13F 机构持仓

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

TIGARD OR · SEC CIK 0001107314

2026Q22026Q1 更早 9 个季度 🔒
$75.76亿2026Q1 申报市值
1,510持仓数
31.7%前十大占比 · 第一大 6.4%
26 / 26新建仓 / 清仓
申报市值走势$92.63亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.4%
AAPL 5.6%
MSFT 4.2%
AMZN 3.1%
GOOGL 2.5%
AVGO 2.2%
OBDC 2.2%
GOOG 2.0%
META 1.9%
TSLA 1.6%

2026Q1 买入最多 按季末市值估算

VRT 新建仓+$1,097.54万
PNFP 新建仓+$265.82万
PANW 加仓+$227.32万
AMCR 新建仓+$210.39万
AGX 新建仓+$172.76万

2026Q1 卖出最多 按季末市值估算

CIEN 减仓-$467.86万
LITE 减仓-$416.74万
CHKP 减仓-$333.33万
PINNACLE FINANCI 清仓-$283.93万
AAPL 减仓-$281.91万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
DY DYCOM INDS INC $206.85万0.03%6,105 3055.3% $10.33万 加仓
WST WEST PHARMACEUTICAL SVSC INC $206.70万0.03%8,247 180.2% $4,512 加仓
TTMI TTM TECHNOLOGIES INC $206.53万0.03%21,200 -2,434-10.3% -$23.71万 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $204.95万0.03%22,666 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $203.98万0.03%22,637 -200-0.9% -$1.80万 减仓
SPXC SPX TECHNOLOGIES INC $203.94万0.03%10,200 2002.0% $4.00万 加仓
EL LAUDER ESTEE COS INC $203.62万0.03%28,371 2320.8% $1.67万 加仓
MRNA MODERNA INC $202.43万0.03%39,848 1000.3% $5,080 加仓
OGE OGE ENERGY CORP $202.35万0.03%42,191 2,1005.2% $10.07万 加仓
WMS ADVANCED DRAIN SYS INC DEL $202.17万0.03%14,743 4393.1% $6.02万 加仓
EGP EASTGROUP PPTYS INC $201.93万0.03%10,910 3002.8% $5.55万 加仓
HPQ HP INC $201.74万0.03%105,018 -2,000-1.9% -$3.84万 减仓
WY WEYERHAEUSER CO $201.57万0.03%82,511 00.0% — 不变
— TOPBUILD COR $201.01万0.03%5,722 1983.6% $6.96万 加仓
DCI DONALDSON INC $200.72万0.03%23,650 5422.3% $4.60万 加仓
DAR DARLING INGREDIENTS INC $200.52万0.03%32,421 7712.4% $4.77万 加仓
DINO HF SINCLAIR CORP $200.13万0.03%32,078 8002.6% $4.99万 加仓
EHC ENCOMPASS HEALTH CORP $199.94万0.03%20,670 6003.0% $5.80万 加仓
AIT APPLIED INDL TECHNOLOGIES IN $199.60万0.03%7,523 -45-0.6% -$1.19万 减仓
CNH CNH INDL N V $199.52万0.03%181,386 5,5323.1% $6.09万 加仓
EMN EASTMAN CHEM CO $199.23万0.03%26,105 50.0% $382 加仓
FTV FORTIVE CORP $198.21万0.03%35,855 -500-1.4% -$2.76万 减仓
BG BUNGE GLOBAL SA $197.36万0.03%15,516 00.0% — 不变
GMED GLOBUS MED INC $196.96万0.03%22,860 6002.7% $5.17万 加仓
CSGP COSTAR GROUP INC $195.75万0.03%48,524 00.0% — 不变
DOCU DOCUSIGN INC $194.87万0.03%41,103 1,0862.7% $5.15万 加仓
