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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 16 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NXT NEXTPOWER INC Technology 30,461.0 $3.7M 0.05% +831.0 +2.8% $120.55 +0.4%
302 KMB KIMBERLY-CLARK CORP Consumer Defensive 37,999.0 $3.7M 0.05% $96.47 +2.3%
303 ENTG ENTEGRIS INC Technology 31,188.0 $3.7M 0.05% +900.0 +3.0% $117.24 +12.1%
304 RB GLOBAL INC 38,138.0 $3.7M 0.05% +1K +3.4% $95.85
305 HBAN HUNTINGTON BANCSHARES INC Financial Services 232,524.0 $3.6M 0.05% +52K +29.2% $15.65 +1.3%
306 HPE HEWLETT PACKARD ENTERPRISE C Technology 152,123.0 $3.6M 0.05% +1K +0.7% $23.81 +42.7%
307 MTB M & T BK CORP Financial Services 17,418.0 $3.6M 0.05% -157.0 -0.9% $206.72 +2.7%
308 DVN DEVON ENERGY CORP NEW Energy 70,984.0 $3.6M 0.05% -800.0 -1.1% $50.32 -6.4%
309 NRG NRG ENERGY INC Utilities 24,361.0 $3.6M 0.05% +2K +10.9% $146.14 -6.3%
310 RBC RBC BEARINGS INC Industrials 6,512.0 $3.5M 0.05% +290.0 +4.7% $543.12 +5.1%
311 HSY HERSHEY CO Consumer Defensive 16,971.0 $3.5M 0.05% $207.89 -8.4%
312 AA ALCOA CORP Basic Materials 53,147.0 $3.5M 0.05% +2K +3.4% $66.33 -0.1%
313 ATO ATMOS ENERGY CORP Utilities 18,965.0 $3.5M 0.05% +600.0 +3.3% $184.72 -3.9%
314 AEE AMEREN CORP Utilities 31,719.0 $3.5M 0.05% +800.0 +2.6% $109.92 -0.1%
315 DTE DTE ENERGY CO Utilities 23,807.0 $3.5M 0.05% $146.22 -1.7%
316 IRM IRON MTN INC DEL Real Estate 33,889.0 $3.5M 0.05% $102.14 +24.7%
317 FISV FISERV INC Technology 61,634.0 $3.4M 0.04% $55.80 +0.0%
318 OTIS OTIS WORLDWIDE CORP Industrials 44,523.0 $3.4M 0.04% $77.08 -7.1%
319 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 51,076.0 $3.4M 0.04% $67.07 +25.0%
320 DOW DOW HLDGS INC Basic Materials 82,138.0 $3.4M 0.04% +800.0 +1.0% $41.65 -13.8%
Page 16 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%