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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 36 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BAH BOOZ ALLEN HAMILTON HOLDING CORP Industrials 12,082.0 $943K 0.00% $78.05 +4.0%
702 SF STIFEL FINANCIAL CORP Financial Services 12,681.0 $937K 0.00% +4K +50.0% $73.89 -4.8%
703 EHC ENCOMPASS HEALTH GROUP Healthcare 9,606.0 $929K 0.00% $96.71 +8.4%
704 GLPI GAMING AND LEISURE PROPERTIES INC Real Estate 20,880.0 $926K 0.00% $44.35 +6.9%
705 RMBS RAMBUS INC Technology 10,766.0 $926K 0.00% $86.01 +76.4%
706 TTC TORO CO Industrials 9,906.0 $926K 0.00% $93.48 -3.6%
707 CGNX COGNEX CORP Technology 18,872.0 $925K 0.00% $49.01 +34.8%
708 GTLS CHART INDUSTRIES INC Industrials 4,465.0 $923K 0.00% $206.72 +0.4%
709 SOLV SOLVENTUM CORP Healthcare 14,139.0 $923K 0.00% $65.28 +17.2%
710 PNW PINNACLE W CAP CORP Utilities 9,071.0 $914K 0.00% $100.76 +0.9%
711 AFG AMER FINANCIAL GROUP INC Financial Services 7,137.0 $911K 0.00% $127.64 +4.1%
712 AMH AMERICAN HOMES 4 RENT COMMON STOCK Real Estate 32,443.0 $906K 0.00% $27.93 +14.5%
713 IOT SAMSARA INC-CL A Technology 28,345.0 $898K 0.00% $31.68 +1.7%
714 PL PLANET LABS PBC Industrials 32,018.0 $895K 0.00% $27.95 +81.2%
715 ARWR ARROWHEAD PHARMACEUTICALS INC Healthcare 14,208.0 $891K 0.00% $62.71 +25.7%
716 OC OWENS CORNING Industrials 8,194.0 $887K 0.00% $108.25 +14.2%
717 FOXA FOX CORP A Communication Services 15,148.0 $885K 0.00% $58.42 +12.5%
718 VIAV VIAVI SOLUTIONS INC Technology 26,557.0 $884K 0.00% $33.29 +49.0%
719 SPXC SPX CRP Industrials 4,417.0 $883K 0.00% $199.91 +6.6%
720 FCFS FIRSTCASH HOLDINGS INC Financial Services 4,667.0 $877K 0.00% $187.92 +19.6%
Page 36 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%