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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 47 of 94  ·  1,866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CVCO CAVCO INDUSTRIES INC Consumer Cyclical 937.0 $554K 0.00% NEW $591.25 -8.3%
922 ULS UL SOLUTIONS INC - CLASS A Industrials 7,012.0 $553K 0.00% NEW $78.86 +24.0%
923 VOYA VOYA FINANCIAL INC Financial Services 7,408.0 $552K 0.00% NEW $74.51 +6.8%
924 AGCO AGCO CORP Industrials 5,284.0 $551K 0.00% NEW $104.28 +8.3%
925 HRI HERC HOLDINGS INC Industrials 3,707.0 $550K 0.00% NEW $148.37 -8.6%
926 STEP STEPSTONE GROUP INC Financial Services 8,563.0 $549K 0.00% NEW $64.11 -22.9%
927 APPF APPFOLIO INC Technology 2,354.0 $548K 0.00% NEW $232.80 -30.7%
928 ETSY INC 9,880.0 $548K 0.00% NEW $55.47
929 THO THOR INDUSTRIES INC Consumer Cyclical 5,324.0 $547K 0.00% NEW $102.74 -23.7%
930 UCB UNITED COMMUNITY BANKS INC Financial Services 17,515.0 $547K 0.00% NEW $31.23 +5.5%
931 LAUR LAUREATE EDUCATION INC Consumer Defensive 16,143.0 $544K 0.00% NEW $33.70 -1.7%
932 TFX TELEFLEX INC Healthcare 4,441.0 $542K 0.00% NEW $122.04 +5.2%
933 HUT 8 CORP 11,793.0 $542K 0.00% NEW $45.96
934 DOCS DOXIMITY INC Healthcare 12,228.0 $541K 0.00% NEW $44.24 -53.1%
935 LPX LOUISIANA PACIFIC CORP Basic Materials 6,704.0 $541K 0.00% NEW $80.70 -6.0%
936 LSTR LANDSTAR SYSTEM INC Industrials 3,748.0 $539K 0.00% NEW $143.81 +40.3%
937 MUR MURPHY OIL CORP Energy 17,255.0 $539K 0.00% NEW $31.24 +14.5%
938 MTN VAIL RESORTS INC Consumer Cyclical 4,056.0 $539K 0.00% NEW $132.89 +0.3%
939 RALLIANT CRP 10,567.0 $538K 0.00% NEW $50.91
940 CNR CONSOL ENERGY INC Energy 6,064.0 $537K 0.00% NEW $88.56 +4.5%
Page 47 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%