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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 6 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ITGR INTEGER HOLDINGS CORP Healthcare 101,929.0 $9.0M 0.04% -30K -22.7% $88.00 +1.5%
102 BLKB BLACKBAUD INC Technology 212,037.0 $8.2M 0.03% -104K -32.9% $38.61 -23.4%
103 LNG CHENIERE ENERGY INC Energy 28,109.0 $8.0M 0.03% -163.0 -0.6% $283.75 -15.1%
104 TRV TRAVELERS COMPANIES INC Financial Services 26,197.0 $7.6M 0.03% -3K -10.6% $291.67 +5.1%
105 CSGP COSTAR GROUP INC Real Estate 181,663.0 $7.3M 0.03% -35K -16.0% $40.34 -15.8%
106 AFL AFLAC INC Financial Services 63,883.0 $7.0M 0.03% -365.0 -0.6% $109.72 +7.4%
107 FORTINET INC 83,937.0 $6.9M 0.03% -680.0 -0.8% $81.72
108 DELL DELL TECHNOLOGIES INC Technology 41,602.0 $6.8M 0.03% -260.0 -0.6% $164.13 +79.9%
109 PODD INSULET CORP Healthcare 31,640.0 $6.6M 0.03% -19K -37.8% $209.83 -26.2%
110 RPM RPM INTERNATIONAL INC Basic Materials 61,819.0 $6.1M 0.02% -144K -69.9% $99.40 +1.5%
111 KR KROGER CO Consumer Defensive 79,058.0 $5.7M 0.02% -993.0 -1.2% $72.36 -7.1%
112 KNF KNIFE RIV Basic Materials 67,708.0 $5.5M 0.02% -60K -47.1% $81.64 -11.6%
113 PYPL PAYPAL HOLDINGS, INC. Financial Services 116,701.0 $5.3M 0.02% -671.0 -0.6% $45.23 -2.2%
114 DHI D R HORTON INC Consumer Cyclical 35,290.0 $4.8M 0.02% -195.0 -0.6% $137.21 +4.8%
115 AIG AMERICAN INTERNATIONAL GROUP INC Financial Services 52,296.0 $3.9M 0.01% -19K -26.7% $75.24 +2.4%
116 AER AERCAP HOLDINGS Industrials 26,018.0 $3.6M 0.01% -4K -12.4% $137.17 +1.1%
117 WDAY WORKDAY INC Technology 27,253.0 $3.5M 0.01% -143.0 -0.5% $129.93 -1.4%
118 CCI CROWN CASTLE INTL CORP Real Estate 42,103.0 $3.4M 0.01% -15K -26.3% $81.30 +12.5%
119 FISV FISERV INC Technology 51,540.0 $2.9M 0.01% -19K -26.6% $55.80 +2.4%
120 BR BROADRIDGE FINANCIAL SOLUTIONS LLC Technology 11,256.0 $1.8M 0.01% -121K -91.5% $162.49 -7.4%
Page 6 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%