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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 19 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 RF REGIONS FINANCIAL CORP Financial Services 104,920.0 $3.2M 0.03% +6K +5.5% $30.20 +1.4%
362 AWK AMERICAN WATER WORKS CO INC Utilities 24,046.0 $3.2M 0.03% +2K +7.6% $131.58 +4.6%
363 SYF SYNCHRONY FINANCIAL Financial Services 41,375.0 $3.1M 0.03% +2K +3.8% $76.05 +6.2%
364 WST WEST PHARMACEUTICAL SERVICES Healthcare 8,747.0 $3.1M 0.03% +500.0 +6.1% $359.00 -2.9%
365 DY DYCOM INDUSTRIES INC Industrials 6,205.0 $3.1M 0.03% +100.0 +1.6% $505.59 -30.4%
366 PINNACLE FINANCIAL PARTNERS 31,059.0 $3.1M 0.03% +200.0 +0.7% $100.88
367 CBOE CBOE GLOBAL MARKETS INC Financial Services 12,893.0 $3.1M 0.03% +900.0 +7.5% $242.67 +27.3%
368 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 12,966.0 $3.1M 0.03% +472.0 +3.8% $240.97 +8.0%
369 TPL TEXAS PACIFIC LAND CORP Energy 7,138.0 $3.1M 0.03% +500.0 +7.5% $437.64 -14.8%
370 DG DOLLAR GENERAL CORP Consumer Defensive 27,104.0 $3.1M 0.03% +2K +7.5% $115.11 +6.5%
371 FSLR FIRST SOLAR INC Energy 13,191.0 $3.1M 0.03% +900.0 +7.3% $235.96 -12.3%
372 ARMK ARAMARK Industrials 54,372.0 $3.1M 0.03% +418.0 +0.8% $56.90 +3.8%
373 LUV SOUTHWEST AIRLINES CO Industrials 60,120.0 $3.1M 0.03% +4K +6.9% $51.42 -20.6%
374 DTM DT MIDSTREAM INC Energy 21,050.0 $3.1M 0.03% +135.0 +0.7% $146.74 -13.6%
375 WDAY WORKDAY INC CLASS A Technology 25,105.0 $3.1M 0.03% +745.0 +3.1% $122.42 +58.8%
376 CPRT COPART INC Industrials 108,875.0 $3.1M 0.03% +7K +6.8% $28.19 +18.2%
377 FE FIRSTENERGY CORP Utilities 64,019.0 $3.0M 0.03% +4K +7.6% $47.54 -1.9%
378 MRNA MODERNA INC Healthcare 43,421.0 $3.0M 0.03% +4K +9.0% $70.03 +126.8%
379 WTW WILLIS TOWERS WATSON PLC Financial Services 11,614.0 $3.0M 0.03% +738.0 +6.8% $261.37 +32.7%
380 CSL CARLISLE COS INC Industrials 8,335.0 $3.0M 0.03% +76.0 +0.9% $362.75 +0.1%
Page 19 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%