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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 15 of 20  ·  398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NBHC NATIONAL BANK HOLD CL A Financial Services 10,165.0 $452K 0.01% -100.0 -1.0% $44.43 -6.6%
282 CENTA CENTRAL GARDEN AND PET CO A Consumer Defensive 11,592.0 $449K 0.01% -100.0 -0.9% $38.77 -2.2%
283 DEI DOUGLAS EMMETT INC Real Estate 38,012.0 $449K 0.01% -300.0 -0.8% $11.80 +2.2%
284 ASTRANA HEALTH INC 9,655.0 $448K 0.01% -200.0 -2.0% $46.41
285 NEOG NEOGEN CORP Healthcare 49,400.0 $444K 0.01% -300.0 -0.6% $8.99 +28.5%
286 PRLB PROTO LABS INC Industrials 5,410.0 $441K 0.01% -47.0 -0.9% $81.51 -5.3%
287 ADMA ADMA BIOLOGICS INC Healthcare 52,499.0 $439K 0.01% -1K -2.2% $8.37 +15.3%
288 ZD ZIFF DAVIS INC Communication Services 8,376.0 $439K 0.01% -700.0 -7.7% $52.37 +5.6%
289 PAYO PAYONEER GLOBAL INC Technology 61,375.0 $437K 0.01% -5K -7.0% $7.12 -0.3%
290 PLAB PHOTRONICS INC Technology 13,373.0 $435K 0.01% -100.0 -0.7% $32.53 -9.2%
291 WLY WILEY (JOHN) & SONS CLASS A Communication Services 8,893.0 $431K 0.01% -300.0 -3.3% $48.51 +9.3%
292 PRDO PERDOCEO EDUCATION CORP Consumer Defensive 13,400.0 $429K 0.01% -400.0 -2.9% $32.00 +2.4%
293 ACADIAN ASSET MANAGEMENT INC 5,986.0 $428K 0.01% -100.0 -1.6% $71.52
294 XHR XENIA HOTELS & RESORTS INC Real Estate 20,978.0 $427K 0.01% -700.0 -3.2% $20.36 -3.7%
295 CHCO CITY HOLDING CO Financial Services 3,210.0 $426K 0.01% -60.0 -1.8% $132.64 +8.3%
296 PATHWARD FINANCIAL INC 4,857.0 $423K 0.01% -100.0 -2.0% $87.06
297 CTS CTS CORP Technology 6,484.0 $423K 0.01% -200.0 -3.0% $65.19 -13.8%
298 EPAC ENERPAC TOOL GROUP CORP Industrials 11,680.0 $419K 0.01% -400.0 -3.3% $35.86 +3.2%
299 HCI HCI GROUP INC Financial Services 2,375.0 $416K 0.00% -100.0 -4.0% $175.25 +5.4%
300 SNDR SCHNEIDER NATIONAL INC CL B Industrials 11,284.0 $412K 0.00% -100.0 -0.9% $36.53 -4.6%
Page 15 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%