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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 10 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LYV LIVE NATION ENTERTAINMENT INC Communication Services 48,934.0 $9.0M 0.03% -14K -21.9% $183.10 -0.7%
182 SPG SIMON PROPERTY GROUP INC Real Estate 39,978.0 $8.9M 0.03% -1K -3.5% $223.65 -2.4%
183 GM GENERAL MOTORS CO Consumer Cyclical 115,478.0 $8.9M 0.03% -5K -4.5% $77.08 +14.1%
184 NSC NORFOLK SOUTHERN CORP Industrials 28,254.0 $8.9M 0.03% -513.0 -1.8% $314.57 +11.5%
185 NXPI NXP SEMICONDUCTORS NV Technology 31,545.0 $8.9M 0.03% -264K -89.3% $281.03 -19.7%
186 ITW ILLINOIS TOOL WORKS INC Industrials 32,658.0 $8.8M 0.03% -1K -3.9% $270.47 +4.4%
187 NOC NORTHROP GRUMMAN CORP Industrials 17,304.0 $8.8M 0.03% -193.0 -1.1% $509.30 +8.2%
188 ECL ECOLAB INC Basic Materials 31,614.0 $8.8M 0.03% -1K -4.2% $278.61 +1.1%
189 FDX FEDEX CORP Industrials 27,884.0 $8.7M 0.03% -219.0 -0.8% $313.12 +3.8%
190 ALLEGION PLC 61,587.0 $8.7M 0.03% -26K -29.9% $140.48
191 TRV TRAVELERS COMPANIES INC/THE Financial Services 25,788.0 $8.5M 0.03% -409.0 -1.6% $330.11 +10.1%
192 ROST ROSS STORES INC Consumer Cyclical 39,310.0 $8.4M 0.03% -390.0 -1.0% $212.85 +12.3%
193 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 27,953.0 $8.2M 0.03% -672.0 -2.4% $293.17 +4.1%
194 CACI CACI INTERNATIONAL Technology 17,177.0 $8.0M 0.03% -27K -61.2% $463.24 +39.8%
195 KMI KINDER MORGAN INC Energy 248,090.0 $7.9M 0.03% -11K -4.3% $31.97 -3.1%
196 TFC TRUIST FINANCIAL CORP Financial Services 156,227.0 $7.8M 0.03% -8K -4.7% $49.82 +1.2%
197 ABNB AIRBNB INC Consumer Cyclical 54,222.0 $7.8M 0.03% -597.0 -1.1% $143.10 +30.9%
198 HCA HCA HEALTHCARE INC Healthcare 19,589.0 $7.6M 0.03% -383.0 -1.9% $389.91 +10.1%
199 TELCONN 37,291.0 $7.5M 0.03% -1K -2.7% $201.60
200 CTAS CINTAS CORP Industrials 43,935.0 $7.5M 0.03% -2K -4.0% $170.07 +19.8%
Page 10 of 23  ·  456 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%