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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 49 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 FLAGSTAR BANK NA 61,993.0 $926K 0.01% +600.0 +1.0% $14.94
962 FELE FRANKLIN ELECTRIC CO INC Industrials 8,616.0 $924K 0.01% -100.0 -1.1% $107.19 -4.7%
963 BSY BENTLEY SYSTEMS INC CLASS B Technology 30,800.0 $921K 0.01% +200.0 +0.7% $29.89 +25.8%
964 INDB INDEPENDENT BANK CORP/MA Financial Services 10,985.0 $920K 0.01% -351.0 -3.1% $83.72 -1.6%
965 OII OCEANEERING INTL INC Energy 22,678.0 $919K 0.01% $40.52 +26.4%
966 EPR EPR PROPERTIES Real Estate 15,834.0 $919K 0.01% +200.0 +1.3% $58.01 +2.8%
967 MKTX MARKETAXESS HOLDINGS INC Financial Services 8,089.0 $918K 0.01% -410.0 -4.8% $113.49 +43.1%
968 MWA MUELLER WATER PRODUCTS INC A Industrials 35,532.0 $918K 0.01% -200.0 -0.6% $25.83 -4.3%
969 FCN FTI CONSULTING INC Industrials 6,137.0 $914K 0.01% -52.0 -0.8% $149.01 +2.0%
970 CNR CORE NATURAL RESOURCES INC Energy 11,391.0 $912K 0.01% -300.0 -2.6% $80.02 +27.0%
971 FBP FIRST BANCORP PUERTO RICO Financial Services 34,948.0 $911K 0.01% -600.0 -1.7% $26.07 +6.3%
972 NWE NORTHWESTERN ENERGY GROUP IN Utilities 12,710.0 $910K 0.01% +100.0 +0.8% $71.62 -0.9%
973 BRC BRADY CORPORATION CL A Industrials 9,934.0 $910K 0.01% $91.57 +2.1%
974 MUR MURPHY OIL CORP Energy 27,802.0 $905K 0.01% +300.0 +1.1% $32.56 +10.4%
975 KBR KBR INC Industrials 26,198.0 $905K 0.01% $34.53 +10.6%
976 ELF ELF BEAUTY INC Consumer Defensive 12,208.0 $903K 0.01% +100.0 +0.8% $74.00 +43.5%
977 WSFS WSFS FINANCIAL CORP Financial Services 11,766.0 $903K 0.01% -437.0 -3.6% $76.73 +2.2%
978 BNL BROADSTONE NET LEASE INC Real Estate 43,500.0 $899K 0.01% NEW $20.67 +2.2%
979 SKYW SKYWEST INC Industrials 9,040.0 $898K 0.01% -100.0 -1.1% $99.33 -0.5%
980 G GENPACT LTD Technology 32,604.0 $897K 0.01% $27.50 +36.5%
Page 49 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%