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Portfolio (Quarterly) Guide ↗

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

· CIK 0001107314
13F Portfolio $7.6B AUM 1,510 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 488 Added 270 Reduced 27 Exited
Page 3 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PSTG EVERPURE INC Technology 64,261.0 $3.8M 0.05% +2K +3.5% $59.04 +41.9%
42 NXT NEXTPOWER INC Technology 30,461.0 $3.7M 0.05% +831.0 +2.8% $120.55 +0.4%
43 ENTG ENTEGRIS INC Technology 31,188.0 $3.7M 0.05% +900.0 +3.0% $117.24 +12.1%
44 RB GLOBAL INC 38,138.0 $3.7M 0.05% +1K +3.4% $95.85
45 HBAN HUNTINGTON BANCSHARES INC Financial Services 232,524.0 $3.6M 0.05% +52K +29.2% $15.65 +1.3%
46 HPE HEWLETT PACKARD ENTERPRISE C Technology 152,123.0 $3.6M 0.05% +1K +0.7% $23.81 +42.7%
47 NRG NRG ENERGY INC Utilities 24,361.0 $3.6M 0.05% +2K +10.9% $146.14 -6.3%
48 RBC RBC BEARINGS INC Industrials 6,512.0 $3.5M 0.05% +290.0 +4.7% $543.12 +5.1%
49 AA ALCOA CORP Basic Materials 53,147.0 $3.5M 0.05% +2K +3.4% $66.33 -0.1%
50 ATO ATMOS ENERGY CORP Utilities 18,965.0 $3.5M 0.05% +600.0 +3.3% $184.72 -3.9%
51 AEE AMEREN CORP Utilities 31,719.0 $3.5M 0.05% +800.0 +2.6% $109.92 -0.1%
52 DOW DOW HLDGS INC Basic Materials 82,138.0 $3.4M 0.04% +800.0 +1.0% $41.65 -13.8%
53 CCL CARNIVAL CORP Consumer Cyclical 131,600.0 $3.4M 0.04% +7K +5.8% $25.88 +1.2%
54 OVV OVINTIV INC Energy 57,003.0 $3.4M 0.04% +7K +13.3% $59.36 -0.8%
55 THC TENET HEALTHCARE CORP Healthcare 17,928.0 $3.4M 0.04% +370.0 +2.1% $188.71 -0.7%
56 ITT ITT INC Industrials 17,621.0 $3.4M 0.04% +557.0 +3.3% $190.53 +1.1%
57 WAT WATERS CORP Healthcare 11,266.0 $3.4M 0.04% +4K +65.2% $297.80 +14.6%
58 RS RELIANCE INC Basic Materials 10,716.0 $3.3M 0.04% +245.0 +2.3% $303.92 +19.2%
59 PR PERMIAN RESOURCES CORP Energy 151,821.0 $3.2M 0.04% +14K +9.9% $21.32 -2.0%
60 APG API GROUP CORP Industrials 78,728.0 $3.2M 0.04% +5K +6.9% $40.52 +2.4%
Page 3 of 25  ·  488 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 31.4%
Financial Services 11.5%
Consumer Cyclical 10.3%
Industrials 10.2%
Healthcare 9.6%
Communication Services 9.5%
Consumer Defensive 5.2%
Energy 4.4%
Utilities 2.9%
Real Estate 2.7%