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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 8 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PR PERMIAN RESOURCES CORP Energy 1,031,222.0 $22.0M 0.09% -199K -16.1% $21.32 -4.1%
142 CASY CASEYS GENERAL STORES INC Consumer Cyclical 30,086.0 $21.9M 0.09% -15K -33.1% $727.85 +13.4%
143 SEAGATE TECHNOLOGY HOLDINGS PLC 55,816.0 $21.9M 0.09% +35K +170.7% $391.75
144 CUBE CUBESMART Real Estate 592,491.0 $21.7M 0.09% $36.65 +9.3%
145 VMC VULCAN MATERIALS CO Basic Materials 79,618.0 $21.7M 0.09% -38K -32.2% $272.30 -4.3%
146 COP CONOCOPHILLIPS Energy 162,440.0 $21.4M 0.08% $132.00 -8.7%
147 JKHY HENRY JACK & ASSOCIATES Technology 134,724.0 $21.3M 0.08% $158.04 -11.3%
148 FRME FIRST MERCHANTS CORP Financial Services 546,322.0 $21.2M 0.08% $38.73 +3.6%
149 ISRG INTUITIVE SURGICAL INC Healthcare 45,811.0 $21.1M 0.08% $460.98 -5.0%
150 ULTA ULTA BEAUTY INC Consumer Cyclical 40,348.0 $21.1M 0.08% $522.70 -1.5%
151 SCHW SCHWAB (CHARLES) CORP Financial Services 221,376.0 $20.8M 0.08% -1K -0.6% $93.98 -4.1%
152 CINF CINCINNATI FINANCIAL CORP Financial Services 131,999.0 $20.8M 0.08% $157.35 +6.8%
153 ON ON SEMICONDUCTOR CORP Technology 334,692.0 $20.7M 0.08% +28K +9.0% $61.92 +87.7%
154 PFE PFIZER INC Healthcare 731,819.0 $20.5M 0.08% $28.08 -7.8%
155 COLB COLUMBIA BANKING SYSTEM INC Financial Services 745,368.0 $20.4M 0.08% $27.43 +8.4%
156 RF REGIONS FINANCIAL CORP Financial Services 775,742.0 $20.3M 0.08% $26.12 +6.5%
157 ADI ANALOG DEVICES INC Technology 63,008.0 $20.0M 0.08% $318.13 +24.8%
158 FHN FIRST HORIZON CORP Financial Services 879,916.0 $20.0M 0.08% +826K +1532.0% $22.76 +6.5%
159 MUSA MURPHY USA INC Consumer Cyclical 40,538.0 $20.0M 0.08% -6K -13.1% $493.98 +9.9%
160 BA BOEING CO Industrials 100,501.0 $20.0M 0.08% $199.03 +10.0%
Page 8 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%