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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 4 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MPWR MONOLITHIC POWER SYSTEMS INC Technology 25,202.0 $34.8M 0.12% -7K -22.9% $1382.35 -4.8%
62 TRGP TARGA RESOURCES CORP Energy 127,076.0 $34.1M 0.12% -10K -7.2% $268.14 +11.5%
63 MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC Technology 87,929.0 $33.4M 0.12% -40K -31.1% $380.38 -29.9%
64 IBM INTL BUS MACHS Technology 117,998.0 $33.2M 0.12% -1K -1.2% $281.21 -16.2%
65 WFC WELLS FARGO & CO Financial Services 393,765.0 $32.5M 0.11% -8K -1.9% $82.64 +1.5%
66 LSCC LATTICE SEMICONDUCTOR CORP Technology 212,380.0 $32.5M 0.11% -44K -17.0% $152.96 -23.1%
67 MRVL MARVELL TECH Technology 107,792.0 $32.1M 0.11% -2K -1.8% $297.89 -20.4%
68 ORCL ORACLE CORPORATION Technology 218,409.0 $32.0M 0.11% -2K -1.0% $146.55 -0.1%
69 MCHP MICROCHIP TECHNOLOGY INC Technology 348,272.0 $31.8M 0.11% -47K -11.9% $91.20 -16.6%
70 USFD US FOODS HOLDING CORP Consumer Defensive 310,496.0 $31.7M 0.11% -27K -8.1% $102.25 +7.2%
71 HDB HDFC BANK LTD-ADR Financial Services 1,227,009.0 $31.7M 0.11% -10K -0.8% $25.83 -8.6%
72 NVT NVENT ELECTRIC PLC Industrials 185,815.0 $31.5M 0.11% -118K -38.8% $169.61 -10.4%
73 CAH CARDINAL HEALTH INC Healthcare 132,247.0 $31.4M 0.11% -33K -19.9% $237.56 -3.4%
74 ESE ESCO TECHNOLOGIES INC Technology 89,358.0 $31.3M 0.11% -26K -22.8% $350.04 -17.9%
75 FROG JFROG LTD Technology 338,340.0 $30.7M 0.11% -73K -17.8% $90.88 +1.4%
76 TDY TELEDYNE TECHNOLOGIES INC Technology 45,281.0 $30.2M 0.10% -1K -2.5% $666.90 -4.6%
77 MOD MODINE MANUFACTURING CO Consumer Cyclical 108,070.0 $28.9M 0.10% -32K -22.8% $267.02 -26.0%
78 LFUS LITTELFUSE INC Technology 62,947.0 $28.7M 0.10% -6K -8.2% $455.34 -9.5%
79 C CITIGROUP INC Financial Services 204,067.0 $28.6M 0.10% -23K -10.2% $139.96 -5.9%
80 LNT ALLIANT ENERGY CORP Utilities 374,252.0 $28.6M 0.10% -22K -5.6% $76.29 -11.1%
Page 4 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%