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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 83 of 94  ·  1,866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 LILAK LIBERTY LATIN AMERICA LTD CL C Communication Services 16,937.0 $126K NEW $7.44 +9.6%
1642 EFC ELLINGTON FINANCIAL INC Real Estate 9,231.0 $125K NEW $13.54 +0.4%
1643 FG F&G ANNUITIES & LIFE INC Financial Services 4,037.0 $125K NEW $30.96 -10.2%
1644 LGIH LGI HOMES INC Consumer Cyclical 2,900.0 $125K NEW $43.10 +8.5%
1645 CRI CARTER'S INC Consumer Cyclical 3,833.0 $124K NEW $32.35 +18.7%
1646 ENOV ENOVIS CORP Industrials 4,540.0 $121K NEW $26.65 -8.9%
1647 GOOD GLADSTONE COMMERCIAL CORP Real Estate 11,337.0 $121K NEW $10.67 +20.7%
1648 AMWD AMERICAN WOODMARK CORP Consumer Cyclical 2,232.0 $120K NEW $53.76 -20.8%
1649 UNIT UNIT GRP Real Estate 17,157.0 $120K NEW $6.99 +61.1%
1650 FBRT FRANKLIN BSP Real Estate 11,811.0 $118K NEW $9.99 -14.6%
1651 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 3,698.0 $118K NEW $31.91 +11.7%
1652 NTGR NETGEAR INC Technology 4,814.0 $118K NEW $24.51 +6.4%
1653 ROG ROGERS CORP Technology 1,284.0 $118K NEW $91.90 +56.7%
1654 SINCLR INC 7,663.0 $117K NEW $15.27
1655 DLX DELUXE CORP Communication Services 5,207.0 $116K NEW $22.28 +7.1%
1656 AKR ACADIA REALTY TRUST Real Estate 5,612.0 $115K NEW $20.49 +9.0%
1657 NEOG NEOGEN CORP Healthcare 16,498.0 $115K NEW $6.97 +31.1%
1658 NX QUANEX BUILDING PRODUCTS CORP Industrials 7,501.0 $115K NEW $15.33 +19.5%
1659 CNXN PC CONNECTION INC Technology 1,972.0 $114K NEW $57.81 +15.1%
1660 RLJ RLJ LODGING TRUST Real Estate 15,279.0 $114K NEW $7.46 +32.3%
Page 83 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%