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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BOKF BOK FINANCIAL CORP Financial Services 127,550.0 $16.3M 0.06% NEW $128.06 +2.1%
2 QIAGN US 332,096.0 $13.3M 0.05% NEW $40.04
3 SIMO SILICON MOTION TECHNOL-ADR Technology 77,000.0 $8.6M 0.03% NEW $112.29 +145.9%
4 IREN LTD 35,650.0 $1.2M 0.01% NEW $34.28
5 PINNCL FIN 13,311.0 $1.1M 0.01% NEW $86.17
6 DX DYNEX CAPITAL INC Real Estate 61,191.0 $781K 0.00% NEW $12.76 -0.3%
7 CGON CG ONCOLOGY INC Healthcare 10,542.0 $713K 0.00% NEW $67.63 -5.0%
8 PIPR PIPR SNDLR Financial Services 8,184.0 $626K 0.00% NEW $76.49 +5.5%
9 CENX CENTURY ALUMINUM COMPANY Basic Materials 10,465.0 $614K 0.00% NEW $58.67 +10.9%
10 GLOBAL NET LEASE INC 64,809.0 $607K 0.00% NEW $9.37
11 IMNM IMMUNOME INC Healthcare 24,280.0 $531K 0.00% NEW $21.87 -1.0%
12 VSNT VERSNT MD Industrials 13,469.0 $499K 0.00% NEW $37.05 +15.2%
13 GPGI GPGI INC Industrials 22,628.0 $387K 0.00% NEW $17.10 -27.4%
14 INDV INDIVIR PHRM Healthcare 12,158.0 $371K 0.00% NEW $30.51 +23.0%
15 SMITH & WESSON 10,863.0 $156K 0.00% NEW $14.36
16 JOYY JOYY INC Communication Services 1,300.0 $76K NEW $58.46 -6.9%
17 RNA ATRIUM THERAPEUTICS INC Healthcare 780.0 $10K NEW $12.82 +2.1%
18 XERX HLDNGS 7,428.0 $1K NEW $0.13

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%