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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FLS FLOWSERVE CORPORATION Industrials 122,829.0 $9.0M 0.04% +109K +788.2% $73.51 -5.3%
82 ICUI ICU MEDICAL INC Healthcare 69,517.0 $9.0M 0.04% +67K +2661.9% $129.15 +3.2%
83 MEDP MEDPACE HOLDINGS INC Healthcare 17,795.0 $8.5M 0.03% +15K +560.3% $480.19 -9.9%
84 JBHT HUNT J B TRANSPORT SVCS INC Industrials 35,523.0 $7.5M 0.03% +30K +543.2% $211.89 +22.1%
85 RVTY PERKINELMER INC Healthcare 80,293.0 $7.0M 0.03% +68K +564.0% $87.60 +10.7%
86 HOOD ROBINHOOD MARKETS INC Financial Services 95,343.0 $6.6M 0.03% +477.0 +0.5% $69.30 +6.3%
87 LYB LYONDELLBASELL INDUSTRIES Basic Materials 76,681.0 $6.2M 0.02% +55K +253.7% $80.55 -13.4%
88 COIN COINBASE GLOBAL INC Financial Services 26,523.0 $4.6M 0.02% +429.0 +1.6% $174.60 +5.9%
89 HBAN HUNTINGTON BANCSHARES Financial Services 210,343.0 $3.3M 0.01% +55K +35.4% $15.65 +1.7%
90 WAT WATERS CORPORATION Healthcare 9,342.0 $2.8M 0.01% +4K +62.9% $297.79 +15.0%
91 CHECK POINT SOFTWARE TECH 17,801.0 $2.5M 0.01% +2K +10.6% $142.86
92 CRWV COREWEAVE INC Technology 31,382.0 $2.4M 0.01% +9K +38.4% $77.46 +36.2%
93 INMD INMODE LTD Healthcare 99,662.0 $1.4M 0.01% +39K +64.6% $13.68 +0.5%
94 WIX.COM LTD 13,781.0 $1.2M 0.01% +4K +45.4% $90.05
95 SF STIFEL FINANCIAL CORP Financial Services 12,681.0 $937K 0.00% +4K +50.0% $73.89 -1.8%
96 NJR NEW JERSEY RES Utilities 15,146.0 $832K 0.00% +12K +420.3% $54.93 +4.3%
97 SM SM ENERGY CO Energy 25,145.0 $784K 0.00% +11K +81.9% $31.18 +8.3%
98 AMKR AMKOR TECHNOLOGY INC Technology 16,387.0 $738K 0.00% +15K +1038.8% $45.04 +46.0%
99 RYN RAYONIER INC Real Estate 33,715.0 $695K 0.00% +17K +104.2% $20.61 -1.2%
100 COGT COGENT BIOSCIENCES INC Healthcare 15,939.0 $613K 0.00% +14K +625.2% $38.46 -15.1%
Page 5 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%