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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 21 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CVSA COVISTA INC Consumer Cyclical 4,007.0 $500K 0.00% -158.0 -3.8% $124.78 +6.1%
402 KN KNOWLES CORP Technology 11,996.0 $498K 0.00% -946.0 -7.3% $41.51 -19.7%
403 NXST NEXSTAR BROADCASTING GROUP INC Communication Services 2,680.0 $479K 0.00% -154.0 -5.4% $178.73 +4.1%
404 RDN RADIAN GROUP INC Financial Services 12,669.0 $477K 0.00% -943.0 -6.9% $37.65 -2.8%
405 MWA MUELLER WATER PRODUCTS INC Industrials 18,064.0 $467K 0.00% -3K -15.9% $25.85 -3.5%
406 TPC TUTOR PERINI CORP Industrials 5,551.0 $461K 0.00% -34.0 -0.6% $83.05 +9.9%
407 JHG JANUS HENDERSON GROUP PLC Financial Services 8,721.0 $453K 0.00% -4K -31.5% $51.94 +0.0%
408 CENX CENTURY ALUMINUM COMPANY Basic Materials 9,797.0 $451K 0.00% -668.0 -6.4% $46.03 -4.6%
409 BRC BRADY CORPORATION CL A Industrials 4,876.0 $446K 0.00% -852.0 -14.9% $91.47 -0.2%
410 ACI ALBERTSONS COS INC Consumer Defensive 32,892.0 $445K 0.00% -2K -5.1% $13.53 -8.5%
411 INGR INGREDION INC Consumer Defensive 4,674.0 $443K 0.00% -1K -23.1% $94.78 +12.7%
412 DK DELEK US HOLDINGS INC Energy 8,643.0 $439K 0.00% -901.0 -9.4% $50.79 +40.7%
413 BGC BGCGRP Financial Services 40,662.0 $435K 0.00% -1K -2.7% $10.70 +10.8%
414 ADEA ADEIA INC Technology 13,053.0 $430K 0.00% -4K -24.1% $32.94 -20.3%
415 MAT MATTEL INC Consumer Cyclical 30,937.0 $429K 0.00% -2K -4.9% $13.87 +4.6%
416 PAGP PLAINS GP HOLDINGS LP Energy 17,549.0 $426K 0.00% -5K -22.1% $24.27 +10.6%
417 BHF BRIGHTHOUSE FINANCIAL INC Financial Services 6,536.0 $414K 0.00% -2K -19.5% $63.34 -17.5%
418 AN AUTONATION INC Consumer Cyclical 2,215.0 $412K 0.00% -254.0 -10.3% $186.00 +7.3%
419 VNT VONTIER CORP Technology 14,105.0 $409K 0.00% -2K -13.3% $29.00 +13.7%
420 BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC Consumer Cyclical 5,700.0 $404K 0.00% -111K -95.1% $70.88 +2.8%
Page 21 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%