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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 28 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 EGP EASTGROUP PROPERTIES INC Real Estate 10,610.0 $1.9M 0.02% NEW $178.14 +15.2%
542 AFG AMERICAN FINANCIAL GROUP INC Financial Services 13,806.0 $1.9M 0.02% NEW $136.68 +0.4%
543 SOUTHSTATE BANK CORP 20,041.0 $1.9M 0.02% NEW $94.11
544 APTIV PLC 24,701.0 $1.9M 0.02% NEW $76.09
545 STRL STERLING INFRASTRUCTURE INC Industrials 6,114.0 $1.9M 0.02% NEW $306.23 +145.6%
546 SANM SANMINA CORP Technology 12,471.0 $1.9M 0.02% NEW $150.07 +54.0%
547 IDCC INTERDIGITAL INC Technology 5,874.0 $1.9M 0.02% NEW $318.38 -16.1%
548 WTFC WINTRUST FINANCIAL CORP Financial Services 13,365.0 $1.9M 0.02% NEW $139.82 +7.1%
549 INCY INCYTE CORP Healthcare 18,870.0 $1.9M 0.02% NEW $98.77 -1.4%
550 COOPER COS INC 22,735.0 $1.9M 0.02% NEW $81.96
551 MAA MID AMERICA APARTMENT COMM Real Estate 13,405.0 $1.9M 0.02% NEW $138.91 -6.4%
552 RRX REGAL REXNORD CORP Industrials 13,249.0 $1.9M 0.02% NEW $140.32 +39.1%
553 CTRE CARETRUST REIT INC Real Estate 51,082.0 $1.8M 0.02% NEW $36.16 +13.4%
554 OC OWENS CORNING Industrials 16,379.0 $1.8M 0.02% NEW $111.91 +3.7%
555 GTLS CHART INDUSTRIES INC Industrials 8,878.0 $1.8M 0.02% NEW $206.23 +1.0%
556 J JACOBS SOLUTIONS INC Industrials 13,709.0 $1.8M 0.02% NEW $132.46 -13.9%
557 CR CRANE CO Industrials 9,830.0 $1.8M 0.02% NEW $184.43 -4.9%
558 AEIS ADVANCED ENERGY INDUSTRIES Industrials 8,615.0 $1.8M 0.02% NEW $209.37 +54.6%
559 PLNT PLANET FITNESS INC Consumer Cyclical 16,594.0 $1.8M 0.02% NEW $108.47 -53.7%
560 INVH INVITATION HOMES INC Real Estate 64,518.0 $1.8M 0.02% NEW $27.79 +4.5%
Page 28 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%