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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 6 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FHN FIRST HORIZON CORP Financial Services 873,705.0 $22.4M 0.08% -6K -0.7% $25.64 -3.9%
102 DIS WALT DISNEY CO Communication Services 224,051.0 $21.6M 0.07% -5K -2.4% $96.25 +12.0%
103 IDXX IDEXX LABORATORIES INC Healthcare 40,896.0 $21.5M 0.07% -492.0 -1.2% $526.43 +5.8%
104 TPR TAPESTRY INC Consumer Cyclical 145,578.0 $21.3M 0.07% -29K -16.4% $146.38 -11.1%
105 BA BOEING CO Industrials 98,338.0 $21.3M 0.07% -2K -2.1% $216.47 -1.0%
106 DRI DARDEN RESTAURANTS INC Consumer Cyclical 101,430.0 $20.9M 0.07% -16K -13.8% $206.01 +7.6%
107 WELL WELLTOWER INC Real Estate 89,142.0 $20.2M 0.07% -3K -3.2% $226.97 +5.4%
108 SIMO SILICON MOTION TECHNOLOGY CORP Technology 60,300.0 $20.1M 0.07% -17K -21.7% $333.33 -22.5%
109 CBOE CBOE GLOBAL MARKETS INC Financial Services 81,569.0 $19.8M 0.07% -21K -20.4% $242.67 +23.9%
110 SCHW SCHWAB (CHARLES) CORP Financial Services 212,141.0 $19.6M 0.07% -9K -4.2% $92.27 +21.7%
111 CIEN CIENA CORP Technology 39,608.0 $19.4M 0.07% -594.0 -1.5% $490.56 -19.3%
112 THC TENET HEALTHCARE CORP Healthcare 103,822.0 $19.4M 0.07% -991.0 -0.9% $187.08 +50.1%
113 AEIS ADVANCED ENERGY INDUSTRIES Industrials 49,941.0 $18.6M 0.06% -511.0 -1.0% $372.88 -23.3%
114 NOVT NOVANTA INC Technology 113,444.0 $18.4M 0.06% -17K -13.2% $162.24 -10.5%
115 INGERSOLL-RAND INC 221,605.0 $18.2M 0.06% -26K -10.4% $81.99
116 BLK BLCKRCK INC Financial Services 18,737.0 $18.0M 0.06% -100.0 -0.5% $961.57 +20.3%
117 ISRG INTUITIVE SURGICAL INC Healthcare 44,869.0 $17.8M 0.06% -942.0 -2.1% $397.69 -4.7%
118 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 91,171.0 $17.6M 0.06% -22K -19.7% $193.23 +5.8%
119 PFE PFIZER INC Healthcare 717,192.0 $17.3M 0.06% -15K -2.0% $24.08 +16.6%
120 DELL DELL TECHNOLOGIES INC Technology 39,876.0 $17.2M 0.06% -2K -4.2% $431.46 +2.4%
Page 6 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%