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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 14 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BLOCK INC 65,783.0 $5.0M 0.05% +3K +4.8% $76.00
262 XPO XPO INC Industrials 24,261.0 $5.0M 0.05% +200.0 +0.8% $205.29 -6.5%
263 PEG PUBLIC SERVICE ENTERPRISE GP Utilities 61,266.0 $5.0M 0.05% +4K +7.2% $81.16 -9.7%
264 SYY SYSCO CORP Consumer Defensive 58,843.0 $4.9M 0.05% +4K +7.3% $83.58 -0.1%
265 ODFL OLD DOMINION FREIGHT LINE Industrials 22,492.0 $4.9M 0.05% +1K +6.6% $216.60 -8.4%
266 AIG AMERICAN INTERNATIONAL GROUP Financial Services 65,178.0 $4.9M 0.05% +4K +6.0% $74.53 +2.5%
267 CBRE CBRE GROUP INC A Real Estate 35,980.0 $4.8M 0.05% +3K +8.1% $134.69 +12.6%
268 GRMN GARMIN LTD Technology 20,222.0 $4.8M 0.05% +2K +8.1% $237.54 +21.5%
269 IBKR INTERACTIVE BROKERS GRO CL A Financial Services 54,833.0 $4.8M 0.05% +4K +7.4% $87.04 +12.8%
270 VMC VULCAN MATERIALS CO Basic Materials 15,944.0 $4.7M 0.05% +800.0 +5.3% $295.01 -7.1%
271 PYPL PAYPAL HOLDINGS INC Financial Services 108,423.0 $4.7M 0.05% +3K +2.9% $43.18 +44.2%
272 WEC WEC ENERGY GROUP INC Utilities 40,089.0 $4.7M 0.05% +3K +7.5% $116.77 -8.6%
273 IRM IRON MOUNTAIN INC Real Estate 36,589.0 $4.6M 0.05% +3K +8.0% $126.31 -4.3%
274 A AGILENT TECHNOLOGIES INC Healthcare 34,745.0 $4.6M 0.05% +2K +7.3% $132.83 +16.5%
275 PRU PRUDENTIAL FINANCIAL INC Financial Services 42,654.0 $4.6M 0.05% +3K +7.0% $107.93 +11.3%
276 PCG P G & E CORP Utilities 270,760.0 $4.6M 0.05% +19K +7.5% $16.82 +9.2%
277 ON ON SEMICONDUCTOR Technology 48,165.0 $4.6M 0.05% +3K +6.9% $94.54 -23.3%
278 EME EMCOR GROUP INC Industrials 5,484.0 $4.6M 0.05% +352.0 +6.9% $829.88 -10.8%
279 WAT WATERS CORP Healthcare 12,073.0 $4.5M 0.05% +807.0 +7.2% $375.04 +10.5%
280 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 59,234.0 $4.5M 0.05% +4K +7.6% $76.40 +3.6%
Page 14 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%