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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 74 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 NPK NATIONAL PRESTO INDS INC Industrials 2,300.0 $315K 0.01% -100.0 -4.2% $137.06 +1.6%
1462 AMN AMN HEALTHCARE SVCS INC Healthcare 17,000.0 $312K 0.01% -600.0 -3.4% $18.34 +56.0%
1463 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 20,200.0 $311K 0.01% -700.0 -3.4% $15.42 +4.2%
1464 RWT REDWOOD TRUST INC Real Estate 55,200.0 $310K 0.01% -3K -4.8% $5.61 -6.2%
1465 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 15,700.0 $308K 0.01% -500.0 -3.1% $19.59 -13.9%
1466 FBRT FRANKLIN BSP RLTY TR INC Real Estate 36,200.0 $307K 0.01% -1K -3.2% $8.49 +7.4%
1467 UA UNDER ARMOUR INC Consumer Cyclical 53,000.0 $307K 0.01% -1K -2.2% $5.79 -14.3%
1468 GO GROCERY OUTLET HLDG CORP Consumer Defensive 43,500.0 $307K 0.01% -2K -3.3% $7.05 +8.8%
1469 EGBN EAGLE BANCORPORATION INC Financial Services 12,300.0 $306K 0.01% -400.0 -3.1% $24.87 +0.8%
1470 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 18,500.0 $305K 0.01% -600.0 -3.1% $16.46 -1.9%
1471 MCW MISTER CAR WASH INC Consumer Cyclical 43,600.0 $304K 0.01% -1K -3.1% $6.97 +1.9%
1472 QNST QUINSTREET INC Communication Services 25,300.0 $304K 0.01% -700.0 -2.7% $12.01 -3.8%
1473 PRAA PRA GROUP INC Financial Services 17,300.0 $303K 0.01% -600.0 -3.4% $17.50 -15.9%
1474 CERT CERTARA INC Healthcare 53,000.0 $302K 0.01% -2K -3.1% $5.70 -21.4%
1475 CNXN PC CONNECTION INC Technology 5,000.0 $292K 0.01% -200.0 -3.9% $58.46 +9.8%
1476 LZ LEGALZOOM COM INC Industrials 51,100.0 $290K 0.01% NEW $5.67 +3.7%
1477 IIIN INSTEEL INDS INC Industrials 8,600.0 $289K 0.01% -300.0 -3.4% $33.61 -20.4%
1478 AVNS AVANOS MED INC Healthcare 20,600.0 $289K 0.01% -700.0 -3.3% $14.01 +76.4%
1479 SDGR SCHRODINGER INC Healthcare 24,900.0 $283K 0.01% -800.0 -3.1% $11.36 +11.1%
1480 MMI MARCUS & MILLICHAP INC Real Estate 10,600.0 $282K 0.01% -500.0 -4.5% $26.59 +8.8%
Page 74 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%