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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 46 of 94  ·  1,866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 VLYPN VALLEY NATIONAL BANCORP Financial Services 49,706.0 $581K 0.00% NEW $11.69 +122.3%
902 OPCH OPTION CARE HEALTH INC Healthcare 18,215.0 $580K 0.00% NEW $31.84 -32.5%
903 LKQ LKQ CORP Consumer Cyclical 19,185.0 $579K 0.00% NEW $30.18 -9.6%
904 MSA MSA SAFETY INC Industrials 3,607.0 $578K 0.00% NEW $160.24 +6.9%
905 NFG NATIONAL FUEL GAS CO Energy 7,197.0 $576K 0.00% NEW $80.03 -2.3%
906 LEA LEAR CORP Consumer Cyclical 5,018.0 $575K 0.00% NEW $114.59 +27.2%
907 NXST NEXSTAR BROADCASTING GROUP INC Communication Services 2,834.0 $575K 0.00% NEW $202.89 -8.6%
908 ADC AGREE REALTY CORP Real Estate 7,909.0 $570K 0.00% NEW $72.07 +3.2%
909 ACA ARCOSA INC Industrials 5,349.0 $569K 0.00% NEW $106.38 +19.5%
910 UFPI UFP INDUSTRIES INC Basic Materials 6,242.0 $568K 0.00% NEW $91.00 -9.9%
911 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 7,500.0 $567K 0.00% NEW $75.60 +10.0%
912 MORN MORNINGSTAR INC Financial Services 2,604.0 $566K 0.00% NEW $217.36 -16.4%
913 SMTC SEMTECH CORP Technology 7,670.0 $565K 0.00% NEW $73.66 +122.1%
914 SIGI SELECTIVE INSURANCE GROUP Financial Services 6,726.0 $563K 0.00% NEW $83.71 +5.6%
915 VNO VORNADO REALTY TRUST Real Estate 16,919.0 $563K 0.00% NEW $33.28 +0.8%
916 AVIDITY BIOSCIENCES INC 7,806.0 $563K 0.00% NEW $72.12
917 BMI BADGER METER INC Technology 3,222.0 $562K 0.00% NEW $174.43 -28.1%
918 AX AXOS FINANCIAL INC Financial Services 6,505.0 $560K 0.00% NEW $86.09 +0.6%
919 JOHN BEAN TECHNOLOGIES CORP 3,715.0 $560K 0.00% NEW $150.74
920 BILL BILL.COM HOLDINGS INC Technology 10,155.0 $554K 0.00% NEW $54.55 -35.3%
Page 46 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%