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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 14 of 20  ·  398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MPT MEDICAL PROPERTIES TRUST INC Financial Services 110,503.0 $511K 0.01% -2K -2.0% $4.62 -10.6%
262 PBH PRESTIGE CONSUMER HEALTHCARE Healthcare 10,759.0 $509K 0.01% -100.0 -0.9% $47.27 +8.5%
263 NWBI NORTHWEST BANCSHARES INC Financial Services 33,237.0 $504K 0.01% -200.0 -0.6% $15.16 +0.9%
264 PEB PEBBLEBROOK HOTEL TRUST Real Estate 25,778.0 $500K 0.01% -200.0 -0.8% $19.41 -5.2%
265 PBI PITNEY BOWES INC Industrials 28,348.0 $497K 0.01% -6K -16.2% $17.52 -3.7%
266 CALX CALIX INC Technology 13,173.0 $492K 0.01% -627.0 -4.5% $37.32 +7.5%
267 SHO SUNSTONE HOTEL INVESTORS INC Real Estate 42,285.0 $484K 0.01% -1K -2.5% $11.45 -0.8%
268 AIN ALBANY INTL CORP CL A Consumer Cyclical 6,482.0 $483K 0.01% -100.0 -1.5% $74.50 -20.5%
269 SPSC SPS COMMERCE INC Technology 8,364.0 $478K 0.01% -300.0 -3.5% $57.17 +40.6%
270 PGNY PROGYNY INC Healthcare 16,554.0 $477K 0.01% -2K -9.8% $28.83 -10.7%
271 DXPE DXP ENTERPRISES INC Industrials 2,821.0 $476K 0.01% -100.0 -3.4% $168.74 +10.5%
272 HMN HORACE MANN EDUCATORS Financial Services 9,156.0 $473K 0.01% -100.0 -1.1% $51.65 -1.6%
273 TILE INTERFACE INC Consumer Cyclical 13,182.0 $472K 0.01% -200.0 -1.5% $35.84 +7.5%
274 OFG OFG BANCORP Financial Services 9,585.0 $470K 0.01% -300.0 -3.0% $49.07 +6.1%
275 FCF FIRST COMMONWEALTH FINL CORP Financial Services 23,050.0 $469K 0.01% -400.0 -1.7% $20.33 +2.2%
276 MD PEDIATRIX MEDICAL GROUP INC Healthcare 18,240.0 $462K 0.01% -1K -5.2% $25.33 +6.0%
277 EZPW EZCORP INC CL A Financial Services 13,313.0 $460K 0.01% -100.0 -0.8% $34.57 +0.6%
278 ECPG ENCORE CAPITAL GROUP INC Financial Services 4,898.0 $457K 0.01% -200.0 -3.9% $93.29 +10.4%
279 CHH CHOICE HOTELS INTL INC Consumer Cyclical 4,143.0 $457K 0.01% -100.0 -2.4% $110.27 -0.5%
280 IOSP INNOSPEC INC Basic Materials 5,591.0 $455K 0.01% -40.0 -0.7% $81.39 +15.4%
Page 14 of 20  ·  398 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%