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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 22 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ATRO ASTRONICS CORP Industrials 4,916.0 $399K 0.00% -190.0 -3.7% $81.16 -3.9%
422 FCNCA FIRST CITIZENS BCSHS Financial Services 191.0 $397K 0.00% -725.0 -79.2% $2078.53 +5.1%
423 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 2,700.0 $386K 0.00% -62.0 -2.2% $142.96 +3.1%
424 DXPE DXP ENTERPRISES INC Industrials 2,243.0 $378K 0.00% -217.0 -8.8% $168.52 +12.9%
425 CNK CINEMARK HOLDINGS INC Communication Services 11,600.0 $368K 0.00% -164.0 -1.4% $31.72 +15.4%
426 MCY MERCURY GENERAL CORP Financial Services 3,407.0 $363K 0.00% -632.0 -15.7% $106.55 -0.8%
427 DAN DANA HOLDING CORP Consumer Cyclical 12,842.0 $349K 0.00% -2K -13.4% $27.18 +16.7%
428 AGO ASSURED GUARANTY LTD Financial Services 4,334.0 $347K 0.00% -1K -21.7% $80.06 -7.0%
429 HESM HESS MIDSTREAM LP Energy 9,156.0 $344K 0.00% -1K -13.5% $37.57 +4.2%
430 RAMP LIVERAMP HOLDINGS INC Technology 8,886.0 $334K 0.00% -383.0 -4.1% $37.59 -0.0%
431 UNFI UNITED NATURAL FOODS INC Consumer Defensive 7,248.0 $331K 0.00% -438.0 -5.7% $45.67 +5.2%
432 GFF GRIFFON CORP Industrials 3,311.0 $323K 0.00% -1K -28.1% $97.55 +3.1%
433 PVH PVH CORP Consumer Cyclical 4,346.0 $323K 0.00% -244.0 -5.3% $74.32 +5.6%
434 KFY KORN FERRY Industrials 4,832.0 $322K 0.00% -322.0 -6.2% $66.64 +27.6%
435 ITGR INTEGER HOLDINGS CORP Healthcare 3,368.0 $315K 0.00% -99K -96.7% $93.53 +33.9%
436 SIRIUSPOINT LTD 13,069.0 $314K 0.00% -6K -29.8% $24.03
437 INVA INNOVIVA INC Healthcare 13,367.0 $304K 0.00% -2K -11.1% $22.74 -7.4%
438 EXPO EXPONENT INC Industrials 5,119.0 $301K 0.00% -168K -97.0% $58.80 +19.4%
439 PEGA PEGASYSTEMS INC Technology 9,956.0 $298K 0.00% -760.0 -7.1% $29.93 +12.1%
440 PBI PITNEY BOWES INC Industrials 16,990.0 $298K 0.00% -6K -25.1% $17.54 -6.0%
Page 22 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%