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Portfolio (Quarterly) Guide ↗

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

· CIK 0001107314
13F Portfolio $9.3B AUM 1,509 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 798 Added 398 Reduced 41 Exited
Page 10 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 27,324.0 $8.0M 0.09% +2K +7.2% $293.18 +3.9%
182 BSX BOSTON SCIENTIFIC CORP Healthcare 182,732.0 $7.8M 0.08% +13K +7.6% $42.68 +16.5%
183 KKR KKR & CO INC 84,972.0 $7.8M 0.08% +6K +8.0% $91.78
184 PCAR PACCAR INC Industrials 64,700.0 $7.8M 0.08% +5K +7.7% $120.12 +7.9%
185 KMI KINDER MORGAN INC Energy 240,706.0 $7.7M 0.08% +16K +7.4% $31.97 -2.5%
186 REGN REGENERON PHARMACEUTICALS Healthcare 12,307.0 $7.7M 0.08% +749.0 +6.5% $623.54 +34.0%
187 TFC TRUIST FINANCIAL CORP Financial Services 153,214.0 $7.6M 0.08% +9K +6.0% $49.82 +1.0%
188 ALL ALLSTATE CORP Financial Services 31,695.0 $7.5M 0.08% +2K +6.4% $237.94 +8.1%
189 DAL DELTA AIR LINES INC Industrials 80,323.0 $7.5M 0.08% +6K +8.1% $93.66 -11.6%
190 HCA HCA HEALTHCARE INC Healthcare 19,165.0 $7.5M 0.08% +1K +7.0% $389.89 +9.8%
191 SRE SEMPRA Utilities 80,378.0 $7.5M 0.08% +6K +7.6% $92.71 -8.9%
192 KEYS KEYSIGHT TECHNOLOGIES IN Technology 21,158.0 $7.4M 0.08% +2K +8.1% $350.07 -9.2%
193 D DOMINION ENERGY INC Utilities 108,142.0 $7.4M 0.08% +10K +10.6% $68.29 -2.3%
194 HPE HEWLETT PACKARD ENTERPRISE Technology 163,123.0 $7.4M 0.08% +11K +7.2% $45.11 +19.4%
195 ABNB AIRBNB INC CLASS A Consumer Cyclical 51,349.0 $7.3M 0.08% +3K +6.0% $143.10 +32.7%
196 TGT TARGET CORP Consumer Defensive 55,851.0 $7.3M 0.08% +4K +7.7% $130.61 +25.4%
197 DLR DIGITAL REALTY TRUST INC Real Estate 40,600.0 $7.3M 0.08% +4K +9.8% $179.58 +7.3%
198 GWW WW GRAINGER INC Industrials 5,340.0 $7.3M 0.08% +328.0 +6.5% $1360.40 -4.0%
199 AJG ARTHUR J GALLAGHER & CO Financial Services 31,589.0 $7.3M 0.08% +2K +7.3% $229.57 +16.6%
200 TEL TE CONNECTIVITY PLC Technology 35,895.0 $7.2M 0.08% +2K +6.8% $201.61 -0.4%
Page 10 of 40  ·  798 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 37.3%
Financial Services 11.0%
Industrials 10.2%
Consumer Cyclical 9.9%
Healthcare 9.4%
Communication Services 6.9%
Consumer Defensive 4.6%
Energy 3.4%
Utilities 2.7%
Real Estate 2.6%