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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 57 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 39,100.0 $677K 0.01% +300.0 +0.8% $17.31 +2.8%
1122 VERSIGENT PLC 16,100.0 $676K 0.01% NEW $42.01
1123 PAG PENSKE AUTOMOTIVE GROUP INC Consumer Cyclical 3,778.0 $676K 0.01% $178.95 +21.5%
1124 DIEBOLD NIXDORF INC 7,932.0 $674K 0.01% NEW $85.02
1125 NTCT NETSCOUT SYSTEMS INC Technology 15,459.0 $673K 0.01% -200.0 -1.3% $43.55 -10.3%
1126 PATK PATRICK INDUSTRIES INC Consumer Cyclical 7,498.0 $673K 0.01% -78.0 -1.0% $89.78 -6.6%
1127 PRK PARK NATIONAL CORP Financial Services 3,677.0 $673K 0.01% $182.99 +8.0%
1128 DAN DANA INC Consumer Cyclical 24,700.0 $672K 0.01% -1K -3.9% $27.21 +10.5%
1129 CURB CURBLINE PROPERTIES CORP Real Estate 22,074.0 $671K 0.01% $30.40 -2.0%
1130 CPK CHESAPEAKE UTILITIES CORP Utilities 5,448.0 $667K 0.01% $122.48 +8.5%
1131 CWT CALIFORNIA WATER SERVICE GRP Utilities 13,614.0 $662K 0.01% $48.65 +2.6%
1132 HLNE HAMILTON LANE INC CLASS A Financial Services 8,400.0 $662K 0.01% $78.83 +35.5%
1133 BILL BILL HOLDINGS INC Technology 18,300.0 $662K 0.01% +200.0 +1.1% $36.16 +35.4%
1134 COCO VITA COCO CO INC/THE Consumer Defensive 9,971.0 $659K 0.01% -229.0 -2.2% $66.14 -5.6%
1135 SEZL SEZZLE INC Financial Services 3,842.0 $659K 0.01% -94.0 -2.4% $171.63 -26.6%
1136 FRPT FRESHPET INC Consumer Defensive 11,107.0 $657K 0.01% -57.0 -0.5% $59.12 +21.9%
1137 UE URBAN EDGE PROPERTIES Real Estate 28,684.0 $656K 0.01% $22.88 -6.7%
1138 IAC PEOPLE INC Technology 14,186.0 $655K 0.01% -700.0 -4.7% $46.16 -0.0%
1139 RNG RINGCENTRAL INC CLASS A Technology 16,792.0 $655K 0.01% -500.0 -2.9% $38.98 +72.5%
1140 NSA NATIONAL STORAGE AFFILIATES Real Estate 14,703.0 $654K 0.01% +200.0 +1.4% $44.47 -2.4%
Page 57 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%