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Portfolio (Quarterly) Guide ↗

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

· CIK 0000315297
13F Portfolio $27.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1866 New
Page 40 of 94  ·  1,866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 TAP MOLSON COORS BEVERAGE CO - B Consumer Defensive 16,439.0 $767K 0.00% NEW $46.66 -10.3%
782 RRX REGAL BELOIT CORP Industrials 5,449.0 $765K 0.00% NEW $140.39 +46.7%
783 CHDN CHURCHILL DOWNS INC Consumer Cyclical 6,703.0 $763K 0.00% NEW $113.83 -23.7%
784 EGP EASTGRP PROP INC Real Estate 4,257.0 $758K 0.00% NEW $178.06 +15.5%
785 OMF ONEMAIN HOLDINGS INC Financial Services 11,210.0 $757K 0.00% NEW $67.53 -19.6%
786 PNFP PINNACLE FINANCIAL PARTNERS INC Financial Services 7,933.0 $757K 0.00% NEW $95.42 +2.7%
787 HQY HEALTHEQUITY INC Healthcare 8,231.0 $754K 0.00% NEW $91.60 -5.5%
788 OGE OGE ENERGY CORP Utilities 17,601.0 $752K 0.00% NEW $42.72 +12.8%
789 MP MP MATERIALS CORP Basic Materials 14,809.0 $748K 0.00% NEW $50.51 +29.1%
790 HRL HORMEL FOODS CORP Consumer Defensive 31,526.0 $747K 0.00% NEW $23.69 -11.5%
791 FCFS FIRSTCASH HOLDINGS INC Financial Services 4,667.0 $744K 0.00% NEW $159.42 +45.1%
792 AOS SMITH A O CORP Industrials 11,093.0 $742K 0.00% NEW $66.89 -13.3%
793 CLF CLEVELAND-CLIFFS INC Basic Materials 55,377.0 $735K 0.00% NEW $13.27 -3.3%
794 WTM WHITE MOUNTAINS INSURANCE GP Financial Services 353.0 $734K 0.00% NEW $2079.32 +2.4%
795 SANM SANMINA CORP Technology 4,879.0 $732K 0.00% NEW $150.03 +74.5%
796 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 2,643.0 $730K 0.00% NEW $276.20 +12.9%
797 CELH CELSIUS HOLDINGS INC Consumer Defensive 15,946.0 $729K 0.00% NEW $45.72 -30.8%
798 EMN EASTMAN CHEMICAL CO Basic Materials 11,374.0 $726K 0.00% NEW $63.83 +18.9%
799 SITM SITIME CORP Technology 2,055.0 $726K 0.00% NEW $353.28 +105.6%
800 SOLS SOLSTCE ADV Basic Materials 14,942.0 $726K 0.00% NEW $48.59 +77.2%
Page 40 of 94  ·  1,866 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 35.9%
Financial Services 13.4%
Communication Services 11.4%
Consumer Cyclical 9.9%
Healthcare 9.5%
Industrials 7.3%
Consumer Defensive 5.4%
Energy 2.7%
Real Estate 1.8%
Basic Materials 1.7%