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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 65 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 ABR ARBOR REALTY TRUST INC Real Estate 44,752.0 $347K 0.00% NEW $7.76 -23.8%
1282 BHE BENCHMARK ELECTRONICS INC Technology 8,119.0 $347K 0.00% NEW $42.76 +92.8%
1283 ADNT ADIENT PLC Consumer Cyclical 18,100.0 $347K 0.00% NEW $19.17 +9.5%
1284 CCS CENTURY COMMUNITIES INC Consumer Cyclical 5,808.0 $345K 0.00% NEW $59.35 -11.6%
1285 CENTA CENTRAL GARDEN AND PET CO Consumer Defensive 11,792.0 $344K 0.00% NEW $29.19 +18.4%
1286 ALEXANDER & BALDWIN INC 16,594.0 $342K 0.00% NEW $20.64
1287 STBA S & T BANCORP INC Financial Services 8,703.0 $342K 0.00% NEW $39.35 +14.3%
1288 LEG LEGGETT & PLATT INC Consumer Cyclical 31,000.0 $341K 0.00% NEW $11.00 -8.7%
1289 TNDM TANDEM DIABETES CARE INC Healthcare 15,505.0 $341K 0.00% NEW $21.98 -31.6%
1290 HRMY HARMONY BIOSCIENCES HOLDINGS Healthcare 9,089.0 $340K 0.00% NEW $37.42 -18.5%
1291 ARLO ARLO TECHNOLOGIES INC Industrials 24,268.0 $340K 0.00% NEW $13.99 -9.0%
1292 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 18,705.0 $339K 0.00% NEW $18.15 -15.8%
1293 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 7,261.0 $336K 0.00% NEW $46.30 -25.7%
1294 HTH HILLTOP HOLDINGS INC Financial Services 9,835.0 $334K 0.00% NEW $33.94 +10.0%
1295 AIN ALBANY INTL CORP Consumer Cyclical 6,582.0 $334K 0.00% NEW $50.70 +20.2%
1296 EFC ELLINGTON FINANCIAL INC Real Estate 24,564.0 $334K 0.00% NEW $13.58 -0.1%
1297 LKFN LAKELAND FINANCIAL CORP Financial Services 5,838.0 $333K 0.00% NEW $57.06 +5.5%
1298 PPC PILGRIM S PRIDE CORP Consumer Defensive 8,542.0 $333K 0.00% NEW $38.99 -26.5%
1299 GTY GETTY REALTY CORP Real Estate 12,160.0 $333K 0.00% NEW $27.37 +22.1%
1300 GBX GREENBRIER COMPANIES INC Industrials 7,114.0 $333K 0.00% NEW $46.74 +4.2%
Page 65 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%