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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 55 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 FIBK FIRST INTERSTATE BANCSYS A Financial Services 19,200.0 $740K 0.01% -900.0 -4.5% $38.56 -3.8%
1082 AWR AMERICAN STATES WATER CO Utilities 8,949.0 $739K 0.01% +100.0 +1.1% $82.63 +7.9%
1083 GOLF ACUSHNET HOLDINGS CORP Consumer Cyclical 6,232.0 $739K 0.01% $118.53 -28.2%
1084 BOH BANK OF HAWAII CORP Financial Services 9,048.0 $737K 0.01% $81.49 -5.4%
1085 ARCB ARCBEST CORP Industrials 5,106.0 $733K 0.01% $143.54 -3.4%
1086 ACAD ACADIA PHARMACEUTICALS INC Healthcare 28,785.0 $728K 0.01% +200.0 +0.7% $25.30 +17.5%
1087 NATL NCR ATLEOS CORP Technology 16,726.0 $726K 0.01% -200.0 -1.2% $43.41 +6.2%
1088 SBCF SEACOAST BANKING CORP/FL Financial Services 21,832.0 $726K 0.01% -300.0 -1.4% $33.25 +2.9%
1089 ITGR INTEGER HOLDINGS CORP Healthcare 7,747.0 $724K 0.01% -219.0 -2.8% $93.45 +34.1%
1090 KALU KAISER ALUMINUM CORP Basic Materials 3,700.0 $724K 0.01% $195.63 -19.4%
1091 AMTM AMENTUM HOLDINGS INC Industrials 35,000.0 $723K 0.01% $20.67 -0.9%
1092 RUN SUNRUN INC Energy 54,065.0 $723K 0.01% +1K +1.9% $13.38 -31.9%
1093 POST POST HOLDINGS INC Consumer Defensive 8,194.0 $723K 0.01% -441.0 -5.1% $88.26 -7.0%
1094 HAE HAEMONETICS CORP/MASS Healthcare 9,592.0 $719K 0.01% +100.0 +1.1% $75.00 +40.8%
1095 LXP INDUSTRIAL TRUST 13,330.0 $718K 0.01% -200.0 -1.5% $53.88
1096 FUL H.B. FULLER CO. Basic Materials 12,313.0 $718K 0.01% -100.0 -0.8% $58.29 -1.5%
1097 PTEN PATTERSON UTI ENERGY INC Energy 77,990.0 $716K 0.01% -1K -1.3% $9.18 +33.3%
1098 MORN MORNINGSTAR INC Financial Services 4,586.0 $716K 0.01% -100.0 -2.1% $156.02 +37.9%
1099 CUSHMAN & WAKEFIELD LTD 53,057.0 $710K 0.01% $13.39
1100 NMIH NMI HOLDINGS INC Financial Services 17,267.0 $710K 0.01% -100.0 -0.6% $41.09 +9.3%
Page 55 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%