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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 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BELFB BEL FUSE INC-CL B Technology 1,925.0 $641K 0.00% NEW $332.99 -23.3%
22 CECO CECO ENVIRONMENTAL CORP Industrials 6,549.0 $594K 0.00% NEW $90.70 -21.1%
23 CWEN CLEARWAY ENERGY INC Utilities 16,321.0 $558K 0.00% NEW $34.19 -4.8%
24 LGN LEGENCE CORP Industrials 6,240.0 $532K 0.00% NEW $85.26 -30.4%
25 LASR NLIGHT INC Technology 6,671.0 $464K 0.00% NEW $69.55 -31.9%
26 LINE LINEAGE INC Real Estate 10,004.0 $433K 0.00% NEW $43.28 -3.9%
27 USAR USA RARE EARTH INC Basic Materials 20,082.0 $433K 0.00% NEW $21.56 -10.7%
28 AXTI AXT INC Technology 5,749.0 $414K 0.00% NEW $72.01 -1.8%
29 KGS KODIAK GAS SERVICES INC Energy 5,387.0 $405K 0.00% NEW $75.18 -18.3%
30 ONDS ONDAS INC Technology 48,993.0 $404K 0.00% NEW $8.25 +5.6%
31 NVTS NAVITAS SEMICONDUCTOR CORP Technology 21,408.0 $384K 0.00% NEW $17.94 -27.7%
32 LUNR INTUITIVE MACHINES INC Industrials 14,788.0 $316K 0.00% NEW $21.37 -14.3%
33 VRSIGNT PLC 6,853.0 $288K 0.00% NEW $42.03
34 RDW REDWIRE CORP Industrials 19,245.0 $235K 0.00% NEW $12.21 -1.6%
35 BABCOCK & WILCOX ENTERPRISES INC 12,806.0 $181K 0.00% NEW $14.13
36 MOMO HELLO GROUP INC Communication Services 26,600.0 $154K 0.00% NEW $5.79 -0.7%
37 ETORO GROUP LTD-A 3,400.0 $134K NEW $39.41
38 FIRST TRACKS BIOTHERAPEUTICS INC 4,864.0 $98K NEW $20.15
39 ENVRI CRP 4,173.0 $92K NEW $22.05
40 ASTRONICS CORP CL B 983.0 $75K NEW $76.30
Page 2 of 3  ·  45 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%