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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 64 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 FTRE FORTREA HLDGS INC Healthcare 41,500.0 $722K 0.01% +500.0 +1.2% $17.40 +5.0%
1262 SPSM SPDR SERIES TRUST 12,500.0 $721K 0.01% -174K -93.3% $57.67 -1.1%
1263 LZB LA Z BOY INC Consumer Cyclical 17,900.0 $718K 0.01% -400.0 -2.2% $40.12 -20.1%
1264 COOPER COS INC 10,000.0 $717K 0.01% $71.71
1265 GL GLOBE LIFE INC Financial Services 4,000.0 $715K 0.01% -100.0 -2.4% $178.68 -3.6%
1266 EVEREST GROUP LTD 2,000.0 $714K 0.01% -100.0 -4.8% $357.23
1267 VSTS VESTIS CORPORATION Industrials 49,200.0 $714K 0.01% -500.0 -1.0% $14.52 -11.3%
1268 SATS ECHOSTAR CORP Technology 7,000.0 $710K 0.01% +100.0 +1.4% $101.50 -15.9%
1269 WLK WESTLAKE CORPORATION Basic Materials 9,700.0 $708K 0.01% $73.00 +2.5%
1270 SONO SONOS INC Technology 52,200.0 $706K 0.01% -1K -2.6% $13.53 +13.0%
1271 LVS LAS VEGAS SANDS CORP Consumer Cyclical 15,200.0 $702K 0.01% -200.0 -1.3% $46.19 +2.3%
1272 GEN GEN DIGITAL INC Technology 28,200.0 $702K 0.01% $24.89 +17.8%
1273 LEG LEGGETT & PLATT INC Consumer Cyclical 59,800.0 $700K 0.01% $11.71 -20.4%
1274 TRIP TRIPADVISOR INC Consumer Cyclical 51,000.0 $699K 0.01% $13.71 -26.3%
1275 TALO TALOS ENERGY INC Energy 54,100.0 $698K 0.01% -2K -3.0% $12.91 +27.8%
1276 HTH HILLTOP HLDGS INC Financial Services 18,000.0 $698K 0.01% -500.0 -2.7% $38.78 -0.7%
1277 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 5,300.0 $698K 0.01% -100.0 -1.9% $131.61 -6.0%
1278 INVA INNOVIVA INC Healthcare 30,700.0 $697K 0.01% -800.0 -2.5% $22.71 -6.8%
1279 KMPR KEMPER CORP Financial Services 25,800.0 $696K 0.01% -200.0 -0.8% $26.96 +3.0%
1280 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 13,200.0 $695K 0.01% +100.0 +0.8% $52.65 +18.8%
Page 64 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%