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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 7 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TECH BIO-TECHNE CORP Healthcare 507,232.0 $26.5M 0.10% $52.26 -7.7%
122 YUM YUM! BRANDS INC Consumer Cyclical 168,220.0 $26.2M 0.10% +143K +559.2% $155.48 -0.7%
123 OVV OVINTIV INC Energy 435,644.0 $25.9M 0.10% +104K +31.2% $59.36 -1.0%
124 C CITIGROUP INC Financial Services 227,384.0 $25.8M 0.10% -9K -3.9% $113.41 +10.3%
125 MCHP MICROCHIP TECHNOLOGY INC Technology 395,434.0 $25.5M 0.10% +23K +6.2% $64.61 +44.6%
126 MTDR MATADOR RESOURCES CO Energy 398,333.0 $25.2M 0.10% -24K -5.8% $63.18 -10.4%
127 SNEX STONEX GROUP INC Financial Services 310,844.0 $25.1M 0.10% +155K +99.6% $80.65 +39.0%
128 CMS CMS ENERGY CORP Utilities 320,537.0 $24.9M 0.10% -91K -22.2% $77.58 -3.9%
129 STE STERIS PLC Healthcare 111,825.0 $24.7M 0.10% $221.13 -2.1%
130 TPR TAPESTRY INC Consumer Cyclical 174,190.0 $24.6M 0.10% -6K -3.1% $141.11 -1.9%
131 NEE NEXTERA ENERGY INC Utilities 264,326.0 $24.6M 0.10% $92.88 -4.7%
132 AMGN AMGEN INC Healthcare 68,906.0 $24.2M 0.10% $351.86 -3.6%
133 CACI CACI INTERNATIONAL Technology 44,277.0 $24.1M 0.10% +42K +1888.2% $543.87 -7.8%
134 FITB FIFTH THIRD BANCORP Financial Services 514,944.0 $23.9M 0.09% +452K +718.2% $46.46 +6.5%
135 LSCC LATTICE SEMICONDUCTOR CORP Technology 255,880.0 $23.7M 0.09% $92.76 +54.4%
136 LFUS LITTELFUSE INC Technology 68,547.0 $23.3M 0.09% -8K -10.3% $339.34 +35.7%
137 IDXX IDEXX LABORATORIES INC Healthcare 41,388.0 $23.3M 0.09% $561.90 -0.5%
138 DRI DARDEN RESTAURANTS INC Consumer Cyclical 117,630.0 $23.1M 0.09% -8K -6.4% $196.04 +3.8%
139 THG HANOVER INSURANCE GROUP INC Financial Services 128,613.0 $22.3M 0.09% $173.35 +12.6%
140 DIS WALT DISNEY CO Communication Services 229,461.0 $22.1M 0.09% $96.38 +6.9%
Page 7 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%