GME GAMESTOP CORP $194.86万0.03%84,576 2,6583.2% $6.12万 加仓
SAIA SAIA INC $194.64万0.03%5,541 1873.5% $6.57万 加仓
PTC PTC INC $194.24万0.03%13,632 -70-0.5% -$9,974 减仓
BAH BOOZ ALLEN HAMILTON HLDG COR $192.73万0.03%24,700 5002.1% $3.90万 加仓
— HOLOGIC INC $192.47万0.03%25,462 00.0% — 不变
KNX KNIGHT-SWIFT TRANSN HLDGS IN $192.08万0.03%33,358 1,1003.4% $6.33万 加仓
FLS FLOWSERVE CORP $191.71万0.03%26,080 7002.8% $5.15万 加仓
CNM CORE & MAIN INC $191.46万0.03%38,757 9002.4% $4.45万 加仓
OSK OSHKOSH CORP $191.24万0.03%12,991 4003.2% $5.89万 加仓
WTFC WINTRUST FINL CORP $190.72万0.03%13,727 3622.7% $5.03万 加仓
RMBS RAMBUS INC DEL $189.86万0.03%22,069 5532.6% $4.76万 加仓
— CHART INDS INC $189.76万0.03%9,178 3003.4% $6.20万 加仓
AKAM AKAMAI TECHNOLOGIES INC $189.36万0.02%16,488 170.1% $1,952 加仓
FFIV F5 INC $188.27万0.02%6,507 -62-0.9% -$1.79万 减仓
SSB SOUTHSTATE BK CORP $188.19万0.02%20,341 3001.5% $2.78万 加仓
TTC TORO CO $187.22万0.02%20,036 4542.3% $4.24万 加仓
AMH AMERICAN HOMES 4 RENT $186.74万0.02%66,883 2,1003.2% $5.86万 加仓
LVS LAS VEGAS SANDS CORP $186.55万0.02%34,624 -200-0.6% -$1.08万 减仓
ORI OLD REP INTL CORP $186.37万0.02%46,709 1,4003.1% $5.59万 加仓
LULU LULULEMON ATHLETICA INC $186.26万0.02%12,166 -200-1.6% -$3.06万 减仓
ADC AGREE RLTY CORP $185.32万0.02%24,585 1,6317.1% $12.29万 加仓
GPN GLOBAL PMTS INC $183.80万0.02%27,310 2000.7% $1.35万 加仓
NFG NATIONAL FUEL GAS CO $183.42万0.02%19,521 1,4237.9% $13.37万 加仓
JBHT HUNT J B TRANS SVCS INC $182.70万0.02%8,622 470.5% $9,959 加仓
OC OWENS CORNING NEW $182.66万0.02%16,879 5003.1% $5.41万 加仓
AFG AMERICAN FINANCIAL GROUP INC $181.42万0.02%14,206 4002.9% $5.11万 加仓
BALL BALL CORP $181.07万0.02%30,632 00.0% — 不变
BRX BRIXMOR PPTY GROUP INC $180.96万0.02%62,835 2,0003.3% $5.76万 加仓
INCY INCYTE CORP $180.43万0.02%19,170 3001.6% $2.82万 加仓
CDW CDW CORP $180.42万0.02%14,908 00.0% — 不变
ECHO ECHOSTAR CORP $180.29万0.02%15,400 -11,499-42.7% -$134.62万 减仓
ARWR ARROWHEAD PHARMACEUTICALS IN $179.95万0.02%28,700 -2,914-9.2% -$18.27万 减仓
ROL ROLLINS INC $179.17万0.02%33,547 00.0% — 不变
VNOM VIPER ENERGY INC $179.00万0.02%38,094 4,69414.1% $22.06万 加仓
VTRS VIATRIS INC $178.13万0.02%131,849 -100-0.1% -$1,351 减仓
ESS ESSEX PPTY TR INC $178.09万0.02%7,359 00.0% — 不变
TRMB TRIMBLE INC $177.75万0.02%27,250 00.0% — 不变
