BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHW SHERWIN WILLIAMS CO Basic Materials 246,864.0 $85.0M 0.29% -119K -32.5% $344.32 +0.7%
62 DE DEERE & CO Industrials 123,561.0 $78.4M 0.27% +90K +272.3% $634.33 +2.1%
63 JNJ JOHNSON & JOHNSON CO Healthcare 308,230.0 $78.3M 0.27% $253.97 +6.4%
64 PLD PROLOGIS INC (NEW) Real Estate 553,480.0 $75.0M 0.26% -4K -0.8% $135.47 +4.7%
65 EW EDWARDS LIFESCIENCES CP Healthcare 824,154.0 $74.6M 0.26% -220K -21.1% $90.46 -0.7%
66 AMAT APPLIED MATERIALS INC Technology 100,232.0 $72.5M 0.25% -2K -1.8% $723.00 -31.9%
67 CRH PLC 647,485.0 $69.3M 0.24% NEW $107.00
68 GLW CORNING INC Technology 266,776.0 $68.1M 0.23% +160K +150.4% $255.43 -41.4%
69 SEAGATE TECHNOLOGY HOLDINGS PLC 70,573.0 $68.1M 0.23% +15K +26.4% $965.00
70 PLTR PALANTIR TECHNOLOGIES INC Technology 531,738.0 $62.0M 0.21% -20K -3.6% $116.67 +54.2%
71 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 496,196.0 $61.1M 0.21% -5K -0.9% $123.11 +31.0%
72 BSX BOSTON SCIENTIFIC CORP Healthcare 1,418,281.0 $60.5M 0.21% -284K -16.7% $42.68 +18.0%
73 CSCO CISCO SYSTEMS INC Technology 499,652.0 $58.7M 0.20% -8K -1.5% $117.46 -5.5%
74 LAMR LAMAR ADVERTISING CO Real Estate 333,128.0 $52.0M 0.18% -18K -5.2% $155.98 -3.3%
75 BAC BANK OF AMERICA CORP Financial Services 860,923.0 $49.1M 0.17% -9K -1.0% $56.98 +8.3%
76 NOW SERVICENOW INC Technology 480,036.0 $47.7M 0.17% +347K +260.3% $99.28 +29.4%
77 UNH UNITEDHEALTH GROUP INC Healthcare 114,521.0 $47.6M 0.16% -2K -1.4% $415.63 -6.1%
78 LITE LUMENTUM HOLDINGS INC Technology 53,847.0 $46.2M 0.16% +47K +636.6% $858.06 +1.0%
79 PG PROCTER & GAMBLE CO Consumer Defensive 293,376.0 $43.0M 0.15% -5K -1.8% $146.64 -1.3%
80 KO COCA-COLA CO Consumer Defensive 505,303.0 $41.1M 0.14% -19K -3.6% $81.27 +12.1%
Page 4 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%