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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 29 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BWXT BWX TECHNOLOGIES INC Industrials 9,174.0 $1.8M 0.01% $194.68 -23.1%
562 EL ESTEE LAUDER COMPANIES CL A Consumer Defensive 22,622.0 $1.8M 0.01% $78.95 +32.8%
563 VRSN VERISIGN INC Technology 7,071.0 $1.8M 0.01% -245.0 -3.4% $251.59 +16.8%
564 EVRG EVERGY INC Utilities 20,340.0 $1.8M 0.01% -190.0 -0.9% $86.43 -5.8%
565 ROKU ROKU INC Communication Services 12,641.0 $1.7M 0.01% -92.0 -0.7% $138.12 +15.7%
566 HPQ HP INC Technology 79,540.0 $1.7M 0.01% $21.94 +34.6%
567 LII LENNOX INTERNATIONAL INC Industrials 3,033.0 $1.7M 0.01% -110.0 -3.5% $573.03 -32.1%
568 RGLD ROYAL GOLD INC Basic Materials 8,652.0 $1.7M 0.01% $199.61 +34.1%
569 CDW CDW CORP Technology 12,265.0 $1.7M 0.01% $140.64 +1.0%
570 RDDT REDDIT INC Communication Services 9,922.0 $1.7M 0.01% $173.55 -6.4%
571 ASTS AST SPACEMOBILE INC Technology 19,247.0 $1.7M 0.01% $88.84 -30.2%
572 SNA SNAP-ON INC Industrials 4,218.0 $1.7M 0.01% $402.32 -1.9%
573 KHC KRAFT HEINZ CO Consumer Defensive 71,617.0 $1.7M 0.01% $23.63 +7.2%
574 EWBC EAST WEST BANKCORP Financial Services 12,986.0 $1.7M 0.01% -1K -7.9% $129.06 +0.3%
575 INVH INVITATION HOMES INC Real Estate 55,152.0 $1.7M 0.01% $30.21 +0.0%
576 WY WEYERHAEUSER CO Real Estate 69,582.0 $1.7M 0.01% $23.94 +2.0%
577 AKAM AKAMAI TECHNOLOGIES INC Technology 14,084.0 $1.7M 0.01% $118.22 -10.6%
578 GPN GLOBAL PAYMENTS INC Industrials 22,805.0 $1.7M 0.01% $72.57 +29.3%
579 CTSH COGNIZANT TECH SOLUTIONS CORP CL A Technology 42,449.0 $1.6M 0.01% $38.73 +62.8%
580 MILLICM INTE 18,100.0 $1.6M 0.01% -7K -28.7% $90.77
Page 29 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%