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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 28 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FN FABRINET Technology 3,560.0 $2.0M 0.01% -28.0 -0.8% $562.08 -23.2%
542 VLTO VERALTO CRP Industrials 22,547.0 $2.0M 0.01% -639.0 -2.8% $88.66 +11.4%
543 EXPAND ENERGY CORP 21,707.0 $2.0M 0.01% $91.17
544 TTMI TTM TECHNOLOGIES INC Technology 10,559.0 $2.0M 0.01% -2K -18.1% $187.04 -40.0%
545 FIS FIDELITY NATIONAL INFORMATION SVCS INC Technology 49,487.0 $1.9M 0.01% $38.88 +4.1%
546 CORPAY INC 5,738.0 $1.9M 0.01% $333.22
547 EXPD EXPEDITORS INTL WASHINGTON INC Industrials 11,706.0 $1.9M 0.01% -732.0 -5.9% $162.99 +16.0%
548 RKT ROCKET COS INC Financial Services 120,844.0 $1.9M 0.01% -920.0 -0.8% $15.75 -9.2%
549 AFRM AFFIRM HOLDINGS INC Technology 23,329.0 $1.9M 0.01% $81.53 -4.4%
550 PFG PRINCIPAL FINANCIAL GROUP Financial Services 17,611.0 $1.9M 0.01% $107.77 +3.5%
551 IP INTERNATIONAL PAPER CO Consumer Cyclical 49,293.0 $1.9M 0.01% $38.10 +7.6%
552 EFX EQUIFAX INC Industrials 11,821.0 $1.9M 0.01% $158.70 +20.9%
553 SBAC SBA COMMUNICATIONS CORP Real Estate 10,509.0 $1.9M 0.01% $176.42 +6.3%
554 LEN LENNAR CORP CL A Consumer Cyclical 20,429.0 $1.8M 0.01% -113.0 -0.6% $90.51 -3.1%
555 FTV FORTIVE CORP Technology 30,125.0 $1.8M 0.01% -302.0 -1.0% $61.08 -2.6%
556 ESS ESSEX PROPERTY TRUST INC Real Estate 6,301.0 $1.8M 0.01% $291.54 +0.2%
557 RS RELIANCE STEEL & ALUMINUM Basic Materials 4,865.0 $1.8M 0.01% -232.0 -4.5% $373.69 +2.7%
558 AMCOR PLC 41,772.0 $1.8M 0.01% $43.35
559 IFF INTL FLAVORS & FRAGR Basic Materials 22,788.0 $1.8M 0.01% $79.21 +10.0%
560 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 12,977.0 $1.8M 0.01% $139.09 -2.9%
Page 28 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%