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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 7 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 STE STERIS PLC Healthcare 81,225.0 $17.1M 0.06% -31K -27.4% $210.58 +13.0%
122 COP CONOCOPHILLIPS Energy 157,430.0 $16.4M 0.06% -5K -3.1% $103.96 +29.7%
123 PGR PROGRESSIVE CORP Financial Services 74,365.0 $16.2M 0.06% -995.0 -1.3% $218.45 +0.4%
124 UBER UBER TECHNOLOGIES INC Technology 224,210.0 $16.2M 0.06% -31K -12.1% $72.16 +9.2%
125 SPGI S&P GLOBAL INC Financial Services 39,523.0 $16.1M 0.06% -700.0 -1.7% $407.26 +5.9%
126 CHRW C.H. ROBINSON WORLDWIDE INC Industrials 85,204.0 $16.0M 0.06% -579.0 -0.7% $188.34 -24.8%
127 PH PARKER HANNIFIN CORP Industrials 15,942.0 $15.6M 0.05% -240.0 -1.5% $978.11 +2.4%
128 DHR DANAHER CORP Healthcare 81,285.0 $15.5M 0.05% -213K -72.4% $190.48 +14.9%
129 CRM SALESFORCE.COM INC Technology 97,854.0 $15.3M 0.05% -229K -70.1% $156.66 +33.5%
130 MO ALTRIA GROUP INC. Consumer Defensive 209,234.0 $15.1M 0.05% -8K -3.7% $71.95 -8.1%
131 APP APPLOVIN CORP Technology 29,207.0 $15.0M 0.05% -509.0 -1.7% $515.22 -40.7%
132 BMY BRISTOL-MYERS SQUIBB CO Healthcare 256,073.0 $14.8M 0.05% -6K -2.4% $57.62 +16.3%
133 SBUX STARBUCKS CORP Consumer Cyclical 144,206.0 $14.7M 0.05% -928.0 -0.6% $102.19 +4.8%
134 INSTALLED BUILDING PRODUCTS INC 62,903.0 $14.5M 0.05% -43K -40.4% $229.85
135 ULTA ULTA BEAUTY INC Consumer Cyclical 31,485.0 $14.2M 0.05% -9K -22.0% $450.98 +15.6%
136 TRANE TECHNOLOGIES PLC 27,653.0 $13.6M 0.05% -926.0 -3.2% $491.16
137 TTWO TAKE TWO INTERACTIVE SOFTWARE Communication Services 54,196.0 $13.5M 0.05% -23K -29.8% $249.98 -4.1%
138 LMT LOCKHEED MARTIN CORP Industrials 26,374.0 $13.4M 0.05% -403.0 -1.5% $509.44 +10.6%
139 HWM HOWMET AEROSPACE INC Industrials 49,294.0 $13.3M 0.05% -275.0 -0.6% $268.86 +1.1%
140 SO SOUTHERN COMPANY Utilities 138,398.0 $13.2M 0.05% -2K -1.4% $95.71 -7.1%
Page 7 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%