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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 6 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CBRE CBRE GROUP INC Real Estate 223,830.0 $30.3M 0.12% -20K -8.3% $135.46 -3.2%
102 MOD MODINE MANUFACTURING CO Consumer Cyclical 139,902.0 $30.3M 0.12% -46K -24.8% $216.71 +20.2%
103 AIT APPLIED INDUSTRIAL TECHNOLOGIES INC Industrials 111,181.0 $29.5M 0.12% $265.32 +15.7%
104 IBM INTL BUS MACHS Technology 119,382.0 $28.9M 0.11% $242.39 +4.7%
105 CBOE CBOE GLOBAL MARKETS INC Financial Services 102,499.0 $28.8M 0.11% $281.07 +27.1%
106 COKE COCACOLA CNSLD INC Consumer Defensive 149,628.0 $28.7M 0.11% -56K -27.1% $191.74 -8.5%
107 LNT ALLIANT ENERGY CORP Utilities 396,632.0 $28.5M 0.11% $71.76 +3.1%
108 MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC Technology 127,629.0 $28.3M 0.11% -70K -35.4% $222.07 +73.8%
109 WCC WESCO INTERNATIONAL INC Industrials 103,445.0 $28.3M 0.11% +15K +16.7% $273.62 +32.9%
110 MCD MCDONALDS CORP Consumer Cyclical 91,029.0 $28.3M 0.11% $310.79 -9.2%
111 TDY TELEDYNE TECHNOLOGIES INC Technology 46,448.0 $28.1M 0.11% -11K -19.7% $605.02 +2.6%
112 NDAQ NASDAQ INC Financial Services 329,987.0 $28.0M 0.11% $84.89 +7.2%
113 INSTALLED BUILDING PRODUCTS INC 105,603.0 $28.0M 0.11% $265.15
114 FNB FNB CORP Financial Services 1,670,494.0 $27.9M 0.11% $16.72 +4.8%
115 PEP PEPSICO INC Consumer Defensive 175,251.0 $27.2M 0.11% $155.29 -3.0%
116 ARMK ARAMARK Industrials 670,051.0 $27.2M 0.11% $40.54 +26.4%
117 CFR CULLEN FROST BANKERS INC Financial Services 198,050.0 $27.1M 0.11% $137.08 +1.7%
118 AME AMETEK INC Industrials 126,303.0 $27.1M 0.11% +105K +491.5% $214.36 +4.7%
119 VZ VERIZON COMMUNICATIONS INC Communication Services 537,675.0 $27.0M 0.11% $50.20 -3.7%
120 HUBB HUBBELL INC Industrials 54,059.0 $26.5M 0.10% -4K -6.9% $490.74 -3.2%
Page 6 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%