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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 59 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 CALX CALIX INC Technology 7,035.0 $345K 0.00% $49.04 -22.6%
1162 PHIN PHINIA INC Consumer Cyclical 5,040.0 $345K 0.00% $68.45 +18.0%
1163 DXPE DXP ENTERPRISES INC Industrials 2,460.0 $344K 0.00% $139.84 +20.3%
1164 BOX BOX INC Technology 14,514.0 $343K 0.00% $23.63 +32.4%
1165 NTST NETSTREIT CORP Real Estate 18,190.0 $343K 0.00% $18.86 +16.2%
1166 LXP INDSTRL 7,403.0 $342K 0.00% $46.20
1167 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 5,851.0 $341K 0.00% $58.28 +23.8%
1168 ATRO ASTRONICS CORP Industrials 5,106.0 $341K 0.00% $55.65 +20.5%
1169 MLCO MELCO RESORTS & ENTERTAINMENT LIMITED Consumer Cyclical 59,993.0 $341K 0.00% $5.68 -2.3%
1170 VIPS VIPSHOP HOLDINGS LTD Consumer Cyclical 21,600.0 $340K 0.00% $15.74 -5.8%
1171 AWR AMERICAN STATES WATER CO Utilities 4,471.0 $338K 0.00% $75.60 +14.8%
1172 CUZ COUSINS PROPERTIES INC Real Estate 14,911.0 $337K 0.00% $22.60 +41.5%
1173 APLS APELLIS PHARMACEUTICALS INC Healthcare 8,362.0 $336K 0.00% $40.18 +2.1%
1174 CNK CINEMARK HOLDINGS INC Communication Services 11,764.0 $336K 0.00% $28.56 +0.6%
1175 HLIO HELIOS TECHNOLOGIES INC Industrials 5,187.0 $336K 0.00% $64.78 +24.5%
1176 MGEE MGE ENERGY INC Utilities 4,353.0 $336K 0.00% $77.19 +6.0%
1177 POST POST HLDINGS INC Consumer Defensive 3,398.0 $336K 0.00% $98.88 -11.5%
1178 QLYS QUALYS INC Technology 3,823.0 $336K 0.00% $87.89 +81.5%
1179 EXLS EXLSERVICE HOLDINGS INC Technology 11,004.0 $335K 0.00% $30.44 -4.9%
1180 GFF GRIFFON CORP Industrials 4,604.0 $335K 0.00% $72.76 +28.7%
Page 59 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%