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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 54 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 FIBK FIRST INTST BANCSYSTEM INC Financial Services 20,100.0 $671K 0.01% -400.0 -1.9% $33.40 +5.4%
1062 SBCF SEACOAST BKG CORP FLA Financial Services 22,132.0 $670K 0.01% $30.29 +1.1%
1063 KBH KB HOME Consumer Cyclical 12,937.0 $669K 0.01% $51.75 -7.2%
1064 AWR AMER STATES WTR CO Utilities 8,849.0 $669K 0.01% $75.62 +0.9%
1065 DORM DORMAN PRODS INC Consumer Cyclical 6,409.0 $669K 0.01% +52.0 +0.8% $104.36 +13.7%
1066 EXPO EXPONENT INC Industrials 10,225.0 $667K 0.01% +300.0 +3.0% $65.25 -12.6%
1067 IRIDIUM COMMUNICATIONS INC 24,000.0 $666K 0.01% $27.74
1068 FFBC 1ST FINL BANCORP Financial Services 23,649.0 $659K 0.01% $27.88 +10.0%
1069 FRPT FRESHPET INC Consumer Defensive 11,164.0 $658K 0.01% $58.96 -13.0%
1070 PVH PVH CORPORATION Consumer Cyclical 9,385.0 $655K 0.01% -200.0 -2.1% $69.76 +21.4%
1071 CPRX CATALYST PHARMACEUTICALS INC Healthcare 26,428.0 $654K 0.01% $24.76 +26.3%
1072 ACLS AXCELIS TECHNOLOGIES INC Technology 7,023.0 $654K 0.01% -37.0 -0.5% $93.08 +63.8%
1073 NMIH NMI HLDGS INC Financial Services 17,367.0 $651K 0.01% -200.0 -1.1% $37.51 +0.7%
1074 POWI POWER INTEGRATIONS INC Technology 12,700.0 $650K 0.01% $51.20 +35.0%
1075 CUSHMAN AND WAKEFIELD LTD 52,957.0 $649K 0.01% $12.26
1076 GFF GRIFFON CORP Industrials 8,929.0 $649K 0.01% $72.68 +16.5%
1077 MGEE MGE ENERGY INC Utilities 8,361.0 $646K 0.01% $77.29 -1.7%
1078 BCC BOISE CASCADE CO DEL Basic Materials 8,505.0 $645K 0.01% $75.85 -11.5%
1079 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 10,859.0 $644K 0.01% -100.0 -0.9% $59.27 -18.6%
1080 SFNC SIMMONS FIRST NATL CORP Financial Services 33,075.0 $643K 0.01% $19.45 +9.4%
Page 54 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%