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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 9 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 INGERSOLL-RAND INC 247,305.0 $19.8M 0.08% -25K -9.1% $80.12
162 THC TENET HEALTHCARE CORP Healthcare 104,813.0 $19.8M 0.08% +8K +8.2% $188.71 -7.9%
163 HEICO CORP-CLASS A 93,572.0 $19.8M 0.08% $211.09
164 FIX COMFORT SYSTEMS USA INC Industrials 14,145.0 $19.5M 0.08% +11K +322.9% $1379.00 +32.6%
165 EVR EVERCORE PARTNERS INC Financial Services 64,882.0 $19.4M 0.08% +61K +1571.3% $298.51 +15.9%
166 FROG JFROG LTD Technology 411,440.0 $19.3M 0.08% $46.93 +57.7%
167 ROK ROCKWELL AUTOMATION INC Industrials 53,371.0 $19.2M 0.07% +42K +390.9% $358.88 +26.0%
168 ROL ROLLINS INC Consumer Cyclical 356,010.0 $19.0M 0.07% -158K -30.8% $53.41 +0.1%
169 WHD CACTUS INC Energy 397,371.0 $18.8M 0.07% -30K -7.1% $47.37 +31.4%
170 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 113,571.0 $18.8M 0.07% $165.14 +7.5%
171 DE DEERE & CO Industrials 33,192.0 $18.7M 0.07% $563.30 -6.1%
172 PLXS PLEXUS CORP Technology 92,059.0 $18.6M 0.07% +89K +3011.2% $202.54 +31.2%
173 HON HONEYWELL INTERNATIONAL INC Industrials 81,626.0 $18.4M 0.07% $226.03 +0.8%
174 UBER UBER TECHNOLOGIES INC Technology 255,183.0 $18.4M 0.07% -1.0M -79.8% $71.93 -0.2%
175 WELL WELLTOWER INC Real Estate 92,101.0 $18.2M 0.07% +6K +6.8% $197.71 +9.3%
176 BLK BLCKRCK INC Financial Services 18,837.0 $18.1M 0.07% -138K -88.0% $961.72 +11.6%
177 JBL JABIL INC Technology 68,074.0 $18.1M 0.07% +57K +537.8% $265.62 +37.2%
178 COHR COHERENT CORP Technology 75,689.0 $18.0M 0.07% -111K -59.4% $238.21 +58.5%
179 HLI HOULIHAN LOKEY INC Financial Services 124,451.0 $17.9M 0.07% -22K -14.9% $143.62 +5.6%
180 GGG GRACO INC Industrials 209,952.0 $17.8M 0.07% $84.65 -10.7%
Page 9 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%