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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 74 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 LZB LA Z BOY CHAIR CO CO Consumer Cyclical 5,927.0 $190K 0.00% $32.06 +17.2%
1462 EIG EMPLOYERS HOLDINGS INC Financial Services 4,599.0 $189K 0.00% $41.10 +6.7%
1463 HNI HNI CORP Industrials 5,586.0 $187K 0.00% $33.48 -5.6%
1464 RARE ULTRAGENYX PHARMACEUTICAL INC Healthcare 8,946.0 $187K 0.00% $20.90 +11.9%
1465 ADMA ADMA BIOLOGICS INC Healthcare 20,627.0 $186K 0.00% $9.02 -12.2%
1466 IRT INDEPENDENCE REALTY TRUST INC Real Estate 12,508.0 $186K 0.00% $14.87 +10.9%
1467 ASGN ON ASSIGNMENT INC Technology 4,788.0 $185K 0.00% $38.64 -50.2%
1468 WAY WAYSTAR HOLDING CORP Technology 7,686.0 $185K 0.00% $24.07 -18.1%
1469 ITRN ITURAN LOCATION AND CONTROL LTD Technology 3,773.0 $185K 0.00% +2K +196.4% $49.03 +30.3%
1470 BRP GROUP INC 8,429.0 $185K 0.00% $21.95
1471 COHU COHU INC Technology 6,013.0 $184K 0.00% $30.60 +79.5%
1472 POWI POWER INTEGRATIONS INC Technology 3,602.0 $184K 0.00% -252K -98.6% $51.08 +70.1%
1473 AGYS AGILYSYS INC Technology 2,573.0 $183K 0.00% $71.12 +11.6%
1474 KOS KOSMOS ENERGY LTD Energy 65,370.0 $182K 0.00% $2.78 -4.1%
1475 RXO RXO Inc Industrials 12,464.0 $182K 0.00% $14.60 +71.6%
1476 ABR ARBOR REALTY TRUST INC Real Estate 23,463.0 $181K 0.00% $7.71 -28.7%
1477 CLSK CLEANSPARK INC Technology 21,262.0 $181K 0.00% $8.51 +111.9%
1478 NSIT INSIGHT ENTERPRISES INC Technology 2,697.0 $181K 0.00% $67.11 +53.2%
1479 FCF FIRST COMMONWEALTH FINANCIAL CORP Financial Services 10,222.0 $180K 0.00% $17.61 +6.6%
1480 ADAMM ADAMAS TRUST INC Financial Services 24,479.0 $180K 0.00% $7.35 +245.8%
Page 74 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%