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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 17 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ECL ECOLAB INC Basic Materials 33,011.0 $8.8M 0.03% $266.03 -4.4%
322 KMI KINDER MORGAN INC Energy 259,267.0 $8.7M 0.03% $33.53 -2.0%
323 SIMO SILICON MOTION TECHNOL-ADR Technology 77,000.0 $8.6M 0.03% NEW $112.29 +158.6%
324 ROST ROSS STORES INC Consumer Cyclical 39,700.0 $8.6M 0.03% $216.62 +8.3%
325 MEDP MEDPACE HOLDINGS INC Healthcare 17,795.0 $8.5M 0.03% +15K +560.3% $480.19 -10.6%
326 TDG TRANSDIGM GROUP INC Industrials 7,248.0 $8.4M 0.03% $1158.94 +5.8%
327 ELV ANTHEM INC Healthcare 28,677.0 $8.4M 0.03% $292.74 +32.5%
328 NET CLOUDFLARE INC Technology 40,630.0 $8.4M 0.03% $206.35 +5.4%
329 AON AON PLC Financial Services 25,766.0 $8.3M 0.03% $322.79 -1.1%
330 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 28,625.0 $8.3M 0.03% $290.48 -0.3%
331 NSC NORFOLK SOUTHERN CORP Industrials 28,767.0 $8.3M 0.03% $287.00 +11.6%
332 BLKB BLACKBAUD INC Technology 212,037.0 $8.2M 0.03% -104K -32.9% $38.61 -23.1%
333 SRE SEMPRA ENERGY Utilities 83,674.0 $8.1M 0.03% $97.17 -5.8%
334 LHX L3HARRIS TECHNOLOGIES Industrials 23,214.0 $8.0M 0.03% $345.14 -9.2%
335 TELCONN 38,319.0 $8.0M 0.03% $209.01
336 CL COLGATE-PALMOLIVE CO Consumer Defensive 93,956.0 $8.0M 0.03% $85.23 +5.4%
337 LNG CHENIERE ENERGY INC Energy 28,109.0 $8.0M 0.03% -163.0 -0.6% $283.75 -17.5%
338 NKE NIKE INC CL B Consumer Cyclical 150,237.0 $7.9M 0.03% $52.82 -14.9%
339 DLR DIGITAL REALTY TRUST INC Real Estate 43,597.0 $7.9M 0.03% $180.22 +7.5%
340 PCAR PACCAR INC Industrials 67,487.0 $7.8M 0.03% $115.50 -3.0%
Page 17 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%