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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 45 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 LAZ LAZARD INC Financial Services 25,400.0 $1.1M 0.01% NEW $41.94 +3.1%
882 UFPI UFP INDUSTRIES INC Basic Materials 11,697.0 $1.1M 0.01% -300.0 -2.5% $90.74 -6.0%
883 POWI POWER INTEGRATIONS INC Technology 12,646.0 $1.1M 0.01% $83.76 -34.0%
884 NXST NEXSTAR MEDIA GROUP INC Communication Services 5,926.0 $1.1M 0.01% +100.0 +1.7% $178.59 +0.7%
885 AZZ AZZ INC Industrials 6,824.0 $1.1M 0.01% $155.05 -9.9%
886 MSGE SPHERE ENTERTAINMENT CO Communication Services 6,100.0 $1.1M 0.01% $173.03 -54.8%
887 LAUR LAUREATE EDUCATION INC Consumer Defensive 28,991.0 $1.1M 0.01% -2K -5.6% $36.32 +7.5%
888 MILLROSE PROPERTIES 35,009.0 $1.1M 0.01% -200.0 -0.6% $30.05
889 CSW INDUSTRIALS INC 3,776.0 $1.1M 0.01% +42.0 +1.1% $278.30
890 VECO VEECO INSTRUMENTS INC Technology 13,808.0 $1.0M 0.01% $75.80 -38.1%
891 VVV VALVOLINE INC Energy 26,368.0 $1.0M 0.01% +200.0 +0.8% $39.54 -19.1%
892 ASB ASSOCIATED BANC CORP Financial Services 33,784.0 $1.0M 0.01% +200.0 +0.6% $30.77 +0.1%
893 FULT FULTON FINANCIAL CORP Financial Services 42,922.0 $1.0M 0.01% -900.0 -2.0% $24.19 -1.8%
894 LPX LOUISIANA PACIFIC CORP Basic Materials 13,174.0 $1.0M 0.01% +200.0 +1.5% $78.66 -10.1%
895 RXO RXO INC Industrials 37,443.0 $1.0M 0.01% $27.59 -19.2%
896 SKT TANGER INC Real Estate 26,138.0 $1.0M 0.01% -200.0 -0.8% $39.47 -4.6%
897 FDS FACTSET RESEARCH SYSTEMS INC Financial Services 4,480.0 $1.0M 0.01% +232.0 +5.5% $230.08 +32.3%
898 ARE ALEXANDRIA REAL ESTATE EQUIT Real Estate 19,374.0 $1.0M 0.01% +2K +8.4% $52.85 -1.1%
899 CUZ COUSINS PROPERTIES INC Real Estate 34,024.0 $1.0M 0.01% -400.0 -1.2% $29.98 -1.6%
900 LIFE360 INC 18,400.0 $1.0M 0.01% +500.0 +2.8% $55.36
Page 45 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%