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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 9 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 URI UNITED RENTALS INC Industrials 7,698.0 $8.7M 0.09% +504.0 +7.0% $1132.89 -7.0%
162 HONEYWELL INTERNATIONAL INC 38,940.0 $8.7M 0.09% NEW $223.90
163 AON AON PLC CLASS A Financial Services 26,262.0 $8.7M 0.09% +2K +6.6% $331.69 +7.0%
164 ECL ECOLAB INC Basic Materials 31,221.0 $8.7M 0.09% +2K +6.8% $278.61 +3.9%
165 ITW ILLINOIS TOOL WORKS Industrials 32,149.0 $8.7M 0.09% +2K +7.3% $270.47 +4.1%
166 NSC NORFOLK SOUTHERN CORP Industrials 27,544.0 $8.7M 0.09% +2K +7.1% $314.59 +11.7%
167 TRV TRAVELERS COS INC/THE Financial Services 26,176.0 $8.6M 0.09% +1K +5.7% $330.12 +12.0%
168 HONEYWELL AEROSPACE INC 38,939.0 $8.6M 0.09% NEW $221.08
169 FIX COMFORT SYSTEMS USA INC Industrials 4,334.0 $8.6M 0.09% +303.0 +7.5% $1981.95 -21.2%
170 DASH DOORDASH INC A Communication Services 46,532.0 $8.6M 0.09% +4K +8.7% $184.53 +26.5%
171 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 69,537.0 $8.6M 0.09% +4K +6.9% $123.11 +31.4%
172 GM GENERAL MOTORS CO Consumer Cyclical 110,884.0 $8.5M 0.09% +7K +7.2% $77.08 +11.3%
173 SLB SLB LTD Energy 183,724.0 $8.5M 0.09% +12K +7.3% $46.49 +14.6%
174 CIEN CIENA CORP Technology 17,376.0 $8.5M 0.09% +1K +7.5% $490.56 -21.0%
175 EOG EOG RESOURCES INC Energy 65,581.0 $8.5M 0.09% +3K +5.5% $129.73 +13.2%
176 MSI MOTOROLA SOLUTIONS INC Technology 20,480.0 $8.5M 0.09% +1K +7.8% $415.29 +16.9%
177 FDX FEDEX CORP Industrials 27,006.0 $8.5M 0.09% +2K +9.0% $313.13 +6.6%
178 MNST MONSTER BEVERAGE CORP Consumer Defensive 87,792.0 $8.4M 0.09% +6K +7.5% $96.12 -49.3%
179 ROST ROSS STORES INC Consumer Cyclical 39,568.0 $8.4M 0.09% +2K +6.7% $212.85 +13.3%
180 MCO MOODY S CORP Financial Services 18,534.0 $8.4M 0.09% +950.0 +5.4% $452.92 +13.3%
Page 9 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%