Arkolith/Funds/Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund

CIK 1107314Pension / sovereign
Holdings as of Mar 31, 2026·disclosed Apr 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Oregon Public Employees Retirement Fund holds a diversified book of 1510 stocks worth $7.6B as of Q1 2026 (disclosed Apr 29, 2026, a ~45-day 13F lag). This quarter they opened Vertiv Holdings Co-A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the equity book.

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Use Arkolith to show OREGON PUBLIC EMPLOYEES RETIREMENT FUND's latest
holdings, largest changes, and filing provenance.
Opened
27
new positions
Added to
671
existing
Trimmed
431
reduced
Sold out
26
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
32%
Top 20 holdings
41%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
37%
Financials
13%
Consumer Discretionary
11%
Industrials
10%
Health Care
9%
Materials
4%
Energy
3%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,510 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$485.3M2.78M
6.4%
~0%
Reduced · −197 sh
2Apple Inc
COM
$426.6M1.68M
5.6%
−0.7%
Reduced · −11K sh
3Microsoft Corp
COM
$314.8M850.3K
4.2%
−0.1%
Reduced · −854 sh
4Amazon Com Inc
COM
$233.0M1.12M
3.1%
+0.4%
Added · +5K sh
5Alphabet Inc
CAP STK CL A
$191.7M666.6K
2.5%
~0%
Added · +327 sh
6Broadcom Inc
COM
$168.0M542.9K
2.2%
+0.4%
Added · +2K sh
7Blue Owl Capital Corporation
COM
$165.6M14.97M
2.2%
Held
8Alphabet Inc
CAP STK CL C
$153.6M535.5K
2.0%
+0.5%
Added · +3K sh
9Meta Platforms Inc
CL A
$143.3M250.4K
1.9%
+0.4%
Added · +937 sh
10Tesla Inc
COM
$119.7M322.1K
1.6%
+0.1%
Added · +275 sh
11Berkshire Hathaway Inc Del
CL B NEW
$100.6M210.0K
1.3%
Held
12JPMorgan Chase & Co
COM
$90.8M308.8K
1.2%
−0.9%
Reduced · −3K sh
13Eli Lilly & Co
COM
$83.4M90.7K
1.1%
−0.2%
Reduced · −200 sh
14Exxon Mobil Corp
COM
$81.2M478.5K
1.1%
−0.9%
Reduced · −4K sh
15Johnson & Johnson
COM
$67.5M276.0K
0.9%
~0%
Added · +100 sh
16Walmart Inc
COM
$62.4M502.0K
0.8%
~0%
Reduced · −200 sh
17Visa Inc
COM CL A
$58.2M192.6K
0.8%
−0.4%
Reduced · −745 sh
18Costco Wholesale Corporation
COM
$50.7M50.9K
0.7%
+0.2%
Added · +114 sh
19Mastercard Incorporated
CL A
$46.6M93.3K
0.6%
−0.6%
Reduced · −600 sh
20Netflix Inc.
COM
$46.5M483.5K
0.6%
−0.4%
Reduced · −2K sh
21Chevron Corporation
COM
$44.4M214.6K
0.6%
−1.0%
Reduced · −2K sh
22Abbvie Inc
COM
$44.0M202.4K
0.6%
~0%
Reduced · −30 sh
23Micron Technology Inc
COM
$43.5M128.9K
0.6%
+0.2%
Added · +259 sh
24Procter & Gamble Co
COM
$38.5M266.2K
0.5%
−0.5%
Reduced · −1K sh
25Palantir Technologies Inc
CL A
$38.3M261.5K
0.5%
~0%
Reduced · −100 sh
26Advanced Micro Devices Inc
COM
$38.0M186.7K
0.5%
+0.1%
Added · +209 sh
