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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 33 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 MAS MASCO CORP Industrials 23,794.0 $1.5M 0.02% NEW $63.46 +5.8%
642 FSS FEDERAL SIGNAL CORP Industrials 13,897.0 $1.5M 0.02% NEW $108.59 +2.8%
643 CLF CLEVELAND CLIFFS INC Basic Materials 113,249.0 $1.5M 0.02% NEW $13.28 -19.4%
644 BBY BEST BUY CO INC Consumer Cyclical 22,406.0 $1.5M 0.02% NEW $66.93 -8.6%
645 G GENPACT LTD Technology 32,004.0 $1.5M 0.02% NEW $46.78 -31.6%
646 NNN NNN REIT INC Real Estate 37,701.0 $1.5M 0.02% NEW $39.63 +13.5%
647 DPZ DOMINO S PIZZA INC Consumer Cyclical 3,571.0 $1.5M 0.02% NEW $416.82 -24.1%
648 GKOS GLAUKOS CORP Healthcare 13,165.0 $1.5M 0.02% NEW $112.91 +23.1%
649 CHWY CHEWY INC Consumer Cyclical 44,742.0 $1.5M 0.02% NEW $33.05 -39.7%
650 NDSN NORDSON CORP Industrials 6,142.0 $1.5M 0.02% NEW $240.43 +19.3%
651 SMTC SEMTECH CORP Technology 19,836.0 $1.5M 0.02% NEW $73.69 +92.5%
652 CELH CELSIUS HOLDINGS INC Consumer Defensive 31,882.0 $1.5M 0.02% NEW $45.74 -35.1%
653 EAT BRINKER INTERNATIONAL INC Consumer Cyclical 10,159.0 $1.5M 0.02% NEW $143.52 -4.8%
654 KRYS KRYSTAL BIOTECH INC Healthcare 5,896.0 $1.5M 0.02% NEW $246.54 +23.4%
655 NFG NATIONAL FUEL GAS CO Energy 18,098.0 $1.4M 0.02% NEW $80.06 +1.5%
656 DINO HF SINCLAIR CORP Energy 31,278.0 $1.4M 0.02% NEW $46.08 +48.4%
657 AKAM AKAMAI TECHNOLOGIES INC Technology 16,471.0 $1.4M 0.02% NEW $87.25 +67.6%
658 VOYA VOYA FINANCIAL INC Financial Services 19,004.0 $1.4M 0.02% NEW $74.49 +10.6%
659 ZBRA ZEBRA TECHNOLOGIES CORP Technology 5,811.0 $1.4M 0.02% NEW $242.82 +0.3%
660 CLX CLOROX COMPANY Consumer Defensive 13,984.0 $1.4M 0.02% NEW $100.83 -5.6%
Page 33 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%