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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 58 of 94  ·  1,866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 TARS TARSUS PHARMACEUTICALS INC Healthcare 4,478.0 $367K 0.00% NEW $81.96 -26.7%
1142 LXP INDSTRL 7,403.0 $367K 0.00% NEW $49.57
1143 MGRC MCGRATH RENTCORP Industrials 3,492.0 $366K 0.00% NEW $104.81 +6.6%
1144 SPSC SPS COMMERCE INC Technology 4,101.0 $366K 0.00% NEW $89.25 -40.6%
1145 HESM HESS MIDSTREAM LP Energy 10,584.0 $365K 0.00% NEW $34.49 +11.2%
1146 KYMR KYMERA THERAPEUTICS INC Healthcare 4,672.0 $364K 0.00% NEW $77.91 +4.9%
1147 HP HELMERICH & PAYNE IN Energy 12,659.0 $363K 0.00% NEW $28.68 +34.3%
1148 LCII LCI INDUSTRIES Consumer Cyclical 2,989.0 $363K 0.00% NEW $121.45 -7.0%
1149 LAZARD LTD-CL A 7,484.0 $363K 0.00% NEW $48.50
1150 CWAN CLEARWATER ANALYTICS HOLDINGS INC Technology 14,977.0 $361K 0.00% NEW $24.10 +1.3%
1151 ICUI ICU MEDICAL INC Healthcare 2,517.0 $359K 0.00% NEW $142.63 -3.0%
1152 NHI NATIONAL HEALTH INVESTORS INC Real Estate 4,703.0 $359K 0.00% NEW $76.33 -1.9%
1153 DNOW NOW INC Energy 27,118.0 $359K 0.00% NEW $13.24 -1.0%
1154 CPF CENTRAL PACIFIC FINANCIAL CORP Financial Services 11,493.0 $358K 0.00% NEW $31.15 +11.8%
1155 FFBC FIRST FINANCIAL BANCORP Financial Services 14,325.0 $358K 0.00% NEW $24.99 +23.3%
1156 WHR WHIRLPOOL CORP Consumer Cyclical 4,957.0 $358K 0.00% NEW $72.22 -38.5%
1157 CSW INDUSTRIALS INC 1,216.0 $357K 0.00% NEW $293.59
1158 RYN RAYONIER INC Real Estate 16,509.0 $357K 0.00% NEW $21.62 -4.0%
1159 SOUN SOUNDHOUND AI INC Technology 35,839.0 $357K 0.00% NEW $9.96 -18.9%
1160 COLD AMERICOLD REALTY TRUST Real Estate 27,697.0 $356K 0.00% NEW $12.85 +19.3%
Page 58 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%