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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 62 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 BL BLACKLINE INC Technology 11,475.0 $425K 0.01% $37.00 -21.8%
1222 NWBI NORTHWEST BANCSHARES INC Financial Services 33,437.0 $424K 0.01% $12.69 +10.1%
1223 GNL GLOBAL NET LEASE INC Real Estate 45,122.0 $422K 0.01% $9.36 +0.2%
1224 RCUS ARCUS BIOSCIENCES INC Healthcare 19,381.0 $419K 0.01% -100.0 -0.5% $21.60 +9.9%
1225 DGII DIGI INTL INC Technology 8,642.0 $417K 0.01% +200.0 +2.4% $48.20 +32.9%
1226 ROG ROGERS CORP Technology 3,859.0 $414K 0.01% $107.33 +23.9%
1227 EVTC EVERTEC INC Technology 14,660.0 $414K 0.01% $28.22 -12.7%
1228 AGYS AGILYSYS INC Technology 5,815.0 $414K 0.01% $71.14 +11.8%
1229 SIX FLAGS ENTERTAINMENT CORP 23,241.0 $413K 0.01% $17.75
1230 FCF FIRST COMWLTH FINL CORP PA Financial Services 23,450.0 $412K 0.01% -200.0 -0.8% $17.58 +6.6%
1231 MD PEDIATRIX MEDICAL GROUP INC Healthcare 19,240.0 $412K 0.01% $21.39 +0.7%
1232 IOSP INNOSPEC INC Basic Materials 5,631.0 $411K 0.01% $73.02 +7.8%
1233 SEM SELECT MED HLDGS CORP Healthcare 25,216.0 $411K 0.01% $16.29 +1.4%
1234 KMPR KEMPER CORP Financial Services 13,400.0 $410K 0.01% +2K +14.5% $30.56 -2.9%
1235 CXT CRANE NXT CO Industrials 10,087.0 $409K 0.01% +200.0 +2.0% $40.59 -1.3%
1236 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 6,282.0 $409K 0.01% $65.12 +13.5%
1237 DXPE DXP ENTERPRISES INC Industrials 2,921.0 $408K 0.01% +35.0 +1.2% $139.73 +3.2%
1238 ALG ALAMO GROUP INC Industrials 2,469.0 $407K 0.01% $164.97 -9.2%
1239 WERN WERNER ENTERPRISES INC Industrials 13,707.0 $403K 0.01% $29.41 +35.9%
1240 LTC LTC PPTYS INC Real Estate 10,838.0 $403K 0.01% -100.0 -0.9% $37.16 +4.0%
Page 62 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%