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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 40 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FLUTTER ENTERTAINMENT PLC 8,268.0 $845K 0.00% NEW $102.20
782 ACM AECOM TECHNOLOGY CORP Industrials 12,082.0 $843K 0.00% $69.77 -6.7%
783 KLIC KULICKE & SOFFA IND Technology 6,284.0 $841K 0.00% $133.83 -36.6%
784 MANH MANHATTAN ASSOCIATES INC Technology 6,039.0 $841K 0.00% $139.26 +55.0%
785 W WAYFAIR INC Consumer Cyclical 9,016.0 $833K 0.00% $92.39 +12.6%
786 SFM SPROUTS FARMERS MARKET INC Consumer Defensive 9,841.0 $832K 0.00% $84.54 +2.7%
787 WYNN WYNN RESORTS LTD Consumer Cyclical 8,573.0 $832K 0.00% $97.05 +0.1%
788 CIFR CIPHER MINING INC Financial Services 33,945.0 $832K 0.00% $24.51 -34.6%
789 BROS DUTCH BROS INC Consumer Cyclical 11,574.0 $831K 0.00% $71.80 -28.6%
790 MP MP MATERIALS CORP Basic Materials 14,809.0 $829K 0.00% $55.98 +5.9%
791 FR FIRST INDUSTRIAL REALTY TRUST INC Real Estate 13,422.0 $823K 0.00% -99.0 -0.7% $61.32 +2.5%
792 NWSA NEWS CORP CL A Communication Services 33,137.0 $823K 0.00% -801.0 -2.4% $24.84 +24.7%
793 COMP COMPASS INC Technology 66,597.0 $821K 0.00% $12.33 -7.7%
794 TTC TORO CO Industrials 8,429.0 $821K 0.00% -1K -14.9% $97.40 +3.0%
795 PCVX VAXCYTE INC Healthcare 14,024.0 $815K 0.00% $58.11 +5.1%
796 LGND LIGAND PHARMACEUTICALS-CL B Healthcare 2,555.0 $808K 0.00% $316.24 -9.0%
797 BRX BRIXMOR PROPERTY GROUP INC Real Estate 25,441.0 $802K 0.00% -2K -7.1% $31.52 -6.8%
798 DX DYNEX CAPITAL INC Real Estate 61,191.0 $802K 0.00% $13.11 -1.7%
799 AM ANTERO MIDSTREAM CORP Energy 35,223.0 $801K 0.00% $22.74 -0.7%
800 HXL HEXCEL CORP Industrials 8,005.0 $801K 0.00% $100.06 -5.4%
Page 40 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%