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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 14 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LECO LINCOLN ELECTRIC HOLDINGS Industrials 48,686.0 $12.9M 0.04% +43K +747.0% $265.52 +6.1%
262 AHR AMERICAN HEALTHCARE REIT INC Real Estate 246,583.0 $12.9M 0.04% +226K +1083.6% $52.15 +7.3%
263 UTHR UNITED THERAPEUTICS CORP Healthcare 23,649.0 $12.8M 0.04% $541.84 -5.3%
264 MRNA MDRNA INC Healthcare 182,734.0 $12.8M 0.04% +149K +441.7% $70.03 +107.2%
265 FUL H B FULLER CO Basic Materials 219,468.0 $12.8M 0.04% $58.29 +0.7%
266 DT DYNATRACE INC Technology 290,275.0 $12.7M 0.04% $43.91 +12.3%
267 A AGILENT TECHNOLOGIES INC Healthcare 95,846.0 $12.7M 0.04% +69K +259.7% $132.83 +19.7%
268 CMI CUMMINS INC Industrials 17,588.0 $12.5M 0.04% $713.21 -17.6%
269 MEDTRONIC PLC 159,290.0 $12.5M 0.04% -4K -2.3% $78.23
270 BK BANK OF NEW YORK MELLON CORP Financial Services 85,933.0 $12.4M 0.04% -2K -2.6% $144.61 -1.9%
271 FORTINET INC 80,018.0 $12.3M 0.04% -4K -4.7% $153.62
272 GNRC GENERAC HOLDINGS INC Industrials 41,742.0 $12.2M 0.04% +36K +592.7% $292.80 -29.7%
273 STRL STERLING CONSTRUCTION CO INC Industrials 14,548.0 $12.2M 0.04% +11K +337.7% $839.36 -38.4%
274 PNC PNC FINANCIAL SERVICES GROUP Financial Services 49,260.0 $12.1M 0.04% -1K -2.0% $246.22 -1.3%
275 DUK DUKE ENERGY CORP Utilities 95,589.0 $12.1M 0.04% -4K -3.6% $126.58 -5.3%
276 USB U S BANCORP Financial Services 195,524.0 $11.8M 0.04% -4K -1.8% $60.40 +2.7%
277 FCX FREEPORT MCMORAN INC Basic Materials 184,377.0 $11.6M 0.04% $62.89 +21.9%
278 ADP AUTOMATIC DATA PROCESSING INC Industrials 51,761.0 $11.6M 0.04% $223.95 +25.4%
279 PTC PTC INC Technology 101,513.0 $11.5M 0.04% $113.61 +36.1%
280 SPOT SPOTIFY TECHNOLOGY SA Communication Services 24,960.0 $11.5M 0.04% -1K -4.7% $459.13 +16.2%
Page 14 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%