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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 16 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GEHC GE HEALTHCARE TECHNOLOGY Healthcare 69,240.0 $4.4M 0.05% +4K +5.7% $64.01 +15.5%
302 HBAN HUNTINGTON BANCSHARES INC Financial Services 249,224.0 $4.4M 0.05% +17K +7.2% $17.73 -4.4%
303 OXY OCCIDENTAL PETROLEUM CORP Energy 89,302.0 $4.3M 0.05% +7K +8.5% $48.57 +20.3%
304 NDAQ NASDAQ INC Financial Services 54,997.0 $4.3M 0.05% +4K +6.8% $78.82 +25.3%
305 LSCC LATTICE SEMICONDUCTOR CORP Technology 28,286.0 $4.3M 0.05% +262.0 +0.9% $152.96 -24.1%
306 MTB M & T BANK CORP Financial Services 17,997.0 $4.3M 0.05% +579.0 +3.3% $238.01 +1.0%
307 MLM MARTIN MARIETTA MATERIALS Basic Materials 7,411.0 $4.3M 0.05% +500.0 +7.2% $576.70 -7.8%
308 FANG DIAMONDBACK ENERGY INC Energy 23,932.0 $4.2M 0.04% +2K +7.7% $175.78 +13.7%
309 Q QNITY ELECTRONICS INC Technology 25,749.0 $4.2M 0.04% +2K +7.3% $163.31 -22.5%
310 ROP ROPER TECHNOLOGIES INC Industrials 12,408.0 $4.2M 0.04% +170.0 +1.4% $338.39 +22.2%
311 RBC RBC BEARINGS INC Industrials 6,512.0 $4.2M 0.04% $644.06 -23.0%
312 FN FABRINET Technology 7,408.0 $4.2M 0.04% $562.08 -23.2%
313 ACGL ARCH CAPITAL GROUP LTD Financial Services 42,777.0 $4.2M 0.04% +2K +4.4% $97.06 +3.6%
314 SNX TD SYNNEX CORP Technology 15,450.0 $4.1M 0.04% +80.0 +0.5% $267.34 -6.0%
315 BURL BURLINGTON STORES INC Consumer Cyclical 12,984.0 $4.1M 0.04% +189.0 +1.5% $316.80 -0.5%
316 EQT EQT CORP Energy 76,887.0 $4.1M 0.04% +5K +7.5% $53.17 +1.6%
317 CCI CROWN CASTLE INC Real Estate 53,595.0 $4.1M 0.04% +4K +7.5% $75.73 +0.7%
318 TTMI TTM TECHNOLOGIES Technology 21,462.0 $4.0M 0.04% +262.0 +1.2% $187.02 -40.0%
319 COIN COINBASE GLOBAL INC CLASS A Financial Services 27,352.0 $4.0M 0.04% +2K +7.0% $146.19 +28.0%
320 IQVIA HOLDINGS INC 20,548.0 $4.0M 0.04% +1K +5.9% $193.22
Page 16 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%