Louisiana State Employees Retirement System Q2 2025 Filing

Filed July 23, 2025

Portfolio Value

$5.5B

Holdings

1,518

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,518 positions)

#	Stock	Shares	Value	% Portfolio
1	NVDANVIDIA CORPORATION	2,012,000	$317.9M	5.76%
2	MSFTMICROSOFT CORP	613,100	$305.0M	5.53%
3	AAPLAPPLE INC	1,232,000	$252.8M	4.58%
4	AMZNAMAZON COM INC	814,100	$178.6M	3.24%
5	METAMETA PLATFORMS INC	179,100	$132.2M	2.40%
6	AVGOBROADCOM INC	479,300	$132.1M	2.39%
7	GOOGLALPHABET INC	480,100	$84.6M	1.53%
8	TSLATESLA INC	256,100	$81.4M	1.47%
9	GOOGALPHABET INC	410,000	$72.7M	1.32%
10	NFLXNETFLIX INC	53,600	$71.8M	1.30%
11	COSTCOSTCO WHSL CORP NEW	55,800	$55.2M	1.00%
12	BRK/BBERKSHIRE HATHAWAY INC DEL	96,800	$47.0M	0.85%
13	JPMJPMORGAN CHASE & CO.	146,600	$42.5M	0.77%
14	SPYMSPDR SERIES TRUST	533,400	$38.8M	0.70%
15	PLTRPALANTIR TECHNOLOGIES INC	277,700	$37.9M	0.69%
16	CSCOCISCO SYS INC	499,500	$34.7M	0.63%
17	LLYELI LILLY & CO	41,500	$32.4M	0.59%
18	VVISA INC	90,300	$32.1M	0.58%
19	AMDADVANCED MICRO DEVICES INC	204,100	$29.0M	0.52%
20	LINLINDE PLC	59,200	$27.8M	0.50%
21	INTUINTUIT	35,200	$27.7M	0.50%
22	TMUST-MOBILE US INC	108,200	$25.8M	0.47%
23	XOMEXXON MOBIL CORP	227,400	$24.5M	0.44%
24	ISRGINTUITIVE SURGICAL INC	45,100	$24.5M	0.44%
25	MAMASTERCARD INCORPORATED	42,800	$24.1M	0.44%
26	BKNGBOOKING HOLDINGS INC	4,100	$23.7M	0.43%
27	TXNTEXAS INSTRS INC	114,300	$23.7M	0.43%
28	PEPPEPSICO INC	172,600	$22.8M	0.41%
29	WMTWALMART INC	228,000	$22.3M	0.40%
30	QCOMQUALCOMM INC	138,200	$22.0M	0.40%
31	ADBEADOBE INC	53,700	$20.8M	0.38%
32	PGPROCTER AND GAMBLE CO	123,700	$19.7M	0.36%
33	JNJJOHNSON & JOHNSON	126,900	$19.4M	0.35%
34	HDHOME DEPOT INC	52,400	$19.2M	0.35%
35	AMGNAMGEN INC	67,700	$18.9M	0.34%
36	HONHONEYWELL INTL INC	80,900	$18.8M	0.34%
37	ORCLORACLE CORP	85,800	$18.8M	0.34%
38	AMATAPPLIED MATLS INC	101,600	$18.6M	0.34%
39	GILDGILEAD SCIENCES INC	156,600	$17.4M	0.31%
40	MUMICRON TECHNOLOGY INC	140,700	$17.3M	0.31%
41	ABBVABBVIE INC	93,200	$17.3M	0.31%
42	PANWPALO ALTO NETWORKS INC	83,700	$17.1M	0.31%
43	CMCSACOMCAST CORP NEW	468,900	$16.7M	0.30%
44	BACBANK AMERICA CORP	345,700	$16.4M	0.30%
45	CRWDCROWDSTRIKE HLDGS INC	31,300	$15.9M	0.29%
46	ADPAUTOMATIC DATA PROCESSING IN	51,100	$15.8M	0.29%
47	LRCXLAM RESEARCH CORP	161,000	$15.7M	0.28%
48	KLACKLA CORP	16,700	$15.0M	0.27%
