957 KBR KBR INC Industrials 37,100.0 $1.3M 0.02% +300.0 +0.8% $34.53 +9.8%
958 ELF E L F BEAUTY INC Consumer Defensive 17,300.0 $1.3M 0.02% +200.0 +1.2% $74.00 +44.6%
959 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1,000.0 $1.3M 0.02% $1277.51 +9.5%
960 COCO VITA COCO CO INC Consumer Defensive 19,300.0 $1.3M 0.02% NEW $66.14 -5.0%
Page 48 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%