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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 20 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FTDR FRONTDOOR INC Consumer Cyclical 7,809.0 $606K 0.00% -217.0 -2.7% $77.60 +6.4%
382 GGG GRACO INC Industrials 7,942.0 $600K 0.00% -202K -96.2% $75.55 +6.7%
383 AOS SMITH A O CORP Industrials 9,559.0 $600K 0.00% -2K -13.8% $62.77 +0.5%
384 VIRT VIRTU FINANCIAL INC Financial Services 9,977.0 $594K 0.00% -190.0 -1.9% $59.54 +14.1%
385 KRG KITE REALTY GROUP TRUST Real Estate 20,799.0 $590K 0.00% -4K -14.6% $28.37 -7.8%
386 BHE BENCHMARK ELECTRONICS INC Technology 5,921.0 $584K 0.00% -897.0 -13.2% $98.63 -26.4%
387 BFH ALLIANCE DATA SYSTEMS CORP Financial Services 5,316.0 $576K 0.00% -116.0 -2.1% $108.35 -2.3%
388 LAUR LAUREATE EDUCATION INC Consumer Defensive 15,865.0 $576K 0.00% -278.0 -1.7% $36.31 +3.2%
389 MSGE SPHERE ENTERTAINMENT CL A Communication Services 3,324.0 $575K 0.00% -602.0 -15.3% $172.98 -53.8%
390 SLM SLM CORP Financial Services 21,921.0 $569K 0.00% -230.0 -1.0% $25.96 +1.9%
391 VFC VF CORP Consumer Cyclical 33,173.0 $553K 0.00% -1K -3.4% $16.67 -13.8%
392 WTM WHITE MOUNTAINS INSURANCE GP Financial Services 263.0 $545K 0.00% -90.0 -25.5% $2072.24 +1.9%
393 PBF PBF ENERGY INC Energy 11,961.0 $544K 0.00% -271.0 -2.2% $45.48 +61.7%
394 NFG NATIONAL FUEL GAS CO Energy 6,986.0 $539K 0.00% -211.0 -2.9% $77.15 +6.9%
395 OII OCEANEERING INTL INC Energy 13,310.0 $539K 0.00% -821.0 -5.8% $40.50 +30.9%
396 WIX.COM LTD 11,481.0 $521K 0.00% -2K -16.7% $45.38
397 FBP FIRST BANCORP PUERTO RICO Financial Services 19,669.0 $513K 0.00% -1K -5.0% $26.08 +9.3%
398 REZI RESIDEO TECHNOLOGIES INC Industrials 16,295.0 $507K 0.00% -972.0 -5.6% $31.11 -34.9%
399 IMNM IMMUNOME INC Healthcare 23,833.0 $505K 0.00% -447.0 -1.8% $21.19 +34.6%
400 GLOBAL NET LEASE INC 56,239.0 $503K 0.00% -9K -13.2% $8.94
Page 20 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%