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Portfolio (Quarterly) Guide ↗

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

· CIK 0000315297
13F Portfolio $28.9B AUM 1,842 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 45 New 121 Added 456 Reduced 51 Exited
Page 4 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BTSG BRIGHTSPRING HEALTH SERVICES INC Healthcare 238,946.0 $16.7M 0.06% +229K +2278.5% $69.74 -15.6%
62 BKR BAKER HUGHES CO Energy 297,236.0 $16.5M 0.06% +12K +4.3% $55.50 +12.3%
63 ADM ARCHER DANIELS-MIDLAND CO Consumer Defensive 213,113.0 $16.3M 0.06% +167K +362.0% $76.40 +5.1%
64 JBHT HUNT J B TRANSPORT SVCS INC Industrials 54,723.0 $15.8M 0.06% +19K +54.0% $289.42 -4.8%
65 GWW GRAINGER W W INC Industrials 11,499.0 $15.6M 0.05% +7K +171.1% $1360.38 -3.5%
66 TOL TOLL BROS INC Consumer Cyclical 92,149.0 $15.2M 0.05% +18K +23.6% $164.75 -10.7%
67 RKLB ROCKET LAB CORP Industrials 145,485.0 $14.8M 0.05% +104K +250.1% $101.65 -28.6%
68 GARMIN LTD 61,459.0 $14.6M 0.05% +46K +299.6% $237.54
69 PWR QUANTA SERVICES INC Industrials 18,830.0 $13.6M 0.05% +5K +37.5% $720.02 -11.2%
70 OPLN KAR AUCTION SERVICES INC Consumer Cyclical 323,545.0 $13.3M 0.05% +309K +2155.1% $41.24 -19.0%
71 HAS HASBRO INC Consumer Cyclical 160,616.0 $13.3M 0.05% +19K +13.4% $82.59 +13.3%
72 FFIV F5 NETWORKS INC Technology 31,634.0 $13.2M 0.04% +26K +482.1% $415.94 -7.5%
73 LECO LINCOLN ELECTRIC HOLDINGS Industrials 48,686.0 $12.9M 0.04% +43K +747.0% $265.52 +6.1%
74 AHR AMERICAN HEALTHCARE REIT INC Real Estate 246,583.0 $12.9M 0.04% +226K +1083.6% $52.15 +7.3%
75 MRNA MDRNA INC Healthcare 182,734.0 $12.8M 0.04% +149K +441.7% $70.03 +107.2%
76 A AGILENT TECHNOLOGIES INC Healthcare 95,846.0 $12.7M 0.04% +69K +259.7% $132.83 +19.7%
77 GNRC GENERAC HOLDINGS INC Industrials 41,742.0 $12.2M 0.04% +36K +592.7% $292.80 -29.7%
78 STRL STERLING CONSTRUCTION CO INC Industrials 14,548.0 $12.2M 0.04% +11K +337.7% $839.36 -38.4%
79 PSMT PRICESMART INC Consumer Defensive 58,508.0 $11.4M 0.04% +55K +1453.2% $195.34 -11.5%
80 WSM WILLIAMS-SONOMA INC Consumer Cyclical 47,024.0 $11.0M 0.04% +35K +292.5% $233.09 +1.9%
Page 4 of 7  ·  121 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 40.8%
Financial Services 10.8%
Consumer Cyclical 9.5%
Industrials 9.3%
Communication Services 9.3%
Healthcare 9.1%
Consumer Defensive 5.4%
Energy 1.8%
Real Estate 1.7%
Utilities 1.3%