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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 53 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 WU WESTERN UNION CO Financial Services 72,700.0 $677K 0.01% NEW $9.31 -7.8%
1042 PBH PRESTIGE CONSUMER HEALTHCARE Healthcare 10,959.0 $676K 0.01% NEW $61.69 -21.8%
1043 LCII LCI INDUSTRIES Consumer Cyclical 5,559.0 $675K 0.01% NEW $121.34 -10.0%
1044 LIVN LIVANOVA PLC Healthcare 10,950.0 $674K 0.01% NEW $61.53 +19.7%
1045 BRBR BELLRING BRANDS INC Consumer Defensive 25,204.0 $674K 0.01% NEW $26.73 -66.1%
1046 PII POLARIS INC Consumer Cyclical 10,638.0 $673K 0.01% NEW $63.25 -0.3%
1047 CPK CHESAPEAKE UTILITIES CORP Utilities 5,392.0 $673K 0.01% NEW $124.76 +1.8%
1048 LXP INDUSTRIAL TRUST 13,510.0 $670K 0.01% NEW $49.58
1049 MZTI MARZETTI COMPANY Consumer Defensive 4,062.0 $668K 0.01% NEW $164.42 -31.4%
1050 LW LAMB WESTON HOLDINGS INC Consumer Defensive 15,940.0 $668K 0.01% NEW $41.89 +2.2%
1051 HNI HNI CORP Industrials 15,711.0 $660K 0.01% NEW $42.04 -26.6%
1052 GFF GRIFFON CORP Industrials 8,929.0 $658K 0.01% NEW $73.65 +14.9%
1053 APAM ARTISAN PARTNERS ASSET MA Financial Services 16,102.0 $656K 0.01% NEW $40.74 -8.9%
1054 MGEE MGE ENERGY INC Utilities 8,361.0 $656K 0.01% NEW $78.42 -3.1%
1055 PSN PARSONS CORP Industrials 10,600.0 $655K 0.01% NEW $61.80 -16.4%
1056 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 13,145.0 $653K 0.01% NEW $49.70 -2.0%
1057 HP HELMERICH & PAYNE Energy 22,761.0 $653K 0.01% NEW $28.68 +38.1%
1058 ALGM ALLEGRO MICROSYSTEMS INC Technology 24,737.0 $653K 0.01% NEW $26.38 +69.4%
1059 VAL VALARIS LTD Energy 12,937.0 $652K 0.01% NEW $50.40 +117.4%
1060 CLSK CLEANSPARK INC Technology 64,273.0 $650K 0.01% NEW $10.12 +55.7%
Page 53 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%