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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 25 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FLEX FLEX LTD Technology 36,944.0 $2.4M 0.01% $65.45 +117.1%
482 EXPAND ENERGY CORP 21,707.0 $2.4M 0.01% $109.78
483 MKL MARKEL CORP Financial Services 1,229.0 $2.4M 0.01% $1913.75 -3.1%
484 STLD STEEL DYNAMICS INC Basic Materials 13,047.0 $2.3M 0.01% $179.96 +42.1%
485 DXCM DEXCOM INC Healthcare 37,250.0 $2.3M 0.01% $62.79 +11.6%
486 FIS FIDELITY NATIONAL INFORMATION SVCS INC Technology 49,487.0 $2.3M 0.01% $46.90 -10.0%
487 SYF SYNCHRONY FINANCIAL Financial Services 34,023.0 $2.3M 0.01% $68.01 +6.1%
488 PPG PPG IND INC Basic Materials 21,637.0 $2.3M 0.01% $106.90 +5.4%
489 OMC OMNICOM GROUP INC Communication Services 30,359.0 $2.3M 0.01% $75.30 -0.2%
490 XPO XPO LOGISTICS INC Industrials 11,741.0 $2.3M 0.01% $194.53 +10.0%
491 ARES ARES MANAGEMENT CORP Financial Services 20,605.0 $2.2M 0.01% $109.10 +16.6%
492 LPLA LPL FINANCIAL HOLDINGS INC Financial Services 7,468.0 $2.2M 0.01% $300.88 -12.4%
493 ALB ALBEMARLE CORP Basic Materials 12,425.0 $2.2M 0.01% $179.56 -0.2%
494 PHM PULTEGROUP INC Consumer Cyclical 18,866.0 $2.2M 0.01% $117.62 +1.2%
495 RGLD ROYAL GOLD INC Basic Materials 8,652.0 $2.2M 0.01% $254.51 -13.2%
496 WSM WILLIAMS-SONOMA INC Consumer Cyclical 11,981.0 $2.2M 0.01% $182.29 +12.4%
497 AVB AVALONBAY COMMUNITIES INC Real Estate 13,216.0 $2.2M 0.01% $163.36 +14.7%
498 BIIB BIOGEN INC Healthcare 11,669.0 $2.1M 0.01% $183.31 +8.4%
499 DGX QUEST DIAGNOSTICS INC Healthcare 10,891.0 $2.1M 0.01% $195.94 -0.9%
500 CF CF INDUSTRIES HOLDINGS INC Basic Materials 16,404.0 $2.1M 0.01% $129.85 -9.8%
Page 25 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%