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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 4 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ VERIZON COMMUNICATIONS INC Communication Services 482,905.0 $19.7M 0.25% NEW $40.73 +17.4%
62 TJX TJX COMPANIES INC Consumer Cyclical 127,505.0 $19.6M 0.25% NEW $153.61 +3.6%
63 BA BOEING CO Industrials 89,655.0 $19.5M 0.25% NEW $217.12 +1.1%
64 UBER UBER TECHNOLOGIES INC Technology 238,012.0 $19.4M 0.25% NEW $81.71 -8.7%
65 NEE NEXTERA ENERGY INC Utilities 238,605.0 $19.2M 0.24% NEW $80.28 +11.7%
66 SCHW SCHWAB (CHARLES) CORP Financial Services 191,318.0 $19.1M 0.24% NEW $99.91 -9.8%
67 ACN ACCENTURE PLC Technology 70,985.0 $19.0M 0.24% NEW $268.30 -33.7%
68 APH AMPHENOL CORP CL A Technology 140,227.0 $19.0M 0.24% NEW $135.14 -7.6%
69 INTC INTEL CORP Technology 513,512.0 $18.9M 0.24% NEW $36.90 +221.1%
70 SPGI S&P GLOBAL INC Financial Services 35,535.0 $18.6M 0.24% NEW $522.59 -20.2%
71 KLAC KLA CORP Technology 15,046.0 $18.3M 0.23% NEW $1215.08 +51.6%
72 NOW SERVICENOW INC Technology 118,825.0 $18.2M 0.23% NEW $153.19 -34.9%
73 TXN TEXAS INSTRUMENTS INC Technology 104,071.0 $18.1M 0.23% NEW $173.49 +75.7%
74 BLK BLACKROCK INC Financial Services 16,488.0 $17.6M 0.22% NEW $1070.34 -0.6%
75 COF CAPITAL ONE FINANCIAL CORP Financial Services 72,782.0 $17.6M 0.22% NEW $242.36 -23.0%
76 GILD GILEAD SCIENCES INC Healthcare 142,076.0 $17.4M 0.22% NEW $122.74 +6.3%
77 ADBE ADOBE INC Technology 47,959.0 $16.8M 0.21% NEW $349.99 -30.3%
78 DHR DANAHER CORP Healthcare 71,943.0 $16.5M 0.21% NEW $228.92 -24.3%
79 PFE PFIZER INC Healthcare 651,242.0 $16.2M 0.21% NEW $24.90 +4.2%
80 BSX BOSTON SCIENTIFIC CORP Healthcare 169,732.0 $16.2M 0.21% NEW $95.35 -40.1%
Page 4 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%