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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 8 of 20  ·  398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CATY CATHAY GENERAL BANCORP Financial Services 15,200.0 $942K 0.01% -200.0 -1.3% $61.99 +0.5%
142 CRC CALIFORNIA RESOURCES CORP Energy 17,750.0 $938K 0.01% -254.0 -1.4% $52.87 -1.0%
143 FELE FRANKLIN ELECTRIC CO INC Industrials 8,616.0 $924K 0.01% -100.0 -1.1% $107.19 -3.8%
144 INDB INDEPENDENT BANK CORP/MA Financial Services 10,985.0 $920K 0.01% -351.0 -3.1% $83.72 -0.3%
145 MKTX MARKETAXESS HOLDINGS INC Financial Services 8,089.0 $918K 0.01% -410.0 -4.8% $113.49 +43.1%
146 MWA MUELLER WATER PRODUCTS INC A Industrials 35,532.0 $918K 0.01% -200.0 -0.6% $25.83 -2.6%
147 FCN FTI CONSULTING INC Industrials 6,137.0 $914K 0.01% -52.0 -0.8% $149.01 +4.4%
148 CNR CORE NATURAL RESOURCES INC Energy 11,391.0 $912K 0.01% -300.0 -2.6% $80.02 +20.2%
149 FBP FIRST BANCORP PUERTO RICO Financial Services 34,948.0 $911K 0.01% -600.0 -1.7% $26.07 +8.3%
150 WSFS WSFS FINANCIAL CORP Financial Services 11,766.0 $903K 0.01% -437.0 -3.6% $76.73 +3.6%
151 SKYW SKYWEST INC Industrials 9,040.0 $898K 0.01% -100.0 -1.1% $99.33 +2.4%
152 RNST RENASANT CORP Financial Services 21,001.0 $893K 0.01% -600.0 -2.8% $42.54 -2.6%
153 ICHR ICHOR HOLDINGS LTD Technology 7,867.0 $883K 0.01% -49.0 -0.6% $112.28 -49.3%
154 VCTR VICTORY CAPITAL HOLDING A Financial Services 10,502.0 $883K 0.01% -392.0 -3.6% $84.06 +38.0%
155 GEO GEO GROUP INC/THE Industrials 29,751.0 $879K 0.01% -2K -4.8% $29.55 +8.9%
156 ITRI ITRON INC Technology 10,073.0 $872K 0.01% -400.0 -3.8% $86.53 +14.1%
157 GAP GAP INC/THE Consumer Cyclical 46,085.0 $861K 0.01% -500.0 -1.1% $18.68 +9.0%
158 GFF GRIFFON CORP Industrials 8,789.0 $857K 0.01% -140.0 -1.6% $97.53 +3.9%
159 PLNT PLANET FITNESS INC CL A Consumer Cyclical 16,394.0 $855K 0.01% -600.0 -3.5% $52.17 +3.2%
160 ABG ASBURY AUTOMOTIVE GROUP Consumer Cyclical 4,247.0 $854K 0.01% -200.0 -4.5% $201.08 +4.9%
Page 8 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%