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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 25 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 UMBF UMB FINANCIAL CORP Financial Services 14,760.0 $2.1M 0.02% +144.0 +1.0% $142.76 +0.6%
482 AKAM AKAMAI TECHNOLOGIES INC Technology 17,788.0 $2.1M 0.02% +1K +7.9% $118.21 -10.5%
483 KIM KIMCO REALTY CORP Real Estate 82,885.0 $2.1M 0.02% +6K +7.4% $25.35 -5.1%
484 OGE OGE ENERGY CORP Utilities 42,691.0 $2.1M 0.02% +500.0 +1.2% $48.66 -5.6%
485 GPN GLOBAL PAYMENTS INC Industrials 28,610.0 $2.1M 0.02% +1K +4.8% $72.56 +29.3%
486 AHR AMERICAN HEALTHCARE REIT INC Real Estate 39,800.0 $2.1M 0.02% +3K +9.3% $52.15 +9.4%
487 IEX IDEX CORP Industrials 9,080.0 $2.1M 0.02% +500.0 +5.8% $226.95 +1.5%
488 FIVE FIVE BELOW Consumer Cyclical 11,428.0 $2.1M 0.02% +130.0 +1.1% $179.79 +44.3%
489 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 23,866.0 $2.1M 0.02% +1K +5.3% $86.09 +16.4%
490 CF CF INDUSTRIES HOLDINGS INC Basic Materials 18,955.0 $2.1M 0.02% +1K +6.2% $108.26 +17.6%
491 BALL BALL CORP Consumer Cyclical 32,804.0 $2.0M 0.02% +2K +7.1% $62.40 +2.7%
492 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 64,501.0 $2.0M 0.02% +4K +6.6% $31.61 +11.9%
493 AMKR AMKOR TECHNOLOGY INC Technology 23,594.0 $2.0M 0.02% +200.0 +0.8% $86.23 -43.5%
494 SMCI SUPER MICRO COMPUTER INC Technology 69,250.0 $2.0M 0.02% +12K +20.3% $29.33 +31.1%
495 INVH INVITATION HOMES INC Real Estate 67,218.0 $2.0M 0.02% +3K +4.2% $30.21 -0.0%
496 MAS MASCO CORP Industrials 24,794.0 $2.0M 0.02% +2K +6.4% $81.37 -10.4%
497 BRX BRIXMOR PROPERTY GROUP INC Real Estate 63,435.0 $2.0M 0.02% +600.0 +0.9% $31.53 -6.4%
498 GPC GENUINE PARTS CO Consumer Cyclical 16,945.0 $2.0M 0.02% +1K +6.3% $117.98 +16.9%
499 MAA MID AMERICA APARTMENT COMM Real Estate 14,305.0 $2.0M 0.02% +900.0 +6.7% $138.94 -5.0%
500 TSN TYSON FOODS INC CL A Consumer Defensive 34,633.0 $2.0M 0.02% +2K +7.1% $57.25 -0.1%
Page 25 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%