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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 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 HUBB HUBBELL INC Industrials 6,539.0 $3.4M 0.04% +448.0 +7.4% $523.20 -11.3%
362 SITM SITIME CORP Technology 4,582.0 $3.4M 0.04% $745.56 -20.3%
363 FICO FAIR ISAAC CORP Technology 2,853.0 $3.4M 0.04% +137.0 +5.0% $1194.78 -4.8%
364 SOMNIGROUP INTERNATIONAL INC 43,463.0 $3.4M 0.04% +353.0 +0.8% $78.40
365 ANNALY CAPITAL MANAGEMENT IN 151,451.0 $3.4M 0.04% +4K +2.9% $22.36
366 OTIS OTIS WORLDWIDE CORP Industrials 47,223.0 $3.4M 0.04% +3K +6.1% $71.60 -0.2%
367 WSM WILLIAMS SONOMA INC Consumer Cyclical 14,478.0 $3.4M 0.04% +838.0 +6.1% $233.10 +0.6%
368 APG API GROUP CORP Industrials 79,680.0 $3.4M 0.04% +952.0 +1.2% $42.35 -4.7%
369 PPL PPL CORP Utilities 92,577.0 $3.4M 0.04% +8K +9.2% $36.35 -3.7%
370 RGLD ROYAL GOLD INC Basic Materials 16,791.0 $3.4M 0.04% +144.0 +0.9% $199.61 +34.1%
371 ES EVERSOURCE ENERGY Utilities 46,260.0 $3.3M 0.04% +3K +7.7% $72.27 -1.7%
372 THC TENET HEALTHCARE CORP Healthcare 17,801.0 $3.3M 0.04% -127.0 -0.7% $187.08 +45.3%
373 PPG PPG INDUSTRIES INC Basic Materials 27,396.0 $3.3M 0.04% +2K +6.6% $121.29 -6.3%
374 ROIV ROIVANT SCIENCES LTD Healthcare 93,152.0 $3.3M 0.04% +700.0 +0.8% $35.39 +3.1%
375 WPC WP CAREY INC Real Estate 46,019.0 $3.3M 0.04% +1K +2.7% $71.50 +0.4%
376 VEEV VEEVA SYSTEMS INC CLASS A Healthcare 18,476.0 $3.3M 0.04% NEW $177.47 +39.1%
377 RRX REGAL REXNORD CORP Industrials 13,757.0 $3.3M 0.04% +145.0 +1.1% $238.19 -31.9%
378 RJF RAYMOND JAMES FINANCIAL INC Financial Services 21,380.0 $3.3M 0.04% +1K +6.5% $152.03 +14.9%
379 AVB AVALONBAY COMMUNITIES INC Real Estate 17,111.0 $3.2M 0.04% +900.0 +5.5% $188.69 -2.5%
380 PHM PULTEGROUP INC Consumer Cyclical 23,513.0 $3.2M 0.04% +2K +6.8% $137.21 -4.6%
Page 19 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%