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Portfolio (Quarterly) Guide ↗

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

· CIK 0001107314
13F Portfolio $7.6B AUM 1,510 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 488 Added 270 Reduced 27 Exited
Page 13 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FITB FIFTH THIRD BANCORP Financial Services 103,099.0 $4.8M 0.06% +27K +36.2% $46.46 +5.8%
242 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 149,102.0 $4.8M 0.06% -2K -1.5% $32.01 +2.5%
243 PYPL PAYPAL HLDGS INC Financial Services 105,423.0 $4.8M 0.06% -2K -1.6% $45.23 -1.9%
244 EBAY EBAY INC. Consumer Cyclical 51,710.0 $4.7M 0.06% $91.02 +28.7%
245 ED CONSOLIDATED EDISON INC Utilities 41,361.0 $4.7M 0.06% $113.18 -5.1%
246 XPO XPO INC Industrials 24,061.0 $4.7M 0.06% +572.0 +2.4% $194.55 +8.3%
247 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 65,510.0 $4.7M 0.06% $71.18 -9.6%
248 AMP AMERIPRISE FINL INC Financial Services 10,444.0 $4.6M 0.06% -236.0 -2.2% $444.40 +1.4%
249 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 57,166.0 $4.6M 0.06% $80.95 -3.1%
250 AIG AMERICAN INTL GROUP INC Financial Services 61,478.0 $4.6M 0.06% $75.25 +4.5%
251 ROK ROCKWELL AUTOMATION INC Industrials 12,866.0 $4.6M 0.06% $358.88 +21.6%
252 EQT EQT CORP Energy 71,487.0 $4.5M 0.06% $63.64 -9.3%
253 MSCI MSCI INC Financial Services 8,408.0 $4.5M 0.06% -239.0 -2.8% $539.01 +8.0%
254 CBRE CBRE GROUP INC Real Estate 33,296.0 $4.5M 0.06% -300.0 -0.9% $135.46 -3.3%
255 COIN COINBASE GLOBAL INC Financial Services 25,552.0 $4.5M 0.06% -576.0 -2.2% $174.61 +10.9%
256 MET METLIFE INC Financial Services 63,049.0 $4.5M 0.06% $70.72 +19.2%
257 VTR VENTAS INC Real Estate 54,405.0 $4.4M 0.06% +600.0 +1.1% $81.78 +8.3%
258 DDOG DATADOG INC Technology 37,573.0 $4.4M 0.06% +300.0 +0.8% $118.05 +84.7%
259 NUE NUCOR CORP Basic Materials 26,218.0 $4.4M 0.06% $169.10 +33.9%
260 PCG PG&E CORP Utilities 251,760.0 $4.4M 0.06% $17.57 -6.4%
Page 13 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 31.4%
Financial Services 11.5%
Consumer Cyclical 10.3%
Industrials 10.2%
Healthcare 9.6%
Communication Services 9.5%
Consumer Defensive 5.2%
Energy 4.4%
Utilities 2.9%
Real Estate 2.7%