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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 34 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 MLI MUELLER INDUSTRIES Industrials 9,925.0 $1.1M 0.00% $110.83 +22.5%
662 DY DYCOM INDUSTRIES INC Industrials 3,228.0 $1.1M 0.00% $338.91 +56.1%
663 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 19,331.0 $1.1M 0.00% $56.49 -7.3%
664 OHI OMEGA HEALTHCARE INVESTORS Real Estate 24,842.0 $1.1M 0.00% $43.84 +8.9%
665 GH GUARDANT HEALTH INC Healthcare 11,753.0 $1.1M 0.00% $92.40 +38.0%
666 TEAM ATLASSIAN CORP Technology 15,903.0 $1.1M 0.00% $68.23 +30.6%
667 AFRM AFFIRM HOLDINGS INC Technology 23,329.0 $1.1M 0.00% $45.82 +53.7%
668 WTRG ESSENTIAL UTILITIES INC Utilities 26,545.0 $1.1M 0.00% $40.27 -7.8%
669 ALLY ALLY FINANCIAL INC Financial Services 27,213.0 $1.1M 0.00% $39.25 +9.4%
670 DTM DT MIDSTREAM INC Energy 7,916.0 $1.1M 0.00% $134.66 +7.8%
671 PINS PINTEREST INC Communication Services 57,720.0 $1.1M 0.00% $18.35 +9.2%
672 DAL DELTA AIR LINES INC Industrials 15,737.0 $1.0M 0.00% $66.47 +23.1%
673 ZBRA ZEBRA TECHNOLOGIES CORP CL A Technology 4,959.0 $1.0M 0.00% $209.11 +20.7%
674 ROIV ROIVANT SCIENCES LTD Healthcare 37,087.0 $1.0M 0.00% $27.69 +6.8%
675 ACM AECOM TECHNOLOGY CORP Industrials 12,082.0 $1.0M 0.00% $84.84 -15.5%
676 RRX REGAL BELOIT CORP Industrials 5,449.0 $1.0M 0.00% $187.19 +10.1%
677 DOC HEALTHPEAK PROPERTIES INC Real Estate 61,832.0 $1.0M 0.00% $16.43 +20.9%
678 DAR DARLING INGREDIENTS INC Consumer Defensive 16,400.0 $1.0M 0.00% $61.83 -5.0%
679 WMS ADVANCED DRAINAGE SYSTEMS INC Industrials 7,389.0 $1.0M 0.00% $137.10 +0.7%
680 GEN NORTONLIFELOCK INC Technology 53,665.0 $1.0M 0.00% $18.84 +30.6%
Page 34 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%