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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 51 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 VNT VONTIER CORPORATION Technology 41,200.0 $1.2M 0.02% $29.00 +16.2%
1002 SLGN SILGAN HLDGS INC Consumer Cyclical 25,700.0 $1.2M 0.02% +300.0 +1.2% $46.39 -7.4%
1003 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 40,300.0 $1.2M 0.02% -600.0 -1.5% $29.53 +3.6%
1004 PENN PENN ENTERTAINMENT INC Consumer Cyclical 55,700.0 $1.2M 0.02% -800.0 -1.4% $21.36 -16.4%
1005 TRMK TRUSTMARK CORP Financial Services 25,700.0 $1.2M 0.02% -500.0 -1.9% $46.01 +0.5%
1006 EQR EQUITY RESIDENTIAL Real Estate 17,400.0 $1.2M 0.02% -100.0 -0.6% $67.93 +0.3%
1007 SUPN SUPERNUS PHARMACEUTICALS Healthcare 25,400.0 $1.2M 0.02% $46.51 -3.5%
1008 FCPT FOUR CORNERS PPTY TR INC Real Estate 48,100.0 $1.2M 0.02% -600.0 -1.2% $24.55 +3.1%
1009 ATEN A10 NETWORKS INC Technology 31,600.0 $1.2M 0.02% $37.36 -30.7%
1010 MAT MATTEL INC Consumer Cyclical 85,000.0 $1.2M 0.02% -5K -5.7% $13.88 +9.7%
1011 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 13,100.0 $1.2M 0.02% -200.0 -1.5% $90.01 +64.1%
1012 LH LABCORP HOLDINGS INC Healthcare 4,200.0 $1.2M 0.02% $280.00 +19.9%
1013 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 68,300.0 $1.2M 0.02% -2K -2.3% $17.20 +2.3%
1014 KRC KILROY REALTY CORP Real Estate 31,300.0 $1.2M 0.02% -300.0 -0.9% $37.47 -1.7%
1015 CHD CHURCH & DWIGHT CO INC Consumer Defensive 12,100.0 $1.2M 0.02% $96.88 +6.2%
1016 RCUS ARCUS BIOSCIENCES INC Healthcare 38,000.0 $1.2M 0.02% +400.0 +1.1% $30.83 -0.2%
1017 KMT KENNAMETAL INC Industrials 33,400.0 $1.2M 0.02% -400.0 -1.2% $35.05 -14.4%
1018 FEDERATED HERMES INC 21,200.0 $1.2M 0.02% -200.0 -0.9% $55.22
1019 AGYS AGILYSYS INC Technology 11,200.0 $1.2M 0.02% -100.0 -0.9% $104.50 +9.7%
1020 PDFS PDF SOLUTIONS INC Technology 16,500.0 $1.2M 0.02% +2K +16.2% $70.79 -36.5%
Page 51 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%