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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 76 of 76  ·  1,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 PLAY DAVE & BUSTER S ENTERTAINMEN Communication Services 6,160.0 $100K 0.00% NEW $16.21 -31.2%
1502 KINIKSA PHARMACEUTICALS INTE 2,324.0 $96K 0.00% NEW $41.25
1503 HTLD HEARTLAND EXPRESS INC Industrials 10,448.0 $94K 0.00% NEW $9.03 +58.1%
1504 BFS SAUL CENTERS INC Real Estate 2,867.0 $90K 0.00% NEW $31.53 +9.2%
1505 WRLD WORLD ACCEPTANCE CORP Financial Services 617.0 $87K 0.00% NEW $140.39 +10.9%
1506 TWI TITAN INTERNATIONAL INC Industrials 10,965.0 $86K 0.00% NEW $7.83 -6.6%
1507 GOGO GOGO INC Communication Services 17,722.0 $83K 0.00% NEW $4.66 -14.2%
1508 CRSR CORSAIR GAMING INC Technology 10,702.0 $64K 0.00% NEW $5.94 +16.7%
1509 CENT CENTRAL GARDEN & PET CO Consumer Defensive 1,891.0 $61K 0.00% NEW $32.15 +20.1%
1510 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 1.0 $55.0 NEW $55.00 +5.7%
Page 76 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%