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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 20 of 20  ·  398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 UA UNDER ARMOUR INC CLASS C 27,177.0 $169K 0.00% -200.0 -0.7% $6.22
382 MMI MARCUS & MILLICHAP INC Real Estate 5,332.0 $166K 0.00% -100.0 -1.8% $31.17 +4.0%
383 ASGN EVERFORTH INC Technology 9,300.0 $166K 0.00% -500.0 -5.1% $17.87 +17.3%
384 SAFEHOLD INC 10,369.0 $163K 0.00% -100.0 -1.0% $15.70
385 HTLD HEARTLAND EXPRESS INC Industrials 10,326.0 $157K 0.00% -100.0 -1.0% $15.22 -17.8%
386 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 7,742.0 $156K 0.00% -300.0 -3.7% $20.18 +6.6%
387 LZ LEGALZOOMCOM INC Industrials 25,400.0 $156K 0.00% -900.0 -3.4% $6.13 -2.1%
388 METALLUS INC 8,134.0 $152K 0.00% -100.0 -1.2% $18.69
389 VRRM VERRA MOBILITY CORP Technology 34,474.0 $147K 0.00% -2K -5.5% $4.25 +5.2%
390 HSTM HEALTHSTREAM INC Healthcare 5,327.0 $145K 0.00% -100.0 -1.8% $27.25 +5.6%
391 AMSF AMERISAFE INC Financial Services 4,258.0 $144K 0.00% -100.0 -2.3% $33.83 -21.9%
392 FBRT FRANKLIN BSP REALTY TRUST IN Real Estate 17,446.0 $142K 0.00% -1K -6.4% $8.14 +3.7%
393 WRLD WORLD ACCEPTANCE CORP Financial Services 617.0 $138K 0.00% -38.0 -5.8% $223.83 -15.0%
394 CXM SPRINKLR INC A Technology 25,700.0 $133K 0.00% -3K -9.2% $5.16 +44.0%
395 NAVI NAVIENT CORP Financial Services 14,688.0 $125K 0.00% -500.0 -3.3% $8.51 +11.3%
396 CORE LABORATORIES INC 10,440.0 $122K 0.00% -200.0 -1.9% $11.65
397 DFH DREAM FINDERS HOMES INC A Consumer Cyclical 6,296.0 $109K 0.00% -300.0 -4.5% $17.26 -14.5%
398 CRSR CORSAIR GAMING INC Technology 10,602.0 $103K 0.00% -100.0 -0.9% $9.67 +12.8%
Page 20 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%