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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 52 of 94  ·  1,866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 TCBI TEXAS CAPITAL BANCSHARES INC Financial Services 5,090.0 $461K 0.00% NEW $90.57 +8.4%
1022 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 2,762.0 $459K 0.00% NEW $166.18 -8.6%
1023 H HYATT HOTELS CORP Consumer Cyclical 2,851.0 $457K 0.00% NEW $160.29 +14.3%
1024 MRCY MERCURY SYSTEMS INC Industrials 6,263.0 $457K 0.00% NEW $72.97 +33.1%
1025 FFIN FIRST FINANCIAL BANKSHARES INC Financial Services 15,244.0 $455K 0.00% NEW $29.85 +8.8%
1026 MLCO MELCO RESORTS & ENTERTAINMENT LIMITED Consumer Cyclical 59,993.0 $454K 0.00% NEW $7.57 -26.9%
1027 OZK BANK OZK Financial Services 9,839.0 $453K 0.00% NEW $46.04 +4.6%
1028 GPI GROUP ONE AUTOMOTIVE INC Consumer Cyclical 1,151.0 $453K 0.00% NEW $393.57 -15.7%
1029 VSEC VSE CORP Industrials 2,615.0 $452K 0.00% NEW $172.85 +0.4%
1030 FEDERATED HERMES INC 8,648.0 $450K 0.00% NEW $52.04
1031 LIBERTY LIVE HOLDINGS INC 5,396.0 $449K 0.00% NEW $83.21
1032 BRC BRADY CORPORATION CL A Industrials 5,728.0 $449K 0.00% NEW $78.39 +10.9%
1033 BC BRUNSWICK CORP Consumer Cyclical 6,053.0 $449K 0.00% NEW $74.18 +12.6%
1034 ENPH ENPHASE ENERGY INC Energy 13,878.0 $445K 0.00% NEW $32.07 +119.2%
1035 PRI PRIMERICA INC Financial Services 1,714.0 $443K 0.00% NEW $258.46 +5.0%
1036 VSCO VICTORIA'S SEC Consumer Cyclical 8,186.0 $443K 0.00% NEW $54.12 +5.7%
1037 GTES GATES INDUSTRIAL CORP PLC Industrials 20,600.0 $442K 0.00% NEW $21.46 +19.8%
1038 NOV NOV INC Energy 28,211.0 $441K 0.00% NEW $15.63 +29.4%
1039 BROWN-FORMAN INC CL B 16,895.0 $440K 0.00% NEW $26.04
1040 RUN SUNRUN INC Energy 23,843.0 $439K 0.00% NEW $18.41 -17.4%
Page 52 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%