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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 50 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 ANDE ANDERSONS INC Consumer Defensive 14,900.0 $1.1M 0.02% -500.0 -3.2% $71.78 -2.1%
982 RXO RXO INC Industrials 72,800.0 $1.1M 0.02% -2K -3.2% $14.62 +63.1%
983 DLB DOLBY LABORATORIES INC Technology 17,700.0 $1.1M 0.02% +800.0 +4.7% $60.06 -10.0%
984 VICR VICOR CORP Technology 6,600.0 $1.1M 0.02% -4K -36.5% $161.00 +64.1%
985 SMURFIT WESTROCK PLC 26,600.0 $1.1M 0.02% $39.85
986 PLAB PHOTRONICS INC Technology 26,200.0 $1.1M 0.02% -800.0 -3.0% $40.41 +23.3%
987 TDC TERADATA CORP DEL Technology 41,300.0 $1.1M 0.02% -1K -3.3% $25.63 +29.1%
988 HUM HUMANA INC Healthcare 6,100.0 $1.1M 0.02% $173.39 +75.1%
989 GHC GRAHAM HLDGS CO Consumer Defensive 1,000.0 $1.1M 0.02% +100.0 +11.1% $1057.26 +3.7%
990 INTERNATIONAL BANCSHARES COR 15,700.0 $1.1M 0.02% +700.0 +4.7% $67.29
991 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 13,100.0 $1.1M 0.02% -100.0 -0.8% $80.56 -13.0%
992 PRVA PRIVIA HEALTH GROUP INC Healthcare 51,300.0 $1.1M 0.02% -2K -3.2% $20.57 +12.7%
993 WAFD WAFD INC Financial Services 33,600.0 $1.1M 0.02% -2K -6.9% $31.40 +12.9%
994 CORPAY INC 3,600.0 $1.0M 0.02% $290.99
995 BANC BANC OF CALIFORNIA INC Financial Services 59,500.0 $1.0M 0.02% -2K -3.2% $17.58 +7.0%
996 HIW HIGHWOODS PPTYS INC Real Estate 48,800.0 $1.0M 0.02% -2K -3.0% $21.41 +19.3%
997 VRSN VERISIGN INC Technology 4,200.0 $1.0M 0.02% -100.0 -2.3% $248.36 +22.0%
998 MCY MERCURY GENL CORP NEW Financial Services 11,800.0 $1.0M 0.02% -400.0 -3.3% $88.15 +16.1%
999 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 45,200.0 $1.0M 0.02% NEW $22.95 +5.1%
1000 FBNC FIRST BANCORP N C Financial Services 18,400.0 $1.0M 0.02% -600.0 -3.2% $56.35 +4.1%
Page 50 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%