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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 58 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 AIN ALBANY INTL CORP Consumer Cyclical 12,400.0 $924K 0.01% -300.0 -2.4% $74.50 -21.5%
1142 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 17,600.0 $922K 0.01% +200.0 +1.1% $52.37 -14.8%
1143 SPSC SPS COMM INC Technology 16,100.0 $920K 0.01% -600.0 -3.6% $57.17 +39.8%
1144 PGNY PROGYNY INC Healthcare 31,900.0 $920K 0.01% -4K -10.4% $28.83 -9.6%
1145 LII LENNOX INTL INC Industrials 1,600.0 $917K 0.01% $572.95 -31.0%
1146 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 86,600.0 $915K 0.01% +1K +1.2% $10.57 +9.6%
1147 UNIT UNITI GROUP LLC Real Estate 79,800.0 $915K 0.01% $11.47 -11.0%
1148 MBC MASTERBRAND INC Consumer Cyclical 88,900.0 $915K 0.01% +33K +58.2% $10.29 -13.1%
1149 HMN HORACE MANN EDUCATORS CORP N Financial Services 17,700.0 $914K 0.01% -300.0 -1.7% $51.65 -0.5%
1150 CDW CDW CORP Technology 6,500.0 $914K 0.01% -100.0 -1.5% $140.64 -0.3%
1151 TILE INTERFACE INC Consumer Cyclical 25,400.0 $910K 0.01% -500.0 -1.9% $35.84 +6.5%
1152 OFG OFG BANCORP Financial Services 18,500.0 $908K 0.01% -700.0 -3.6% $49.07 +6.7%
1153 NWN NORTHWEST NAT HLDG CO Utilities 18,400.0 $903K 0.01% $49.06 +2.3%
1154 FCF FIRST COMWLTH FINL CORP PA Financial Services 44,400.0 $903K 0.01% -1K -2.4% $20.33 +2.5%
1155 UFPT UFP TECHNOLOGIES INC Healthcare 3,400.0 $901K 0.01% $265.13 +13.6%
1156 IPAR INTERPARFUMS INC Consumer Defensive 8,000.0 $895K 0.01% -100.0 -1.2% $111.86 +4.8%
1157 SMG SCOTTS MIRACLE-GRO CO Basic Materials 13,100.0 $892K 0.01% +100.0 +0.8% $68.11 -8.2%
1158 MD PEDIATRIX MEDICAL GROUP INC Healthcare 35,100.0 $889K 0.01% -2K -5.9% $25.33 +5.6%
1159 EZPW EZCORP INC Financial Services 25,700.0 $888K 0.01% -300.0 -1.1% $34.57 -0.1%
1160 ASH ASHLAND INC Basic Materials 13,400.0 $883K 0.01% +100.0 +0.8% $65.89 +12.1%
Page 58 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%