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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 10 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SRE SEMPRA Utilities 74,720.0 $6.6M 0.08% NEW $88.29 +3.6%
182 PCAR PACCAR INC Industrials 60,153.0 $6.6M 0.08% NEW $109.51 -0.2%
183 SLB SLB LTD Energy 171,089.0 $6.6M 0.08% NEW $38.38 +49.2%
184 EOG EOG RESOURCES INC Energy 62,081.0 $6.5M 0.08% NEW $105.01 +33.3%
185 AZO AUTOZONE INC Consumer Cyclical 1,913.0 $6.5M 0.08% NEW $3391.50 +1.4%
186 BDX BECTON DICKINSON AND CO Healthcare 32,811.0 $6.4M 0.08% NEW $194.07 -24.6%
187 ZTS ZOETIS INC Healthcare 50,393.0 $6.3M 0.08% NEW $125.82 -36.6%
188 LHX L3HARRIS TECHNOLOGIES INC Industrials 21,421.0 $6.3M 0.08% NEW $293.57 +4.3%
189 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 25,456.0 $6.3M 0.08% NEW $247.02 +17.5%
190 NXPI NXP SEMICONDUCTORS NV Technology 28,843.0 $6.3M 0.08% NEW $217.06 +37.9%
191 MNST MONSTER BEVERAGE CORP Consumer Defensive 81,592.0 $6.3M 0.08% NEW $76.67 +12.6%
192 PYPL PAYPAL HOLDINGS INC Financial Services 107,123.0 $6.3M 0.08% NEW $58.38 -24.0%
193 ALL ALLSTATE CORP Financial Services 29,932.0 $6.2M 0.08% NEW $208.15 +3.0%
194 IDXX IDEXX LABORATORIES INC Healthcare 9,157.0 $6.2M 0.08% NEW $676.53 -18.2%
195 KMI KINDER MORGAN INC Energy 224,257.0 $6.2M 0.08% NEW $27.49 +21.9%
196 AFL AFLAC INC Financial Services 54,022.0 $6.0M 0.08% NEW $110.27 +6.8%
197 PSX PHILLIPS 66 Energy 46,160.0 $6.0M 0.08% NEW $129.04 +39.0%
198 URI UNITED RENTALS INC Industrials 7,357.0 $6.0M 0.08% NEW $809.32 +15.7%
199 O REALTY INCOME CORP Real Estate 105,250.0 $5.9M 0.07% NEW $56.37 +10.4%
200 COIN COINBASE GLOBAL INC Financial Services 26,128.0 $5.9M 0.07% NEW $226.14 -14.4%
Page 10 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%