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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 25 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BR BROADRIDGE FINL SOLUTIONS IN Technology 13,383.0 $2.2M 0.03% $162.48 -7.7%
482 PKG PACKAGING CORP AMER Consumer Cyclical 10,244.0 $2.2M 0.03% $212.22 +0.5%
483 SNA SNAP ON INC Industrials 5,962.0 $2.2M 0.03% $363.22 -0.9%
484 EVRG EVERGY INC Utilities 26,416.0 $2.2M 0.03% $81.92 +2.1%
485 EQH EQUITABLE HLDGS INC Financial Services 58,135.0 $2.2M 0.03% +1K +2.1% $37.11 +14.6%
486 IP INTERNATIONAL PAPER CO Consumer Cyclical 60,390.0 $2.2M 0.03% $35.70 -11.8%
487 KEY KEYCORP Financial Services 107,291.0 $2.2M 0.03% +1K +0.9% $20.05 +7.2%
488 DD DUPONT DE NEMOURS INC Basic Materials 46,855.0 $2.1M 0.03% -1K -2.3% $45.80 +2.9%
489 LEN LENNAR CORP Consumer Cyclical 24,706.0 $2.1M 0.03% $86.84 +2.3%
490 NVR NVR INC Consumer Cyclical 325.0 $2.1M 0.03% -3.0 -0.9% $6589.83 -8.2%
491 CHTR CHARTER COMMUNICATIONS INC Communication Services 9,882.0 $2.1M 0.03% -222.0 -2.2% $215.88 -31.0%
492 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 29,355.0 $2.1M 0.03% $72.55 +3.7%
493 LNT ALLIANT ENERGY CORP Utilities 29,471.0 $2.1M 0.03% $71.76 +2.1%
494 LUV SOUTHWEST AIRLS CO Industrials 56,220.0 $2.1M 0.03% -3K -5.1% $37.57 +8.5%
495 NTNX NUTANIX INC Technology 55,400.0 $2.1M 0.03% +2K +3.0% $38.01 +17.6%
496 AMCOR PLC 52,928.0 $2.1M 0.03% NEW $39.75
497 SBAC SBA COMMUNICATIONS CORP Real Estate 12,206.0 $2.1M 0.03% $172.11 +20.7%
498 ONTO ONTO INNOVATION INC Technology 10,226.0 $2.1M 0.03% +461.0 +4.7% $205.07 +27.5%
499 TSN TYSON FOODS INC Consumer Defensive 32,333.0 $2.1M 0.03% $64.07 +3.8%
500 L LOEWS CORP Financial Services 19,387.0 $2.1M 0.03% $106.74 +2.3%
Page 25 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%