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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 3 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EATON CORP PLC 363,151.0 $129.9M 0.51% +49K +15.4% $357.67
42 T AT&T INC Communication Services 4,283,314.0 $124.2M 0.49% +3.4M +364.9% $28.99 -12.9%
43 ABT ABBOTT LABORATORIES Healthcare 1,171,060.0 $120.2M 0.47% -220K -15.8% $102.67 -14.9%
44 SHW SHERWIN WILLIAMS CO Basic Materials 365,906.0 $117.3M 0.46% -6K -1.7% $320.55 -3.6%
45 AMD ADVANCED MICRO DEVICES INC Technology 554,856.0 $112.9M 0.44% +347K +166.5% $203.43 +129.8%
46 MELI MERCADOLIBRE INC Consumer Cyclical 65,216.0 $112.8M 0.44% -2K -2.9% $1729.02 -3.7%
47 TMO THERMO FISHER SCIENTIFIC INC Healthcare 221,025.0 $108.6M 0.43% -20K -8.3% $491.53 -8.8%
48 ORLY O'REILLY AUTOMOTIVE INC Consumer Cyclical 1,174,144.0 $108.4M 0.42% -298K -20.3% $92.31 -0.6%
49 BSX BOSTON SCIENTIFIC CORP Healthcare 1,701,806.0 $106.8M 0.42% +618K +57.1% $62.75 -7.9%
50 UNP UNION PACIFIC CORP Industrials 439,938.0 $106.7M 0.42% $242.62 +9.6%
51 GD GENERAL DYNAMICS CORP Industrials 293,357.0 $100.7M 0.40% +33K +12.7% $343.22 -0.1%
52 MAR MARRIOTT INTERNATIONAL CL A Consumer Cyclical 273,464.0 $89.4M 0.35% $327.07 +12.9%
53 COF CAPITAL ONE FINANCIAL CORP Financial Services 488,313.0 $89.1M 0.35% +406K +491.5% $182.43 +2.9%
54 TJX TJX COMPANIES INC Consumer Cyclical 550,671.0 $87.9M 0.34% +409K +287.4% $159.70 -0.9%
55 MNST MONSTER BEVERAGE CORP Consumer Defensive 1,195,064.0 $86.6M 0.34% +1.1M +1155.5% $72.46 +19.8%
56 CAT CATERPILLAR INC Industrials 121,547.0 $86.1M 0.34% +61K +102.0% $708.46 +24.2%
57 CRH CRH PLC Basic Materials 819,003.0 $86.1M 0.34% -150K -15.5% $105.12 -4.5%
58 BERKSHIRE HATHAWAY INC CL B 176,511.0 $84.6M 0.33% $479.20
59 EW EDWARDS LIFESCIENCES CP Healthcare 1,043,941.0 $83.6M 0.33% +190K +22.2% $80.08 +7.1%
60 PLTR PALANTIR TECHNOLOGIES INC Technology 551,744.0 $80.7M 0.32% $146.28 -6.4%
Page 3 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%