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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 11 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TRMK TRUSTMARK CORP Financial Services 13,449.0 $567K 0.01% -300.0 -2.2% $42.14 +5.0%
202 CVBF CVB FINL CORP Financial Services 29,163.0 $565K 0.01% -300.0 -1.0% $19.39 +4.8%
203 WAFD WAFD INC Financial Services 17,356.0 $545K 0.01% -700.0 -3.9% $31.40 +12.9%
204 FBNC FIRST BANCORP N C Financial Services 9,432.0 $531K 0.01% -100.0 -1.1% $56.35 +4.1%
205 TBBK BANCORP INC DEL Financial Services 9,734.0 $523K 0.01% -300.0 -3.0% $53.73 +2.2%
206 BROWN FORMAN CORP 19,609.0 $518K 0.01% -500.0 -2.5% $26.44
207 ABM ABM INDS INC Industrials 13,396.0 $516K 0.01% -600.0 -4.3% $38.52 +4.2%
208 AMR ALPHA METALLURGICAL RESOUR I Energy 2,462.0 $505K 0.01% -49.0 -1.9% $205.27 -16.1%
209 NWN NORTHWEST NAT HLDG CO Utilities 9,442.0 $503K 0.01% -100.0 -1.1% $53.22 -6.4%
210 KN KNOWLES CORP Technology 19,388.0 $498K 0.01% -100.0 -0.5% $25.68 +37.2%
211 CLSK CLEANSPARK INC Technology 58,473.0 $498K 0.01% -6K -9.0% $8.51 +85.2%
212 CSGS CSG SYS INTL INC Technology 6,158.0 $492K 0.01% -63.0 -1.0% $79.94 +0.9%
213 DXC DXC TECHNOLOGY CO Technology 38,811.0 $488K 0.01% -1K -2.6% $12.57 -26.6%
214 ADMA ADMA BIOLOGICS INC Healthcare 53,699.0 $484K 0.01% -700.0 -1.3% $9.01 -6.1%
215 PATHWARD FINANCIAL INC 4,957.0 $442K 0.01% -204.0 -4.0% $89.23
216 CXW CORECIVIC INC Real Estate 22,881.0 $433K 0.01% -1K -4.2% $18.91 +11.7%
217 RCUS ARCUS BIOSCIENCES INC Healthcare 19,381.0 $419K 0.01% -100.0 -0.5% $21.60 +9.9%
218 FCF FIRST COMWLTH FINL CORP PA Financial Services 23,450.0 $412K 0.01% -200.0 -0.8% $17.58 +6.6%
219 LTC LTC PPTYS INC Real Estate 10,838.0 $403K 0.01% -100.0 -0.9% $37.16 +4.0%
220 NWS NEWS CORP NEW Communication Services 14,032.0 $400K 0.01% -100.0 -0.7% $28.51 +5.5%
Page 11 of 14  ·  270 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%