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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 63 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 HOG HARLEY DAVIDSON INC Consumer Cyclical 30,800.0 $753K 0.01% -4K -10.2% $24.46 +13.2%
1242 DOC HEALTHPEAK PROPERTIES INC Real Estate 35,200.0 $753K 0.01% -200.0 -0.6% $21.40 +1.1%
1243 STRA STRATEGIC ED INC Consumer Defensive 9,800.0 $751K 0.01% -500.0 -4.8% $76.62 +11.7%
1244 EVTC EVERTEC INC Technology 27,000.0 $750K 0.01% -1K -4.9% $27.78 +7.3%
1245 WHR WHIRLPOOL CORP Consumer Cyclical 19,000.0 $749K 0.01% +600.0 +3.3% $39.42 +3.4%
1246 EFC ELLINGTON FINANCIAL INC Real Estate 55,000.0 $749K 0.01% -300.0 -0.5% $13.61 -0.6%
1247 JBLU JETBLUE AIRWAYS CORP Industrials 130,400.0 $747K 0.01% -900.0 -0.7% $5.73 -9.6%
1248 GNL GLOBAL NET LEASE INC Real Estate 83,500.0 $746K 0.01% -4K -4.5% $8.94 +3.5%
1249 KD KYNDRYL HLDGS INC Technology 66,000.0 $746K 0.01% $11.31 +12.2%
1250 SWK STANLEY BLACK & DECKER INC Industrials 7,900.0 $744K 0.01% $94.12 +6.1%
1251 CXT CRANE NXT CO Industrials 14,500.0 $742K 0.01% +200.0 +1.4% $51.16 -1.3%
1252 RH RH Consumer Cyclical 4,500.0 $741K 0.01% $164.73 -14.0%
1253 WKC WORLD KINECT CORPORATION Energy 22,500.0 $741K 0.01% -2K -8.5% $32.94 +7.6%
1254 HCSG HEALTHCARE SVCS GROUP INC Healthcare 30,100.0 $739K 0.01% -1K -3.5% $24.56 -6.7%
1255 CAR AVIS BUDGET GROUP INC Industrials 5,000.0 $739K 0.01% +100.0 +2.0% $147.83 -1.2%
1256 BUNGE GLOBAL SA 6,900.0 $736K 0.01% $106.73
1257 FLO FLOWERS FOODS INC Consumer Defensive 92,800.0 $733K 0.01% +32K +51.6% $7.90 -8.4%
1258 DCOM DIME COML BANCSHARES INC Financial Services 18,000.0 $732K 0.01% -100.0 -0.6% $40.65 -0.1%
1259 WOR WORTHINGTON ENTERPRISES INC Industrials 13,600.0 $731K 0.01% -200.0 -1.4% $53.76 +7.6%
1260 DECK DECKERS OUTDOOR CORP Consumer Cyclical 7,300.0 $725K 0.01% +100.0 +1.4% $99.29 -10.9%
Page 63 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%