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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 12 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 COP CONOCOPHILLIPS Energy 157,430.0 $16.4M 0.06% -5K -3.1% $103.96 +29.7%
222 ADM ARCHER DANIELS-MIDLAND CO Consumer Defensive 213,113.0 $16.3M 0.06% +167K +362.0% $76.40 +5.1%
223 PGR PROGRESSIVE CORP Financial Services 74,365.0 $16.2M 0.06% -995.0 -1.3% $218.45 +0.4%
224 UBER UBER TECHNOLOGIES INC Technology 224,210.0 $16.2M 0.06% -31K -12.1% $72.16 +9.2%
225 SPGI S&P GLOBAL INC Financial Services 39,523.0 $16.1M 0.06% -700.0 -1.7% $407.26 +5.9%
226 CHRW C.H. ROBINSON WORLDWIDE INC Industrials 85,204.0 $16.0M 0.06% -579.0 -0.7% $188.34 -24.8%
227 JBHT HUNT J B TRANSPORT SVCS INC Industrials 54,723.0 $15.8M 0.06% +19K +54.0% $289.42 -4.8%
228 GWW GRAINGER W W INC Industrials 11,499.0 $15.6M 0.05% +7K +171.1% $1360.38 -3.5%
229 PH PARKER HANNIFIN CORP Industrials 15,942.0 $15.6M 0.05% -240.0 -1.5% $978.11 +2.4%
230 DHR DANAHER CORP Healthcare 81,285.0 $15.5M 0.05% -213K -72.4% $190.48 +14.9%
231 HIG HARTFORD FINANCIAL SVCS GRP Financial Services 116,246.0 $15.4M 0.05% $132.52 +2.7%
232 BURL BURLINGTON STORES INC Consumer Cyclical 48,576.0 $15.4M 0.05% $316.80 +3.1%
233 LOW LOWES COMPANIES INC Consumer Cyclical 69,588.0 $15.3M 0.05% $220.48 -2.0%
234 CRM SALESFORCE.COM INC Technology 97,854.0 $15.3M 0.05% -229K -70.1% $156.66 +33.5%
235 TOL TOLL BROS INC Consumer Cyclical 92,149.0 $15.2M 0.05% +18K +23.6% $164.75 -10.7%
236 HLX HELIX ENERGY SOLUTIONS GROUP Energy 1,730,815.0 $15.1M 0.05% $8.74 +18.4%
237 MO ALTRIA GROUP INC. Consumer Defensive 209,234.0 $15.1M 0.05% -8K -3.7% $71.95 -8.1%
238 APP APPLOVIN CORP Technology 29,207.0 $15.0M 0.05% -509.0 -1.7% $515.22 -40.7%
239 RKLB ROCKET LAB CORP Industrials 145,485.0 $14.8M 0.05% +104K +250.1% $101.65 -28.6%
240 BMY BRISTOL-MYERS SQUIBB CO Healthcare 256,073.0 $14.8M 0.05% -6K -2.4% $57.62 +16.3%
Page 12 of 93  ·  1,842 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%