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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 65 of 77  ·  1,523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 MAN MANPOWERGROUP INC WIS Industrials 20,400.0 $689K 0.01% $33.77 +83.9%
1282 NVR NVR INC Consumer Cyclical 100.0 $681K 0.01% $6813.40 -5.6%
1283 MZTI MARZETTI COMPANY Consumer Defensive 5,900.0 $674K 0.01% $114.16 +2.8%
1284 LKFN LAKELAND FINL CORP Financial Services 10,900.0 $673K 0.01% -300.0 -2.7% $61.72 -3.5%
1285 AIZ ASSURANT INC Financial Services 2,500.0 $671K 0.01% -100.0 -3.9% $268.53 +6.2%
1286 PTC PTC INC Technology 5,900.0 $670K 0.01% -200.0 -3.3% $113.61 +33.0%
1287 REGCO REGENCY CTRS CORP 8,400.0 $670K 0.01% $79.74
1288 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 35,100.0 $667K 0.01% $19.01 -1.7%
1289 GBX GREENBRIER COS INC Industrials 13,600.0 $667K 0.01% -100.0 -0.7% $49.01 -5.8%
1290 PNW PINNACLE WEST CAP CORP Utilities 6,200.0 $663K 0.01% +100.0 +1.6% $107.00 -8.7%
1291 APTIV PLC 10,800.0 $663K 0.01% $61.38
1292 CRI CARTERS INC Consumer Cyclical 16,100.0 $663K 0.01% -100.0 -0.6% $41.16 -17.6%
1293 ANIP ANI PHARMACEUTICALS INC Healthcare 8,000.0 $662K 0.01% $82.78 -8.6%
1294 OLN OLIN CORP Basic Materials 33,300.0 $660K 0.01% +400.0 +1.2% $19.82 -12.4%
1295 LEIDOS HOLDINGS INC 6,400.0 $659K 0.01% -100.0 -1.5% $102.97
1296 NSP INSPERITY INC Industrials 15,900.0 $657K 0.01% $41.31 +26.7%
1297 TNC TENNANT CO Industrials 7,500.0 $657K 0.01% -500.0 -6.2% $87.54 -20.0%
1298 MKC MCCORMICK & CO INC Consumer Defensive 13,000.0 $655K 0.01% +100.0 +0.8% $50.42 +8.1%
1299 CHH CHOICE HOTELS INTL INC Consumer Cyclical 5,900.0 $651K 0.01% -100.0 -1.7% $110.27 -0.0%
1300 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 34,900.0 $648K 0.01% +300.0 +0.9% $18.57 -28.4%
Page 65 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%