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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 63 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 UTI UNIVERSAL TECHNICAL INSTITUT Consumer Defensive 11,500.0 $492K 0.01% NEW $42.77 -48.3%
1242 CALX CALIX INC Technology 13,173.0 $492K 0.01% -627.0 -4.5% $37.32 +2.8%
1243 WT WISDOMTREE INC Financial Services 28,604.0 $485K 0.01% +2K +8.7% $16.94 +46.2%
1244 SHO SUNSTONE HOTEL INVESTORS INC Real Estate 42,285.0 $484K 0.01% -1K -2.5% $11.45 -1.9%
1245 AIN ALBANY INTL CORP CL A Consumer Cyclical 6,482.0 $483K 0.01% -100.0 -1.5% $74.50 -20.9%
1246 CNS COHEN & STEERS INC Financial Services 6,338.0 $483K 0.01% $76.14 +9.4%
1247 SPSC SPS COMMERCE INC Technology 8,364.0 $478K 0.01% -300.0 -3.5% $57.17 +40.8%
1248 PGNY PROGYNY INC Healthcare 16,554.0 $477K 0.01% -2K -9.8% $28.83 -8.5%
1249 DXPE DXP ENTERPRISES INC Industrials 2,821.0 $476K 0.01% -100.0 -3.4% $168.74 +13.1%
1250 MZTI MARZETTI COMPANY/THE Consumer Defensive 4,162.0 $475K 0.01% $114.16 -0.6%
1251 UNIT UNITI GROUP INC Real Estate 41,365.0 $474K 0.01% +400.0 +1.0% $11.47 -11.4%
1252 MBC MASTERBRAND INC Consumer Cyclical 46,066.0 $474K 0.01% +17K +58.7% $10.29 -14.1%
1253 HMN HORACE MANN EDUCATORS Financial Services 9,156.0 $473K 0.01% -100.0 -1.1% $51.65 -0.4%
1254 TILE INTERFACE INC Consumer Cyclical 13,182.0 $472K 0.01% -200.0 -1.5% $35.84 +8.0%
1255 OFG OFG BANCORP Financial Services 9,585.0 $470K 0.01% -300.0 -3.0% $49.07 +6.5%
1256 IPAR INTERPARFUMS INC Consumer Defensive 4,204.0 $470K 0.01% $111.86 +4.3%
1257 UFPT UFP TECHNOLOGIES INC Healthcare 1,771.0 $470K 0.01% $265.13 +14.9%
1258 FCF FIRST COMMONWEALTH FINL CORP Financial Services 23,050.0 $469K 0.01% -400.0 -1.7% $20.33 +2.4%
1259 NWN NORTHWEST NATURAL HOLDING CO Utilities 9,542.0 $468K 0.01% +100.0 +1.1% $49.06 +2.7%
1260 NTST NETSTREIT CORP Real Estate 22,100.0 $467K 0.01% NEW $21.13 -1.8%
Page 63 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%