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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 51 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ELF E L F BEAUTY INC Consumer Defensive 17,100.0 $1.0M 0.02% +600.0 +3.6% $60.61 -12.4%
1002 EQR EQUITY RESIDENTIAL Real Estate 17,500.0 $1.0M 0.02% -200.0 -1.1% $59.15 +11.2%
1003 NTAP NETAPP INC Technology 10,100.0 $1.0M 0.02% -100.0 -1.0% $102.39 +21.1%
1004 DLTR DOLLAR TREE INC Consumer Defensive 9,400.0 $1.0M 0.02% -300.0 -3.1% $109.51 -12.6%
1005 HNI HNI CORP Industrials 30,800.0 $1.0M 0.02% -700.0 -2.2% $33.39 -7.5%
1006 CF CF INDUSTRIES HOLD Basic Materials 7,900.0 $1.0M 0.02% -100.0 -1.2% $129.84 -6.3%
1007 IRT INDEPENDENCE RLTY TR INC Real Estate 68,700.0 $1.0M 0.02% +3K +3.9% $14.89 +12.8%
1008 GEO GEO GROUP INC Industrials 60,600.0 $1.0M 0.02% -2K -3.2% $16.81 +37.5%
1009 LMAT LEMAITRE VASCULAR INC Healthcare 9,300.0 $1.0M 0.02% -300.0 -3.1% $109.17 -8.8%
1010 MMS MAXIMUS INC Industrials 15,800.0 $1.0M 0.02% +200.0 +1.3% $64.10 -4.2%
1011 MPT MEDICAL PROPERTIES TRUST INC Financial Services 218,700.0 $1.0M 0.02% -7K -3.2% $4.63 +11.4%
1012 GIS GENERAL MILLS INC Consumer Defensive 27,200.0 $1.0M 0.02% $37.22 -10.1%
1013 SRPT SAREPTA THERAPEUTICS INC Healthcare 46,500.0 $1.0M 0.02% -2K -3.1% $21.76 -21.3%
1014 VRRM VERRA MOBILITY CORP Technology 70,800.0 $1.0M 0.02% -2K -3.1% $14.29 -7.1%
1015 LEIDOS HOLDINGS INC 6,500.0 $1.0M 0.02% $155.52
1016 TBBK BANCORP INC DEL Financial Services 18,800.0 $1.0M 0.02% -1K -6.5% $53.73 +2.2%
1017 WRB BERKLEY W R CORP Financial Services 15,200.0 $1.0M 0.02% -100.0 -0.7% $66.28 +3.0%
1018 LIVN LIVANOVA PLC Healthcare 15,800.0 $1.0M 0.02% +700.0 +4.6% $63.56 +15.9%
1019 CDP COPT DEFENSE PROPERTIES Real Estate 32,800.0 $1.0M 0.02% +2K +4.8% $30.60 +5.6%
1020 ABM ABM INDS INC Industrials 26,000.0 $1.0M 0.02% -2K -7.5% $38.52 +4.2%
Page 51 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%