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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 14 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NUE NUCOR CORP Basic Materials 26,218.0 $4.3M 0.05% NEW $163.11 +38.8%
262 UTHR UNITED THERAPEUTICS CORP Healthcare 8,589.0 $4.2M 0.05% NEW $487.25 +15.7%
263 WAB WABTEC CORP Industrials 19,537.0 $4.2M 0.05% NEW $213.45 +21.4%
264 VTR VENTAS INC Real Estate 53,805.0 $4.2M 0.05% NEW $77.38 +14.5%
265 PAYX PAYCHEX INC Industrials 37,073.0 $4.2M 0.05% NEW $112.18 -16.0%
266 PSTG PURE STORAGE INC Technology 62,055.0 $4.2M 0.05% NEW $67.01 +25.1%
267 UAL UNITED AIRLINES HOLDINGS INC Industrials 37,096.0 $4.1M 0.05% NEW $111.82 -12.3%
268 FISV FISERV INC Technology 61,534.0 $4.1M 0.05% NEW $67.17 -16.9%
269 STT STATE STREET CORP Financial Services 31,924.0 $4.1M 0.05% NEW $129.01 +19.4%
270 ED CONSOLIDATED EDISON INC Utilities 41,261.0 $4.1M 0.05% NEW $99.32 +8.1%
271 BLOCK INC 62,683.0 $4.1M 0.05% NEW $65.09
272 CASY CASEY S GENERAL STORES INC Consumer Cyclical 7,367.0 $4.1M 0.05% NEW $552.71 +49.2%
273 CW CURTISS WRIGHT CORP Industrials 7,374.0 $4.1M 0.05% NEW $551.27 +31.9%
274 PCG P G & E CORP Utilities 251,760.0 $4.0M 0.05% NEW $16.07 +2.3%
275 SYY SYSCO CORP Consumer Defensive 54,843.0 $4.0M 0.05% NEW $73.69 +2.4%
276 RMD RESMED INC Healthcare 16,735.0 $4.0M 0.05% NEW $240.87 -12.9%
277 KEYS KEYSIGHT TECHNOLOGIES IN Technology 19,681.0 $4.0M 0.05% NEW $203.19 +66.1%
278 ILMN ILLUMINA INC Healthcare 30,487.0 $4.0M 0.05% NEW $131.16 +10.4%
279 CPRT COPART INC Industrials 101,875.0 $4.0M 0.05% NEW $39.15 -12.1%
280 ACGL ARCH CAPITAL GROUP LTD Financial Services 41,377.0 $4.0M 0.05% NEW $95.92 +0.2%
Page 14 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%