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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 57 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 APLE APPLE HOSPITALITY REIT INC Real Estate 50,323.0 $579K 0.01% $11.51 +26.1%
1122 RHI ROBERT HALF INC. Industrials 22,766.0 $578K 0.01% $25.40 +3.3%
1123 MZTI MARZETTI COMPANY Consumer Defensive 4,162.0 $576K 0.01% +100.0 +2.5% $138.33 -18.5%
1124 UE URBAN EDGE PPTYS Real Estate 28,784.0 $575K 0.01% $19.98 +10.0%
1125 JOE ST JOE CO Real Estate 9,150.0 $575K 0.01% $62.80 +2.0%
1126 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 10,487.0 $574K 0.01% $54.75 +10.6%
1127 BEACON FINANCIAL CORP. 19,127.0 $574K 0.01% -100.0 -0.5% $30.00
1128 BCE INC 22,800.0 $573K 0.01% +1K +5.1% $25.15
1129 AKR ACADIA RLTY TR Real Estate 29,912.0 $572K 0.01% $19.12 +14.1%
1130 CURB CURBLINE PPTYS CORP Real Estate 22,174.0 $572K 0.01% $25.79 +11.2%
1131 TRMK TRUSTMARK CORP Financial Services 13,449.0 $567K 0.01% -300.0 -2.2% $42.14 +5.0%
1132 CVBF CVB FINL CORP Financial Services 29,163.0 $565K 0.01% -300.0 -1.0% $19.39 +4.8%
1133 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 3,778.0 $565K 0.01% +58.0 +1.6% $149.52 +8.2%
1134 SHOO MADDEN STEVEN LTD Consumer Cyclical 16,640.0 $564K 0.01% $33.92 +19.3%
1135 SYNA SYNAPTICS INC Technology 7,927.0 $555K 0.01% +100.0 +1.3% $70.04 +85.4%
1136 SMG SCOTTS MIRACLE-GRO CO Basic Materials 9,126.0 $555K 0.01% +200.0 +2.2% $60.81 -4.1%
1137 ANDE ANDERSONS INC Consumer Defensive 7,725.0 $555K 0.01% $71.78 -2.1%
1138 RXO RXO INC Industrials 37,543.0 $549K 0.01% $14.62 +63.1%
1139 NSA NATIONAL STORAGE AFFILIATES Real Estate 14,503.0 $547K 0.01% +400.0 +2.8% $37.74 +13.4%
1140 TDC TERADATA CORP DEL Technology 21,278.0 $545K 0.01% $25.63 +29.1%
Page 57 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%