27Caterpillar Inc
COM
$37.8M53.3K
0.5%
−0.4%
Reduced · −208 sh
28Home Depot Inc
COM
$37.5M113.9K
0.5%
−0.1%
Reduced · −75 sh
29Bank America Corp
COM
$37.0M759.9K
0.5%
−1.2%
Reduced · −9K sh
30Cisco Sys Inc
COM
$35.1M452.4K
0.5%
+0.2%
Added · +1K sh
31Merck & Co Inc
COM
$34.2M284.2K
0.5%
Held
32Ge Aerospace
COM NEW
$34.1M120.1K
0.4%
−0.6%
Reduced · −700 sh
33Coca Cola Co
COM
$33.7M443.3K
0.4%
~0%
Reduced · −100 sh
34Applied Matls Inc
COM
$31.1M90.9K
0.4%
−0.3%
Reduced · −274 sh
35Lam Research Corp
COM NEW
$30.6M143.0K
0.4%
−0.6%
Reduced · −870 sh
36RTX Corporation
COM
$29.7M153.7K
0.4%
+0.1%
Added · +200 sh
37Philip Morris Intl Inc
COM
$29.5M178.2K
0.4%
Held
38Goldman Sachs Group Inc
COM
$29.1M34.4K
0.4%
+0.2%
Added · +64 sh
39Oracle Corp
COM
$28.6M194.2K
0.4%
+0.8%
Added · +2K sh
40Wells Fargo & Co
COM
$28.2M354.2K
0.4%
−1.5%
Reduced · −5K sh
41Unitedhealth Group Inc
COM
$28.0M103.6K
0.4%
−0.1%
Reduced · −55 sh
42Ge Vernova Inc
COM
$27.0M30.9K
0.4%
−0.5%
Reduced · −159 sh
43Linde PLC
SHS
$26.5M53.5K
0.4%
+0.1%
Added · +53 sh
44International Business Machs
COM
$25.9M107.0K
0.3%
−0.1%
Reduced · −58 sh
45McDonalds Corp
COM
$25.4M81.6K
0.3%
Held
46Pepsico Inc
COM
$24.3M156.5K
0.3%
−0.1%
Reduced · −93 sh
47Verizon Communications Inc
COM
$24.2M482.9K
0.3%
Held
48Intel Corp
COM
$23.7M537.7K
0.3%
+4.7%
Added · +24K sh
49AT&T Inc
COM
$23.2M801.7K
0.3%
−1.3%
Reduced · −10K sh
50Citigroup Inc
COM NEW
$22.7M200.2K
0.3%
−2.3%
Reduced · −5K sh
Showing 50 of 1,510 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 29, 20261,510$7.6B13F-HR
Q4 2025Dec 31, 2025Feb 4, 20261,510$7.9B13F-HR
Q3 2025Sep 30, 2025Oct 24, 20251,510$7.7B13F-HR
Q2 2025Jun 30, 2025Jul 25, 20251,509$5.7B13F-HR
Q1 2025Mar 31, 2025Apr 28, 20251,509$5.2B13F-HR
Q4 2024Dec 31, 2024Feb 5, 20251,509$5.4B13F-HR
Q3 2024Sep 30, 2024Oct 29, 20241,511$5.3B13F-HR
Q2 2024Jun 30, 2024Aug 2, 20241,511$5.1B13F-HR
Q1 2024Mar 31, 2024May 3, 20241,511$5.0B13F-HR
Q4 2023Dec 31, 2023Feb 12, 20241,547$5.7B13F-HR
Q3 2023Sep 30, 2023Oct 27, 20231,672$7.2B13F-HR
Q2 2023Jun 30, 2023Jul 26, 20231,690$8.4B13F-HR
Q1 2023Mar 31, 2023May 4, 20231,690$8.1B13F-HR
Q4 2022Dec 31, 2022Jan 26, 20231,700$7.7B13F-HR
Q3 2022Sep 30, 2022Nov 2, 20221,694$7.0B13F-HR
Q2 2022Jun 30, 2022Jul 25, 20221,539$6.6B13F-HR
Q1 2022Mar 31, 2022Apr 21, 20221,692$9.8B13F-HR
Q4 2021Dec 31, 2021Feb 1, 20221,582$9.1B13F-HR
Q3 2021Sep 30, 2021Oct 19, 20211,572$8.7B13F-HR
Q2 2021Jun 30, 2021Jul 23, 20211,577$8.9B13F-HR
Q1 2021Mar 31, 2021Apr 20, 20211,597$8.4B13F-HR
Q4 2020Dec 31, 2020Feb 9, 20211,602$7.6B13F-HR
Q3 2020Sep 30, 2020Nov 3, 20201,577$6.8B13F-HR
Q2 2020Jun 30, 2020Jul 21, 20201,579$6.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.