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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 27 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 GLOBUS MEDICAL INC A 23,460.0 $1.9M 0.02% +600.0 +2.6% $79.01
522 J JACOBS SOLUTIONS INC Industrials 14,550.0 $1.8M 0.02% +1K +8.5% $126.00 +19.7%
523 BBY BEST BUY CO INC Consumer Cyclical 24,106.0 $1.8M 0.02% +2K +8.1% $75.88 +12.4%
524 NNN NNN REIT INC Real Estate 39,301.0 $1.8M 0.02% +300.0 +0.8% $46.53 -0.9%
525 DOC HEALTHPEAK PROPERTIES INC Real Estate 84,748.0 $1.8M 0.02% +5K +6.5% $21.40 +1.2%
526 SWK STANLEY BLACK & DECKER INC Industrials 19,128.0 $1.8M 0.02% +1K +7.9% $94.12 +4.6%
527 DAR DARLING INGREDIENTS INC Consumer Defensive 32,821.0 $1.8M 0.02% +400.0 +1.2% $54.62 +14.6%
528 ALGM ALLEGRO MICROSYSTEMS INC Technology 25,637.0 $1.8M 0.02% +200.0 +0.8% $69.62 -46.2%
529 BUNGE GLOBAL SA 16,716.0 $1.8M 0.02% +1K +7.7% $106.73
530 AAON AAON INC Industrials 14,048.0 $1.8M 0.02% +133.0 +1.0% $126.86 -39.9%
531 EVEREST GROUP LTD 4,863.0 $1.7M 0.02% +151.0 +3.2% $357.23
532 IDA IDACORP INC Utilities 11,462.0 $1.7M 0.02% +400.0 +3.6% $151.30 -9.0%
533 DECK DECKERS OUTDOOR CORP Consumer Cyclical 17,464.0 $1.7M 0.02% +1K +7.4% $99.29 -10.6%
534 COOPER COS INC/THE 24,035.0 $1.7M 0.02% +2K +7.1% $71.71
535 GL GLOBE LIFE INC Financial Services 9,622.0 $1.7M 0.02% +500.0 +5.5% $178.68 -3.6%
536 SATS ECHOSTAR CORP A Technology 16,837.0 $1.7M 0.02% +1K +9.3% $101.50 -15.9%
537 TEX TEREX CORP Industrials 23,604.0 $1.7M 0.02% +300.0 +1.3% $72.39 -9.9%
538 VNOM VIPER ENERGY INC CL A Energy 40,094.0 $1.7M 0.02% +2K +5.2% $42.40 +3.9%
539 LVS LAS VEGAS SANDS CORP Consumer Cyclical 36,624.0 $1.7M 0.02% +2K +5.8% $46.19 +2.3%
540 GEN GEN DIGITAL INC Technology 67,722.0 $1.7M 0.02% +5K +7.3% $24.89 +17.8%
Page 27 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%