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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 38 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 OSK OSHKOSH CORP Industrials 5,570.0 $820K 0.00% $147.22 -11.9%
742 KNSL KINSALE CAPITAL GROUP INC Financial Services 2,392.0 $817K 0.00% $341.56 -9.7%
743 PCVX VAXCYTE INC Healthcare 14,024.0 $815K 0.00% $58.11 -12.1%
744 FDS FACTSET RESEARCH SYSTEMS INC Financial Services 3,750.0 $814K 0.00% $217.07 +10.0%
745 UGI UGI CORP Utilities 22,320.0 $813K 0.00% $36.42 -5.0%
746 VMI VALMONT INDUSTRIES Industrials 2,033.0 $812K 0.00% $399.41 +31.5%
747 ALSN ALLISON TRANSMISSION HOLDINGS INC Consumer Cyclical 6,929.0 $811K 0.00% $117.04 -2.9%
748 MANH MANHATTAN ASSOCIATES INC Technology 6,039.0 $804K 0.00% $133.13 +7.5%
749 AM ANTERO MIDSTREAM CORP Energy 35,223.0 $803K 0.00% $22.80 -7.2%
750 FLR FLUOR CORP Industrials 17,224.0 $803K 0.00% $46.62 +0.7%
751 CTRE CARETRUST REIT INC Real Estate 21,789.0 $799K 0.00% $36.67 +12.5%
752 BLDR BUILDERS FIRSTSOURCE INC Industrials 9,659.0 $795K 0.00% $82.31 -6.8%
753 BRX BRIXMOR PROPERTY GROUP INC Real Estate 27,398.0 $789K 0.00% $28.80 +6.9%
754 EGP EASTGRP PROP INC Real Estate 4,257.0 $788K 0.00% $185.11 +10.6%
755 SOUTH STAT 8,493.0 $786K 0.00% $92.55
756 SM SM ENERGY CO Energy 25,145.0 $784K 0.00% +11K +81.9% $31.18 -0.0%
757 FR FIRST INDUSTRIAL REALTY TRUST INC Real Estate 13,521.0 $782K 0.00% $57.84 +8.1%
758 DX DYNEX CAPITAL INC Real Estate 61,191.0 $781K 0.00% NEW $12.76 +2.2%
759 TTEK TETRA TECH INC Industrials 25,946.0 $781K 0.00% $30.10 -8.0%
760 GAMESTOP CORPORATION 33,879.0 $781K 0.00% $23.05
Page 38 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%