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Portfolio (Quarterly) Guide ↗

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

· CIK 0001107314
13F Portfolio $7.6B AUM 1,510 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 488 Added 270 Reduced 27 Exited
Page 39 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TFX TELEFLEX INCORPORATED Healthcare 10,014.0 $1.2M 0.02% -100.0 -1.0% $119.61 +13.0%
762 AVAV AEROVIRONMENT INC Industrials 6,521.0 $1.2M 0.02% +166.0 +2.6% $183.05 -10.9%
763 GVA GRANITE CONSTR INC Industrials 9,931.0 $1.2M 0.02% -100.0 -1.0% $119.88 +6.5%
764 GEN GEN DIGITAL INC Technology 63,122.0 $1.2M 0.02% -1K -1.7% $18.83 +32.0%
765 ACA ARCOSA INC Industrials 11,189.0 $1.2M 0.02% $106.14 +12.3%
766 UBSI UNITED BANKSHARES INC WEST V Financial Services 28,612.0 $1.2M 0.02% +600.0 +2.1% $41.42 +4.2%
767 GBCI GLACIER BANCORP INC NEW Financial Services 26,448.0 $1.2M 0.02% +700.0 +2.7% $44.67 +7.0%
768 MTG MGIC INVT CORP WIS Financial Services 44,972.0 $1.2M 0.02% +481.0 +1.1% $26.25 -0.3%
769 SJM SMUCKER J M CO Consumer Defensive 12,229.0 $1.2M 0.02% $96.44 +4.2%
770 TXNM ENERGY INC 20,139.0 $1.2M 0.02% +600.0 +3.1% $58.46
771 RYN RAYONIER INC Real Estate 57,057.0 $1.2M 0.02% +27K +92.4% $20.62 -1.9%
772 PIPR PIPER SANDLER COMPANIES Financial Services 15,352.0 $1.2M 0.02% NEW $76.55 +4.6%
773 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 5,611.0 $1.2M 0.01% -200.0 -3.4% $209.08 +16.4%
774 POWL POWELL INDS INC Industrials 2,165.0 $1.2M 0.01% +11.0 +0.5% $541.08 -49.9%
775 MHK MOHAWK INDS INC Consumer Cyclical 11,887.0 $1.2M 0.01% $98.46 +3.9%
776 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 20,077.0 $1.2M 0.01% +600.0 +3.1% $58.24 -1.3%
777 UDR UDR INC Real Estate 34,471.0 $1.2M 0.01% $33.78 +12.0%
778 MATX MATSON INC Industrials 7,097.0 $1.2M 0.01% $163.94 +11.5%
779 CELH CELSIUS HLDGS INC Consumer Defensive 32,782.0 $1.2M 0.01% +900.0 +2.8% $35.48 -16.3%
780 AUB ATLANTIC UN BANKSHARES CORP Financial Services 32,456.0 $1.2M 0.01% $35.74 +5.4%
Page 39 of 76  ·  1,510 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 31.4%
Financial Services 11.5%
Consumer Cyclical 10.3%
Industrials 10.2%
Healthcare 9.6%
Communication Services 9.5%
Consumer Defensive 5.2%
Energy 4.4%
Utilities 2.9%
Real Estate 2.7%