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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 59 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 LMAT LEMAITRE VASCULAR INC Healthcare 9,200.0 $883K 0.01% -100.0 -1.1% $95.96 -17.1%
1162 WY WEYERHAEUSER CO Real Estate 36,800.0 $881K 0.01% $23.94 +0.6%
1163 IPGP IPG PHOTONICS CORP Technology 7,500.0 $880K 0.01% +200.0 +2.7% $117.32 -38.0%
1164 IOSP INNOSPEC INC Basic Materials 10,800.0 $879K 0.01% -200.0 -1.8% $81.39 +17.8%
1165 GNRC GENERAC HLDGS INC Industrials 3,000.0 $878K 0.01% $292.81 -28.9%
1166 STC STEWART INFORMATION SVCS COR Financial Services 13,300.0 $878K 0.01% -100.0 -0.8% $66.02 +5.4%
1167 ECPG ENCORE CAP GROUP INC Financial Services 9,400.0 $877K 0.01% -500.0 -5.0% $93.29 +8.1%
1168 AKAM AKAMAI TECHNOLOGIES INC Technology 7,400.0 $875K 0.01% +100.0 +1.4% $118.21 -8.5%
1169 KIM KIMCO REALTY CORP Real Estate 34,500.0 $875K 0.01% $25.35 -5.3%
1170 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 22,500.0 $872K 0.01% $38.77 -1.7%
1171 KSS KOHLS CORP Consumer Cyclical 49,200.0 $872K 0.01% -600.0 -1.2% $17.72 +0.1%
1172 NBHC NATIONAL BK HLDGS CORP Financial Services 19,600.0 $871K 0.01% -400.0 -2.0% $44.43 -6.7%
1173 DEI DOUGLAS EMMETT INC Real Estate 73,400.0 $866K 0.01% -900.0 -1.2% $11.80 +2.7%
1174 GPN GLOBAL PMTS INC Industrials 11,900.0 $863K 0.01% -200.0 -1.6% $72.56 +28.6%
1175 ASTRANA HEALTH INC 18,600.0 $863K 0.01% -500.0 -2.6% $46.41
1176 IEX IDEX CORP Industrials 3,800.0 $862K 0.01% $226.95 +3.3%
1177 LTC LTC PPTYS INC Real Estate 22,400.0 $861K 0.01% +1K +6.2% $38.45 +5.7%
1178 NEOG NEOGEN CORP Healthcare 95,400.0 $858K 0.01% -1K -1.1% $8.99 +31.3%
1179 CRVL CORVEL CORP Financial Services 13,700.0 $857K 0.01% -100.0 -0.7% $62.52 +12.1%
1180 CF CF INDUSTRIES HOLD Basic Materials 7,900.0 $855K 0.01% $108.26 +16.7%
Page 59 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%