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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 71 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 NSP INSPERITY INC Industrials 8,147.0 $220K 0.00% -53.0 -0.7% $27.04 +14.1%
1402 CSR CENTERSPACE Real Estate 3,834.0 $220K 0.00% $57.45 +17.3%
1403 NEO NEOGENOMICS INC Healthcare 29,577.0 $219K 0.00% $7.42 +22.8%
1404 MSEX MIDDLESEX WTR CO Utilities 4,214.0 $219K 0.00% $52.05 -0.6%
1405 UTL UNITIL CORP Utilities 4,127.0 $216K 0.00% +49.0 +1.2% $52.24 -1.7%
1406 DEA EASTERLY GOVT PPTYS INC Real Estate 10,048.0 $215K 0.00% $21.43 +11.4%
1407 UPBOUND GROUP INC 11,916.0 $215K 0.00% $18.05
1408 INVX INNOVEX INTERNATIONAL INC Energy 8,796.0 $215K 0.00% -56.0 -0.6% $24.39 +26.4%
1409 STAA STAAR SURGICAL CO Healthcare 11,376.0 $213K 0.00% $18.70 +76.7%
1410 PCRX PACIRA BIOSCIENCES INC Healthcare 9,411.0 $213K 0.00% -458.0 -4.6% $22.60 +3.9%
1411 EIG EMPLOYERS HLDGS INC Financial Services 5,141.0 $212K 0.00% $41.14 +6.4%
1412 CCOI COGENT COMM HOLDINGS INC Communication Services 10,816.0 $204K 0.00% -70.0 -0.6% $18.84 -2.5%
1413 SCHL SCHOLASTIC CORP Communication Services 5,207.0 $203K 0.00% +41.0 +0.8% $39.06 +0.5%
1414 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 6,200.0 $202K 0.00% $32.66 +6.2%
1415 VSTS VESTIS CORPORATION Industrials 25,677.0 $202K 0.00% $7.86 +48.9%
1416 SNCY SUN CTRY AIRLS HLDGS INC Industrials 12,204.0 $202K 0.00% +100.0 +0.8% $16.52 -2.1%
1417 VYX NCR VOYIX CORPORATION Technology 31,679.0 $201K 0.00% $6.33 +2.2%
1418 WGO WINNEBAGO INDS INC Consumer Cyclical 6,459.0 $200K 0.00% $30.99 -5.9%
1419 FTRE FORTREA HLDGS INC Healthcare 21,166.0 $199K 0.00% $9.42 +39.5%
1420 SBSI SOUTHSIDE BANCSHARES INC Financial Services 6,410.0 $199K 0.00% -100.0 -1.5% $31.09 +5.3%
Page 71 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%