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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 19 of 20  ·  398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 UPWK UPWORK INC Industrials 28,090.0 $235K 0.00% -2K -6.0% $8.36 +2.5%
362 PCRX PACIRA BIOSCIENCES INC Healthcare 9,011.0 $229K 0.00% -400.0 -4.2% $25.37 -2.0%
363 MRTN MARTEN TRANSPORT LTD Industrials 13,132.0 $228K 0.00% -100.0 -0.8% $17.35 -15.4%
364 CPF CENTRAL PACIFIC FINANCIAL CO Financial Services 5,920.0 $226K 0.00% -100.0 -1.7% $38.20 -1.2%
365 CFFN CAPITOL FEDERAL FINANCIAL IN Financial Services 26,492.0 $225K 0.00% -800.0 -2.9% $8.51 +0.2%
366 SCSC SCANSOURCE INC Technology 4,316.0 $225K 0.00% -200.0 -4.4% $52.09 +3.9%
367 CNMD CONMED CORP Healthcare 6,837.0 $224K 0.00% -200.0 -2.8% $32.73 +57.3%
368 PMT PENNYMAC MORTGAGE INVESTMENT Real Estate 19,813.0 $223K 0.00% -100.0 -0.5% $11.28 -17.6%
369 APOG APOGEE ENTERPRISES INC Industrials 4,862.0 $222K 0.00% -100.0 -2.0% $45.74 -9.6%
370 TRST TRUSTCO BANK CORP NY Financial Services 4,041.0 $222K 0.00% -33.0 -0.8% $54.91 +4.2%
371 HAFC HANMI FINANCIAL CORPORATION Financial Services 6,705.0 $217K 0.00% -100.0 -1.5% $32.40 -3.6%
372 EIG EMPLOYERS HOLDINGS INC Financial Services 4,141.0 $209K 0.00% -1K -19.4% $50.48 -2.6%
373 KOP KOPPERS HOLDINGS INC Basic Materials 4,420.0 $198K 0.00% -100.0 -2.2% $44.90 +2.1%
374 JBGS JBG SMITH PROPERTIES Real Estate 13,200.0 $194K 0.00% -300.0 -2.2% $14.67 -14.8%
375 NX QUANEX BUILDING PRODUCTS Industrials 10,327.0 $192K 0.00% -200.0 -1.9% $18.62 +7.1%
376 SABR SABRE CORP Consumer Cyclical 88,960.0 $186K 0.00% -1K -1.4% $2.09 +8.1%
377 ADAMM ADAMAS TRUST INC 18,954.0 $178K 0.00% -200.0 -1.0% $9.38
378 CERT CERTARA INC Healthcare 26,531.0 $174K 0.00% -800.0 -2.9% $6.55 +21.5%
379 GTM ZOOMINFO TECHNOLOGIES INC Technology 58,800.0 $172K 0.00% -3K -4.2% $2.93 +33.1%
380 SCHL SCHOLASTIC CORP Communication Services 3,707.0 $171K 0.00% -2K -28.8% $46.00 -12.4%
Page 19 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%