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Portfolio (Quarterly) Guide ↗

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

· CIK 0001107314
13F Portfolio $7.9B AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1510 New
Page 17 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NVT NVENT ELECTRIC PLC Industrials 32,070.0 $3.3M 0.04% NEW $101.97 +60.4%
322 CSGP COSTAR GROUP INC Real Estate 48,524.0 $3.3M 0.04% NEW $67.24 -49.5%
323 INGERSOLL RAND INC 41,172.0 $3.3M 0.04% NEW $79.22
324 RJF RAYMOND JAMES FINANCIAL INC Financial Services 20,180.0 $3.2M 0.04% NEW $160.59 -5.3%
325 FN FABRINET Technology 7,101.0 $3.2M 0.04% NEW $455.28 +54.5%
326 FSLR FIRST SOLAR INC Energy 12,357.0 $3.2M 0.04% NEW $261.23 -4.7%
327 FANG DIAMONDBACK ENERGY INC Energy 21,332.0 $3.2M 0.04% NEW $150.33 +33.7%
328 XPO XPO INC Industrials 23,489.0 $3.2M 0.04% NEW $135.91 +55.1%
329 JLL JONES LANG LASALLE INC Real Estate 9,423.0 $3.2M 0.04% NEW $336.47 -12.9%
330 EXR EXTRA SPACE STORAGE INC Real Estate 24,340.0 $3.2M 0.04% NEW $130.22 +10.5%
331 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 55,034.0 $3.2M 0.04% NEW $57.49 +34.1%
332 BWXT BWX TECHNOLOGIES INC Industrials 18,275.0 $3.2M 0.04% NEW $172.84 +17.2%
333 EME EMCOR GROUP INC Industrials 5,125.0 $3.1M 0.04% NEW $611.79 +38.8%
334 CRS CARPENTER TECHNOLOGY Industrials 9,921.0 $3.1M 0.04% NEW $314.84 +39.2%
335 HBAN HUNTINGTON BANCSHARES INC Financial Services 180,024.0 $3.1M 0.04% NEW $17.35 -8.6%
336 ATI ATI INC Industrials 27,093.0 $3.1M 0.04% NEW $114.76 +39.8%
337 ULTA ULTA BEAUTY INC Consumer Cyclical 5,137.0 $3.1M 0.04% NEW $605.01 -18.5%
338 EWBC EAST WEST BANCORP INC Financial Services 27,498.0 $3.1M 0.04% NEW $112.39 +9.4%
339 HSY HERSHEY CO Consumer Defensive 16,971.0 $3.1M 0.04% NEW $181.98 +4.6%
340 AEE AMEREN CORPORATION Utilities 30,919.0 $3.1M 0.04% NEW $99.86 +10.0%
Page 17 of 76  ·  1,510 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 33.4%
Financial Services 12.3%
Consumer Cyclical 10.8%
Communication Services 9.9%
Healthcare 9.7%
Industrials 9.2%
Consumer Defensive 4.7%
Energy 3.1%
Utilities 2.6%
Real Estate 2.5%