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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 24 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 10,944.0 $2.6M 0.03% +700.0 +6.8% $238.28 +3.8%
462 GLPI GAMING AND LEISURE PROPERTIE Real Estate 58,528.0 $2.6M 0.03% +600.0 +1.0% $44.53 -4.2%
463 PFG PRINCIPAL FINANCIAL GROUP Financial Services 24,137.0 $2.6M 0.03% +2K +6.6% $107.78 +3.6%
464 GGG GRACO INC Industrials 34,298.0 $2.6M 0.03% +300.0 +0.9% $75.61 +4.8%
465 AIT APPLIED INDUSTRIAL TECH INC Industrials 7,638.0 $2.6M 0.03% +115.0 +1.5% $338.15 +0.8%
466 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 40,052.0 $2.6M 0.03% +300.0 +0.8% $64.45 +0.3%
467 SNA SNAP ON INC Industrials 6,387.0 $2.6M 0.03% +425.0 +7.1% $402.40 -1.5%
468 WBS WEBSTER FINANCIAL CORP Financial Services 33,524.0 $2.6M 0.03% +400.0 +1.2% $76.42 +1.5%
469 CCK CROWN HOLDINGS INC Consumer Cyclical 22,872.0 $2.6M 0.03% $111.82 +7.2%
470 EQH EQUITABLE HOLDINGS INC Financial Services 58,235.0 $2.6M 0.03% $43.88 +13.9%
471 PEN PENUMBRA INC Healthcare 8,081.0 $2.6M 0.03% $315.75 +2.3%
472 OMC OMNICOM GROUP Communication Services 35,024.0 $2.6M 0.03% -1K -2.8% $72.83 +21.0%
473 WRB WR BERKLEY CORP Financial Services 36,164.0 $2.6M 0.03% +2K +5.7% $70.53 -2.5%
474 AGX ARGAN INC Industrials 3,190.0 $2.5M 0.03% +18.0 +0.6% $798.55 -42.9%
475 SPXC SPX TECHNOLOGIES INC Industrials 10,371.0 $2.5M 0.03% +171.0 +1.7% $245.17 -15.8%
476 ELAN ELANCO ANIMAL HEALTH INC Healthcare 103,192.0 $2.5M 0.03% +1K +1.3% $24.61 +1.7%
477 STE STERIS PLC Healthcare 12,052.0 $2.5M 0.03% +800.0 +7.1% $210.57 +12.4%
478 VRSN VERISIGN INC Technology 10,062.0 $2.5M 0.03% +600.0 +6.3% $251.56 +17.1%
479 FHN FIRST HORIZON CORP Financial Services 98,061.0 $2.5M 0.03% -1K -1.4% $25.64 -4.0%
480 BTSG BRIGHTSPRING HEALTH SERVICES Healthcare 35,900.0 $2.5M 0.03% +6K +18.5% $69.74 -13.3%
Page 24 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%