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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 68 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 REYN REYNOLDS CONSUMER PRODUCTS I Consumer Cyclical 12,500.0 $286K 0.00% NEW $22.92 -5.1%
1342 XPEL XPEL INC Consumer Cyclical 5,738.0 $286K 0.00% NEW $49.91 -9.4%
1343 TRUP TRUPANION INC Financial Services 7,659.0 $286K 0.00% NEW $37.37 -41.5%
1344 ACADIAN ASSET MANAGEMENT INC 6,086.0 $286K 0.00% NEW $47.00
1345 MLKN MILLERKNOLL INC Consumer Cyclical 15,634.0 $286K 0.00% NEW $18.28 -15.6%
1346 PRA PROASSURANCE CORP Financial Services 11,794.0 $285K 0.00% NEW $24.16 +1.8%
1347 DFIN DONNELLEY FINANCIAL SOLUTION Financial Services 6,091.0 $284K 0.00% NEW $46.69 -15.4%
1348 DCOM DIME COMMUNITY BANCSHARES IN Financial Services 9,340.0 $281K 0.00% NEW $30.09 +22.6%
1349 ENR ENERGIZER HOLDINGS INC Industrials 13,937.0 $277K 0.00% NEW $19.89 -13.0%
1350 ECPG ENCORE CAPITAL GROUP INC Financial Services 5,098.0 $277K 0.00% NEW $54.35 +50.1%
1351 VRE VERIS RESIDENTIAL INC Real Estate 18,582.0 $276K 0.00% NEW $14.88 +27.7%
1352 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 5,016.0 $276K 0.00% NEW $55.09 +11.4%
1353 PRLB PROTO LABS INC Industrials 5,457.0 $276K 0.00% NEW $50.59 +40.6%
1354 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 2,867.0 $274K 0.00% NEW $95.70 +21.5%
1355 WABC WESTAMERICA BANCORPORATION Financial Services 5,724.0 $274K 0.00% NEW $47.83 +15.9%
1356 USPH U.S. PHYSICAL THERAPY INC Healthcare 3,483.0 $272K 0.00% NEW $78.09 -20.3%
1357 VITL VITAL FARMS INC Consumer Defensive 8,500.0 $271K 0.00% NEW $31.94 -70.5%
1358 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 7,588.0 $270K 0.00% NEW $35.63 -7.4%
1359 CRI CARTER S INC Consumer Cyclical 8,300.0 $269K 0.00% NEW $32.43 +15.8%
1360 PRG PROG HOLDINGS INC Industrials 9,091.0 $268K 0.00% NEW $29.49 +14.4%
Page 68 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%