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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 60 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 OMCL OMNICELL INC Healthcare 10,241.0 $464K 0.01% NEW $45.30 -3.4%
1182 BLKB BLACKBAUD INC Technology 7,302.0 $462K 0.01% NEW $63.32 -53.2%
1183 EPAC ENERPAC TOOL GROUP CORP Industrials 12,080.0 $462K 0.01% NEW $38.24 -10.6%
1184 DVA DAVITA INC Healthcare 4,023.0 $457K 0.01% NEW $113.61 +74.9%
1185 FLO FLOWERS FOODS INC Consumer Defensive 42,005.0 $457K 0.01% NEW $10.88 -35.6%
1186 CXW CORECIVIC INC Real Estate 23,881.0 $456K 0.01% NEW $19.11 +10.5%
1187 XRAY DENTSPLY SIRONA INC Healthcare 39,644.0 $453K 0.01% NEW $11.43 -13.9%
1188 ARMOUR RESIDENTIAL REIT INC 25,590.0 $453K 0.01% NEW $17.69
1189 INSW INTERNATIONAL SEAWAYS INC Energy 9,300.0 $452K 0.01% NEW $48.55 +75.3%
1190 POWI POWER INTEGRATIONS INC Technology 12,700.0 $451K 0.01% NEW $35.54 +94.5%
1191 STC STEWART INFORMATION SERVICES Financial Services 6,397.0 $449K 0.01% NEW $70.26 -3.0%
1192 PBF PBF ENERGY INC Energy 16,455.0 $446K 0.01% NEW $27.12 +44.1%
1193 NWN NORTHWEST NATURAL HOLDING CO Utilities 9,542.0 $446K 0.01% NEW $46.74 +6.6%
1194 ADUS ADDUS HOMECARE CORP Healthcare 4,153.0 $446K 0.01% NEW $107.39 -13.2%
1195 QDEL QUIDELORTHO CORP Healthcare 15,528.0 $443K 0.01% NEW $28.56 -58.3%
1196 PRGO PERRIGO CO PLC Healthcare 31,500.0 $438K 0.01% NEW $13.92 -19.8%
1197 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 6,955.0 $436K 0.01% NEW $62.66 +6.2%
1198 MTX MINERALS TECHNOLOGIES INC Basic Materials 7,135.0 $435K 0.01% NEW $60.95 +23.7%
1199 CRY ARTIVION INC 9,529.0 $435K 0.01% NEW $45.61 -60.8%
1200 CAR AVIS BUDGET GROUP INC Industrials 3,374.0 $433K 0.01% NEW $128.32 +22.9%
Page 60 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%