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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 65 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 ZD ZIFF DAVIS INC Communication Services 8,376.0 $439K 0.01% -700.0 -7.7% $52.37 +6.2%
1282 PAYO PAYONEER GLOBAL INC Technology 61,375.0 $437K 0.01% -5K -7.0% $7.12 +0.0%
1283 PLAB PHOTRONICS INC Technology 13,373.0 $435K 0.01% -100.0 -0.7% $32.53 -7.0%
1284 SRPT SAREPTA THERAPEUTICS INC Healthcare 24,036.0 $432K 0.01% $17.97 +8.3%
1285 NOG NORTHERN OIL AND GAS INC Energy 23,794.0 $432K 0.01% $18.15 +43.4%
1286 NEO NEOGENOMICS INC Healthcare 29,577.0 $432K 0.01% $14.59 +19.1%
1287 WLY WILEY (JOHN) & SONS CLASS A Communication Services 8,893.0 $431K 0.01% -300.0 -3.3% $48.51 +9.5%
1288 PRDO PERDOCEO EDUCATION CORP Consumer Defensive 13,400.0 $429K 0.01% -400.0 -2.9% $32.00 +4.6%
1289 OMCL OMNICELL INC Healthcare 10,321.0 $429K 0.01% +100.0 +1.0% $41.52 -19.4%
1290 ACADIAN ASSET MANAGEMENT INC 5,986.0 $428K 0.01% -100.0 -1.6% $71.52
1291 XHR XENIA HOTELS & RESORTS INC Real Estate 20,978.0 $427K 0.01% -700.0 -3.2% $20.36 -5.2%
1292 WD WALKER & DUNLOP INC Financial Services 7,804.0 $427K 0.01% $54.70 -26.3%
1293 CHCO CITY HOLDING CO Financial Services 3,210.0 $426K 0.01% -60.0 -1.8% $132.64 +9.1%
1294 PRG PROG HOLDINGS INC Industrials 9,113.0 $425K 0.01% +100.0 +1.1% $46.61 -14.7%
1295 PATHWARD FINANCIAL INC 4,857.0 $423K 0.01% -100.0 -2.0% $87.06
1296 CTS CTS CORP Technology 6,484.0 $423K 0.01% -200.0 -3.0% $65.19 -12.5%
1297 GTY GETTY REALTY CORP Real Estate 12,660.0 $422K 0.01% +100.0 +0.8% $33.36 -0.3%
1298 ADUS ADDUS HOMECARE CORP Healthcare 4,189.0 $421K 0.01% +36.0 +0.9% $100.47 +20.1%
1299 EPAC ENERPAC TOOL GROUP CORP Industrials 11,680.0 $419K 0.01% -400.0 -3.3% $35.86 +5.2%
1300 HCI HCI GROUP INC Financial Services 2,375.0 $416K 0.00% -100.0 -4.0% $175.25 +6.8%
Page 65 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%