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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 16 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 COIN COINBASE GLOBAL INC CLASS A Financial Services 27,352.0 $4.0M 0.04% +2K +7.0% $146.19 +28.0%
302 IQVIA HOLDINGS INC 20,548.0 $4.0M 0.04% +1K +5.9% $193.22
303 NTRS NORTHERN TRUST CORP Financial Services 22,744.0 $4.0M 0.04% +1K +6.6% $173.84 +7.5%
304 BIIB BIOGEN INC Healthcare 18,215.0 $3.9M 0.04% +1K +8.2% $216.06 +2.2%
305 ONTO ONTO INNOVATION INC Technology 10,326.0 $3.9M 0.04% +100.0 +1.0% $378.45 -22.9%
306 DTE DTE ENERGY COMPANY Utilities 25,607.0 $3.9M 0.04% +2K +7.6% $152.37 -10.7%
307 PAYX PAYCHEX INC Industrials 39,628.0 $3.9M 0.04% +3K +7.0% $98.33 +27.1%
308 KR KROGER CO Consumer Defensive 69,719.0 $3.9M 0.04% +3K +4.5% $55.53 +5.3%
309 AEE AMEREN CORPORATION Utilities 34,068.0 $3.9M 0.04% +2K +7.4% $113.04 -5.5%
310 STLD STEEL DYNAMICS INC Basic Materials 16,736.0 $3.8M 0.04% +1K +6.5% $229.46 +0.7%
311 NRG NRG ENERGY INC Utilities 25,961.0 $3.8M 0.04% +2K +6.6% $146.06 -22.2%
312 TDY TELEDYNE TECHNOLOGIES INC Technology 5,679.0 $3.8M 0.04% +300.0 +5.6% $666.90 -6.0%
313 EXR EXTRA SPACE STORAGE INC Real Estate 25,940.0 $3.8M 0.04% +2K +6.6% $145.30 -0.3%
314 NTAP NETAPP INC Technology 24,305.0 $3.8M 0.04% +2K +7.2% $154.76 +21.1%
315 DOV DOVER CORP Industrials 16,552.0 $3.7M 0.04% +1K +7.3% $224.28 -9.9%
316 ZTS ZOETIS INC Healthcare 51,565.0 $3.7M 0.04% +3K +6.8% $71.86 +7.6%
317 CNC CENTENE CORP Healthcare 57,666.0 $3.7M 0.04% +4K +7.9% $64.19 +1.3%
318 BWXT BWX TECHNOLOGIES INC Industrials 18,938.0 $3.7M 0.04% +138.0 +0.7% $194.65 -23.1%
319 ITT ITT INC Industrials 18,521.0 $3.7M 0.04% +900.0 +5.1% $197.76 +4.2%
320 EWBC EAST WEST BANCORP INC Financial Services 28,352.0 $3.7M 0.04% +154.0 +0.6% $129.09 +0.3%
Page 16 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%