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Portfolio (Quarterly) Guide ↗

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

· CIK 0000315297
13F Portfolio $25.5B AUM 1,848 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 104 Added 135 Reduced 36 Exited
Page 1 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 META META PLATFORMS INC - CL A Communication Services 1,263,798.0 $723.1M 2.84% +11K +0.9% $572.13 +6.7%
2 AVGO BROADCOM INC Technology 2,251,556.0 $696.9M 2.73% +78K +3.6% $309.51 +33.8%
3 LLY ELI LILLY & CO Healthcare 447,432.0 $411.5M 1.61% +30K +7.1% $919.77 +15.8%
4 TSLA TESLA INC Consumer Cyclical 885,146.0 $329.1M 1.29% +64K +7.9% $371.75 +14.6%
5 LINDE PLC 482,732.0 $239.3M 0.94% +25K +5.5% $495.76
6 MU MICRON TECH INC Technology 614,865.0 $207.7M 0.81% +231K +60.3% $337.84 +122.3%
7 ABBV ABBVIE INC Healthcare 911,731.0 $198.3M 0.78% +70K +8.3% $217.49 -0.8%
8 CHUBB LTD 509,504.0 $166.1M 0.65% +181K +55.1% $325.93
9 PANW PALO ALTO NETWORKS INC Technology 987,784.0 $158.4M 0.62% +222K +28.9% $160.32 +62.5%
10 SYK STRYKER CORP Healthcare 467,902.0 $153.7M 0.60% +249K +114.0% $328.59 -3.7%
11 TXN TEXAS INSTRUMENTS INC Technology 789,973.0 $153.4M 0.60% +169K +27.2% $194.14 +59.3%
12 KLAC KLA CORP Technology 96,856.0 $142.6M 0.56% +975.0 +1.0% $1472.41 +28.3%
13 GILD GILEAD SCIENCES INC Healthcare 1,019,546.0 $142.1M 0.56% +111K +12.2% $139.37 -3.6%
14 EATON CORP PLC 363,151.0 $129.9M 0.51% +49K +15.4% $357.67
15 T AT&T INC Communication Services 4,283,314.0 $124.2M 0.49% +3.4M +364.9% $28.99 -12.9%
16 AMD ADVANCED MICRO DEVICES INC Technology 554,856.0 $112.9M 0.44% +347K +166.5% $203.43 +129.8%
17 BSX BOSTON SCIENTIFIC CORP Healthcare 1,701,806.0 $106.8M 0.42% +618K +57.1% $62.75 -7.9%
18 GD GENERAL DYNAMICS CORP Industrials 293,357.0 $100.7M 0.40% +33K +12.7% $343.22 -0.1%
19 COF CAPITAL ONE FINANCIAL CORP Financial Services 488,313.0 $89.1M 0.35% +406K +491.5% $182.43 +2.9%
20 TJX TJX COMPANIES INC Consumer Cyclical 550,671.0 $87.9M 0.34% +409K +287.4% $159.70 -0.9%
Page 1 of 6  ·  104 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 34.2%
Financial Services 11.3%
Communication Services 10.8%
Healthcare 10.0%
Consumer Cyclical 10.0%
Industrials 8.6%
Consumer Defensive 6.3%
Energy 4.1%
Real Estate 1.9%
Basic Materials 1.7%