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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 61 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 MMS MAXIMUS INC Industrials 15,400.0 $828K 0.01% -400.0 -2.5% $53.76 +9.7%
1202 OMCL OMNICELL COM Healthcare 19,900.0 $826K 0.01% $41.52 -20.0%
1203 GPC GENUINE PARTS CO Consumer Cyclical 7,000.0 $826K 0.01% -100.0 -1.4% $117.98 +17.6%
1204 PRDO PERDOCEO ED CORP Consumer Defensive 25,800.0 $826K 0.01% -1K -3.7% $32.00 +5.9%
1205 TSN TYSON FOODS INC Consumer Defensive 14,400.0 $824K 0.01% $57.25 -0.9%
1206 XHR XENIA HOTELS & RESORTS INC Real Estate 40,400.0 $823K 0.01% -2K -3.8% $20.36 -4.7%
1207 PSN PARSONS CORP DEL Industrials 15,700.0 $823K 0.01% +400.0 +2.6% $52.39 -5.8%
1208 CHCO CITY HLDG CO Financial Services 6,200.0 $822K 0.01% -200.0 -3.1% $132.64 +9.2%
1209 WD WALKER & DUNLOP INC Financial Services 15,000.0 $820K 0.01% -100.0 -0.7% $54.70 -26.4%
1210 PRG PROG HOLDINGS INC Industrials 17,600.0 $820K 0.01% +100.0 +0.6% $46.61 -14.2%
1211 MAA MID-AMER APT CMNTYS INC Real Estate 5,900.0 $820K 0.01% -100.0 -1.7% $138.94 -5.1%
1212 TXT TEXTRON INC Industrials 8,900.0 $816K 0.01% $91.73 -10.0%
1213 CTS CTS CORP Technology 12,500.0 $815K 0.01% -400.0 -3.1% $65.19 -12.4%
1214 NDSN NORDSON CORP Industrials 2,700.0 $815K 0.01% $301.69 +11.9%
1215 GTY GETTY RLTY CORP NEW Real Estate 24,400.0 $814K 0.01% $33.36 +0.5%
1216 DOCS DOXIMITY INC Healthcare 39,200.0 $813K 0.01% +400.0 +1.0% $20.74 +20.8%
1217 EPAC ENERPAC TOOL GROUP CORP Industrials 22,600.0 $810K 0.01% -800.0 -3.4% $35.86 +5.4%
1218 ALB ALBEMARLE CORP Basic Materials 6,000.0 $810K 0.01% $135.03 -0.1%
1219 PATHWARD FINANCIAL INC 9,300.0 $810K 0.01% -400.0 -4.1% $87.06
1220 BR BROADRIDGE FINL SOLUTIONS IN Technology 5,900.0 $808K 0.01% $136.95 +34.3%
Page 61 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%