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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 12 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CMG CHIPOTLE MEXICAN GRILL Consumer Cyclical 170,707.0 $5.8M 0.02% -991.0 -0.6% $34.00 +10.2%
222 FLEX FLEX LTD Technology 35,646.0 $5.8M 0.02% -1K -3.5% $162.07 -34.9%
223 RSG REPUBLIC SERVICES INC Industrials 26,722.0 $5.7M 0.02% -1K -4.9% $213.08 +4.8%
224 DHI D R HORTON INC Consumer Cyclical 33,367.0 $5.4M 0.02% -2K -5.5% $162.89 -7.9%
225 AMP AMERIPRIS FIN INC Financial Services 11,703.0 $5.4M 0.02% -225.0 -1.9% $458.77 +22.5%
226 BDX BECTON DICKINSON AND CO Healthcare 35,466.0 $5.4M 0.02% -1K -2.8% $151.33 +27.0%
227 ADSK AUTODESK INC Technology 26,424.0 $5.1M 0.02% -1K -4.0% $194.41 +31.1%
228 FAST FASTENAL CO Industrials 104,535.0 $5.0M 0.02% -4K -3.5% $48.03 +8.4%
229 PYPL PAYPAL HOLDINGS, INC. Financial Services 113,079.0 $4.9M 0.02% -4K -3.1% $43.18 +43.8%
230 NUE NUCOR CORP Basic Materials 21,770.0 $4.8M 0.02% -853.0 -3.8% $222.74 +13.1%
231 WAB WABTEC CORP Industrials 15,649.0 $4.2M 0.01% -598.0 -3.7% $269.60 +10.4%
232 KR KROGER CO Consumer Defensive 72,818.0 $4.0M 0.01% -6K -7.9% $55.54 +5.5%
233 ZTS ZOETIS INC Healthcare 55,412.0 $4.0M 0.01% -794.0 -1.4% $71.86 +7.5%
234 COIN COINBASE GLOBAL INC Financial Services 26,288.0 $3.8M 0.01% -235.0 -0.9% $146.19 +28.9%
235 SYY SYSCO CORP Consumer Defensive 43,838.0 $3.7M 0.01% -2K -3.9% $83.58 +1.3%
236 AIG AMERICAN INTERNATIONAL GROUP INC Financial Services 48,643.0 $3.6M 0.01% -4K -7.0% $74.52 +4.2%
237 HBAN HUNTINGTON BANCSHARES Financial Services 198,333.0 $3.5M 0.01% -12K -5.7% $17.73 -2.1%
238 KVUE KENVUE INC Consumer Defensive 182,910.0 $3.5M 0.01% -6K -3.3% $19.11 +2.2%
239 ROP ROPER TECHNOLOGIES INC Industrials 10,092.0 $3.4M 0.01% -4K -26.9% $338.39 +23.6%
240 COCA-COLA EUROPEAN PARTNERS PLC 34,007.0 $3.4M 0.01% -2K -6.1% $100.07
Page 12 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%