ESI ELEMENT SOLUTIONS INC $177.54万0.02%52,003 30.0% $102 加仓
CFR CULLEN FROST BANKERS INC $177.12万0.02%12,921 1000.8% $1.37万 加仓
PRIM PRIMORIS SVCS CORP $176.68万0.02%12,352 -48-0.4% -$6,866 减仓
AYI ACUITY INC $176.48万0.02%6,298 1973.2% $5.52万 加仓
VIAV VIAVI SOLUTIONS INC $176.10万0.02%52,916 1,8223.6% $6.06万 加仓
CNC CENTENE CORP DEL $175.05万0.02%53,466 00.0% — 不变
TXT TEXTRON INC $174.73万0.02%19,956 -200-1.0% -$1.75万 减仓
ZION ZIONS BANCORPORATION NATL AS $174.33万0.02%30,255 8002.7% $4.61万 加仓
KIM KIMCO REALTY CORP $173.43万0.02%77,185 -300-0.4% -$6,741 减仓
LFUS LITTELFUSE INC $172.83万0.02%5,093 1142.3% $3.87万 加仓
AGX ARGAN INC $172.76万0.02%3,172 3,172— $172.76万 新建仓
APA APA CORPORATION $172.49万0.02%40,643 910.2% $3,862 加仓
FORM FORMFACTOR INC $172.29万0.02%17,764 -3-0.0% -$291 减仓
LKQ LKQ CORP $171.81万0.02%58,500 -100-0.2% -$2,937 减仓
AHR AMERICAN HEALTHCARE REIT INC $171.66万0.02%36,400 36,400— $171.66万 新建仓
JXN JACKSON FINANCIAL INC $171.64万0.02%16,235 7004.5% $7.40万 加仓
CUBE CUBESMART $171.49万0.02%46,792 1,4003.1% $5.13万 加仓
CR CRANE COMPANY $171.41万0.02%10,024 1942.0% $3.32万 加仓
HII HUNTINGTON INGALLS INDS INC $170.88万0.02%4,498 110.2% $4,179 加仓
J JACOBS SOLUTIONS INC $170.67万0.02%13,409 -300-2.2% -$3.82万 减仓
LII LENNOX INTL INC $169.83万0.02%3,659 00.0% — 不变
MOG/A MOOG INC $169.73万0.02%5,800 -712-10.9% -$20.84万 减仓
PODD INSULET CORP $169.09万0.02%8,058 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $168.86万0.02%4,932 -12-0.2% -$4,109 减仓
MUSA MURPHY USA INC $168.84万0.02%3,418 -13-0.4% -$6,422 减仓
APTV APTIV PLC $168.75万0.02%24,301 -400-1.6% -$2.78万 减仓
GPC GENUINE PARTS CO $168.62万0.02%15,945 450.3% $4,759 加仓
CTRE CARETRUST REIT INC $167.86万0.02%45,800 -5,282-10.3% -$19.36万 减仓
ATR APTARGROUP INC $167.08万0.02%13,258 1511.2% $1.90万 加仓
ESE ESCO TECHNOLOGIES INC $166.77万0.02%5,927 40.1% $1,125 加仓
— MASIMO CORP $166.74万0.02%9,374 3003.3% $5.34万 加仓
CGNX COGNEX CORP $166.61万0.02%34,009 6982.1% $3.42万 加仓
CHRD CHORD ENERGY CORPORATION $166.48万0.02%11,709 3423.0% $4.86万 加仓
COLB COLUMBIA BKG SYS INC $166.19万0.02%60,588 1,1501.9% $3.15万 加仓
MTCH MATCH GROUP INC NEW $165.83万0.02%54,000 27,005100.0% $82.93万 加仓
R RYDER SYS INC $165.71万0.02%8,095 -4-0.0% -$819 减仓
CYTK CYTOKINETICS INC $165.53万0.02%25,115 7002.9% $4.61万 加仓