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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 50 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 SPSC SPS COMMERCE INC Technology 8,603.0 $767K 0.01% NEW $89.13 -39.7%
982 ACAD ACADIA PHARMACEUTICALS INC Healthcare 28,666.0 $766K 0.01% NEW $26.71 -20.2%
983 MSM MSC INDUSTRIAL DIRECT CO Industrials 9,093.0 $765K 0.01% NEW $84.10 +26.0%
984 RNST RENASANT CORP Financial Services 21,701.0 $764K 0.01% NEW $35.22 +16.8%
985 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 15,284.0 $764K 0.01% NEW $49.96 +2.1%
986 VCYT VERACYTE INC Healthcare 18,100.0 $762K 0.01% NEW $42.10 +7.3%
987 EPR EPR PROPERTIES Real Estate 15,234.0 $760K 0.01% NEW $49.90 +17.7%
988 DOCN DIGITALOCEAN HOLDINGS INC Technology 15,729.0 $757K 0.01% NEW $48.12 +229.1%
989 CATY CATHAY GENERAL BANCORP Financial Services 15,600.0 $755K 0.01% NEW $48.39 +18.3%
990 HAE HAEMONETICS CORP Healthcare 9,392.0 $753K 0.01% NEW $80.15 -22.7%
991 TREX TREX COMPANY INC Industrials 21,424.0 $752K 0.01% NEW $35.08 +9.0%
992 GHC GRAHAM HOLDINGS CO Consumer Defensive 683.0 $750K 0.01% NEW $1098.60 -0.2%
993 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 13,894.0 $749K 0.01% NEW $53.94 +29.7%
994 FLAGSTAR BANK NA 59,493.0 $749K 0.01% NEW $12.59
995 SHAK SHAKE SHACK INC Consumer Cyclical 9,186.0 $746K 0.01% NEW $81.17 -21.8%
996 SLG SL GREEN REALTY CORP Real Estate 16,219.0 $744K 0.01% NEW $45.87 -9.6%
997 CORT CORCEPT THERAPEUTICS INC Healthcare 21,372.0 $744K 0.01% NEW $34.80 +71.5%
998 FBP FIRST BANCORP PUERTO RICO Financial Services 35,848.0 $743K 0.01% NEW $20.73 +16.5%
999 AIR AAR CORP Industrials 8,955.0 $741K 0.01% NEW $82.79 +31.1%
1000 BHF BRIGHTHOUSE FINANCIAL INC Financial Services 11,435.0 $741K 0.01% NEW $64.79 -3.2%
Page 50 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%