49	4I1PHILIP MORRIS INTL INC	82,100	$15.0M	0.27%
50	UNHUNITEDHEALTH GROUP INC	47,900	$14.9M	0.27%
51	ADIANALOG DEVICES INC	62,500	$14.9M	0.27%
52	GEGE AEROSPACE	56,300	$14.5M	0.26%
53	KOCOCA COLA CO	204,400	$14.5M	0.26%
54	IBMINTERNATIONAL BUSINESS MACHS	49,000	$14.4M	0.26%
55	VRTXVERTEX PHARMACEUTICALS INC	32,300	$14.4M	0.26%
56	CRMSALESFORCE INC	50,600	$13.8M	0.25%
57	WFCWELLS FARGO CO NEW	171,700	$13.8M	0.25%
58	SBUXSTARBUCKS CORP	143,100	$13.1M	0.24%
59	CEGCONSTELLATION ENERGY CORP	39,400	$12.7M	0.23%
60	ABTABBOTT LABS	91,800	$12.5M	0.23%
61	INTCINTEL CORP	549,100	$12.3M	0.22%
62	CVXCHEVRON CORP NEW	85,700	$12.3M	0.22%
63	DISDISNEY WALT CO	94,900	$11.8M	0.21%
64	DASHDOORDASH INC	47,300	$11.7M	0.21%
65	GSGOLDMAN SACHS GROUP INC	16,200	$11.5M	0.21%
66	NOWSERVICENOW INC	10,900	$11.2M	0.20%
67	MCDMCDONALDS CORP	37,700	$11.0M	0.20%
68	MDLZMONDELEZ INTL INC	163,000	$11.0M	0.20%
69	TAT&T INC	379,700	$11.0M	0.20%
70	CITCINTAS CORP	47,600	$10.6M	0.19%
71	CDNSCADENCE DESIGN SYSTEM INC	34,400	$10.6M	0.19%
72	MRKMERCK & CO INC	132,500	$10.5M	0.19%
73	RTXRTX CORPORATION	70,500	$10.3M	0.19%
74	UBERUBER TECHNOLOGIES INC	110,300	$10.3M	0.19%
75	SHOPSHOPIFY INC	89,100	$10.3M	0.19%
76	SNPSSYNOPSYS INC	19,500	$10.0M	0.18%
77	ACNACCENTURE PLC IRELAND	33,000	$9.9M	0.18%
78	ORLYOREILLY AUTOMOTIVE INC	107,600	$9.7M	0.18%
79	MLB1MERCADOLIBRE INC	3,700	$9.7M	0.18%
80	CATCATERPILLAR INC	24,800	$9.6M	0.17%
81	BACVERIZON COMMUNICATIONS INC	222,400	$9.6M	0.17%
82	FTNTFORTINET INC	89,500	$9.5M	0.17%
83	AXPAMERICAN EXPRESS CO	29,200	$9.3M	0.17%
84	SPMDSPDR SERIES TRUST	169,200	$9.2M	0.17%
85	DWDMORGAN STANLEY	65,200	$9.2M	0.17%
86	PYPLPAYPAL HLDGS INC	122,400	$9.1M	0.16%
87	SPGIS&P GLOBAL INC	16,600	$8.8M	0.16%
88	MARMARRIOTT INTL INC NEW	32,000	$8.7M	0.16%
89	BSXBOSTON SCIENTIFIC CORP	78,100	$8.4M	0.15%
90	TRVCCITIGROUP INC	98,500	$8.4M	0.15%
91	ADSKAUTODESK INC	27,000	$8.4M	0.15%
92	BABOEING CO	39,800	$8.3M	0.15%
93	PGRPROGRESSIVE CORP	30,900	$8.2M	0.15%
94	SCHWSCHWAB CHARLES CORP	90,100	$8.2M	0.15%
95	BLKBLACKROCK INC	7,700	$8.1M	0.15%
96	TMOTHERMO FISHER SCIENTIFIC INC	19,900	$8.1M	0.15%
97	AXONAXON ENTERPRISE INC	9,600	$7.9M	0.14%
98	APPAPPLOVIN CORP	22,500	$7.9M	0.14%
99	CSXCSX CORP	236,500	$7.7M	0.14%
100	ROPROPER TECHNOLOGIES INC	13,600	$7.7M	0.14%

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