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Portfolio (Quarterly) Guide ↗

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

· CIK 0001107314
13F Portfolio $7.6B AUM 1,510 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 488 Added 270 Reduced 27 Exited
Page 67 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 MAN MANPOWERGROUP INC WIS Industrials 10,600.0 $312K 0.00% $29.46 -2.3%
1322 PGNY PROGYNY INC Healthcare 18,354.0 $312K 0.00% $16.98 +51.0%
1323 PRLB PROTO LABS INC Industrials 5,457.0 $311K 0.00% $57.02 +24.7%
1324 CLEARWAY ENERGY INC 7,940.0 $311K 0.00% $39.17
1325 HLX HELIX ENERGY SOLUTIONS GRP I Energy 31,301.0 $310K 0.00% $9.89 +1.5%
1326 INSP INSPIRE MED SYS INC Healthcare 5,962.0 $308K 0.00% -100.0 -1.6% $51.58 -13.3%
1327 TFIN TRIUMPH FINANCIAL INC Financial Services 5,149.0 $307K 0.00% $59.66 +9.8%
1328 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 22,165.0 $307K 0.00% $13.85 -9.2%
1329 LEG LEGGETT & PLATT INC Consumer Cyclical 31,000.0 $306K 0.00% $9.88 +1.6%
1330 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 18,705.0 $305K 0.00% $16.32 -6.4%
1331 LZB LA Z BOY INC Consumer Cyclical 9,430.0 $303K 0.00% $32.14 +14.4%
1332 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 5,738.0 $302K 0.00% +41.0 +0.7% $52.70 +4.0%
1333 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 7,488.0 $301K 0.00% -100.0 -1.3% $40.26 -18.0%
1334 SNDR SCHNEIDER NATIONAL INC Industrials 11,384.0 $300K 0.00% $26.36 +27.5%
1335 HCSG HEALTHCARE SVCS GROUP INC Healthcare 16,156.0 $300K 0.00% $18.55 +8.9%
1336 JBLU JETBLUE AIRWAYS CORP Industrials 67,687.0 $299K 0.00% +1K +1.6% $4.42 +13.3%
1337 ENOV ENOVIS CORPORATION Industrials 13,080.0 $298K 0.00% $22.75 +8.1%
1338 TNDM TANDEM DIABETES CARE INC Healthcare 15,505.0 $297K 0.00% $19.17 -21.5%
1339 CRI CARTERS INC Consumer Cyclical 8,302.0 $297K 0.00% $35.76 +5.0%
1340 KW KENNEDY-WILSON HOLDINGS INC Real Estate 27,425.0 $297K 0.00% $10.82 +1.7%
Page 67 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 31.4%
Financial Services 11.5%
Consumer Cyclical 10.3%
Industrials 10.2%
Healthcare 9.6%
Communication Services 9.5%
Consumer Defensive 5.2%
Energy 4.4%
Utilities 2.9%
Real Estate 2.7%