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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 31 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CFR CULLEN FROST BANKERS INC Financial Services 12,821.0 $1.6M 0.02% NEW $126.63 +9.8%
602 BALL BALL CORP Consumer Cyclical 30,632.0 $1.6M 0.02% NEW $52.97 +6.4%
603 CNH INDUSTRIAL NV 175,854.0 $1.6M 0.02% NEW $9.22
604 AMG AFFILIATED MANAGERS GROUP Financial Services 5,597.0 $1.6M 0.02% NEW $288.28 +5.0%
605 LAD LITHIA MOTORS INC Consumer Cyclical 4,853.0 $1.6M 0.02% NEW $332.33 -17.4%
606 AVY AVERY DENNISON CORP Industrials 8,809.0 $1.6M 0.02% NEW $181.88 -12.6%
607 CRBG COREBRIDGE FINANCIAL INC Financial Services 53,100.0 $1.6M 0.02% NEW $30.17 -8.4%
608 UGI UGI CORP Utilities 42,726.0 $1.6M 0.02% NEW $37.43 -6.2%
609 ATR APTARGROUP INC Healthcare 13,107.0 $1.6M 0.02% NEW $121.96 -5.3%
610 BRX BRIXMOR PROPERTY GROUP INC Real Estate 60,835.0 $1.6M 0.02% NEW $26.22 +17.7%
611 MOOG INC 6,512.0 $1.6M 0.02% NEW $243.55
612 TKO TKO GROUP HOLDINGS INC Communication Services 7,584.0 $1.6M 0.02% NEW $209.00 -7.0%
613 CADENCE BANK 36,974.0 $1.6M 0.02% NEW $42.84
614 ZWS ZURN ELKAY WATER SOLUTIONS C Industrials 34,025.0 $1.6M 0.02% NEW $46.49 +2.9%
615 OSK OSHKOSH CORP Industrials 12,591.0 $1.6M 0.02% NEW $125.63 +1.2%
616 HALO HALOZYME THERAPEUTICS INC Healthcare 23,462.0 $1.6M 0.02% NEW $67.30 +1.8%
617 HQY HEALTHEQUITY INC Healthcare 17,176.0 $1.6M 0.02% NEW $91.61 -5.7%
618 KIM KIMCO REALTY CORP Real Estate 77,485.0 $1.6M 0.02% NEW $20.27 +18.6%
619 RL RALPH LAUREN CORP Consumer Cyclical 4,425.0 $1.6M 0.02% NEW $353.61 -6.9%
620 ALLE ALLEGION PLC Industrials 9,817.0 $1.6M 0.02% NEW $159.22 -17.9%
Page 31 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%