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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 58 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 CHEF CHEFS WAREHOUSE INC Consumer Defensive 8,246.0 $514K 0.01% NEW $62.33 +25.3%
1142 HILLENBRAND INC 16,174.0 $513K 0.01% NEW $31.72
1143 FBK FB FINANCIAL CORP Financial Services 9,192.0 $513K 0.01% NEW $55.80 -5.8%
1144 EXTR EXTREME NETWORKS INC Technology 30,633.0 $510K 0.01% NEW $16.65 +43.5%
1145 BEACON FINANCIAL CORP 19,227.0 $507K 0.01% NEW $26.37
1146 BANF BANCFIRST CORP Financial Services 4,752.0 $504K 0.01% NEW $106.02 +5.0%
1147 GEO GEO GROUP INC Industrials 31,250.0 $504K 0.01% NEW $16.12 +43.4%
1148 GOLF ACUSHNET HOLDINGS CORP Consumer Cyclical 6,300.0 $503K 0.01% NEW $79.82 +10.7%
1149 AMR ALPHA METALLURGICAL RESOURCE Energy 2,511.0 $502K 0.01% NEW $199.88 -13.8%
1150 PRK PARK NATIONAL CORP Financial Services 3,277.0 $499K 0.01% NEW $152.18 +10.9%
1151 NBTB N B T BANCORP INC Financial Services 12,004.0 $498K 0.01% NEW $41.52 +10.5%
1152 GT GOODYEAR TIRE & RUBBER CO Consumer Cyclical 56,843.0 $498K 0.01% NEW $8.76 -33.0%
1153 KMT KENNAMETAL INC Industrials 17,357.0 $493K 0.01% NEW $28.41 +24.0%
1154 WLK WESTLAKE CORP Basic Materials 6,668.0 $493K 0.01% NEW $73.94 +19.7%
1155 SM SM ENERGY CO Energy 26,251.0 $491K 0.01% NEW $18.70 +86.1%
1156 CRVL CORVEL CORP Financial Services 7,188.0 $486K 0.01% NEW $67.67 -9.1%
1157 BANR BANNER CORPORATION Financial Services 7,757.0 $486K 0.01% NEW $62.66 +3.1%
1158 HE HAWAIIAN ELECTRIC INDS Utilities 39,500.0 $486K 0.01% NEW $12.30 +11.3%
1159 SONO SONOS INC Technology 27,640.0 $485K 0.01% NEW $17.56 -14.5%
1160 NGVT INGEVITY CORP Basic Materials 8,196.0 $485K 0.01% NEW $59.18 +10.2%
Page 58 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%