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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 64 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 HST HOST HOTELS & RESORTS INC Real Estate 32,600.0 $625K 0.01% $19.16 +14.1%
1262 XHR XENIA HOTELS & RESORTS INC Real Estate 42,000.0 $623K 0.01% -1K -3.2% $14.83 +10.4%
1263 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 15,800.0 $622K 0.01% NEW $39.39 -8.4%
1264 IIPR INNOVATIVE INDL PPTYS INC Real Estate 12,400.0 $622K 0.01% -400.0 -3.1% $50.16 +8.8%
1265 CHH CHOICE HOTELS INTL INC Consumer Cyclical 6,000.0 $621K 0.01% +300.0 +5.3% $103.50 +2.6%
1266 SLVM SYLVAMO CORP Basic Materials 14,700.0 $621K 0.01% -500.0 -3.3% $42.24 -11.6%
1267 DCH DAUCH CORP Industrials 104,700.0 $621K 0.01% +50K +92.5% $5.93 +4.6%
1268 PAYO PAYONEER GLOBAL INC Technology 128,000.0 $618K 0.01% -4K -3.2% $4.83 -0.6%
1269 CTS CTS CORP Technology 12,900.0 $616K 0.01% -400.0 -3.0% $47.76 +19.2%
1270 ANIP ANI PHARMACEUTICALS INC Healthcare 8,000.0 $615K 0.01% -200.0 -2.4% $76.90 +4.4%
1271 ARI APOLLO COML REAL ESTATE FIN Real Estate 58,200.0 $615K 0.01% -2K -2.7% $10.56 +2.5%
1272 PNW PINNACLE WEST CAP CORP Utilities 6,100.0 $615K 0.01% $100.75 -1.0%
1273 DCOM DIME CMNTY BANCSHARES INC Financial Services 18,100.0 $612K 0.01% -600.0 -3.2% $33.82 +7.1%
1274 PK PARK HOTELS & RESORTS INC Real Estate 58,000.0 $611K 0.01% +3K +4.9% $10.53 +5.3%
1275 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 34,600.0 $610K 0.01% +2K +4.8% $17.62 -0.5%
1276 PGNY PROGYNY INC Healthcare 35,600.0 $604K 0.01% -1K -3.0% $16.98 +41.6%
1277 MAN MANPOWERGROUP INC WIS Industrials 20,500.0 $604K 0.01% -700.0 -3.3% $29.46 -6.0%
1278 CLEARWAY ENERGY INC 15,400.0 $603K 0.01% -500.0 -3.1% $39.17
1279 HLX HELIX ENERGY SOLUTIONS GRP I Energy 60,700.0 $600K 0.01% -2K -3.2% $9.89 +5.9%
1280 PRLB PROTO LABS INC Industrials 10,500.0 $599K 0.01% -300.0 -2.8% $57.02 +26.7%
Page 64 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%