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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 76 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 CORE LABORATORIES INC 10,440.0 $122K 0.00% -200.0 -1.9% $11.65
1502 RES RPC INC Energy 20,327.0 $119K 0.00% $5.83 +6.3%
1503 EXPI AGNT INC Real Estate 21,300.0 $115K 0.00% +600.0 +2.9% $5.41 -1.7%
1504 DFH DREAM FINDERS HOMES INC A Consumer Cyclical 6,296.0 $109K 0.00% -300.0 -4.5% $17.26 -14.5%
1505 BFS SAUL CENTERS INC Real Estate 2,868.0 $107K 0.00% $37.39 -8.7%
1506 CRSR CORSAIR GAMING INC Technology 10,602.0 $103K 0.00% -100.0 -0.9% $9.67 +12.8%
1507 CENT CENTRAL GARDEN & PET CO 1,891.0 $84K 0.00% $44.34
1508 HTZ HERTZ GLOBAL HLDGS INC Industrials 28,716.0 $65K 0.00% +200.0 +0.7% $2.27 -3.3%
1509 NABL N ABLE INC Technology 17,100.0 $63K 0.00% +100.0 +0.6% $3.67 -1.9%
Page 76 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%