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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 54 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 FMC FMC CORP Basic Materials 55,400.0 $954K 0.02% -2K -3.1% $17.22 -24.8%
1062 ADMA ADMA BIOLOGICS INC Healthcare 105,500.0 $951K 0.02% -4K -3.2% $9.01 -6.3%
1063 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 13,100.0 $950K 0.02% $72.55 +1.6%
1064 KBH KB HOME Consumer Cyclical 18,300.0 $947K 0.02% +400.0 +2.2% $51.75 -9.4%
1065 DXC DXC TECHNOLOGY CO Technology 75,300.0 $947K 0.02% -4K -5.6% $12.57 -27.9%
1066 EXPO EXPONENT INC Industrials 14,500.0 $946K 0.02% +700.0 +5.1% $65.25 -13.0%
1067 SNA SNAP ON INC Industrials 2,600.0 $944K 0.02% -100.0 -3.7% $363.22 -1.0%
1068 LNT ALLIANT ENERGY CORP Utilities 13,100.0 $940K 0.02% $71.76 +1.9%
1069 LUV SOUTHWEST AIRLS CO Industrials 25,000.0 $939K 0.02% -1K -5.3% $37.57 +5.5%
1070 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 75,300.0 $936K 0.02% NEW $12.43 -1.8%
1071 AMCOR PLC 23,500.0 $934K 0.02% NEW $39.75
1072 FBK FB FINL CORP Financial Services 17,900.0 $930K 0.02% -600.0 -3.2% $51.94 +0.0%
1073 SPSC SPS COMM INC Technology 16,700.0 $930K 0.02% -600.0 -3.5% $55.67 -6.2%
1074 SBAC SBA COMMUNICATIONS CORP Real Estate 5,400.0 $929K 0.02% $172.11 +21.2%
1075 ACMR ACM RESH INC Technology 23,600.0 $929K 0.02% -800.0 -3.3% $39.35 +80.2%
1076 PVH PVH CORPORATION Consumer Cyclical 13,300.0 $928K 0.02% $69.76 +20.5%
1077 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,700.0 $927K 0.02% $250.64 +24.1%
1078 TSN TYSON FOODS INC Consumer Defensive 14,400.0 $923K 0.02% -100.0 -0.7% $64.07 +3.8%
1079 NSIT INSIGHT ENTERPRISES INC Technology 13,700.0 $918K 0.02% -500.0 -3.5% $67.01 +36.6%
1080 L LOEWS CORP Financial Services 8,600.0 $918K 0.02% -100.0 -1.1% $106.74 +1.9%
Page 54 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%