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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 64 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 OLN OLIN CORP Basic Materials 23,502.0 $466K 0.01% +200.0 +0.9% $19.82 -11.6%
1262 MD PEDIATRIX MEDICAL GROUP INC Healthcare 18,240.0 $462K 0.01% -1K -5.2% $25.33 +6.4%
1263 LMAT LEMAITRE VASCULAR INC Healthcare 4,808.0 $461K 0.01% $95.96 -17.0%
1264 EZPW EZCORP INC CL A Financial Services 13,313.0 $460K 0.01% -100.0 -0.8% $34.57 -1.9%
1265 CPRI CAPRI HOLDINGS LTD Consumer Cyclical 24,644.0 $458K 0.01% +200.0 +0.8% $18.57 -26.8%
1266 ECPG ENCORE CAPITAL GROUP INC Financial Services 4,898.0 $457K 0.01% -200.0 -3.9% $93.29 +7.4%
1267 CHH CHOICE HOTELS INTL INC Consumer Cyclical 4,143.0 $457K 0.01% -100.0 -2.4% $110.27 -0.4%
1268 STC STEWART INFORMATION SERVICES Financial Services 6,897.0 $455K 0.01% $66.02 +5.9%
1269 IOSP INNOSPEC INC Basic Materials 5,591.0 $455K 0.01% -40.0 -0.7% $81.39 +17.5%
1270 KSS KOHLS CORP Consumer Cyclical 25,557.0 $453K 0.01% $17.72 +1.2%
1271 NBHC NATIONAL BANK HOLD CL A Financial Services 10,165.0 $452K 0.01% -100.0 -1.0% $44.43 -7.0%
1272 CENTA CENTRAL GARDEN AND PET CO A Consumer Defensive 11,592.0 $449K 0.01% -100.0 -0.9% $38.77 -1.5%
1273 DEI DOUGLAS EMMETT INC Real Estate 38,012.0 $449K 0.01% -300.0 -0.8% $11.80 +1.4%
1274 ASTRANA HEALTH INC 9,655.0 $448K 0.01% -200.0 -2.0% $46.41
1275 LTC LTC PROPERTIES INC Real Estate 11,638.0 $447K 0.01% +800.0 +7.4% $38.45 +5.4%
1276 NEOG NEOGEN CORP Healthcare 49,400.0 $444K 0.01% -300.0 -0.6% $8.99 +30.1%
1277 CRVL CORVEL CORP Financial Services 7,088.0 $443K 0.01% $62.52 +12.5%
1278 PRLB PROTO LABS INC Industrials 5,410.0 $441K 0.01% -47.0 -0.9% $81.51 -3.3%
1279 XRAY DENTSPLY SIRONA INC Healthcare 41,444.0 $440K 0.01% +500.0 +1.2% $10.61 +3.0%
1280 ADMA ADMA BIOLOGICS INC Healthcare 52,499.0 $439K 0.01% -1K -2.2% $8.37 +15.1%
Page 64 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%