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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 39 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 XRAY DENTSPLY SIRONA INC Healthcare 41,444.0 $440K 0.01% +500.0 +1.2% $10.61 +2.6%
762 OMCL OMNICELL INC Healthcare 10,321.0 $429K 0.01% +100.0 +1.0% $41.52 -16.5%
763 PRG PROG HOLDINGS INC Industrials 9,113.0 $425K 0.01% +100.0 +1.1% $46.61 -16.2%
764 GTY GETTY REALTY CORP Real Estate 12,660.0 $422K 0.01% +100.0 +0.8% $33.36 +0.1%
765 ADUS ADDUS HOMECARE CORP Healthcare 4,189.0 $421K 0.01% +36.0 +0.9% $100.47 +20.3%
766 NWS NEWS CORP CLASS B 14,832.0 $416K 0.00% +800.0 +5.7% $28.06
767 IIPR INNOVATIVE INDUSTRIAL PROPER Real Estate 6,512.0 $404K 0.00% +100.0 +1.6% $61.98 -8.4%
768 GT GOODYEAR TIRE & RUBBER CO Consumer Cyclical 59,443.0 $392K 0.00% +700.0 +1.2% $6.60 -9.1%
769 PSKY PARAMOUNT SKYDANCE CL B Communication Services 38,756.0 $382K 0.00% +3K +9.0% $9.86 +5.0%
770 FLO FLOWERS FOODS INC Consumer Defensive 48,100.0 $380K 0.00% +5K +11.1% $7.90 -7.8%
771 FTRE FORTREA HOLDINGS INC Healthcare 21,466.0 $374K 0.00% +300.0 +1.4% $17.40 +5.2%
772 TRIP TRIPADVISOR INC Consumer Cyclical 26,479.0 $363K 0.00% +300.0 +1.1% $13.71 -25.7%
773 EYE NATIONAL VISION HOLDINGS INC Consumer Cyclical 18,207.0 $346K 0.00% +100.0 +0.6% $19.01 -4.1%
774 CRI CARTER S INC Consumer Cyclical 8,402.0 $346K 0.00% +100.0 +1.2% $41.16 -16.6%
775 NSP INSPERITY INC Industrials 8,247.0 $341K 0.00% +100.0 +1.2% $41.31 +26.2%
776 ARLO ARLO TECHNOLOGIES INC Industrials 24,668.0 $333K 0.00% +400.0 +1.6% $13.48 -2.9%
777 ROCK GIBRALTAR INDUSTRIES INC Industrials 6,810.0 $307K 0.00% +100.0 +1.5% $45.10 +2.6%
778 AMN AMN HEALTHCARE SERVICES INC Healthcare 8,844.0 $286K 0.00% +100.0 +1.1% $32.37 +6.6%
779 VIR VIR BIOTECHNOLOGY INC Healthcare 27,568.0 $281K 0.00% +2K +7.0% $10.19 -2.7%
780 SAM BOSTON BEER COMPANY INC A Consumer Defensive 1,577.0 $279K 0.00% +43.0 +2.8% $177.03 +7.0%
Page 39 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%