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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 5 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COKE COCACOLA CNSLD INC Consumer Defensive 148,827.0 $28.4M 0.10% -801.0 -0.5% $190.92 -1.0%
82 WDC WESTERN DIGITAL CORP Technology 43,496.0 $27.8M 0.10% -2K -5.1% $638.73 -28.1%
83 ARMK ARAMARK Industrials 486,882.0 $27.7M 0.10% -183K -27.3% $56.90 +5.0%
84 YUM YUM! BRANDS INC Consumer Cyclical 167,140.0 $26.7M 0.09% -1K -0.6% $159.86 -4.3%
85 ESI ELEMENT SOLUTIONS Basic Materials 555,527.0 $26.5M 0.09% -401K -41.9% $47.75 -26.1%
86 HUBB HUBBELL INC Industrials 49,613.0 $26.0M 0.09% -4K -8.2% $523.21 -10.2%
87 CBRE CBRE GROUP INC Real Estate 192,711.0 $26.0M 0.09% -31K -13.9% $134.69 +12.9%
88 ON ON SEMICONDUCTOR CORP Technology 267,089.0 $25.3M 0.09% -68K -20.2% $94.54 -21.5%
89 QCOM QUALCOMM INC Technology 134,440.0 $24.8M 0.09% -3K -2.0% $184.79 -13.0%
90 ADI ANALOG DEVICES INC Technology 61,691.0 $24.5M 0.09% -1K -2.1% $397.17 -6.1%
91 CRWD CROWDSTRIKE HOLDINGS INC Technology 31,901.0 $24.3M 0.08% -326.0 -1.0% $190.79 +0.6%
92 NDAQ NASDAQ INC Financial Services 307,787.0 $24.3M 0.08% -22K -6.7% $78.82 +24.6%
93 MCD MCDONALDS CORP Consumer Cyclical 88,939.0 $24.0M 0.08% -2K -2.3% $270.31 +0.2%
94 TMO THERMO FISHER SCIENTIFIC INC Healthcare 47,716.0 $23.9M 0.08% -173K -78.4% $501.36 +25.5%
95 SNEX STONEX GROUP INC Financial Services 197,744.0 $23.4M 0.08% -113K -36.4% $118.50 -42.2%
96 RF REGIONS FINANCIAL CORP Financial Services 770,661.0 $23.3M 0.08% -5K -0.7% $30.20 +0.7%
97 ANET ARIST NTWRKS Technology 136,737.0 $23.2M 0.08% -819.0 -0.6% $169.88 +11.0%
98 PEP PEPSICO INC Consumer Defensive 171,498.0 $23.2M 0.08% -4K -2.1% $135.40 +6.0%
99 NEE NEXTERA ENERGY INC Utilities 262,070.0 $23.0M 0.08% -2K -0.8% $87.77 -4.7%
100 VZ VERIZON COMMUNICATIONS INC Communication Services 530,654.0 $22.5M 0.08% -7K -1.3% $42.34 +16.8%
Page 5 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%