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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 55 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 BANR BANNER CORP Financial Services 15,100.0 $916K 0.02% -500.0 -3.2% $60.68 +6.0%
1082 QLYS QUALYS INC Technology 10,400.0 $914K 0.02% +500.0 +5.0% $87.85 +13.4%
1083 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 10,100.0 $913K 0.02% $90.42 -4.2%
1084 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 35,200.0 $912K 0.02% -1K -3.0% $25.90 -34.5%
1085 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 10,100.0 $910K 0.02% -100.0 -1.0% $90.11 +14.1%
1086 EL LAUDER ESTEE COS INC Consumer Defensive 12,600.0 $904K 0.02% $71.77 +8.5%
1087 VECO VEECO INSTRS INC DEL Technology 26,700.0 $904K 0.02% -900.0 -3.3% $33.86 +67.2%
1088 DOCS DOXIMITY INC Healthcare 38,800.0 $904K 0.02% +800.0 +2.1% $23.30 -15.5%
1089 MRNA MODERNA INC Healthcare 17,700.0 $899K 0.02% -100.0 -0.6% $50.80 -4.0%
1090 HPQ HP INC Technology 46,800.0 $899K 0.02% -900.0 -1.9% $19.21 +10.9%
1091 EXTR EXTREME NETWORKS INC Technology 59,500.0 $897K 0.02% -2K -2.9% $15.08 +56.6%
1092 WY WEYERHAEUSER CO Real Estate 36,700.0 $897K 0.02% $24.43 -5.1%
1093 NEOG NEOGEN CORP Healthcare 96,500.0 $896K 0.02% -3K -3.0% $9.29 -8.6%
1094 KRC KILROY REALTY CORP Real Estate 31,600.0 $891K 0.02% +2K +5.0% $28.21 +20.3%
1095 BHE BENCHMARK ELECTRS INC Technology 15,800.0 $886K 0.02% -500.0 -3.1% $56.06 +48.3%
1096 FTV FORTIVE CORP Technology 16,000.0 $884K 0.02% -200.0 -1.2% $55.28 +6.3%
1097 TALO TALOS ENERGY INC Energy 55,800.0 $879K 0.01% -2K -3.1% $15.76 +3.7%
1098 NHC NATIONAL HEALTHCARE CORP Healthcare 5,500.0 $878K 0.01% -200.0 -3.5% $159.70 +23.8%
1099 BUNGE GLOBAL SA 6,900.0 $878K 0.01% $127.20
1100 PLUS EPLUS INC Technology 11,600.0 $873K 0.01% -400.0 -3.3% $75.25 +9.9%
Page 55 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%