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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 50 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 PARR PAR PAC HOLDINGS INC Energy 22,000.0 $1.2M 0.02% -300.0 -1.4% $56.08 +35.1%
982 BANC BANC OF CALIFORNIA INC Financial Services 60,000.0 $1.2M 0.02% +500.0 +0.8% $20.43 -7.9%
983 AKR ACADIA RLTY TR Real Estate 58,500.0 $1.2M 0.02% +400.0 +0.7% $20.91 +0.8%
984 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 12,000.0 $1.2M 0.02% -300.0 -2.4% $101.88 +12.7%
985 GAP GAP INC Consumer Cyclical 65,200.0 $1.2M 0.02% -600.0 -0.9% $18.68 +13.2%
986 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,900.0 $1.2M 0.02% $206.01 +6.2%
987 UNFI UNITED NAT FOODS INC Consumer Defensive 26,600.0 $1.2M 0.02% -400.0 -1.5% $45.67 +5.1%
988 IVT INVENTRUST PPTYS CORP Real Estate 34,200.0 $1.2M 0.02% NEW $35.40 -7.7%
989 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 23,200.0 $1.2M 0.02% -900.0 -3.7% $52.17 +2.1%
990 CMS CMS ENERGY CORP Utilities 15,800.0 $1.2M 0.02% +200.0 +1.3% $76.50 -9.5%
991 DGX QUEST DIAGNOSTICS INC Healthcare 5,700.0 $1.2M 0.02% +100.0 +1.8% $211.95 +15.6%
992 FFIV F5 INC Technology 2,900.0 $1.2M 0.02% $415.96 -3.9%
993 TRN TRINITY INDS INC Industrials 34,800.0 $1.2M 0.02% -800.0 -2.2% $34.58 -14.7%
994 DBX DROPBOX INC Technology 43,800.0 $1.2M 0.02% -7K -13.4% $27.47 +26.7%
995 VRSK VERISK ANALYTICS INC Industrials 6,700.0 $1.2M 0.02% -10K -58.6% $179.53 +4.6%
996 ARES ARES MANAGEMENT CORPORATION Financial Services 10,800.0 $1.2M 0.02% +300.0 +2.9% $111.31 +27.6%
997 CDP COPT DEFENSE PROPERTIES Real Estate 33,000.0 $1.2M 0.02% +200.0 +0.6% $36.39 +2.6%
998 INTERNATIONAL BANCSHARES COR 15,800.0 $1.2M 0.02% +100.0 +0.6% $75.95
999 BCC BOISE CASCADE CO DEL Basic Materials 15,400.0 $1.2M 0.02% -1K -6.1% $77.63 +3.0%
1000 ROG ROGERS CORP Technology 7,300.0 $1.2M 0.02% -100.0 -1.4% $163.73 -23.0%
Page 50 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%