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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 5 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLOBUS MEDICAL INC 176,593.0 $15.2M 0.06% -37K -17.4% $86.16
82 CW CURTISS-WRIGHT CORP Industrials 21,178.0 $14.4M 0.06% -44K -67.7% $681.13 +7.4%
83 TYL TYLER TECHNOLOGIES INC Technology 41,189.0 $14.1M 0.06% -11K -20.5% $342.37 -8.5%
84 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 305,880.0 $13.9M 0.05% -181K -37.2% $45.30 -30.2%
85 CHE CHEMED CORP Healthcare 34,589.0 $13.1M 0.05% -3K -7.2% $377.75 +16.3%
86 ALLEGION PLC 87,790.0 $12.8M 0.05% -71K -44.6% $145.29
87 DPZ DOMINO'S PIZZA INC Consumer Cyclical 34,891.0 $12.5M 0.05% -13K -26.5% $358.80 -11.8%
88 SSNC SS&C TECHNOLOGIES HOLDINGS INC Technology 184,072.0 $12.4M 0.05% -147K -44.4% $67.57 -0.8%
89 GWRE GUIDEWIRE SOFTWARE INC Technology 75,825.0 $11.3M 0.04% -189K -71.3% $149.55 -6.2%
90 MRVL MARVELL TECH Technology 109,764.0 $10.9M 0.04% -920K -89.3% $99.05 +98.2%
91 NTNX NUTANIX INC Technology 283,034.0 $10.8M 0.04% -56K -16.4% $38.01 +24.0%
92 DT DYNATRACE INC Technology 290,275.0 $10.7M 0.04% -47K -14.0% $36.98 +11.4%
93 BK BANK OF NEW YORK MELLON CORP Financial Services 88,212.0 $10.5M 0.04% -605.0 -0.7% $118.63 +17.3%
94 DSGX DESCARTES SYSTEMS GROUP INC/THE Technology 142,527.0 $10.2M 0.04% -119K -45.4% $71.56 -0.4%
95 FICO FAIR ISAAC CORPORATION Technology 9,152.0 $9.8M 0.04% -4K -33.0% $1067.53 +16.1%
96 VLO VALERO ENERGY CORP Energy 39,294.0 $9.7M 0.04% -203.0 -0.5% $247.09 -0.1%
97 BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC Consumer Cyclical 116,626.0 $9.6M 0.04% -93K -44.3% $82.13 -17.5%
98 LYV LIVE NATION ENTERTAINMENT INC Communication Services 62,690.0 $9.6M 0.04% -25K -28.4% $152.51 +8.5%
99 HCA HCA HEALTHCARE INC Healthcare 19,972.0 $9.5M 0.04% -144.0 -0.7% $473.26 -16.7%
100 GM GENERAL MOTORS CO Consumer Cyclical 120,954.0 $9.0M 0.04% -688.0 -0.6% $74.50 +5.8%
Page 5 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%