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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 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LFUS LITTELFUSE INC Technology 68,547.0 $23.3M 0.09% -8K -10.3% $339.34 +35.7%
62 DRI DARDEN RESTAURANTS INC Consumer Cyclical 117,630.0 $23.1M 0.09% -8K -6.4% $196.04 +3.8%
63 PR PERMIAN RESOURCES CORP Energy 1,031,222.0 $22.0M 0.09% -199K -16.1% $21.32 -4.1%
64 CASY CASEYS GENERAL STORES INC Consumer Cyclical 30,086.0 $21.9M 0.09% -15K -33.1% $727.85 +13.4%
65 VMC VULCAN MATERIALS CO Basic Materials 79,618.0 $21.7M 0.09% -38K -32.2% $272.30 -4.3%
66 SCHW SCHWAB (CHARLES) CORP Financial Services 221,376.0 $20.8M 0.08% -1K -0.6% $93.98 -4.1%
67 MUSA MURPHY USA INC Consumer Cyclical 40,538.0 $20.0M 0.08% -6K -13.1% $493.98 +9.9%
68 INGERSOLL-RAND INC 247,305.0 $19.8M 0.08% -25K -9.1% $80.12
69 ROL ROLLINS INC Consumer Cyclical 356,010.0 $19.0M 0.07% -158K -30.8% $53.41 +0.1%
70 WHD CACTUS INC Energy 397,371.0 $18.8M 0.07% -30K -7.1% $47.37 +31.4%
71 UBER UBER TECHNOLOGIES INC Technology 255,183.0 $18.4M 0.07% -1.0M -79.8% $71.93 -0.2%
72 BLK BLCKRCK INC Financial Services 18,837.0 $18.1M 0.07% -138K -88.0% $961.72 +11.6%
73 COHR COHERENT CORP Technology 75,689.0 $18.0M 0.07% -111K -59.4% $238.21 +58.5%
74 HLI HOULIHAN LOKEY INC Financial Services 124,451.0 $17.9M 0.07% -22K -14.9% $143.62 +5.6%
75 BDC BELDEN INC Technology 152,769.0 $17.5M 0.07% -45K -22.7% $114.83 -7.7%
76 HLX HELIX ENERGY SOLUTIONS GROUP Energy 1,730,815.0 $17.1M 0.07% -143K -7.6% $9.89 +1.9%
77 HURN HURON CONSULTING GROUP INC Industrials 126,950.0 $16.2M 0.06% -24K -16.0% $127.49 -17.3%
78 ACIW ACI WORLDWIDE INC Technology 389,111.0 $16.0M 0.06% -137K -26.0% $41.01 +4.2%
79 BURL BURLINGTON STORES INC Consumer Cyclical 48,768.0 $15.9M 0.06% -4K -7.8% $325.38 -0.3%
80 TTWO TAKE TWO INTERACTIVE SOFTWARE Communication Services 77,196.0 $15.2M 0.06% -35K -30.9% $197.50 +15.2%
Page 4 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%