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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 15 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NTNX NUTANIX INC Technology 283,034.0 $10.8M 0.04% -56K -16.4% $38.01 +22.5%
282 DT DYNATRACE INC Technology 290,275.0 $10.7M 0.04% -47K -14.0% $36.98 +9.8%
283 ADP AUTOMATIC DATA PROCESSING INC Industrials 51,918.0 $10.5M 0.04% $203.19 +7.5%
284 BK BANK OF NEW YORK MELLON CORP Financial Services 88,212.0 $10.5M 0.04% -605.0 -0.7% $118.63 +18.9%
285 PNC PNC FINANCIAL SERVICES GROUP Financial Services 50,265.0 $10.5M 0.04% $208.10 +6.1%
286 AMT AMERICAN TOWER CORP Real Estate 60,086.0 $10.4M 0.04% $172.59 +7.2%
287 USB U S BANCORP Financial Services 199,196.0 $10.4M 0.04% $52.01 +6.2%
288 REGN REGENERON PHARMACEUTICALS Healthcare 13,389.0 $10.3M 0.04% $772.65 -17.9%
289 DSGX DESCARTES SYSTEMS GROUP INC/THE Technology 142,527.0 $10.2M 0.04% -119K -45.4% $71.56 -1.4%
290 TOL TOLL BROS INC Consumer Cyclical 74,532.0 $10.2M 0.04% +65K +658.1% $136.46 +1.0%
291 MMM 3M CO Industrials 69,018.0 $10.0M 0.04% $145.22 +6.1%
292 FDX FEDEX CORP Industrials 28,103.0 $10.0M 0.04% $356.19 +12.3%
293 CSX CSX CORP Industrials 242,614.0 $10.0M 0.04% $41.05 +13.5%
294 SLB SCHLUMBERGER LTD Energy 192,598.0 $9.9M 0.04% $51.39 +12.8%
295 FICO FAIR ISAAC CORPORATION Technology 9,152.0 $9.8M 0.04% -4K -33.0% $1067.53 +18.0%
296 CDNS CADENCE DESIGN SYS INC Technology 35,076.0 $9.7M 0.04% $277.88 +37.4%
297 VLO VALERO ENERGY CORP Energy 39,294.0 $9.7M 0.04% -203.0 -0.5% $247.09 -2.3%
298 MPC MARATHON PETROLEUM CORP Energy 39,500.0 $9.6M 0.04% $244.18 +1.6%
299 BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC Consumer Cyclical 116,626.0 $9.6M 0.04% -93K -44.3% $82.13 -20.8%
300 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 166,119.0 $9.6M 0.04% $57.64 +6.2%
Page 15 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%