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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 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RL RALPH LAUREN CORP Consumer Cyclical 39,815.0 $13.7M 0.05% +36K +943.6% $343.99 +9.8%
62 KEYS KEYSIGHT TECHNOLOGIES INC Technology 48,293.0 $13.6M 0.05% +34K +227.8% $282.36 +22.7%
63 VTRS VIATRIS INC Healthcare 1,003,521.0 $13.6M 0.05% +886K +753.9% $13.51 +23.2%
64 HAS HASBRO INC Consumer Cyclical 141,581.0 $13.3M 0.05% +129K +990.7% $93.60 -5.9%
65 TER TERADYNE INC Technology 44,196.0 $13.1M 0.05% +30K +210.4% $296.45 +20.9%
66 PATK PATRICK INDUSTRIES INC Consumer Cyclical 114,211.0 $12.7M 0.05% +112K +5065.6% $111.07 -18.2%
67 ITT ITT INC Industrials 66,029.0 $12.6M 0.05% +60K +995.2% $190.54 +2.3%
68 ODFL OLD DOMINION FREIGHT LINE Industrials 64,287.0 $12.6M 0.05% +48K +283.0% $195.40 +7.7%
69 WDC WESTERN DIGITAL CORP Technology 45,849.0 $12.4M 0.05% +12K +34.5% $270.50 +79.0%
70 TECHNIPFMC PLC 171,997.0 $11.9M 0.05% +130K +304.7% $69.13
71 EXEL EXELIXIS INC Healthcare 276,248.0 $11.8M 0.05% +250K +964.6% $42.89 +16.9%
72 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 62,382.0 $11.8M 0.05% +56K +925.7% $189.04 +26.9%
73 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 40,443.0 $11.7M 0.05% +38K +1430.2% $290.29 +4.2%
74 SITM SITIME CORP Technology 33,255.0 $11.5M 0.04% +31K +1518.2% $345.36 +111.0%
75 ONTO ONTO INNOVATION INC Technology 52,910.0 $10.8M 0.04% +48K +915.5% $205.07 +27.9%
76 TOL TOLL BROS INC Consumer Cyclical 74,532.0 $10.2M 0.04% +65K +658.1% $136.46 -1.6%
77 SNPS SYNOPSYS INC Technology 24,036.0 $9.5M 0.04% +186.0 +0.8% $396.49 +32.3%
78 TEMPUR-PEDIC INTERNATIONAL INC 128,445.0 $9.5M 0.04% +113K +715.8% $73.92
79 DOW DOW INC Basic Materials 223,428.0 $9.3M 0.04% +167K +295.6% $41.65 -13.5%
80 OPCH OPTION CARE HEALTH INC Healthcare 343,215.0 $9.2M 0.04% +325K +1784.2% $26.92 -22.2%
Page 4 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%