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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 20 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FNF FIDELITY NATIONAL FINANCIAL Financial Services 50,618.0 $2.8M 0.04% NEW $54.59 -9.6%
382 TDY TELEDYNE TECHNOLOGIES INC Technology 5,366.0 $2.7M 0.04% NEW $510.73 +20.3%
383 DOCU DOCUSIGN INC Technology 40,017.0 $2.7M 0.04% NEW $68.40 -28.4%
384 AA ALCOA CORP Basic Materials 51,424.0 $2.7M 0.04% NEW $53.14 +24.7%
385 HAL HALLIBURTON CO Energy 96,285.0 $2.7M 0.04% NEW $28.26 +48.5%
386 RF REGIONS FINANCIAL CORP Financial Services 100,320.0 $2.7M 0.04% NEW $27.10 +1.6%
387 EQH EQUITABLE HOLDINGS INC Financial Services 56,935.0 $2.7M 0.03% NEW $47.65 -10.8%
388 HUBB HUBBELL INC Industrials 6,079.0 $2.7M 0.03% NEW $444.11 +3.8%
389 GGG GRACO INC Industrials 32,898.0 $2.7M 0.03% NEW $81.97 -8.1%
390 BRO BROWN & BROWN INC Financial Services 33,652.0 $2.7M 0.03% NEW $79.70 -26.6%
391 CSL CARLISLE COS INC Industrials 8,372.0 $2.7M 0.03% NEW $319.86 +3.9%
392 DLTR DOLLAR TREE INC Consumer Defensive 21,728.0 $2.7M 0.03% NEW $123.01 -22.2%
393 FE FIRSTENERGY CORP Utilities 59,519.0 $2.7M 0.03% NEW $44.77 +1.6%
394 RGA REINSURANCE GROUP OF AMERICA Financial Services 13,087.0 $2.7M 0.03% NEW $203.46 +5.2%
395 RPM RPM INTERNATIONAL INC Basic Materials 25,600.0 $2.7M 0.03% NEW $104.00 -5.3%
396 STLD STEEL DYNAMICS INC Basic Materials 15,710.0 $2.7M 0.03% NEW $169.45 +34.7%
397 MTZ MASTEC INC Industrials 12,215.0 $2.7M 0.03% NEW $217.37 +78.9%
398 LEIDOS HOLDINGS INC 14,672.0 $2.6M 0.03% NEW $180.40
399 EIX EDISON INTERNATIONAL Utilities 44,003.0 $2.6M 0.03% NEW $60.02 +17.2%
400 EVR EVERCORE INC A Financial Services 7,759.0 $2.6M 0.03% NEW $340.25 +1.8%
Page 20 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%