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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 67 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 IVZ INVESCO LTD Financial Services 22,600.0 $549K 0.01% $24.29 +11.7%
1322 LNN LINDSAY CORP Industrials 4,600.0 $548K 0.01% -300.0 -6.1% $119.07 -11.5%
1323 BRBR BELLRING BRANDS INC Consumer Defensive 34,000.0 $547K 0.01% -900.0 -2.6% $16.09 -42.4%
1324 ASTE ASTEC INDS INC Industrials 10,100.0 $544K 0.01% -400.0 -3.8% $53.84 -11.8%
1325 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 37,800.0 $542K 0.01% -4K -10.2% $14.35 -19.5%
1326 TRIP TRIPADVISOR INC Consumer Cyclical 50,800.0 $542K 0.01% -3K -5.2% $10.66 -11.3%
1327 TNC TENNANT CO Industrials 8,000.0 $531K 0.01% -300.0 -3.6% $66.40 +21.6%
1328 JJSF J & J SNACK FOODS CORP Consumer Defensive 6,700.0 $531K 0.01% -400.0 -5.6% $79.27 -9.9%
1329 TWO HARBORS INVENTMENT CORPO 46,500.0 $531K 0.01% -1K -2.5% $11.42
1330 GEN GEN DIGITAL INC Technology 28,100.0 $529K 0.01% -600.0 -2.1% $18.83 +24.5%
1331 VTOL BRISTOW GROUP INC Energy 11,200.0 $525K 0.01% -300.0 -2.6% $46.89 -10.1%
1332 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,500.0 $523K 0.01% -100.0 -3.9% $209.08 +24.0%
1333 ACT ENACT HLDGS INC Financial Services 12,800.0 $522K 0.01% -400.0 -3.0% $40.81 +7.9%
1334 ROCK GIBRALTAR INDS INC Industrials 13,100.0 $522K 0.01% -400.0 -3.0% $39.87 -11.3%
1335 SJM SMUCKER J M CO Consumer Defensive 5,400.0 $521K 0.01% $96.44 +4.3%
1336 CPT CAMDEN PPTY TR Real Estate 5,300.0 $518K 0.01% -100.0 -1.9% $97.66 +5.0%
1337 UDR UDR INC Real Estate 15,300.0 $517K 0.01% -100.0 -0.7% $33.78 +9.3%
1338 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 5,400.0 $516K 0.01% -300.0 -5.3% $95.60 +23.4%
1339 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 24,300.0 $515K 0.01% -800.0 -3.2% $21.18 -0.1%
1340 AES AES CORP Utilities 36,300.0 $511K 0.01% $14.09 +3.1%
Page 67 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%