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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 49 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 CWT CALIFORNIA WTR SVC GROUP Utilities 26,200.0 $1.3M 0.02% -200.0 -0.8% $48.65 +2.2%
962 FRPT FRESHPET INC Consumer Defensive 21,500.0 $1.3M 0.02% $59.12 +23.1%
963 SEZL SEZZLE INC Financial Services 7,400.0 $1.3M 0.02% -200.0 -2.6% $171.63 -26.0%
964 G GENPACT LIMITED Technology 46,100.0 $1.3M 0.02% $27.50 +35.3%
965 RNG RINGCENTRAL INC Technology 32,500.0 $1.3M 0.02% -1K -3.3% $38.98 +76.7%
966 IAC PEOPLE INC Technology 27,400.0 $1.3M 0.02% -2K -5.2% $46.16 -0.0%
967 FE FIRSTENERGY CORP Utilities 26,600.0 $1.3M 0.02% $47.54 -3.0%
968 UE URBAN EDGE PPTYS Real Estate 55,200.0 $1.3M 0.02% -700.0 -1.2% $22.88 -7.2%
969 MRNA MODERNA INC Healthcare 18,000.0 $1.3M 0.02% +300.0 +1.7% $70.03 +102.7%
970 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 33,300.0 $1.3M 0.02% +200.0 +0.6% $37.76 +13.5%
971 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 44,500.0 $1.3M 0.02% -700.0 -1.6% $28.24 -6.8%
972 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 4,800.0 $1.3M 0.02% $261.37 +30.0%
973 NVST ENVISTA HOLDINGS CORPORATION Healthcare 47,600.0 $1.3M 0.02% $26.35 +4.8%
974 MCY MERCURY GENL CORP NEW Financial Services 11,700.0 $1.2M 0.02% -100.0 -0.8% $106.62 -5.2%
975 WAFD WAFD INC Financial Services 32,400.0 $1.2M 0.02% -1K -3.6% $38.37 -6.8%
976 SMURFIT WESTROCK PLC 26,800.0 $1.2M 0.02% +200.0 +0.8% $46.26
977 TROW PRICE T ROWE GROUP INC Financial Services 10,900.0 $1.2M 0.02% -200.0 -1.8% $113.69 -1.3%
978 DGII DIGI INTL INC Technology 16,500.0 $1.2M 0.02% -200.0 -1.2% $74.95 +2.6%
979 HNI HNI CORP Industrials 30,600.0 $1.2M 0.02% -200.0 -0.7% $40.41 +23.3%
980 BTU PEABODY ENGR CORP Energy 53,400.0 $1.2M 0.02% -500.0 -0.9% $23.12 +21.9%
Page 49 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%