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Portfolio (Quarterly) Guide ↗

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

· CIK 0001107314
13F Portfolio $7.6B AUM 1,510 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 488 Added 270 Reduced 27 Exited
Page 9 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NFG NATIONAL FUEL GAS CO Energy 19,521.0 $1.8M 0.02% +1K +7.9% $93.96 -13.5%
162 JBHT HUNT J B TRANS SVCS INC Industrials 8,622.0 $1.8M 0.02% +47.0 +0.6% $211.90 +22.3%
163 OC OWENS CORNING NEW Industrials 16,879.0 $1.8M 0.02% +500.0 +3.0% $108.22 +7.2%
164 AFG AMERICAN FINANCIAL GROUP INC Financial Services 14,206.0 $1.8M 0.02% +400.0 +2.9% $127.71 +7.5%
165 BRX BRIXMOR PPTY GROUP INC Real Estate 62,835.0 $1.8M 0.02% +2K +3.3% $28.80 +7.2%
166 INCY INCYTE CORP Healthcare 19,170.0 $1.8M 0.02% +300.0 +1.6% $94.12 +3.5%
167 VNOM VIPER ENERGY INC Energy 38,094.0 $1.8M 0.02% +5K +14.1% $46.99 +1.5%
168 CFR CULLEN FROST BANKERS INC Financial Services 12,921.0 $1.8M 0.02% +100.0 +0.8% $137.08 +1.4%
169 AYI ACUITY INC Industrials 6,298.0 $1.8M 0.02% +197.0 +3.2% $280.22 +0.3%
170 VIAV VIAVI SOLUTIONS INC Technology 52,916.0 $1.8M 0.02% +2K +3.6% $33.28 +44.5%
171 ZION ZIONS BANCORPORATION NATL AS Financial Services 30,255.0 $1.7M 0.02% +800.0 +2.7% $57.62 +7.1%
172 LFUS LITTELFUSE INC Technology 5,093.0 $1.7M 0.02% +114.0 +2.3% $339.35 +30.8%
173 JXN JACKSON FINANCIAL INC Financial Services 16,235.0 $1.7M 0.02% +700.0 +4.5% $105.72 +2.3%
174 CUBE CUBESMART Real Estate 46,792.0 $1.7M 0.02% +1K +3.1% $36.65 +9.4%
175 CR CRANE COMPANY Industrials 10,024.0 $1.7M 0.02% +194.0 +2.0% $171.00 +2.6%
176 ATR APTARGROUP INC Healthcare 13,258.0 $1.7M 0.02% +151.0 +1.1% $126.02 -8.3%
177 MASI MASIMO CORP Healthcare 9,374.0 $1.7M 0.02% +300.0 +3.3% $177.87 +0.4%
178 CGNX COGNEX CORP Technology 34,009.0 $1.7M 0.02% +698.0 +2.1% $48.99 +31.2%
179 CHRD CHORD ENERGY CORPORATION Energy 11,709.0 $1.7M 0.02% +342.0 +3.0% $142.18 +0.5%
180 COLB COLUMBIA BKG SYS INC Financial Services 60,588.0 $1.7M 0.02% +1K +1.9% $27.43 +8.0%
Page 9 of 25  ·  488 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 31.4%
Financial Services 11.5%
Consumer Cyclical 10.3%
Industrials 10.2%
Healthcare 9.6%
Communication Services 9.5%
Consumer Defensive 5.2%
Energy 4.4%
Utilities 2.9%
Real Estate 2.7%