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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 18 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ATO ATMOS ENERGY CORP Utilities 18,365.0 $3.1M 0.04% NEW $167.63 +5.9%
342 PINS PINTEREST INC Communication Services 118,400.0 $3.1M 0.04% NEW $25.89 -27.3%
343 DTE DTE ENERGY COMPANY Utilities 23,736.0 $3.1M 0.04% NEW $128.98 +11.5%
344 DOV DOVER CORP Industrials 15,680.0 $3.1M 0.04% NEW $195.24 +6.4%
345 CG CARLYLE GROUP INC Financial Services 51,586.0 $3.0M 0.04% NEW $59.11 -23.7%
346 EFX EQUIFAX INC Industrials 14,048.0 $3.0M 0.04% NEW $216.98 -24.8%
347 ANNALY CAPITAL MANAGEMENT IN 135,851.0 $3.0M 0.04% NEW $22.36
348 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 60,501.0 $3.0M 0.04% NEW $50.01 -36.6%
349 RS RELIANCE INC Basic Materials 10,471.0 $3.0M 0.04% NEW $288.87 +25.4%
350 EXPAND ENERGY CORP 27,216.0 $3.0M 0.04% NEW $110.36
351 CBOE CBOE GLOBAL MARKETS INC Financial Services 11,960.0 $3.0M 0.04% NEW $251.00 +40.2%
352 TPR TAPESTRY INC Consumer Cyclical 23,422.0 $3.0M 0.04% NEW $127.77 +6.3%
353 BR BROADRIDGE FINANCIAL SOLUTIO Technology 13,383.0 $3.0M 0.04% NEW $223.17 -32.8%
354 PPL PPL CORP Utilities 84,677.0 $3.0M 0.04% NEW $35.02 +1.2%
355 ITT ITT INC Industrials 17,064.0 $3.0M 0.04% NEW $173.51 +11.0%
356 DXCM DEXCOM INC Healthcare 44,605.0 $3.0M 0.04% NEW $66.37 +8.3%
357 NTRS NORTHERN TRUST CORP Financial Services 21,644.0 $3.0M 0.04% NEW $136.59 +22.3%
358 OMC OMNICOM GROUP Communication Services 36,524.0 $2.9M 0.04% NEW $80.75 -8.6%
359 EL ESTEE LAUDER COMPANIES Consumer Defensive 28,139.0 $2.9M 0.04% NEW $104.72 -24.6%
360 BIIB BIOGEN INC Healthcare 16,741.0 $2.9M 0.04% NEW $175.99 +7.7%
Page 18 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%