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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 12 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 F FORD MOTOR CO Consumer Cyclical 481,052.0 $6.7M 0.07% +32K +7.2% $13.90 +0.4%
222 LHX L3HARRIS TECHNOLOGIES INC Industrials 22,899.0 $6.7M 0.07% +2K +7.3% $290.59 -9.8%
223 AFL AFLAC INC Financial Services 56,322.0 $6.6M 0.07% +3K +5.2% $117.25 -0.9%
224 TWLO TWILIO INC A Communication Services 31,396.0 $6.5M 0.07% +259.0 +0.8% $206.33 +8.5%
225 ENTERGY CORP 56,304.0 $6.5M 0.07% +5K +8.7% $114.86
226 AZO AUTOZONE INC Consumer Cyclical 2,021.0 $6.5M 0.07% +114.0 +6.0% $3195.94 -5.3%
227 EW EDWARDS LIFESCIENCES CORP Healthcare 70,799.0 $6.4M 0.07% +4K +6.6% $90.46 +0.5%
228 CRS CARPENTER TECHNOLOGY Industrials 10,260.0 $6.3M 0.07% +63.0 +0.6% $616.84 -21.2%
229 FITB FIFTH THIRD BANCORP Financial Services 111,399.0 $6.3M 0.07% +8K +8.1% $56.37 -2.6%
230 NUE NUCOR CORP Basic Materials 28,045.0 $6.2M 0.07% +2K +7.0% $222.75 +11.1%
231 MKSI MKS INC Technology 13,973.0 $6.2M 0.07% +207.0 +1.5% $444.80 -39.2%
232 PSA PUBLIC STORAGE Real Estate 19,501.0 $6.2M 0.07% +1K +7.7% $318.31 +1.4%
233 VST VISTRA CORP Utilities 39,008.0 $6.2M 0.07% +2K +6.8% $158.63 -12.4%
234 XEL XCEL ENERGY INC Utilities 76,775.0 $6.2M 0.07% +9K +13.4% $80.30 -3.9%
235 EBAY EBAY INC Consumer Cyclical 54,610.0 $6.1M 0.07% +3K +5.6% $111.75 -5.1%
236 MCHP MICROCHIP TECHNOLOGY INC Technology 66,486.0 $6.1M 0.07% +5K +7.4% $91.20 -19.4%
237 NKE NIKE INC CL B Consumer Cyclical 147,422.0 $6.1M 0.07% +11K +8.1% $41.05 -3.8%
238 EXC EXELON CORP Utilities 125,847.0 $5.9M 0.06% +9K +7.4% $46.62 -5.0%
239 HUM HUMANA INC Healthcare 14,762.0 $5.9M 0.06% +986.0 +7.2% $397.22 -1.9%
240 DVN DEVON ENERGY CORP Energy 141,660.0 $5.9M 0.06% +71K +99.6% $41.32 +13.5%
Page 12 of 76  ·  1,509 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%