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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 73 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 CNMD CONMED CORP Healthcare 6,837.0 $224K 0.00% -200.0 -2.8% $32.73 +55.6%
1442 PMT PENNYMAC MORTGAGE INVESTMENT Real Estate 19,813.0 $223K 0.00% -100.0 -0.5% $11.28 -18.1%
1443 APOG APOGEE ENTERPRISES INC Industrials 4,862.0 $222K 0.00% -100.0 -2.0% $45.74 -10.4%
1444 TRST TRUSTCO BANK CORP NY Financial Services 4,041.0 $222K 0.00% -33.0 -0.8% $54.91 +4.1%
1445 CNXC CONCENTRIX CORP Technology 9,900.0 $222K 0.00% +1K +11.6% $22.41 +18.8%
1446 CRY ARTIVION INC 9,729.0 $219K 0.00% +100.0 +1.0% $22.47 -21.9%
1447 INVX INNOVEX INTERNATIONAL INC Energy 8,796.0 $218K 0.00% $24.80 +16.6%
1448 UTL UNITIL CORP Utilities 4,127.0 $217K 0.00% $52.69 +1.9%
1449 HAFC HANMI FINANCIAL CORPORATION Financial Services 6,705.0 $217K 0.00% -100.0 -1.5% $32.40 -4.3%
1450 CSR CENTERSPACE Real Estate 3,834.0 $215K 0.00% $56.19 -3.6%
1451 LQDT LIQUIDITY SERVICES INC Consumer Cyclical 5,371.0 $210K 0.00% $39.12 +9.9%
1452 SDGR SCHRODINGER INC Healthcare 12,900.0 $210K 0.00% +100.0 +0.8% $16.25 +22.0%
1453 VRTS VIRTUS INVESTMENT PARTNERS Financial Services 1,458.0 $209K 0.00% +22.0 +1.5% $143.50 +15.6%
1454 EIG EMPLOYERS HOLDINGS INC Financial Services 4,141.0 $209K 0.00% -1K -19.4% $50.48 -3.5%
1455 FDP DEL MONTE CORP Consumer Defensive 7,488.0 $209K 0.00% $27.91 +4.7%
1456 WGO WINNEBAGO INDUSTRIES Consumer Cyclical 6,459.0 $202K 0.00% $31.24 +0.7%
1457 KOP KOPPERS HOLDINGS INC Basic Materials 4,420.0 $198K 0.00% -100.0 -2.2% $44.90 +1.0%
1458 JBGS JBG SMITH PROPERTIES Real Estate 13,200.0 $194K 0.00% -300.0 -2.2% $14.67 -14.4%
1459 WSR WHITESTONE REIT Real Estate 10,200.0 $193K 0.00% $18.96 +0.2%
1460 MATW MATTHEWS INTL CORP CLASS A Industrials 7,148.0 $192K 0.00% $26.92 -21.4%
Page 73 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%