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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 40 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 GBCI GLACIER BANCORP INC Financial Services 25,748.0 $1.1M 0.01% NEW $44.05 +8.5%
782 AN AUTONATION INC Consumer Cyclical 5,492.0 $1.1M 0.01% NEW $206.48 -9.7%
783 NOV NOV INC Energy 72,520.0 $1.1M 0.01% NEW $15.63 +33.5%
784 ARW ARROW ELECTRONICS INC Technology 10,283.0 $1.1M 0.01% NEW $110.18 +93.2%
785 RDNT RADNET INC Healthcare 15,853.0 $1.1M 0.01% NEW $71.35 -24.0%
786 CSW INDUSTRIALS INC 3,848.0 $1.1M 0.01% NEW $293.53
787 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 2,869.0 $1.1M 0.01% NEW $393.30 -18.6%
788 ACIW ACI WORLDWIDE INC Technology 23,559.0 $1.1M 0.01% NEW $47.81 -11.1%
789 CRL CHARLES RIVER LABORATORIES Healthcare 5,645.0 $1.1M 0.01% NEW $199.48 -20.4%
790 WFRD WEATHERFORD INTERNATIONAL PL Energy 14,372.0 $1.1M 0.01% NEW $78.26 +42.3%
791 BAX BAXTER INTERNATIONAL INC Healthcare 58,799.0 $1.1M 0.01% NEW $19.11 -0.4%
792 AX AXOS FINANCIAL INC Financial Services 13,004.0 $1.1M 0.01% NEW $86.16 -0.3%
793 NWSA NEWS CORP Communication Services 42,887.0 $1.1M 0.01% NEW $26.12 +0.5%
794 RDN RADIAN GROUP INC Financial Services 30,980.0 $1.1M 0.01% NEW $35.99 +4.5%
795 VLYPN VALLEY NATIONAL BANCORP Financial Services 95,443.0 $1.1M 0.01% NEW $11.68 +121.5%
796 BIO BIO RAD LABORATORIES Healthcare 3,669.0 $1.1M 0.01% NEW $302.99 -5.4%
797 CVLT COMMVAULT SYSTEMS INC Technology 8,825.0 $1.1M 0.01% NEW $125.36 -15.4%
798 REZI RESIDEO TECHNOLOGIES INC Industrials 31,495.0 $1.1M 0.01% NEW $35.12 -17.6%
799 FOX FOX CORP Communication Services 17,028.0 $1.1M 0.01% NEW $64.93 -11.2%
800 HRB H&R BLOCK INC Consumer Cyclical 25,224.0 $1.1M 0.01% NEW $43.58 -13.1%
Page 40 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%