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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 64 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 CNXC CONCENTRIX CORP Technology 8,869.0 $369K 0.01% NEW $41.58 -37.8%
1262 PATHWARD FINANCIAL INC 5,161.0 $366K 0.01% NEW $71.00
1263 SLVM SYLVAMO CORP Basic Materials 7,591.0 $366K 0.01% NEW $48.15 -22.4%
1264 DGII DIGI INTERNATIONAL INC Technology 8,442.0 $365K 0.01% NEW $43.29 +48.0%
1265 FTRE FORTREA HOLDINGS INC Healthcare 21,166.0 $365K 0.01% NEW $17.25 -23.8%
1266 VAC MARRIOTT VACATIONS WORLD Consumer Cyclical 6,300.0 $363K 0.01% NEW $57.69 +28.1%
1267 IPGP IPG PHOTONICS CORP Technology 5,039.0 $361K 0.01% NEW $71.60 +68.3%
1268 PBI PITNEY BOWES INC Industrials 33,848.0 $358K 0.01% NEW $10.57 +46.6%
1269 NWL NEWELL BRANDS INC Consumer Defensive 95,937.0 $357K 0.01% NEW $3.72 -3.8%
1270 IPAR INTERPARFUMS INC Consumer Defensive 4,204.0 $357K 0.01% NEW $84.83 +7.5%
1271 SIX FLAGS ENTERTAINMENT CORP 23,241.0 $357K 0.01% NEW $15.34
1272 GEF GREIF INC Consumer Cyclical 5,256.0 $356K 0.01% NEW $67.70 -5.3%
1273 ROG ROGERS CORP Technology 3,859.0 $353K 0.00% NEW $91.57 +45.2%
1274 DYNAVAX TECHNOLOGIES CORP 22,868.0 $352K 0.00% NEW $15.38
1275 LZB LA Z BOY INC Consumer Cyclical 9,430.0 $351K 0.00% NEW $37.27 -1.3%
1276 ELME COMMUNITIES 20,151.0 $351K 0.00% NEW $17.40
1277 DV DOUBLEVERIFY HOLDINGS INC Technology 30,601.0 $350K 0.00% NEW $11.44 -16.8%
1278 ENOV ENOVIS CORP Industrials 13,100.0 $349K 0.00% NEW $26.64 -7.7%
1279 NEO NEOGENOMICS INC Healthcare 29,577.0 $348K 0.00% NEW $11.76 -22.5%
1280 NEOG NEOGEN CORP Healthcare 49,700.0 $347K 0.00% NEW $6.99 +26.8%
Page 64 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%