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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 35 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AGNC AGNC INVESTMENT CORP Real Estate 100,510.0 $1.0M 0.00% $10.03 +5.2%
682 ANNALY CAP 47,607.0 $1.0M 0.00% $21.15
683 AES AES CORP Utilities 70,743.0 $997K 0.00% $14.09 +4.2%
684 TOST TOAST INC Technology 37,561.0 $996K 0.00% $26.52 -5.9%
685 TTD TRADE DESK INC-A Technology 43,869.0 $995K 0.00% $22.68 -6.7%
686 EQH EQUITABLE HOLDINGS INC Financial Services 26,805.0 $995K 0.00% $37.12 +10.7%
687 UDR UDR INC Real Estate 29,333.0 $991K 0.00% $33.78 +12.2%
688 SAIA SAIA INC Industrials 2,818.0 $990K 0.00% $351.31 +33.5%
689 QXO QXO INC Industrials 50,893.0 $988K 0.00% $19.41 -8.9%
690 AHR AMERICAN HEALTHCARE REIT INC Real Estate 20,833.0 $982K 0.00% $47.14 +5.0%
691 KTOS KRATOS DEFENSE & SECURITY SOLUTIONS INC Industrials 13,869.0 $978K 0.00% $70.52 -7.6%
692 SJM JM SMUCKER CO/THE Consumer Defensive 10,121.0 $976K 0.00% $96.43 +8.2%
693 CG CARLYLE GROUP INC/THE Financial Services 20,098.0 $973K 0.00% $48.41 -6.9%
694 CPT CAMDEN PROPERTY TRUST Real Estate 9,898.0 $967K 0.00% $97.70 +10.5%
695 CNH INDUSTRIAL NV 87,070.0 $958K 0.00% $11.00
696 KNX KNIGHT-SWIFT TRANSPORTATION INC Industrials 16,582.0 $955K 0.00% $57.59 +30.3%
697 UHS UNIVERSAL HLTH SVCS CL B Healthcare 5,333.0 $954K 0.00% $178.89 -16.1%
698 DOCU DOCUSIGN INC Technology 20,049.0 $951K 0.00% $47.43 +4.5%
699 CNM CORE & MAIN INC Industrials 19,198.0 $948K 0.00% $49.38 -0.4%
700 DKNG DRAFTKINGS INC Consumer Cyclical 43,666.0 $944K 0.00% $21.62 +13.5%
Page 35 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%