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Portfolio (Quarterly) Guide ↗

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

· CIK 0000315297
13F Portfolio $25.5B AUM 1,848 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 104 Added 135 Reduced 36 Exited
Page 3 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVT NVENT ELECTRIC PLC Industrials 303,415.0 $35.9M 0.14% -26K -7.8% $118.28 +39.2%
42 MPWR MONOLITHIC POWER SYSTEMS INC Technology 32,689.0 $35.7M 0.14% -7K -17.4% $1093.36 +45.4%
43 CAH CARDINAL HEALTH INC Healthcare 165,099.0 $34.9M 0.14% -16K -9.0% $211.31 -5.0%
44 RBC RBC BEARINGS INC Industrials 63,757.0 $34.6M 0.14% -23K -26.8% $543.12 +3.1%
45 ATO ATMOS ENERGY CORP Utilities 180,494.0 $33.3M 0.13% -24K -11.7% $184.72 -3.7%
46 APG API GROUP CORP Industrials 821,554.0 $33.3M 0.13% -133K -13.9% $40.52 +2.7%
47 ESI ELEMENT SOLUTIONS Basic Materials 956,227.0 $32.6M 0.13% -123K -11.4% $34.14 +19.4%
48 ESE ESCO TECHNOLOGIES INC Technology 115,797.0 $32.6M 0.13% -31K -21.1% $281.37 +5.1%
49 WFC WELLS FARGO & CO Financial Services 401,321.0 $31.9M 0.12% -10K -2.5% $79.61 -4.0%
50 HDB HDFC BANK LTD-ADR Financial Services 1,236,744.0 $30.8M 0.12% -52K -4.0% $24.88 -0.6%
51 CBRE CBRE GROUP INC Real Estate 223,830.0 $30.3M 0.12% -20K -8.3% $135.46 -3.2%
52 MOD MODINE MANUFACTURING CO Consumer Cyclical 139,902.0 $30.3M 0.12% -46K -24.8% $216.71 +20.2%
53 COKE COCACOLA CNSLD INC Consumer Defensive 149,628.0 $28.7M 0.11% -56K -27.1% $191.74 -8.5%
54 MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC Technology 127,629.0 $28.3M 0.11% -70K -35.4% $222.07 +73.8%
55 TDY TELEDYNE TECHNOLOGIES INC Technology 46,448.0 $28.1M 0.11% -11K -19.7% $605.02 +2.6%
56 HUBB HUBBELL INC Industrials 54,059.0 $26.5M 0.10% -4K -6.9% $490.74 -3.2%
57 C CITIGROUP INC Financial Services 227,384.0 $25.8M 0.10% -9K -3.9% $113.41 +10.3%
58 MTDR MATADOR RESOURCES CO Energy 398,333.0 $25.2M 0.10% -24K -5.8% $63.18 -10.4%
59 CMS CMS ENERGY CORP Utilities 320,537.0 $24.9M 0.10% -91K -22.2% $77.58 -3.9%
60 TPR TAPESTRY INC Consumer Cyclical 174,190.0 $24.6M 0.10% -6K -3.1% $141.11 -1.9%
Page 3 of 7  ·  135 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 34.2%
Financial Services 11.3%
Communication Services 10.8%
Healthcare 10.0%
Consumer Cyclical 10.0%
Industrials 8.6%
Consumer Defensive 6.3%
Energy 4.1%
Real Estate 1.9%
Basic Materials 1.7%