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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 10 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 QCOM QUALCOMM INC Technology 137,154.0 $17.7M 0.07% $128.78 +84.9%
182 BDC BELDEN INC Technology 152,769.0 $17.5M 0.07% -45K -22.7% $114.83 -7.7%
183 CRL CHARLES RIVER LABORATORIES Healthcare 101,643.0 $17.5M 0.07% +18K +21.5% $172.50 -7.1%
184 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,140.0 $17.4M 0.07% $4210.39 -96.2%
185 BKR BAKER HUGHES CO Energy 285,080.0 $17.4M 0.07% +190K +199.8% $61.05 +8.2%
186 MMS MAXIMUS INC Industrials 270,566.0 $17.3M 0.07% $64.10 -4.6%
187 SEIC SEI INVESTMENTS CO Financial Services 219,635.0 $17.2M 0.07% +41K +23.1% $78.47 +15.4%
188 HLX HELIX ENERGY SOLUTIONS GROUP Energy 1,730,815.0 $17.1M 0.07% -143K -7.6% $9.89 +1.9%
189 SPGI S&P GLOBAL INC Financial Services 40,223.0 $17.1M 0.07% $425.33 -1.8%
190 ANET ARIST NTWRKS Technology 137,556.0 $16.9M 0.07% $122.78 +25.5%
191 NDSN NORDSON CORP Industrials 62,148.0 $16.5M 0.07% +57K +1107.2% $266.06 +9.0%
192 LOW LOWES COMPANIES INC Consumer Cyclical 69,751.0 $16.5M 0.07% $236.28 -9.0%
193 NTRA NATERA INC Healthcare 82,315.0 $16.5M 0.07% $199.99 +1.6%
194 MKSI MKS INSTRUMENTS INC Technology 71,340.0 $16.4M 0.06% +64K +943.0% $229.81 +39.5%
195 BOKF BOK FINANCIAL CORP Financial Services 127,550.0 $16.3M 0.06% NEW $128.06 +2.1%
196 CSL CARLISLE COS INC Industrials 48,933.0 $16.3M 0.06% $333.62 +0.1%
197 AEIS ADVANCED ENERGY INDUSTRIES Industrials 50,452.0 $16.3M 0.06% +46K +1033.2% $322.70 +0.7%
198 HURN HURON CONSULTING GROUP INC Industrials 126,950.0 $16.2M 0.06% -24K -16.0% $127.49 -17.3%
199 LMT LOCKHEED MARTIN CORP Industrials 26,777.0 $16.2M 0.06% $604.40 -11.8%
200 EME EMCOR GROUP INC Industrials 21,899.0 $16.2M 0.06% +18K +434.2% $738.30 +15.0%
Page 10 of 93  ·  1,848 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%